Forms

Life Insurance

Accidental Death Plan application to increase cover

Increase your cover under Accidental Death Plan

Application for non-smoker premium rates

Update your smoker status

Cancellation of policy

Cancel your policy

Change of Financial Adviser Form

Request for a new financial adviser to look after your life insurance policy

Change of name and/or address

Update your personal details

Decrease sum insured form

Decrease your cover

Direct debit request

Update your direct debit details

Easylife Insurance application to increase cover

Increase your cover under Easylife Insurance

Estate Cover application to increase cover

Increase your cover under Estate Cover

Family Protection application to increase cover

Increase your cover under Family Protection

LifeCover Plan application to increase cover

Increase your cover under LifeCover Plan

LifeCover Plus Plan application to increase cover

Increase your cover under LifeCover Plus Plan

Nomination of Beneficiary Details

Nominate beneficiaries

Sports and pastimes questionnaire

Lifestyle questionnaire when increasing your cover under Term Life Insurance

Term Life and Income Protection application to increase cover

Increase your cover under Term Life Insurance and/or Income Protection

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.
 
Additional Contribution Form

Make additional contributions into your account

WealthFoundations Application Form

WealthFoundations Super and Pension Application Form

Adviser and Dealer Service Fees Form

Authorise adviser or dealer service Fees

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 WealthFoundations 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 FY2017/18

Notify us that you have met the Government work test to make contributions into your account (if you're over 65)

Declaration of gainful employment FY2018/19

Notify us that you have met the Government work test to make contributions into your account (if you're over 65)

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.
 
WealthFoundations Application Form

WealthFoundations Super and Pension Application Form

Adviser and Dealer Service Fees Form

Authorise adviser or dealer 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

Death Benefit Nomination Form

Add or change beneficiary nominations

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.

CFML Funds

If you are investing into the CFML Funds via an investment platform, please utilise the forms available from the relevant platform operator. Otherwise please contact us on 132 977 for a copy of the application form.

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

ClearView Superannuation and Roll-overs

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

Forms coming soon:
  • TeleAccess Application Form
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

Death Benefit Nomination Form

Add or change beneficiary nominations

Declaration of gainful employment FY2017/18

Notify us that you have met the Government work test to make contributions into your account (if you're over 65)

Declaration of gainful employment FY2018/19

Notify us that you have met the Government work test to make contributions into your account (if you're over 65)

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

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.

Forms coming soon:
  • TeleAccess Application Form
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

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.

Forms coming soon:
  • TeleAccess Application Form
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

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)

Withdrawal Form (Non-Super)

Use this form to withdraw from your account