Forms

Life Insurance

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.

Application to add Child Cover Authority to access information form

Authorising us to access your personal information

Beneficiary Nomination Form Non Super Beneficiary Nomination Form Super Child cover conversion form 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

Cancel and replace due to a change of ownership (LifeSolutions)

This form may only be used if you are replacing an existing inforce LifeSolutions or LifeSolutions Super policy due to a change of ownership from non-superannuation to superannuation or vice versa.

Cancel and replace due to a change of ownership (ClearChoice)

This form may only be used if you are replacing an existing inforce ClearChoice or ClearChoice Super policy due to a change of ownership from non-superannuation to superannuation or vice versa

Change of financial adviser form

Please complete this form if you want to appoint a new financial adviser to your ClearView life insurance policy/policies.

Third Party Authority Form

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

Transfer of ownership form Personal Information Form Ongoing rollover transfer request and authority form Payment authority form

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

Withdrawal and Rollover Form

Withdraw funds from your ClearView Roll-over Bond account or to rollover your funds to a complying super fund.

Identification forms

Support for you

If you have a hearing impairment, you can contact us via the National Relay Service on 1300 555 727.

If you require translation assistance please contact the Translating and Interpreting Service on 131 450 and ask them to contact us for you.