Question 1

Apply for an annuity

Accepted Answer

I want to...Use this formApply for a Fixed Term Annuity as an individualChallenger Guaranteed Annuity (Fixed Term) Application formApply for a Fixed Term Annuity as an Australian Company/TrustChallenger Guaranteed Annuity (Fixed Term Application Form – Australian Company/TrustApply for a Fixed Term Annuity - Self Managed Super Fund (SMSF)Challenger Guaranteed Annuity (Fixed Term Application Form – Self Manager Super Fund (SMSF)Apply for a Lifetime AnnuityChallenger Lifetime Annuity (Liquid Lifetime) Application formApply for CarePlusChallenger CarePlus Application formDebit the investment amount from my bank accountChallenger Life Company Limited Direct Debit Authority FormManage any ongoing or fixed term adviser service fees that apply to my annuityAdvice fee consent form

Question 2

Update my client's details and adviser information

Accepted Answer

I want to...Use this formUpdate contact, bank account detailsChange of Details FormUpdate financial adviser detailsChange of Details FormAdvise Challenger of a change of name (due to marriage, divorce, deed poll)Change of Details FormManage ongoing or fixed term adviser service fees that applyAdvice fee consent form

Question 3

Provide an authority on my client's account

Accepted Answer

I want to...Use this formAuthorise Challenger to help a third party with enquiries on my client's account. (To nominate a financial adviser please use the Change of Details form.) Third Party Authority FormI want to advise Challenger of the details of a Financial Management OrderProviding your Power of Attorney (POA) or Financial Management Order to Challenger

Question 4

Provide or update my client's tax preferences

Accepted Answer

I want to...Use this formComplete a tax file number declarationTax file number declarationChange the amount of tax withheld from paymentsWithholding declarationProvide tax residency information as an individualTax residency - IndividualsProvide tax residency information as a Company or TrustTax residency - Company or TrustClaim or change a tax deduction for personal super contributionsNotice of intent to claim or vary a deduction for personal super contributions

Question 5

Nominate a beneficiary on my client's account

Accepted Answer

I want to...Use this formNominate a beneficiary for:a lifetime annuitya fixed term annuityCarePlusNomination of beneficiary formNominate a beneficiary for:Guaranteed Allocated PensionGuaranteed Personal SuperannuationGuaranteed Income Pension PlanChallenger Retirement Fund Guaranteed Lifetime Pension PlanBinding (non-lapsing) nomination of beneficiary form

Question 6

Make a change to my client's policy

Accepted Answer

I want to...Use this formMake contributions by cheque to my client's Challenger Personal Superannuation Fund.Challenger Guaranteed Personal Superannuation Additional Contribution FormWithdraw or rollover from:Guaranteed Personal SuperannuationGuaranteed Allocated PensionChallenger withdrawal/rollover request formChange pension payments my client receives from:Guaranteed Personal SuperannuationGuaranteed Allocated PensionChallenger Guaranteed Allocated Pension Variation Form - Guaranteed Cash OptionChange the market-linked payments for my client's lifetime annuitySwitch Form Challenger Lifetime Annuity (Liquid Lifetime) Flexible Income (Market-linked payments)

Question 7

Notify Challenger of a deceased policy holder

Accepted Answer

I want to...Use this formLet us know about the death of an investor.Notification of death form

Table of Contents

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Information to read before applying

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Download PDSs and TMDs

Challenger Guaranteed Annuity

Challenger Guaranteed Annuity

Challenger Lifetime Annuity

Challenger CarePlus

Challenger Guaranteed Income Fund

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Order printed PDSs

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Table of Contents

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We're here to help

Download PDSs and TMDs

Challenger Guaranteed Annuity

Challenger Guaranteed Annuity

Challenger Lifetime Annuity

Challenger CarePlus

Challenger Guaranteed Income Fund

I want to...	Use this form
Authorise Challenger to help a third party with enquiries on my client's account. (To nominate a financial adviser please use the Change of Details form.)	Third Party Authority Form
I want to advise Challenger of the details of a Financial Management Order	Providing your Power of Attorney (POA) or Financial Management Order to Challenger

I want to...	Use this form
Apply for a Fixed Term Annuity as an individual	Challenger Guaranteed Annuity (Fixed Term) Application form
Apply for a Fixed Term Annuity as an Australian Company/Trust	Challenger Guaranteed Annuity (Fixed Term Application Form – Australian Company/Trust
Apply for a Fixed Term Annuity - Self Managed Super Fund (SMSF)	Challenger Guaranteed Annuity (Fixed Term Application Form – Self Manager Super Fund (SMSF)
Apply for a Lifetime Annuity	Challenger Lifetime Annuity (Liquid Lifetime) Application form
Apply for CarePlus	Challenger CarePlus Application form
Debit the investment amount from my bank account	Challenger Life Company Limited Direct Debit Authority Form
Manage any ongoing or fixed term adviser service fees that apply to my annuity	Advice fee consent form

I want to...	Use this form
Update contact, bank account details	Change of Details Form
Update financial adviser details	Change of Details Form
Advise Challenger of a change of name (due to marriage, divorce, deed poll)	Change of Details Form
Manage ongoing or fixed term adviser service fees that apply	Advice fee consent form

I want to...	Use this form
Complete a tax file number declaration	Tax file number declaration
Change the amount of tax withheld from payments	Withholding declaration
Provide tax residency information as an individual	Tax residency - Individuals
Provide tax residency information as a Company or Trust	Tax residency - Company or Trust
Claim or change a tax deduction for personal super contributions	Notice of intent to claim or vary a deduction for personal super contributions

I want to...	Use this form
Make contributions by cheque to my client's Challenger Personal Superannuation Fund.	Challenger Guaranteed Personal Superannuation Additional Contribution Form
Withdraw or rollover from: Guaranteed Personal Superannuation Guaranteed Allocated Pension	Challenger withdrawal/rollover request form
Change pension payments my client receives from: Guaranteed Personal Superannuation Guaranteed Allocated Pension	Challenger Guaranteed Allocated Pension Variation Form - Guaranteed Cash Option
Change the market-linked payments for my client's lifetime annuity	Switch Form Challenger Lifetime Annuity (Liquid Lifetime) Flexible Income (Market-linked payments)

I want to...	Use this form
Let us know about the death of an investor.	Notification of death form