Forms

Life Insurance
Accidental Death Plan application to increase cover

Increase your cover under Accidental Death Plan

Application for non-smoker premium rates

Update your smoker status

Cancellation of policy

Cancel your policy

Change of Financial Adviser Form

Request for a new financial adviser to look after your life insurance policy

Change of name and/or address

Update your personal details

Decrease sum insured form

Decrease your cover

Direct debit request

Update your direct debit details

Easylife Insurance application to increase cover

Increase your cover under Easylife Insurance

Estate Cover application to increase cover

Increase your cover under Estate Cover

Family Protection application to increase cover

Increase your cover under Family Protection

LifeCover Plan application to increase cover

Increase your cover under LifeCover Plan

LifeCover Plus Plan application to increase cover

Increase your cover under LifeCover Plus Plan

Nomination of Beneficiary Details

Nominate beneficiaries

Sports and pastimes questionnaire

Lifestyle questionnaire when increasing your cover under Term Life Insurance

Term Life and Income Protection application to increase cover

Increase your cover under Term Life Insurance and/or Income Protection

Third Party Authority Form

Request for information about your insurance policy to be shared with a third party

WealthFoundations Super
Identification forms can be found at the bottom of this page.
 
Declaration of gainful employment 2017/18

Notify us that you have met the Government work test to make contributions into your account (if you're over 65

Request to Transfer benefits form

Transfer your super money from another super fund into your WealthFoundations account

Death Benefit Nomination Form

Add or change beneficiary nominations

Adviser and Dealer Service Fees Form

Authorise adviser or dealer service Fees

Change of Details Form

Update your personal details

Regular Contribution by Direct Debit Form

Start, amend or cancel regular contributions into your account

Additional Contribution Form

Make additional contributions into your account

Notice of intent to claim or vary a tax deduction Form

Make personal contributions into your account and claim a tax deduction

Withdrawal or Transfer Out Form

Withdraw funds from your WealthFoundations Super or Pension account or to transfer funds to another super fund

WealthFoundations Pension
Identification forms can be found at the bottom of this page.
 
Adviser and Dealer Service Fees Form

Authorise adviser or dealer service Fees

Pension Variation Form

Update your pension details

Request to Transfer benefits form

Transfer your super money from another super fund into your WealthFoundations account

Tax File Number Declaration Form

Amend and re-lodge your taxation options with the ATO

Death Benefit Nomination Form

Add or change beneficiary nominations

Change of Details Form

Update your personal details

Withdrawal or Transfer Out Form

Withdraw funds from your WealthFoundations Super or Pension account or to transfer funds to another super fund

WealthSolutions

For all WealthSolutions forms please log in to your WeathSolutions account. However, identification forms can be found at the bottom of this page.

CFML Funds
If you are investing into the CFML Funds via an investment platform, please utilise the forms available from the relevant platform operator. Otherwise please contact us on 132 977 for a copy of the application form.

Identification forms can be found at the bottom of this page.
 

ClearView Superannuation and Roll-overs
ClearView Retirement Plan Binding Death Nomination form – for existing members

Make, confirm, amend or revoke a binding beneficiary nomination

ClearView Retirement Plan Binding Death Nomination form – for new members

Make, confirm, amend or revoke a binding beneficiary nomination

ClearView Superannuation and Roll-Overs ClearView Rollover Bond ClearView Pension Plan Withdrawal

Withdraw funds from your account

ClearView - Authority to Enquire

Authorise to make enquiries and obtain information on your investments held outside of your ClearView account

ClearView Change of Name and or Address

Update your personal details

ClearView Family Fee Discount Election

Apply for a family fee discount

ClearView Retirement Plan - Change of Non-binding Beneficiary

Amend a current non-binding beneficiary nomination

ClearView Retirement Plan - Over 65 declaration of gainful employment - work test 2017/18

Notify us that you’ve met Government work test and want to make contributions into your account (if you’re over 65)

ClearView Superannuation & Roll-overs - Transfer Request and Authority

Transfer funds in or out of ClearView and another Super fund

ClearView Superannuation and Roll-overs - Employer Contribution

Get your employer to make contributions into your account

ClearView Superannuation and Roll-overs - Additional Contributions

Make additional contributions into your account or and/or to commence or vary Regular savings plan

ClearView Superannuation and Roll-overs Optional Life Insurance Cover

Apply for life insurance cover through your super fund.

