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).
Application Form (Writable)
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
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
Application to reduce or cancel insurance cover
Reduce or cancel insurance cover
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
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
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
Switch form
Move money from one fund to another
Transfer Authority Form
Transfer monies from another fund
Transfer Form
Transfer to WealthFocus Wholesale
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
Application to reduce or cancel insurance cover
Reduce or cancel insurance cover
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
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
Forms
Contribution formMake 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
Commute funds from pension to super
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
> Continuous Disclosure and Important Information
Financial services guide for direct investors
SMSF administrative service guide
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
Reduce or Cancel Cover Form
Reduce or cancel cover using the 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
Change of Instructions Form
Change my contact details, authorised representative or financial adviser
Perpetual's Pooled Super Trust Withdrawal Form
Make a withdrawal
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
Reduce or Cancel Cover Form
Reduce or cancel cover using the application 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
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
Tax File Number Notification Form
Provide your Tax File Number
Withdrawal Form
Make a withdrawal
Offer Documents and Product Disclosure Statements