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 Super Plan | |
| I want to... | Use this form... |
| Make an additional investment |  Application for Additional Investment & Features 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 | Transfer Authority Form |
| Make a withdrawal | Withdrawal Form |
| Exercise choice of fund | Choice Nomination form |
| Access my account online | Online Account Access Registration Form |
| Split my superannuation contributions with my spouse | Superannuation Contributions Splitting Application Form |
| Claim or vary a deduction for personal super contributions | Notice of intent to claim or vary a deduction for personal super contributions Form |
| Perpetual's Select Super Plan | |
| I want to... | Use this form... |
| Open a workplace plan | Select Super Plan Participating Employer Application Form |
| Enrol one or more employees to an existing employer account | Select Super Plan New Employee Details |
| Enrol myself as an employee | Select Super Plan Employee Application |
| Make a superannuation contribution (for employers) | Select Super Plan Contribution Advice |
| Make an additional investment (for members) | Select Application for Additional Invesment & Features Form |
| Transfer monies from another fund | Select Super Plan Transfer Authority Form |
| Advise an employee has left | Select Super Plan Employment Termination Advice |
| Request a withdrawal from my account | Select Super Plan Benefit Payment |
| Change my investment options | Select Super Plan Switch Form |
| Nominate a beneficiary | Select Super Plan Beneficiary Nomination |
| Establish a savings plan for making regular contributions | Select Super Plan Direct Debit Authority |
| Change my contact details, authorised representative or financial adviser | Select Super Plan Change of Instructions |
| Exercise choice of fund | Select Super Choice Nomination Form |
| Split my superannuation contributions with my spouse | Select Superannuation Contributions Splitting Application Form |
| See my account details online | Online Account Access Registration Form |
| Claim or vary a deduction for personal super contributions | Notice of intent to claim or vary a deduction for personal super contributions Form |
| Perpetual's Pooled Super Trust | |
| I want to... | Use this form... |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Make a withdrawal | Perpetual's Pooled Super Trust Withdrawal Form |
| Change my investment options | Perpetual's Pooled Super Trust Switch Form |
| Australian Eligible Rollover Fund | |
| I want to... | Use this form ... |
| Provide your Tax File Number | Tax File Number Notification Form |
| Make a withdrawal | Withdrawal Form |
