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
Adviser Online Registration Form
Perpetual Investments Account Access

Online Account Access Registration Form
Access my account online

Withdrawal Form
Make a withdrawal

Withdrawal Form (writable)
Make a withdrawal

Transfer moneys from another fund
Rollover Authority Form

Nomination of Beneficiary Form
Nominate a beneficiary 

Reversionary Beneficiary Nomination or Change Form
Nominate or change

Switch Form
Move money from one fund to another

Switch Form (writable)
Move money from one fund to another

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

Member advice fees, rebates and differential fees form
Member advice fees, rebates and differential fees

Pension refresh facility
Consolidate my existing Pension Plan account balance

Application Form (Writable)
Make an application

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

> 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
 

Nomination of Beneficiary Form
Nominate a beneficiary 

Switch Form
Move money from one fund to another

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


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 Benefit Payment Form
Apply for a benefit payment

Select Pension Plan Rollover Authority
Transfer monies from another fund




Offer Documents and Product Disclosure Statements