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).
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
Pension refresh facility
Consolidate my existing Pension Plan account balance
Application Form (Writable)
Make an application
Offer Documents and Product Disclosure Statements
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
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
Account Access Online Registration Form
Access my account online
Select Pension Plan refresh form
Consolidate your existing pension plan account
Nominate a beneficiary
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