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
Challenger Guaranteed Annuity (Complying) Application Form - Individuals  Apply for Challenger Guaranteed Annuity (Complying)
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
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

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 – new application and reinvestments
Use this form to consent to the upfront advice fee applicable to your superannuation or pension account (upon new application and reinvestment)