In this section, you can find all the forms you need to manage your policy.
|Super Benefit Rollover Request Form PDF | 1.4 MB
Use this form to request another institution to transfer your super money.
|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.
|TFN Declaration Form PDF | 0.3 MB
Complete this form before you start to receive payments from a new payer.
|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.
|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.
|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.
|Change of Adviser Form PDF | 0.5 MB
Please use this form to change financial adviser details or adviser service fees.
|Change of Beneficiary Form PDF | 0.5 MB
Please use this form if you would like to change your beneficiary details.
|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.
Here you can find our PDS and guides with important information.
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Learn more about Allianz Retire+ and the first of our retirement solutions, Future Safe.