Our products

Forms

Fixed term annuities 

Form Use this form to
CRS Application Supplement - Individuals

 Provide tax residency information.

Change of details

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 authority - Challenger Life Company Limited

Debit your account for your investment amount

Nomination of beneficiary

 Add or change the beneficiary of your investment

Notification of death form

Use this form to notify us of the death of an investor

Lifetime annuities 

Form Use this form to
CRS Application Supplement - Individuals

Provide tax residency information. 

Change of details

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 authority - Challenger Life Company Limited

Debit your account for your investment amount

Nomination of beneficiary

Add or change the beneficiary of your investment 

Notification of death form

Use this form to notify us of the death of an investor

CarePlus 

Form Use this form to
CRS Application Supplement - Individuals

Provide tax residency information. 

Change of details

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 authority - Challenger Life Company Limited

Debit your account for your investment amount

Nomination of beneficiary

Add or change the beneficiary of your investment 

Notification of death form

Use this form to notify us of the death of an investor

Superannuation 

Form Use this form to
Additional contribution

Make contributions by cheque to the Challenger Personal Superannuation Fund

Change of details

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 request - Challenger Retirement and Investment Services Limited

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

Challenger withdrawal/rollover request form

Withdraw or rollover from your Guaranteed Personal Superannuation - cash option or Guaranteed Allocated Pension - cash option.

Binding (non-lapsing) nomination of beneficiary form

 Add or change the beneficiary of your investment

Notification of death form

Use this form to notify us of the death of an investor

Fixed rate managed funds 

Form Use this form to
Additional contribution

Make contributions by cheque to the Challenger Personal Superannuation Fund

Change of details

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 request - Challenger Retirement and Investment Services Limited

Debit your account for your investment amount

Notification of death form

Use this form to notify us of the death of an investor

Fixed income managed funds

Form Use this form to

Additional Investment Form

Make additional one of investments or set up a Regular Savings Plan into the fund

Change of details 

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

Withdrawal form 

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