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Identification and verification forms

For individiuals and sole traders
10.1 MB          PDF (Editable)

Australian companies
10.3 MB          PDF (Editable)

Unregulated trusts and trustees
10.3 MB          PDF (Editable)

Regulated trusts and trustees (including Self Managed Super Funds)
12.5 MB          PDF (Editable)

Self-certification - Individual
645.3 KB         PDF (Editable)

Self-certification - Entity
223 KB            PDF (Editable)

 

Important forms

Change of details for policies opened on or after 18 March 2013
259.4 KB         PDF (Editable)

Change of details for policies opened prior to 18 March 2013
617.2 KB         PDF (Editable)

Nomination of beneficiary
250.9 KB         PDF (Editable)

Withdrawal
266.5 KB         PDF (Editable)

Memorandum of transfer 
121 KB            PDF 

Identification and verification forms

For individiuals and sole traders
10.1 MB          PDF (Editable) 

Australian companies
10.3 MB          PDF (Editable)

Unregulated trusts and trustees
10.3 MB          PDF (Editable)

Regulated trusts and trustees (including Self Managed Super Funds)
12.5 MB          PDF (Editable)

Self-certification - Individual
645.3 KB         PDF (Editable)

Self-certification - Entity
223 KB            PDF (Editable)

 

Important forms

Beneficiary form
138.8 KB         PDF (Editable)

Change of details form
142.7 KB         PDF (Editable)

Withdrawal request form
224.4 KB         PDF

Benefit transfer request form
139.3 KB         PDF (Editable)

Tax file declaration form
Digital/PDF

WIthholding declaration form
All form types

 

Annuities offered by Colonial First State FirstChoice

Benefit transfer request form
198.4 KB        PDF (Editable)

Administration via Colonial First State FirstChoice form
127.3 KB        PDF (Editable)

Identification form - Australian companies
10.3 MB         PDF (Editable)

Identification form - Australian regulated trusts and trustees
10.2 MB         PDF (Editable)

Identification form - Australian unregulated trusts and trustees
10.3 MB         PDF (Editable)

Self-certification - Individual
2.8 MB           PDF

Beneficiary form
143.5 KB        PDF (Editable)

Change of details form
150.5 KB        PDF (Editable)

Withdrawal request form
116.5 KB        PDF (Editable)

Application for reinstatement within 90 days from lapse date
Digital

Authority to change your servicing adviser (05260_RL)
1.2 MB          PDF

Authority to release information
Digital 

Authority to release medical information (NS4172_RL)
1.49 MB        PDF (Editable)

Back or neck questionnaire (26457_RL)
3.5 MB          PDF (Editable) 

Beneficiary nomination form (80000.0_RL)
955 KB          PDF (Editable) 

Cyst/mole/skin lesion questionnaire (07463_RL)
1.7 MB          PDF (Editable) 

Disorder or injury of the joint questionnaire (26456_RL)
3.9 MB          PDF (Editable)  

Financial adviser code request (24218_RL)
987 KB          PDF (Editable) 

Financial questionnaire (03817_RL)
978 KB          PDF

Mental health disorders questionnaire (05950_RL)
2 MB             PDF (Editable) 

Non-smoker declaration
Digital

Pursuits questionnaire form (00558_RL)
4 MB             PDF (Editable) 

Underwriting pre-assessment form (80010.0_RL)
640 KB          PDF (Editable) 

 

Change of occupation rating

If you have a quote which was issued within the last 30 days - Update occupation rating form
Digital

If you do not have a quote - Online quotes enquiry form
Digital

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Important information

Information contained in this document is factual information only and does not contain any financial product advice or make any recommendations about a financial product or service being right for your client.

Resolution Life Australasia Limited ABN 84 079 300 379 is part of the Resolution Life Group.