In this section, you can find all the forms you need to manage your policy.
Future Safe Product Disclosure Statement Update (5 Oct 2021)       PDF  |  7.8 MB   [ APPLY ONLINE ]
An update to the Future Safe Product Disclosure Statement for a change to our internal dispute resolution process timeframe.
Download
Future Safe Product Disclosure Statement    PDF  |  7.8 MB   [ APPLY ONLINE ]
Allianz Australia Life Insurance Limited is the issuer of each policy and has authorised the issue of this Product Disclosure Statement (PDS).
Download
Target Market Determination (TMD)  PDF  |  0.2 MB
This TMD provides an understanding of the class of customers for whom Future Safe has been designed.
Download
Super Benefit Rollover Request Form   PDF  | 1.4 MB
Use this form to request another institution to transfer your super money.
Download
Direct Debit Authority Form   PDF  | 0.6 MB
This is a request and authority to debit the account named below to pay Allianz Australia Life Insurance Limited, ABN 27 076 033 782.
Download
TFN Declaration Form   PDF  | 0.3 MB
Complete this form before you start to receive payments from a new payer.
Download
Withholding Tax Declaration Form   PDF  | 0.2 MB
You may also use this form to advise your payer of a change to information you previously provided in a tax file number declaration.
Download
Change of Details Form    PDF  | 0.5 MB
Please use this form to request changes to your address, phone number, email, name or bank account.
Download
Change of Payments and Withdrawal Form   PDF  | 0.5 MB
Please use this form to make changes to your regular payments, start regular payments or request a withdrawal or rollover.
Download
Change of Adviser Form    PDF  | 0.5 MB
Please use this form to change financial adviser details or adviser service fees.
Download
Change of Beneficiary Form   PDF  | 0.5 MB
Please use this form if you would like to change your beneficiary details.
Download
Third Party Access Authority Form   PDF  | 0.2 MB
Use this form if policyholders would like to elect a third party to access their personal info on their behalf.
Download
Historic and superseded documents
Future Safe Product Disclosure Statement (12 March 2019 - 12 February 2021)   PDF  |  1.5 MB
Allianz Australia Life Insurance Limited is the issuer of each policy and has authorised the issue of this Product Disclosure Statement (PDS).
Download
Future Safe Product Disclosure Statement Update (6 May 2020)   PDF  |  1.9 MB
An update to the Future Safe Product Disclosure Statement including information in response to the COVID-19 pandemic.
Download

Other resources

  • ABN & USI
    ABN & USI

    Here you'll find important information relating to our ABN & USI numbers.

  • Product Guides
    Product Guides

    Here you can find our PDS and guides with important information.

  • Library
    Library

    Our library contains all our videos, brochures and case studies to help you get familiar with Allianz Retire+.

  • Adviser webinars
    Adviser webinars

    Learn more about Allianz Retire+ and the first of our retirement solutions, Future Safe.