THIS SITE IS INTENDED FOR ADVISER USE ONLY

By clicking through to the Investments or Platforms site below you confirm that you are a licensed adviser operating under an Australian Financial Services License.

You may need to access one of the below forms or questionnaires if you have insurance cover through super.

Application Forms

Form Description

Adviser's report

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Application for Reinstatement (Default/AAL Cover)
You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Confidential financial report

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

COVID-19 Questionnaire (Supplementary Personal Statement) You will be informed by AIA should you be required to complete this form as part of your insurance claim.
Reinstatement and Declaration of health for voluntary cover You will be informed by AIA should you be required to complete this form as part of your insurance claim.
Declaration of health You will be informed by AIA should you be required to complete this form as part of your insurance claim.
Medical examination report You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Claim Forms

Below are the insurer’s claim forms, which you will need to complete to lodge a claim on your insurance cover held with us. The insurer may want additional documents later in the process to progress your claim.

You can visit our claims page for more information to help you with your claim. If you’ve got any questions about what documents you need to provide or have difficulty completing the claim form, please call us.

Type of Claim Form Description
All claims Authority to release Supply us with authority to release your information to our insurer so that they can process your claim.
  Identification and Verification Supply us with a certified copy of your proof of identity so that our insurer can process your claim.
Death claims Claim for Life Insurance Benefit Make a claim upon the death of the insured member.
Terminal Illness claims Claim for Terminal Illness Benefit (Claimant's Statement) Supply us with information about your employment, condition/illness, medical history and any other information relevant to claiming for a Terminal Illness benefit.
  Claim for Terminal Illness Benefit (Medical Attendant's Statement) Allow your treating physician to provide us with information about your condition/illness for the purposes of claiming for a Terminal Illness benefit.
Total and Permanent Disablement claims Claim for Total and Permanent Disablement Benefit (Claimant’s Initial Statement) Supply us with information about your employment, condition/illness, medical history and any other information relevant to claiming for Total and Permanent Disablement.
  Claim for Total and Permanent Disablement Benefits (Medical Attendant’s Statement) Allow your treating physician to provide us with information about your condition/illness for the purposes of claiming for Total and Permanent Disablement.
  Claim for Insurance Benefit (Employer's Statement) Allow an employer to provide information about your employment.
Salary Continuance Insurance or Income Protection claims Claim for Insurance Benefit (Employer’s Statement) Allow an employer to provide information about your employment.
  Claim for Income Protection Disablement Benefit (Claimant’s Initial Statement) Supply us with information about your employment, condition/illness, medical history and any other information relevant to claiming for Salary Continuance Insurance.
  Claim for Income Protection Disablement Benefits (Medical Attendant’s Statement) Allow your treating physician to provide us with information about your condition/illness for the purposes of claiming for Salary Continuance Insurance.
  Claim for Income Protection Progress Certificate (Claimant’s Statement) You will be informed by AIA should you be required to complete this form as part of your insurance claim as this form is issued by AIA not CFS.
  EFT Details for Income Protection Claims Supply us with EFT payment instructions for your Income Protection claim.
  Tax File Number (TFN) Declaration Download and complete the Tax File Number (TFN) Declaration form from the ATO website

Maintenance Forms

Form Description

Life events cover:

          Personal Super

          Employer Super

Increase your cover under a life event option.

Reduce or Cancel Insurance Cover FirstChoice Personal Super – Wholesale Personal Super Use this form to reduce or cancel the insurance cover held in FirstChoice Personal Super or FirstChoice Wholesale Personal Super
Reduce or Cancel Insurance Cover FirstChoice Employer Super Use this form to reduce or cancel the insurance cover held in FirstChoice Employer Super

Insurance Questionnaires

Questionnaire Description

Activities questionnaire and diary

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Anaemia questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Armed forces questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Arthritis questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Aviation questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Asthma, bronchitis or any other lung complaint questionnaire

Complete this form as required when completing the insurance application in the current Product Disclosure Statement.

Bowel disorder questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Confidential lifestyle questionnaire

Complete this form as required when completing the insurance application in the current Product Disclosure Statement.

Cysts, moles or skin lesions questionnaire

Complete this form as required when completing the insurance application in the current Product Disclosure Statement.

Diabetes or abnormal blood sugar questionnaire

Complete this form as required when completing the insurance application in the current Product Disclosure Statement.

Drug and Alcohol questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Epilepsy questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

General health questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Gout questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Headaches/ Migraines questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Hearing questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

High blood pressure questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Joint/Musculoskeletal questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Mental health questionnaire (client)

Complete this form as required when completing the insurance application in the current Product Disclosure Statement.

Motor sports questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Psoriasis questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Raised cholesterol questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Residency questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Self-employed questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Sexually transmitted diseases questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Sight impairment questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Thyroid disorder questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Underwater diving questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.

Vocational questionnaire

You will be informed by AIA should you be required to complete this form as part of your insurance claim.