Forms: Investment, superannuation and retirement

Managed funds	Superannuation	Retirement
FirstChoice Investments	FirstChoice Personal Super	FirstChoice Pension
FirstChoice Wholesale Investments	FirstChoice Employer Super	FirstChoice Wholesale Pension
Managed Investment Funds	FirstChoice Wholesale Personal Super	Personal Pension Plan (closed to new investors)
Global Diversified Strategies Fund (withdrawn from sale)	Rollover & Superannuation Fund
Wholesale Hedge Funds (withdrawn from sale)
Cash Management Trusts/Premier CMT

FirstChoice Investments	Use this form to
Additional & regular investment	Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination	Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority	To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee nomination and trail rebate nomination form	Authorise an adviser service fee to be deducted from your account or nominate a change to your adviser trail rebate.
Appointment of agent	Appoint a person to act on your behalf.
Change of details	Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority	Provide authorisation to directly credit or debit your bank account when requested.
FirstChoice Margin Lending - cash drawdown form	Drawdown from your margin loan to invest the proceeds outside of your FirstChoice Investments account.
FirstChoice Margin Lending - cash repayment form	Make a repayment to your margin loan from your bank account or by cheque.
FirstChoice Margin Lending - change credit Limit	Increase or decrease your FirstChoice Margin Lending nominated credit limit.
FirstChoice Margin Lending - drawdown to invest	Drawdown from your margin loan and invest the proceeds into your FirstChoice Investments.
FirstChoice Margin Lending - fixed rate offer	Request for all or part of your existing margin loan balance to move to a fixed rate loan.
FirstChoice Margin Lending - interest payment	Make amendments to the way you pay your margin loan interest.
FirstChoice Margin Lending - refinance authorisation	Refinance an existing margin loan on your FirstChoice account to FirstChoice Margin Lending.
FirstChoice Margin Lending - repayment from investments	Make a repayment to your margin loan by withdrawing funds from your FirstChoice Investments
FirstChoice Margin Lending - set-up for existing investors	Establish FirstChoice Margin Lending on an existing FirstChoice Investments account.
FirstChoice Margin Lending – Unsuitability Assessment Questionnaire	Provide us with information required in order to approve your margin loan or increases to your credit limit.
FirstRate Term Deposit - change of maturity instructions	Update your maturity instructions
Investing in FirstChoice Investments is as easy as 123	Your guide to completing the FirstChoice Investments application form.
Portfolio management fee rebate	Nominate an account to include in your portfolio or to nominate/change the investment option to which your rebate will be credited.
Regular withdrawal	Setup or change a regular withdrawal plan.
Switch	Switch funds between your existing account.
Transfer and acceptance of units	Transfer units to another party.
Withdrawal	Withdraw funds from your existing account.

FirstChoice Wholesale Investments	Use this form to
Additional & regular investment	Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination	Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority	To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee nomination and trail rebate nomination form	Authorise an adviser service fee to be deducted from your account.
Appointment of agent	Appoint a person to act on your behalf.
Change of details	Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority	Provide authorisation to directly credit or debit your bank account when requested.
FirstChoice Margin Lending - cash drawdown	Drawdown from your margin loan to invest the proceeds outside of your FirstChoice Investments account.
FirstChoice Margin Lending - cash repayment	Make a repayment to your margin loan from your bank account or by cheque.
FirstChoice Margin Lending - change credit Limit	Increase or decrease your FirstChoice Margin Lending nominated credit limit.
FirstCh oice Margin Lending - drawdown to invest	Drawdown from your margin loan to invest the proceeds outside of your FirstChoice Investments account.
FirstChoice Margin Lending - fixed rate offer	Request for all or part of your existing margin loan balance to move to a fixed rate loan.
FirstChoice Margin Lending - interest payment	Make amendments to the way you pay your margin loan interest.
FirstChoice Margin Lending - refinance authorisation form	Refinance an existing margin loan on your FirstChoice account to FirstChoice Margin Lending.
FirstChoice Margin Lending - repayment from investments form	Make a repayment to your margin loan by withdrawing funds from your FirstChoice Investments
FirstChoice Margin Lending - set-up for existing investors	Establish FirstChoice Margin Lending on an existing FirstChoice Wholesale Investments account.
FirstChoice Margin Lending – Unsuitability Assessment Questionnaire	Provide us with information required in order to approve your margin loan or increases to your credit limit.
FirstRate Wholesale Term Deposit - change of maturity instructions	Update your maturity instructions
Regular withdrawal	Withdraw funds from your existing account.
Switch	Switch funds between your existing account.
Transfer and acceptance of units	Transfer units to another party.
Withdrawal	Withdraw funds from your existing account.

