Forms
For easy access to all of our forms relating to every Perpetual product, start here. Based on the product you have, you will find specific forms to change or update your personal instructions or information with us.
Download and print the form you need, complete it, and give it to your financial adviser or send it directly to Perpetual (mailing details are included on each form.) If you are registered for Online Account Access, you may change your personal contact details online (please note this applies to certain Perpetual products only).
| Perpetual WealthFocus Investment Funds | |
| I want to... | Use this form... |
| Make an additional investment |  Application for Additional Investment & Features Form |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Make a withdrawal | Withdrawal Form |
| Move money from one fund to another | Switch Form |
| Access my account online | Online Account Access Registration Form |
| Perpetual's Wholesale Funds | |
| I want to... | Use this form... |
| Make an additional investment | Additional Investments Application Form |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Make a withdrawal | Withdrawal Form |
| Move money from one fund to another | Switch Form |
| Perpetual's Protected Australian Share Fund | |
| I want to... | Use this form... |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Perpetual WealthFocus Investment Advantage | |
| I want to... | Use this form... |
| Make an initial investment | Initial investment form This form allows you to type your information directly into it. |
| Make an additional investment | Additional Investments Application Form |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Move money between funds | Switch form |
| Make a withdrawal | Withdrawal Form |
| Perpetual's Cash Management Fund | |
| I want to... | Use this form... |
| Make an additional investment | Additional Investments Application Form |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Make a withdrawal | Withdrawal Form |
| Perpetual's Term Fund | |
| I want to... | Use this form... |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Perpetual's Monthly Income Fund | |
| I want to... | Use this form... |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Make an additional investment | Additional Investments Application Form |
| Make a withdrawal | Withdrawal Form |
| Perpetual's Select Investments | |
| I want to... | Use this form... |
| Make an additional investment | Additional investments and features form |
| See my account details online | Online Account Access Registration Form |
| Set up a regular withdrawal plan | Additional investments and features form |
| Set up a savings plan | Additional investments and features form |
| Move money between funds | Switch Form |
| Make a withdrawal | Withdrawal Form |
| Perpetual WealthFocus Super Plan | |
| I want to... | Use this form... |
| Make an initial investment | Initial investment form This form allows you to type your information directly into it. |
| Make an additional investment | Application for Additional Investment & Features Form |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Nominate a beneficiary | Nomination of Beneficiary Form |
| Move money from one fund to another | Switch Form |
| Transfer monies from another fund | Transfer Authority Form |
| Make a withdrawal | Withdrawal Form |
| Exercise choice of fund | Choice Nomination form |
| Access my account online | Online Account Access Registration Form |
| Split my superannuation contributions with my spouse | Superannuation Contributions Splitting Application Form |
| Claim or vary a deduction for personal super contributions | Notice of intent to claim or vary a deduction for personal super contributions Form |
| Apply for insurance - short personal statement | Apply for insurance - short personal statement |
| Apply for insurance - standard form | Apply for insurance - standard form |
| Increase you current insurance cover | Life stages insurance form |
| Transfer insurance from another provider | Insurance transfer form |
| Perpetual's Select Super Plan | |
| I want to... | Use this form... |
| Open a workplace plan | Select Super Plan Participating Employer Application Form |
| Enrol one or more employees to an existing employer account | Select Super Plan New Employee Details |
| Enrol myself as an employee | Select Super Plan Employee Application |
| Make a superannuation contribution (for employers) | Select Super Plan Contribution Advice |
| Make an additional investment (for members) | Select Application for Additional Invesment & Features Form |
| Transfer monies from another fund | Select Super Plan Transfer Authority Form |
| Advise an employee has left | Select Super Plan Employment Termination Advice |
| Request a withdrawal from my account | Select Super Plan Benefit Payment |
| Change my investment options | Select Super Plan Switch Form |
| Nominate a beneficiary | Select Super Plan Beneficiary Nomination |
| Establish a savings plan for making regular contributions | Select Super Plan Direct Debit Authority |
| Change my contact details, authorised representative or financial adviser | Select Super Plan Change of Instructions |
| Exercise choice of fund | Select Super Choice Nomination Form |
| Split my superannuation contributions with my spouse | Select Superannuation Contributions Splitting Application Form |
| See my account details online | Online Account Access Registration Form |
| Claim or vary a deduction for personal super contributions | Notice of intent to claim or vary a deduction for personal super contributions Form |
| Perpetual's Pooled Super Trust | |
| I want to... | Use this form... |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Make a withdrawal | Perpetual's Pooled Super Trust Withdrawal Form |
| Australian Eligible Rollover Fund | |
| I want to... | Use this form... |
| Provide your Tax File Number | Tax File Number Notification Form |
| Make a withdrawal | Withdrawal Form |
| Perpetual WealthFocus Allocated and Account Based Pension | |
| I want to... | Use this form... |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Nominate a beneficiary | Nomination of Beneficiary Form |
| Move money from one fund to another | Switch Form |
| Transfer monies from another fund | Rollover Authority Form |
| Make a withdrawal | Withdrawal Form |
| Access my account online | Online Account Access Registration Form |
| Perpetual WealthFocus Term Allocated Pension | |
| I want to... | Use this form... |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Nominate a beneficiary | Nomination of Beneficiary Form |
| Move money from one fund to another | Switch Form |
| Transfer monies from another fund | Rollover Authority Form |
| Access my account online | Account Access Online Registration Form |
| Perpetual's Select Account Based Pension | |
| I want to... | Use this form... |
| Transfer monies from another fund | Select Pension Plan Rollover Authority |
| Apply for a benefit payment | Select Pension Plan Benefit Payment Form |
| Nominate a beneficiary | Select Pension Plan Beneficiary Nomination |
| Change my contact details, authorised representative or financial adviser | Select Pension Plan Change of Instructions |
| Change my investment options | Switch Form |
| Access my account online | Account Access Online Registration Form |
| Perpetual's Select Term Allocated Pension | |
| I want to... | Use this form... |
| Transfer monies from another fund | Select Pension Plan Rollover Authority |
| Apply for a benefit payment | Select Pension Plan Benefit Payment Form |
| Nominate a beneficiary | Select Pension Plan Beneficiary Nomination |
| Change my contact details, authorised representative or financial adviser | Select Pension Plan Change of Instructions |
| Change my investment options | Switch Form |
| Access my account online | Account Access Online Registration Form |
