Financial Adviser Resources

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

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

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

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

Education Bonds

Education Loans

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