Future Safe
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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. |
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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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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.