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.

Other resources

  • Product Guides
    Product Guides

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

  • 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.