Superannuation forms
To update your personal details or to provide us with instructions relating your investments, simply download and print the relevant form. Once you have completed the form, give it to your financial adviser or mail it to us. The mailing details can be found on each form.
If you have Online Account Access, you can change your personal contact details online (please note this applies to certain Perpetual products only).
Perpetual WealthFocus Super Plan
- Application for Additional Investment & Features form
Make an additional investment
- Change of Instructions Form
Change my contact details, authorised representative or financial adviser
- Insurance transfer form
Transfer insurance from another provider
- Life stages insurance – D&TPD form
Increase your current insurance cover
- Life stages insurance salary continuance form
Life Stages cover has been introduced on salary continuance cover
- Nomination of Beneficiary Form
Nominate a beneficiary
- Switch form
Move money from one fund to another
- Transfer Authority Form
Transfer monies from another fund
- Withdrawal Form
Make a withdrawal
- Online Account Access Registration Form
Access my account online
- Apply for insurance - short personal statement
Apply for insurance - short personal statement
- Apply for insurance - full application
Apply for insurance - full application
- Notice of intent to claim or vary a deduction for personal super contributions Form
Claim or vary a deduction for personal super contributions
- Superannuation Contributions Splitting Application Form
Split my superannuation contributions with my spouse
- Choice Nomination form
Exercise choice of fund
Perpetual WealthFocus Wholesale Super Plan
- Application for Additional Investment & Features form
Make an additional investment
- Change of Instructions Form
Change my contact details, authorised representative or financial adviser
- Insurance transfer form
Transfer insurance from another provider
- Life stages insurance – D&TPD form
Increase your current insurance cover
- Life stages insurance salary continuance form
Life Stages cover has been introduced on salary continuance cover
- Nomination of Beneficiary Form
Nominate a beneficiary
- Switch form
Move money from one fund to another
- Transfer Authority Form
Transfer monies from another fund
- Withdrawal Form
Make a withdrawal
- Online Account Access Registration Form
Access my account online
- Apply for insurance - short personal statement
Apply for insurance - short personal statement
- Apply for insurance - full application
Apply for insurance - full application
- Notice of intent to claim or vary a deduction for personal super contributions Form
Claim or vary a deduction for personal super contributions
- Superannuation Contributions Splitting Application Form
Split my superannuation contributions with my spouse
- Choice Nomination form
Exercise choice of fund
Perpetual Select Super Plan
- Transfer insurance from another provider
Insurance transfer form
- Apply for insurance using the short application
Apply for insurance - short form
- Apply to increase your current cover through Life stages
Select Super Plan Life stages insurance form
- Apply for insurance using the standard application
Apply for insurance - standard form
- Open a workplace plan
Select Super Plan Participating Employer Application Form
- Select Super Plan New Employee Details
Enrol one or more employees to an existing employer account
- Select Super Plan Contribution Advice
Make a superannuation contribution (for employers)
- Select Application for Additional Invesment & Features Form
Make an additional investment (for members)
- Select Super Plan Transfer Authority Form
Transfer monies from another fund
- Advise an employee has left
Select Super Plan Employment Termination Advice
- Notice of intent to claim or vary a deduction for personal super contributions Form
Claim or vary a deduction for personal super contributions
- Online Account Access Registration Form
See my account details online
- Select Superannuation Contributions Splitting Application Form
Split my superannuation contributions with my spouse
- Select Super Choice Nomination Form
Exercise choice of fund
- Select Super Plan Change of Instructions
Change my contact details, authorised representative or financial adviser
- Select Super Plan Beneficiary Nomination
Nominate a beneficiary
- Select Super Plan Switch Form
Change my investment options
- Select Super Plan Benefit Payment
Request a withdrawal from my account
- Select Super Plan QROPS status
For QROPS status (QROPS500668)
Perpetual's Pooled Super Trust
- Change of Instructions Form
Change my contact details, authorised representative or financial adviser
- Perpetual's Pooled Super Trust Withdrawal Form
Make a withdrawal
Perpetual's DIY Super
- Contribution form
Make a superannuation contribution (personal or employer)
- Investment instructions
Buy or sell investments in my DIY fund
- Broker nomination
Nominate a broker to trade investments in my DIY fund on my behalf
- Benefit transfer request
Transfer monies from another fund
- Instruction to commence pension
Start a pension in my DIY fund
- Binding nomination - Trustee Service
Nominate a beneficiary in my Small APRA Fund
- Binding nomination - SMSF
Nominate a beneficiary in my SMSF
- Superannuation contribution splitting application
Split my superannuation contributions with my spouse
- Convert to account based pension - SMSF
Convert my SMSF allocated pension to an account based pension
- Withdrawal form
Make a withdrawal from my DIY Super fund
Australian Eligible Rollover Fund
- Tax File Number Notification Form
Provide your Tax File Number
- Withdrawal Form
Make a withdrawal
Contact us
Phone 1800 022 033
Fax (02) 8256 1427
