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 Challenger Lifetime 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 Third party Authority form |
Use this form to authorise us to assist a third party with enquiries on your account. To nominate a financial adviser please use the Change of Details form. |
| 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 |
| Ongoing advice fee consent form – new application and reinvestments |
Use this form to consent to the ongoing advice fee applicable to your annuity (upon new application and reinvestment) |
| Ongoing advice fee consent form – existing policies |
Use this form to manage your fee consent for an existing annuity |
| Switch form - Challenger Lifetime Annuity (Liquid Lifetime) | Use this form to switch the market-linked payment option for Lifetime Annuity (Market-linked payments) investment. |
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 |
| Upfront advice fee consent form – reinvestments |
Use this form to consent to the upfront advice fee applicable to your superannuation or pension account upon reinvestment |