Forms

Life Insurance

Adviser Authority form

Use this form to authorise your financial adviser to provide us with instructions on your behalf in relation to your insurance policy and to authorise ClearView to accept those instructions from your adviser.

Direct Debit Request Service Agreement

Authorising us to arrange for funds to be debited from your account

Application for non-smoker premium rates

Update your smoker status

Cancellation of policy

Cancel your policy

Change of name and/or address

Update your personal details

Third Party Authority Form

Request for information about your insurance policy to be shared with a third party

WealthFoundations Super

Our suite of identification forms can be found at the bottom of this webpage.
 
Family Groups Form

Link members to a Family Group for the purpose of calculating a fee rebate

Additional Contribution Form

Make additional contributions into your account

Adviser Service Fees Form

Authorise adviser service fees

WealthFoundations Application Form

WealthFoundations Super and Pension Application Form. Old applications dated 1 July 2021 will be accepted until 1 November 2021.

ATO Standard Choice form for employers

ATO Standard Choice form for employers (WealthFoundations)

Change of Details Form

Update your personal details

Changes to Standing Instructions or Switch Form

Request changes to your Standing Instructions or to switch between your Investment Pool and Guaranteed Cash

Complying Fund Letter

To make employer contributions to our super fund your employer may require a Compliance Statement (confirming that we are a complying super fund)

Consent to deduct advice fees

A consent must be provided in order for adviser fees to be deducted from your account

Death Benefit Nomination Form

Add or change beneficiary nominations

Declaration of gainful employment FY2021/22

Notify us that you have met the Government work test to make contributions into your account (if you're over age 67)

Downsizer contribution into super ATO Form

Complete this form when investing downsizer contributions to super

Fund Manager Brochure

This brochure contains information about WealthFoundations fund managers.

Notice of intent to claim or vary a tax deduction Form

Make personal contributions into your account and claim a tax deduction

Regular Contribution by Direct Debit Form

Start, amend or cancel regular contributions into your account

Request to Transfer Benefits Form

Transfer your super money from another super fund into ClearView Super or Pension account

Withdrawal or Transfer Out Form

Withdraw funds from your ClearView Super or Pension account or to transfer funds to another super fund

WealthFoundations Pension

Our suite of identification forms can be found at the bottom of this webpage.
 
Family Groups Form

Link members to a Family Group for the purpose of calculating a fee rebate

WealthFoundations Application Form

WealthFoundations Super and Pension Application Form. Old applications dated 1 July 2021 will be accepted until 1 November 2021.

Adviser Service Fees Form

Authorise adviser service fees

Change of Details Form

Update your personal details

Changes to Standing Instructions or Switch Form

Request changes to your Standing Instructions or to switch between your Investment Pool and Guaranteed Cash

Consent to deduct advice fees

A consent must be provided in order for adviser fees to be deducted from your account

Death Benefit Nomination Form

Add or change beneficiary nominations

Fund Manager Brochure

This brochure contains information about WealthFoundations fund managers.

Pension Variation Form

Update your pension details

Request to Transfer Benefits Form

Transfer your super money from another super fund into ClearView Super or Pension account

Tax File Number Declaration Form

Amend and re-lodge your taxation options with the ATO

Withdrawal or Transfer Out Form

Withdraw funds from your ClearView Super or Pension account or to transfer funds to another super fund

WealthSolutions

For all WealthSolutions forms please log in to your WeathSolutions account. However, our suite of identification forms can be found at the bottom of this webpage.

WealthSolutions2

For all WealthSolutions forms please log in to your WealthSolutions2 account

CFML Funds

If you are investing into the CFML Funds via an investment platform, please utilise the forms available from the relevant platform operator.
 

ClearView Superannuation and Roll-overs

Our suite of identification forms can be found at the bottom of this webpage.

