Superannuation 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
Tax File Number Notification Form
Provide your Tax File Number

Withdrawal Form
Make a withdrawal

Offer Documents and Product Disclosure Statements

Forms

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

Pension Refresh
Consolidate your existing pension account

Request to transfer out
Transfer administration of your DIY fund to another provider

Request to wind up fund
Permanently wind up your DIY fund 

 

Offer Documents and Product Disclosure Statements


Forms

Insurance Transfer Form
Transfer insurance from another provider

Insurance Application Form - Short Personal Statement
Apply for insurance using the short form application

Life Stages Insurance Form
Apply to increase your current cover on the occurrence of a life stage event

Insurance Application Form - Standard
Apply for insurance using the standard application form

Participating Employer Application Form
Open a work place plan for employees who have not chosen their own super fund

New Employee Details Form
Enrol one or more new employees to an existing employer account

Application for Additional Investment and Features Form
For members - make an additional investment

Transfer Authority Form
Transfer balances from other super funds(s) to your personal MySuper account

Employment Termination Advice
Advise an employee has left

Notice of intent to Claim or Vary a Deduction for Personal Super contributions Form
To make a claim or vary a deduction for personal super contributions

Online Account Access Registration Form
See your account details online

Superannuation Contributions Splitting Application Form
Split your superannuation contributions with your spouse

Choice Nomination Form
Exercise your choice of fund and nominate Perpetual MySuper as the super fund to which your employer will pay your contributions

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

Nomination of Beneficiary Form
Nominate a binding or non-binding beneficiary

Benefit Payment Instruction Form
Request to rollover your account or if you are eligible and have met a condition of release, request a withdrawal

Offer Documents and Product Disclosure Statements
Forms

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

Perpetual's Pooled Super Trust Withdrawal Form
Make a withdrawal
Forms

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

Select Application for Additional Investment & 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 Fund 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

Benefit Payment Instruction Form

Request to rollover your account or if you are eligible and have met a condition of release, request a withdrawal


Offer Documents and Product Disclosure Statements
Forms

Adviser Online Registration Form
Perpetual Investments Account Access

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

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

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 of Super Plan
Exercise choice of fund 



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

Insurance Book

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

Application for additional investment and features form
Application for additional investment and features form.pdf

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

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

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 of Super Fund
Exercise choice of fund
 

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

Insurance Book

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