Managed Investment Funds	Use this form to
Additional & regular investment	Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination	Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority	To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Appointment of agent	Appoint a person to act on your behalf.
Change of details	Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority	Provide authorisation to directly credit or debit your bank account when requested.
Regular withdrawal	Setup or change a regular withdrawal plan.
Switch	Switch funds between your existing account.
Transfer and acceptance of units	Transfer units to another party.
Withdrawal	Withdraw funds from your existing account.

Global Diversified Strategies Fund	Use this form to
Appointment of agent	Appoint a person to act on your behalf.
Change of details	Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority	Provide authorisation to directly credit or debit your bank account when requested.
Transfer and acceptance of units	Transfer units to another party.

Wholesale Hedge Funds	Use this form to
Appointment of agent	Appoint a person to act on your behalf.
Change of details	Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority	Provide authorisation to directly credit or debit your bank account when requested.
Transfer and acceptance of units	Transfer units to another party.

Cash Management Trusts / Premier CMT	Use this form to
Additional & regular investment	Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser online transaction authority	To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Appointment of agent	Appoint a person to act on your behalf.
Change of details	Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority	Provide authorisation to directly credit or debit your bank account when requested.
Regular withdrawal	Setup or change a regular withdrawal plan.
Withdrawal	Withdraw funds from your existing account.

FirstChoice Personal Super	Use this form to
Additional & regular investment	Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination	Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority	To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee nomination and trail rebate nomination form	Authorise an adviser service fee to be deducted from your account or nominate a change to your adviser trail rebate.
Binding death nomination	Establish a binding death nomination.
Change of details	Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority	Provide authorisation to directly credit or debit your bank account when requested.
Early release of super	Use this form to apply for an early release of your super on the grounds of severe financial hardship.
FirstRate Term Deposit - change of maturity instructions	Update your maturity instructions
Insurance underwriting requirements	A guide to work out whether further health evidence may be required for your insurance cover.
Investing in FirstChoice Personal Super is as easy as 123	Your guide to completing the FirstChoice Personal Super application form.
Notice of intent to claim a tax deduction	Use this form if you are self-employed and wish to claim a tax deduction.
Portfolio management fee rebate	Nominate an account to include in your portfolio or to nominate/change the investment option to which your rebate will be credited.
Rollover of insurance cover amount	Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Personal Super account.
Rollover of insurance cover amount (from a Colonial First State/Commonwealth Bank policy only)	Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Personal Super account.
Spouse contribution splitting	Split your contributions made during a financial year to your spouse’s superannuation account.
Super consolidation flyer	Help you to consolidate your super. The forms can be sent to your old super funds with instructions to roll over to your Colonial First State super fund.
Switch	Switch funds between your existing account.
Temporary resident brochure	This brochure should be used by investors who have entered Australia on an eligible temporary resident visa and are now wishing to make a withdrawal.
Transition to retirement – withdrawal	Combine your existing Personal Super and Pension accounts in order to establish a new FirstChoice Pension (a fully completed FirstChoice Pension application must also be provided).
Withdrawal	Withdraw funds from your existing account.

