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Forms and resources

Financial transaction forms

Name

Description

Bond Switching and Rebalancing Form

Description

Switch or re-balance your Bond’s Investment Option mix.

Submit

Contribution Form

Description

Make lump sum additional contributions to your Bond.

Submit

Education Benefit Claims or Other Withdrawals

Description

Make Education Bond Claims or Other Withdrawals (Any Purpose).

Submit

Regular Savings Plan Form

Description

Set up or alter a regular Savings Plan.

Submit


Forms and resources

Non-financial transaction forms

Name

Description

Adding a Life Insured Form

Description

Add a Life Insured to your Bond.

Submit

Appointing or Replacing a Bond Guardian

Description

Appointing or Replacing a Bond Guardian

Submit

Appointing or Replacing a Bond Representative

Description

To appoint or replace a Bond Representative.

Submit

Bond Estate Nomination Form

Description

Nominate Bond Estate Nominee(s).

Submit

Bond Guardian Activation Form

Description

To activate the authority of a Bond Guardian to act on behalf of a Bond Owner due to their death or mental or physical incapacitation.

Submit

Change of Bond Details Form

Description

Change your Bond term, contact details or appoint/nominate/replace an Education Beneficiary.

Submit

Dealer Group Registration Form and Recipient Created Tax Invoice (RCTI) Agreement

Description

Register your dealer group to receive Financial Adviser remuneration from us.

Download Download

Education Claim Authorisation Form

Description

For Bond Owner to authorise the Education Beneficiary to make Claims.

Submit

Transfer of Bond Ownership

Description

Transfer the ownership of your Bond to another party

Submit


Forms and resources

Claim forms

Name

Description

Bond Term Death Maturity Claim Form

Description

When your Bond reaches the end of its Bond term  - (when death of the last Bond Owner is selected)

Submit

Bond Term Maturity Claim Form

Description

When your Bond reaches the end of its Bond Term (when a set number of years is selected).

Submit

Education Benefit Claims or Other Withdrawals

Description

Make Education Bond Claims or Other Withdrawals (Any Purpose).

Submit

Estate Finalisation Claim Form

Description

When the last Life Insured passes away prior to the Bond Term expiring.

Submit

Futurity acknowledges and pays respect to the past, present and future Traditional Custodians and Elders of this nation and the continuation of cultural, spiritual and educational practices of Aboriginal and Torres Strait Islander peoples.


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1300 345 456

Education Bonds
  • Bond Products
  • Tax Benefits
  • Investment Menu
  • Cost of Education Calculator
Education Loans
  • For school administrators
Insights

Education Bonds
  • Bond Products
  • Tax Benefits
  • Investment Menu
  • Cost of Education Calculator
Education Loans
  • For school administrators
Insights
Insights
About Us
  • Governance
  • News & Publications
Contact Us

1300 345 456

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The information in this website contains general advice only and does not take into account your objectives, financial situation or needs. Before you act on any advice in this website please consider whether it is appropriate to your personal circumstances. You should also read the relevant Product Disclosure Statement which is available on our website: www.futurityinvest.com or you can obtain a copy by calling us on 1300 345 456.

Product issuer and finance provider is Futurity Investment Group Limited, ACN 087648879, AFSL 236665, ACL 236665.