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.
My details have changed
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.
I’ve started a new job
Super Choice – Fund Nomination Form
Use this form to instruct your employer to pay your superannuation into your Colonial First State account.
I want to update my beneficiary
Reversionary beneficiary form
Nominate, replace or remove a reversionary beneficiary on your existing pension account.
I want to update my investments
Additional & regular investment
Make an additional investment into your existing account and setup or change a regular investment plan.
I want to add/update an adviser service fee
Fixed Term Adviser Service Fee Consent Form
Consent to a fixed term adviser service fee to be deducted from your account.
One-off Adviser Service Fee Consent Form
Consent to a one-off adviser service fee to be deducted from your account.
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