FirstChoice Employer Super	Use this form to
Adviser nomination	Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority	To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee nomination	Authorise an adviser service fee to be deducted from your account.
Binding death nomination	Establish a binding death nomination.
Consolidate your super	Explains how to consolidate your super and what information to provide. Also includes form to give to the super fund you’d like to move your super from.
Early release of super	Use this form to apply for an early release of your super on the grounds of severe financial hardship.
Employer at work	Establish who is eligible for insurance on the transfer.
Employer change of details	Update your address and contact details, ABN number, bank account details, account name and change your option(s), investment(s) and insurance defaults.
Employer change of plan contact	Update the plan contacts on your plan.
Employer direct debit authority	Provide authorisation to directly credit or debit your bank account when requested.
Employer payroll bureau authorisation	Authorise a payroll bureau to act on behalf of the employer.
Employer payroll bureau change of details	This form should be completed by any payroll bureau dealing with Colonial First State to advise of any changes to their details.
Employer policy committee	Notify us of any changes to your Policy Committee.
FirstChoice Employer Super underwriting requirements	A guide to work out whether further health evidence may be required for your insurance cover.
Insurance occupational guide	A list of occupations and how they are classified for insurance purposes.
Investor additional & regular investment	Make an additional investment into your existing account and setup or change a regular investment plan.
Investor change of details	Update your address and contact details, bank account details, account name and submit your Tax File Number.
Investor direct debit authority	Provide authorisation to directly credit or debit your bank account when requested.
Investor investment selection	Update or change your investment options for future contributions.
Investor withdrawal	Withdraw funds from your existing account.
Notice of intent to claim a tax deduction	Use this form if you are self-employed and wish to claim a tax deduction.
Portfolio management fee rebate	Nominate an account to include in your portfolio or to nominate/change the investment option to which your rebate will be credited.
Request to transfer	Use this form and letter to consolidate your super. Also consider reading the ‘Consolidate your super’ link on this page which includes helpful information on how to complete the form and ID requirements.
Rollover of insurance cover amount	Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Employer Super account.
Rollover of insurance cover amount (from a Colonial First State/Commonwealth Bank policy only)	Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Employer Super account.
Spouse contribution splitting	Split your contributions made during a financial year to your spouse’s superannuation account.
Super consolidation flyer	Help you to consolidate your super. The forms can be sent to your old super funds with instructions to roll over to your Colonial First State super fund.
Temporary resident brochure	This brochure should be used by investors who have entered Australia on an eligible temporary resident visa and are now wishing to make a withdrawal.

FirstChoice Wholesale Personal Super	Use this form to
Additional & regular investment	Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination	Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority	To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee nomination and trail rebate nomination	Authorise an adviser service fee to be deducted from your account.
Binding death nomination	Establish a binding death nomination.
Change of details	Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority	Provide authorisation to directly credit or debit your bank account when requested.
Early release of super	Use this form to apply for an early release of your super on the grounds of severe financial hardship.
FirstRate Wholesale Term Deposit - change of maturity instructions	Update your maturity instructions
Insurance underwriting requirements	A guide to work out whether further health evidence may be required for your insurance cover.
Notice of intent to claim a tax deduction	Use this form if you are self-employed and wish to claim a tax deduction.
Rollover of insurance cover amount	Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Wholesale Personal Super account.
Rollover of insurance cover amount (from a Colonial First State/Commonwealth Bank policy only)	Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Wholesale Personal Super account.
Spouse contribution splitting	Split your contributions made during a financial year to your spouse's superannuation account.
Super consolidation flyer	Help you to consolidate your super. The forms can be sent to your old super funds with instructions to roll over to your Colonial First State super fund.
Switch	Switch funds between your existing account.
Temporary resident brochure	This brochure should be used by investors who have entered Australia on an eligible temporary resident visa and are now wishing to make a withdrawal.
Transition to retirement – withdrawal	Combine your existing Wholesale Personal Super and Wholesale Pension accounts in order to create a new FirstChoice Wholesale Pension (a fully completed FirstChoice Wholesale Pension application must also be provided).
Withdrawal	Withdraw funds from your existing account.

Rollover & Superannuation Fund	Use this form to
Additional & regular investment	Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination	Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority	To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Binding death nomination	Establish a binding death nomination.
Change of details	Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority	Provide authorisation to directly credit or debit your bank account when requested.
Early release of super	Use this form to apply for an early release of your super on the grounds of severe financial hardship.
Notice of intent to claim a tax deduction	Use this form if you are self-employed and wish to claim a tax deduction.
Spouse contribution splitting	Split your contributions made during a financial year to your spouse’s superannuation account.
Super consolidation flyer	Help you to consolidate your super. The forms can be sent to your old super funds with instructions to roll over to your Colonial First State super fund.
Switch	Switch funds between your existing account.
Temporary resident brochure	This brochure should be used by investors who have entered Australia on an eligible temporary resident visa and are now wishing to make a withdrawal.
Withdrawal	Withdraw funds from your existing account.

FirstChoice Pension	Use this form to
Adviser nomination	Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority	To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee nomination and trail rebate nomination	Authorise an adviser service fee to be deducted from your account or nominate a change to your adviser trail rebate.
Binding death nomination	Establish a binding death nomination.
Change of details	Update your address and contact details, tax file number, distribution method, bank account details and your account name.
FirstRate Term Deposit - change of maturity instructions	Update your maturity instructions
Investing in FirstChoice Pension is as easy as 123	Your guide to completing the FirstChoice Pension application form.
Portfolio management fee rebate	Nominate an account to include in your portfolio or to nominate/change the investment option to which your rebate will be credited.
Switch	Switch funds between your existing account.
Withdrawal	Withdraw funds from your existing account.

