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 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

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 Payment authority form

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

WealthFoundations Application Form

For Super and Pension.

Adviser Access Form

Nominate a financial adviser to have online access to your account(s) including the ability to transact

Additional Contribution Form

Make additional contributions into your account

Adviser Service Fee & Consent Form

Add, renew or change the Adviser Service Fees payable from your account

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)

Death Benefit Nomination Form

Add or change beneficiary nominations

ATO Downsizer contribution into super 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.

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 and rollover Form

Withdraw funds from your ClearView WealthFoundations Super and Pension account or to rollover your funds to another complying 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

Adviser Access Form

Nominate a financial adviser to have online access to your account(s) including the ability to transact

WealthFoundations Application Form

For Super and Pension.

Adviser Ad-Hoc Pension Payment Authority Form

Authorise your adviser to initiate ad-hoc payments from your pension account

Adviser Service Fee & Consent Form

Add, renew or change the Adviser Service Fees payable from 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

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

TeleAccess Application Form

Apply for the TeleAccess facility

Withdrawal and Rollover Form

Withdraw funds from your ClearView WealthFoundations Super and Pension account or to rollover your funds to another complying super fund.

WealthSolutions

For all WealthSolutions forms please log in to your WealthSolutions 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.

ClearView Managed Investments

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

ClearView Managed Investments Application form Additional Investments Form

Make additional investments, start or amend a Regular Savings Plan

Change of Investment 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)

Transfer of Ownership Form

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

Withdrawal form (Non-Super)

Withdraw funds from your ClearView Managed Investment or ClearView Savings Bond 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

Withdrawal and Rollover Form

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

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

Withdrawal form (Non-Super)

Withdraw funds from your ClearView Managed Investment or ClearView Savings Bond account.

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.