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. |
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| 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). |
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| 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. |
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| Super Benefit Rollover Request Form PDF | 1.4 MB Use this form to request another institution to transfer your super money. |
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| 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. |
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| TFN Declaration Form PDF | 0.3 MB Complete this form before you start to receive payments from a new payer. |
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| 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. |
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| 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. |
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| 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. |
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| Change of Adviser Form PDF | 0.5 MB Please use this form to change financial adviser details or adviser service fees. |
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| Change of Beneficiary Form PDF | 0.5 MB Please use this form if you would like to change your beneficiary details. |
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| 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. |
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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). |
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| 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. |
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Other resources
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Library
Our library contains all our videos, brochures and case studies to help you get familiar with Allianz Retire+.
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Adviser webinars
Learn more about Allianz Retire+ and the first of our retirement solutions, Future Safe.