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 |
| Notification of Death |
Use this form to notify us of the |
| 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) |
| Challenger Retirement and Investment Services Limited Direct Debit Request form |
Debit your account for your |
| Notice of intention to claim tax deduction for superannuation contributions |
Claim or vary a tax deduction for |
| Pension Variation Form Guaranteed Cash Option |
Change the pension amount you |
| 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 |