FirstChoice Wholesale Pension	Use this form to
Adviser nomination	Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority	To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee nomination and trail rebate nomination	Authorise an adviser service fee to be deducted from your account.
Binding death nomination	Establish a binding death nomination.
Change of details	Update your address and contact details, tax file number, distribution method, bank account details and your account name.
FirstRate Wholesale Term Deposit - change of maturity instructions	Update your maturity instructions
Switch	Switch funds between your existing account.
Withdrawal	Withdraw funds from your existing account.

Personal Pension Plan (closed to new investors)	Use this form to
Adviser online transaction authority	To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Binding death nomination	Establish a binding death nomination.
Change of details	Update your address and contact details, tax file number, pension payment details, bank account details and your account name.
Switch	Switch funds between your existing account.
Withdrawal	Withdraw funds from your existing account.

Family law & superannuation	Use this form to
Request for information	Learn about the way superannuation is handled by Colonial First State on the breakdown of a marriage - A Request for Information Form is included to allow you to obtain information about a superannuation account.

Insurance	Use this form to
Adviser report	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Alcohol questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Anaemia questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Arthritis	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Anxiety / depression statement	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Biochemical analysis	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Bowel disorder questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Chest pain statement	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Confidential financial report	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Declaration of health	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Drug questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Epilepsy questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Fits of any kind questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Flying questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Football of any code questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Full bio chem with full iron studies	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
General health questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Gout questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Haemochromatosis questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Hazardous activities questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Hearing, sight or speech questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Hepatitis B and/or C test results	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
High blood pressure questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
HIV test results	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Irritable bowel questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Medical examination report	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Mental health questionnaire - doctor	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Motor sports questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Multi biochemical analysis results	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Psoriasis questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Raised cholesterol questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Raised liver function questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Resting ECG	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Rheumatic fever questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
SCI financial Statement	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Sexually transmitted diseases questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Supplementary questionnaire: asthma, bronchitis or lung complaints	Complete this form as required when completing the insurance application in the current Product Disclosure Statement.
Supplementary questionnaire: back, neck and joint	Complete this form as required when completing the insurance application in the current Product Disclosure Statement.
Supplementary questionnaire: cyst, mole, sunspots or lesions	Complete this form as required when completing the insurance application in the current Product Disclosure Statement.
Supplementary questionnaire: diabetes or abnormal blood sugar	Complete this form as required when completing the insurance application in the current Product Disclosure Statement.
Supplementary questionnaire: lifestyle	Complete this form as required when completing the insurance application in the current Product Disclosure Statement.
Supplementary questionnaire: mental health	Complete this form as required when completing the insurance application in the current Product Disclosure Statement.
Thyroid disorder questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Underwater diving questionnaire	You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.

If you would like to make an insurance claim please call 13 13 36 or talk to you financial adviser. Find out more about insurance in super.

Identification & verification	Use this form to
Appointment of agent - information memorandums	Appoint an agent and establish their identity for the purposes of Anti-Money Laundering laws.
Appointment of agent	Appoint an agent and establish their identity for the purposes of Anti-Money Laundering laws.
Associations	Establish the identity of the association for the purposes of Anti-Money Laundering laws.
Australian & foreign companies	Establish the identity of the company for the purposes of Anti-Money Laundering laws.
Government bodies	Establish the identity of the government body for the purposes of Anti-Money Laundering laws.
Individuals & sole traders	Establish the identity of the individual or sole trader for the purposes of Anti-Money Laundering laws.
Partnerships & partners	Establish the identity of the partnership for the purposes of Anti-Money Laundering laws.
Power of Attorney/Guardianship order identification	Provide further details of the attorney or guardian you have appointed to act on your behalf and establish their identity for the purposes of Anti-Money Laundering laws.
Registered co-operative	Establish the identity of the registered co-operative for the purposes of Anti-Money Laundering laws.
Trusts & trustees	Establish the identity of the trust (incl. SMSF) for the purposes of Anti-Money Laundering laws.
Verifying officer	Appoint a verifying officer and establish their identity for the purposes of Anti-Money Laundering laws.

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Requirements for Anti Money Laundering & Counter Terrorism Financing laws