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Application for reinstatement - Elevate - for PYS reinstatement
481 KB PDF
Application for reinstatement - Elevate (Form 02107_RL)
395 KB PDF
Elevate insurance application (07316B_RL)
270 KB PDF (Editable)
Elevate personal statement (07316C_RL)
2.6 MB PDF
Future insurability benefit for life - TPD and trauma insurance form (80051.0_RL)
429 KB PDF
Increase/Alteration/Addition Application (07270_RL)
1.4 MB PDF
Insurance transfers underwriting questionnaire (27242_RL)
3.8 MB PDF (Editable)
Platform change (09315_RL)
571 KB PDF
Review of health exclusion (06375_RL)
612 KB PDF
Application for increase or alteration (903939_RL)
1.38 MB PDF (Editable)
Application for reinstatement - Firstcare Lifetime Protection (Form 904262_RL)
942 KB PDF
Application for reinstatement (904262_IIS_RL) - for PYS reinstatements
1.1 MB PDF
Guaranteed future insurability - Income protection (NS3380_RL)
291 KB PDF
Personal statement form (905192_RL)
612 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
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
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.
