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.
Forms
| Form | Use this form to |
|---|---|
| Challenger Guaranteed Annuity Application Form - Individuals |
Apply as an individual for Challenger Guaranteed Annuity |
| Challenger Guaranteed Annuity Application Form – Self-Managed Super Fund | Apply as a Self-Managed Super Fund for Challenger Guaranteed Annuity |
| Challenger Guaranteed Annuity Application Form – Company/Trust | Apply as an Australian Company/Trust for Challenger Guaranteed Annuity |
| Challenger Lifetime Annuity (Liquid Lifetime) Application Form - Individuals | Apply for Challenger Lifetime Annuity (Liquid Lifetime) |
| Challenger CarePlus Application Form - Individuals | Apply for Challenger CarePlus |
| Challenger Life Company Limited Direct Debit Authority form |
Debit the investment amount from your bank account |
| Adviser Fee Consent form |
Use this form to manage any ongoing or fixed term adviser service fees applicable to your annuity |
| Form | Use this form to |
|---|---|
| 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) |
| Adviser Fee Consent form |
Use this form to manage any ongoing or fixed term adviser service fees applicable to your annuity |
| Form | Use this form to |
|---|---|
| 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. |
| POA/Financial Management Order Details Form | Complete this form when providing Challenger with a Power of Attorney or Financial Management Order |
| Form | Use this form to |
|---|---|
| Tax File Number (TFN) Declaration | Use this form to provide your TFN or update your tax preferences |
| Withholding Declaration Form | Use this form to adjust the amount of tax withheld from your payments. |
| Tax residency form - individuals | Provide tax residency information |
| Tax residency form - Company or Trust | Provide tax residency information |
| Notice of intention to claim tax deduction for superannuation contributions |
Claim or vary a tax deduction for your personal super contributions |
| Form | Use this form to |
|---|---|
| Nomination of Beneficiary annuities | Complete this form for the following products - Guaranteed Annuity, Guaranteed Annuity (Liquid Lifetime), CarePlus, Guaranteed Income Plan (Liquid Lifetime), Guaranteed Income Plan |
| Nomination of Beneficiary super | Complete this form for the following products - Guaranteed Allocated Penion, Guaranteed Personal Superannuation and Guaranteed Income Pension Plan |
| Form | Use this form to |
|---|---|
| Additional Contribution form | Use this form to make contributions by cheque to your Challenger Personal Superannuation Fund. |
| Withdrawal Rollover Request form | Complete this form to withdraw or rollover from your Guaranteed Personal Superannuation - cash option or Guaranteed Allocated Pension - cash option |
| Pension Variation Form Guaranteed Cash Option |
Use this form to change the pension amount you receive from investments in the Challenger Guaranteed Allocated Pension - Guaranteed Cash option |
| Switch form - Challenger Lifetime Annuity (Liquid Lifetime) | Use this form to switch the market-linked payment option for a Lifetime Annuity (Market-linked payments) investment. |
| Form | Use this form to |
|---|---|
| Notification of Death | Use this form to notify us of the death of an investor |
How to submit forms to Challenger
Existing investors and registered advisers can submit these documents through:
ePost via Investor Online
ePost via Adviser Online
OR
Postal Address: GPO Box 3698, Sydney NSW