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
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