Forms | Forms & Resources | Allianz Retire+

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.

Other resources

Product Guides

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

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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.

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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.
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.