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 myPerpetual Access, you can change your personal contact details online (please note this applies to certain Perpetual products only).

Invest using Perpetual’s online application form

Individual Investors
Financial Advisers

Forms
Application Form
Make an application

Withdrawal Form
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

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

Authorise payment of a member advice fee form
Authorise payment of a member advice fee form

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

> Continuous disclosure and important information

Financial services guide for direct investors



Forms
 

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
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