ClearView Retirement Plan - Application to Switch Units

Request a fund switch between investment options

Super Choice - Fund Nomination

Notify your employer of your choice of fund for super guarantee contributions

ClearView TeleAccess Application

Apply for the TeleAccess facility available in ClearView Superannuation and Roll-Overs

ClearView Identification Form - Individuals and Sole Traders

Verify your identification when you cannot provide original photo copies

ClearView Contribution Splitting

Split part of your account contributions with your spouse

ClearView Pension Plan
ClearView Retirement Plan Binding Death Nomination form – for existing members

Make, confirm, amend or revoke a binding beneficiary nomination

ClearView Retirement Plan Binding Death Nomination form – for new members

Make, confirm, amend or revoke a binding beneficiary nomination

ClearView - Authority to Enquire

Authorise to make enquiries and obtain information on your investments held outside of your ClearView account.

ClearView Family Fee Discount Election

Apply for a family fee discount

ClearView Pension - Tax File Number Declaration Form

Provide us with your Tax File Number

ClearView Identification Form - Individuals and Sole Traders

Verify your identification when you cannot provide original photo copies

ClearView Pension Plan - Pension Variation

Amend your pension payment details

ClearView Pension Plan - Transfer Request and Authority

Transfer funds in or out of ClearView and another super fund

ClearView Change of Name and or Address

Update your personal details

ClearView Managed Investments
ClearView - Authority to Enquire

Authorise to make enquiries and obtain information on your investments held outside of your ClearView account.

ClearView Managed Investments - Tax File Number and Exemption details

Provide your Tax File Number or exemption details

ClearView Identification Form - Companies

Provide proof of identification documents for companies investing/transacting with us

ClearView Transfer of Ownership

Transfer all or part of your ClearView Managed Investments units to another person or entity

ClearView Managed Investments - Death Notification

Notify of the death of an investor within the ClearView Managed Investments

ClearView Identification Form - Trusts

Provide proof of identification documents for Trusts investing/transacting with us

ClearView Managed Investments - Change of Investment Details

Change your investment details

ClearView Managed Investments - Application for Withdrawal

Withdraw funds from your investment

ClearView Managed Investments - Additional Investments Switch Request

Add investments to your account or request a fund switch

ClearView Identification Form - Partnerships

Provide proof of identification documents for partnerships investing/transacting with us

ClearView Family Fee Discount Election

Apply for a family fee discount

ClearView Change of Name and Address

Update your personal details

ClearView Identification Form - Individuals and Sole Traders

Verify your identification if you cannot provide original photo copies

ClearView Roll-over Bond
ClearView Identification Form - Individuals and Sole Traders

Verify your identification when you cannot provide original photo copies

ClearView - Authority to Enquire

Authorise to make enquiries and obtain information on your investments held outside of your ClearView account.

ClearView Roll-over Bond - Application to Switch Units

Request a fund switch between investment options.

ClearView Roll-over Bond - Transfer Request and Authority

Transfer funds out of ClearView to another super fund

ClearView Savings Bond
ClearView Savings Bond - Death Notification

Notify the death of an investor within the ClearView Savings Bond

ClearView - Authority to Enquire

Authorise to make enquiries and obtain information on your investments held outside of your ClearView account.

ClearView Savings Bond - Application for Withdrawal

Withdraw funds from your investment

ClearView Savings Bond - Application to Switch Units

Request a fund switch between investment options

Identification Forms
FSC/FPA AML ID Form (Schedule 1) - Individuals

FSC/FPA AML ID Form (Schedule 2) - Australian Companies

FSC/FPA AML ID Form (Schedule 3) - Foreign Companies

FSC/FPA AML ID Form (Schedule 4) - Australian Regulated Trusts

FSC/FPA AML ID Form (Schedule 5) - Unregulated Australian Trusts and Foreign Trusts

FSC/FPA AML ID Form (Schedule 6) - Partnerships

FSC/FPA AML ID Form (Schedule 7) - Associations

FSC/FPA AML ID Form (Schedule 8) - Registered Co-Operatives

FSC/FPA AML ID Form (Schedule 9) - Government Bodies

FSC/FPA AML ID Form (Schedule 10) - Verifying Officer

FSC/FPA AML ID Form (Schedule 11) - US Tax Status Declaration (curing) form - Individuals

FSC/FPA AML ID Form (Schedule 12) - Tax Status Declaration (curing) form - Individuals

FSC/FPA AML ID Form (Schedule 13) - Tax Status Declaration (curing) form - Entities