To find out more information about what forms you might need to make a change to an existing investment, speak to your financial adviser or call our Investor Services team on 13 35 66.

Lifetime annuities, term annuities, CarePlus

Form Use this form to
Challenger Lifetime Annuity (Liquid Lifetime) Application Form - Individuals Apply for a Challenger Lifetime Annuity (Liquid Lifetime)
Challenger Guaranteed Annuity
Application Form - Individuals
Apply as an individual for Challenger Guaranteed Annuity
Challenger Guaranteed Annuity Application Form – Self-Managed Super Fund Apply as a Self-Managed Super Fund for Challenger Guaranteed Annuity
Challenger Guaranteed Annuity Application Form – Company/Trust Apply as an Australian Company/Trust for Challenger Guaranteed Annuity
Challenger CarePlus Application Form - Individuals Apply for Challenger CarePlus
Tax residency form - individuals Provide tax residency information
Tax residency form - Company or Trust
Provide tax residency information
Challenger Change of Details form Update your contact, bank account
or financial adviser details, or advise
us of a change of name (due to
marriage, divorce, deed poll)
Challenger Life Company Limited
Direct Debit Authority form
Debit your account for your
investment amount
Nomination of Beneficiary annuities

Add or change the beneficiary of
your investment

Notification of Death

Use this form to notify us of the
death of an investor

Advice fee consent form
Use this form to manage any ongoing or fixed term adviser service fees applicable to your annuity.
Power of Attorney and Financial Management Order Details form Use this form when providing Challenger with a Power of Attorney or Financial Management Order

Superannuation

Form Use this form to
Additional Contribution form Make contributions by cheque to
the Challenger Personal
Superannuation Fund
Challenger Change of Details form Update your contact, bank account
or financial adviser details, or advise
us of a change of name (due to
marriage, divorce, deed poll)
Notice of intention to claim tax
deduction for superannuation
contributions

Claim or vary a tax deduction for
your personal super contributions

Pension Variation Form Guaranteed
Cash Option

Change the pension amount you
receive from investments in the
Challenger Guaranteed Allocated
Pension - Guaranteed Cash option

Withdrawal Rollover Request form Withdraw or rollover from your
Guaranteed Personal
Superannuation - cash option
or Guaranteed Allocated
Pension - cash option
Nomination of Beneficiary super Add or change the beneficiary
of your investment
 
Notification of Death Use this form to notify us of the
death of an investor