 
Additional Contribution Form

Make additional contributions into your account

Change of Details Form

Update your personal details

Changes to Standing Instructions or Switch Form

Request changes to your Standing Instructions or to switch between your Investment Pool and Guaranteed Cash

Complying Fund Letter

To make employer contributions to our super fund your employer may require a Compliance Statement (confirming that we are a complying super fund)

Death Benefit Nomination Form

Add or change beneficiary nominations

Declaration of gainful employment FY2021/22

Notify us that you have met the Government work test to make contributions into your account (if you're over age 67)

Downsizer contribution into super ATO Form

Complete this form when investing downsizer contributions to super

Elect to keep my insurance cover (Superannuation only)

From 1 July 2019, if your superannuation account hasn’t received a contribution or a rollover for over 16 months, we’re required by law to cancel your insurance. Use this form if you have existing insurance in your superannuation account and want to keep this cover.

Family Fee Election Form

Request for your investments to be counted for the purposes of the Family Fee Rebate

Notice of intent to claim or vary a tax deduction Form

Make personal contributions into your account and claim a tax deduction

Regular Contribution by Direct Debit Form

Start, amend or cancel regular contributions into your account

Request to Transfer Benefits Form

Transfer your super money from another super fund into ClearView Super or Pension account

TeleAccess Application Form

Apply for the TeleAccess facility

Withdrawal or Transfer Out Form

Withdraw funds from your ClearView Super or Pension account or to transfer funds to another super fund

ClearView Pension Plan

Our suite of identification forms can be found at the bottom of this webpage.

 
Change of Details Form

Update your personal details

Changes to Standing Instructions or Switch Form

Request changes to your Standing Instructions or to switch between your Investment Pool and Guaranteed Cash

Death Benefit Nomination Form

Add or change beneficiary nominations

Family Fee Election Form

Request for your investments to be counted for the purposes of the Family Fee Rebate

Pension Variation Form

Update your pension details

Tax File Number Declaration Form

Amend and re-lodge your taxation options with the ATO

TeleAccess Application Form

Apply for the TeleAccess facility

Withdrawal or Transfer Out Form

Withdraw funds from your ClearView Super or Pension account or to transfer funds to another super fund

ClearView Managed Investments

Our suite of identification forms can be found at the bottom of this webpage.

 
Additional Investments Form

Make additional investments, start or amend a Regular Savings Plan

Change of Details Form (Non-Super)

Update your personal details

Change of Investment Details Form (Non-Super)

Request changes to your Money In/Out choice, Regular Savings Plan, distribution instructions, or Fixed Payment Plan.

Family Fee Election Form

Request for your investments to be counted for the purposes of the Family Fee Rebate

Switch Form

Use this form to switch between your investment options.

Tax File Number Declaration Form (Non-Super)

Provide your Tax File Number and/or your Tax Identification Number (for investors who are tax residents in another country)

Transfer of Ownership Form

Transfer all or part of your ClearView Managed Investments units to another person or entity

Withdrawal Form (Non-Super)

Use this form to withdraw from your account.

ClearView Roll-over Bond

Our suite of identification forms can be found at the bottom of this webpage.
 
Wealth Non-Binding Death Benefit Nomination form

Use this form if you wish to change your current nominated beneficiaries

Change of Details Form

Update your personal details

Changes to Standing Instructions or Switch Form

Request changes to your Standing Instructions or to switch between your Investment Pool and Guaranteed Cash

TeleAccess Application Form

Apply for the TeleAccess facility

ClearView Savings Bond

Our suite of identification forms can be found at the bottom of this webpage.
 
Change of Details Form (Non-Super)

Update your personal details

Switch Form

Use this form to switch between your investment options.

Tax File Number Declaration Form (Non-Super)

Provide your Tax File Number and/or your Tax Identification Number (for investors who are tax residents in another country)

TeleAccess Application Form

Apply for the TeleAccess facility

Withdrawal Form (Non-Super)

Use this form to withdraw from your account.