Forms
Here you have access to specific forms to change or update your client’s instructions or information with Perpetual. Download and print the form you need, ask your client to complete it and return it to you, and send it directly to Perpetual (mailing details are included on each form).
| Perpetual WealthFocus Allocated and Account Based Pension | |
| I want to... | Use this form... |
| Change my contact details, authorised representative or financial adviser |  Change of Instructions Form |
| Nominate a beneficiary | Nomination of Beneficiary Form |
| Move money from one fund to another | Switch Form |
| Transfer monies from another fund | Rollover Authority Form |
| Convert to Account Based Pension | Convert to Account Based Pension Form |
| Access my account online | Online Account Access Registration Form |
| Perpetual WealthFocus Term Allocated Pension | |
| I want to... | Use this form... |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Nominate a beneficiary | Nomination of Beneficiary Form |
| Move money from one fund to another | Switch Form |
| Transfer monies from another fund | Rollover Authority Form |
| Access my account online | Account Access Online Registration Form |
| Perpetual's Select Allocated and Account Based Pension | |
| I want to... | Use this form... |
| Transfer monies from another fund | Select Pension Plan Rollover Authority |
| Apply for a benefit payment | Select Pension Plan Benefit Payment Form |
| Convert to an Account Based Pension | Select Convert to Account Based Pension Form |
| Nominate a beneficiary | Select Pension Plan Beneficiary Nomination |
| Change my contact details, authorised representative or financial adviser | Select Pension Plan Change of Instructions |
| Change my investment options | Switch Form |
| Access my account online | Account Access Online Registration Form |
| Perpetual's Select Term Allocated Pension | |
| I want to... | Use this form... |
| Transfer monies from another fund | Select Pension Plan Rollover Authority |
| Apply for a benefit payment | Select Pension Plan Benefit Payment Form |
| Nominate a beneficiary | Select Pension Plan Beneficiary Nomination |
| Change my contact details, authorised representative or financial adviser | Select Pension Plan Change of Instructions |
| Change my investment options | Switch Form |
| Access my account online | Account Access Online Registration Form |
