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Find a form :: Colonial First State

This is a collection of popular forms, if you're looking for a specific form you can search for it or see a list of all forms.

CHANGE OF DETAILS

Change of details

Update your address and contact details, tax file number, bank account details and your account name.

Direct debit authority

Provide authorisation to directly credit or debit your bank account when requested.

UPDATE BENEFICIARY DETAILS

Non-lapsing Death Benefit Nomination

Establish a non-lapsing death benefit nomination.

Reversionary beneficiary form

Nominate, replace or remove a reversionary beneficiary on your existing pension account.

Update/confirm adviser service fee

Adviser service fee and Adviser trail rebate nomination

Authorise an adviser service fee from your account or nominate a change to your adviser trail rebate

Adviser service fee nomination (Employer Super)

Authorise an adviser service fee to be deducted from your account.

CHANGE OF EMPLOYMENT

Consolidate your super

Quick guide to consolidating your super, including consolidation form.

Complying fund letter

A letter of compliance confirming Colonial First State is able to receive contributions from employers

UPDATE INVESTMENTS

Switch

Switch funds between your existing account.

Additional & regular investment

Make an additional investment into your existing account and setup or change a regular investment plan.

Contact us

The content displayed on this page is intended for financial advisers only