Retirement Forms, PDS and Offer Documents

To update your personal details or to provide us with instructions relating to 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).

Forms

Account Access Online Registration Form
Access my account online

Select Pension Plan refresh form
Consolidate your existing pension plan account

Select Pension Switch Form
Change my investment options

Select Pension Plan Change of Instructions
Change my contact details, authorised representative or financial adviser

Select Pension Plan Beneficiary Nomination
Nominate a beneficiary

Select Pension Plan Benefit Payment Form
Apply for a benefit payment

Select Pension Plan Rollover Authority
Transfer monies from another fund



Forms

Adviser Online Registration Form
Perpetual Investments Account Access

Online Account Access Registration Form
Access my account online

Withdrawal Form
Make a withdrawal

Transfer monies from another fund
Rollover Authority Form

Switch Form
Move money from one fund to another

Nomination of Beneficiary Form
Nominate a beneficiary

Nomination of beneficiary Form (binding)
To nominate a beneficiary that your superannuation benefit must be paid to upon your death

Change of Instructions Form
Change my contact details, authorised representative or financial adviser

Pension refresh facility
Consolidate my existing Pension Plan account balance Offer Documents and Product Disclosure Statements

Download PDS part 1

Download PDS part 2

All transactions are no longer permitted for the van Eyk Blueprint - Capital Stable, van Eyk Blueprint - Balanced and van Eyk Blueprint - High Growth investment options until further notice

Application form (writable) - a copy of the application form is available in Part 1 of the PDS.

Request PDS by mail

Continuous disclosure and important information

Financial services guide for direct investors

Forms

Adviser Online Registration Form
Perpetual Investments Account Access

Online Account Access Registration Form
Access my account online

Switch Form
Move money from one fund to another

Nomination of Beneficiary Form
Nominate a beneficiary

Nomination of beneficiary Form (binding)
To nominate a beneficiary that your superannuation benefit must be paid to upon your death

Change of Instructions Form
Change my contact details, authorised representative or financial advisers
Forms

Adviser Online Registration Form
Perpetual Investments Account Access

Online Account Access Registration Form
Access my account online

Withdrawal Form
Make a withdrawal

Transfer monies from another fund
Rollover Authority Form

Switch Form
Move money from one fund to another

Nomination of Beneficiary Form
Nominate a beneficiary

Nomination of beneficiary Form (binding)
To nominate a beneficiary that your superannuation benefit must be paid to upon your death

Change of Instructions Form
Change my contact details, authorised representative or financial adviser

Pension refresh facility
Consolidate my existing Pension Plan account balance Offer Documents and Product Disclosure Statements

Download PDS part 1

Download PDS part 2

All transactions are no longer permitted for the van Eyk Blueprint - Capital Stable, van Eyk Blueprint - Balanced and van Eyk Blueprint - High Growth investment options until further notice

Application form (writable) - a copy of the application form is available in Part 1 of the PDS.

Request PDS by mail

Continuous disclosure and important information