Brochures

Forms

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 Guaranteed Annuity (Liquid Lifetime) Application Form - Individuals Apply for Challenger Guaranteed Annuity (Liquid Lifetime)
Challenger Guaranteed Annuity
Application Form - Individuals
Apply as an individual for Challenger Guaranteed Annuity
Challenger Guaranteed Annuity Application Form
- Australian Company/Trust/Superannuation Fund
Apply as an Australian Company/Trust/Superannuation Fund
for Challenger Guaranteed Annuity
Challenger CarePlus Application Form - Individuals Apply for Challenger CarePlus
Tax residency form individuals 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

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
investment amount

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

Challenger Absolute Return Global Bond Strategies Fund

Form Use this form to
ARGBS additional investment form  
Make additional one off
investments, or set up a Regular
Savings Plan into the fund
ARGBS 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)
Direct debit Service Agreement -
Fidante Partners Limited

Terms and conditions of the
Fidante direct debit facility

ARGBS Withdrawal Form

Make a full or partial withdrawal
from your investment in the fund