Additional Deposit Form
This form can be used to add a deposit to an existing investment.
Education Investment Fund Additional Deposit - PDF
NextGen Investments Additional Deposit - PDF
Commonwealth Bank Educations Savings Plan Additional Deposit - PDF
Lifeplan Education Savings Plan Additional Deposit - PDF
FlexiGrowth Additional Deposit - PDF
TaxSmart Additional Deposit - PDF
Tax Minimiser Additional Deposit - PDF
For all other products:
Lifeplan Generic Additional Deposit - PDF

Additional Life Insured
This form is only available on NextGen Investments product. The Additional Life Insured can be added any time, completing this will void any previously Nominated Beneficiary.
NextGen Investments Additional Life Insured - PDF

Application for Funeral Benefit
This form is used to apply for a release of benefits under the Tax Minimiser Funeral Bond.
Tax Minimiser Funeral Benefit - PDF

Assignment Form
This form is used to change ownership of a client on an existing Investment.
Lifeplan Generic Assignment - PDF

Client Care Statement
This form must be signed by Queensland residents when completing a Funeral Bond Application.
Tax Minimiser Client Care - PDF

Direct Debit Form
These forms can be used to initiate, cancel or alter your Direct Debit or Regular Savings Plan details.
Commonwealth Bank Education Savings Plan Direct Debit - PDF
NextGen Investments Direct Debit - PDF
FlexiGrowth Direct Debit - PDF
Lifeplan Education Savings Plan Direct Debit - PDF
TaxSmart Direct Debit - PDF
National Pharmacies Direct Debit - PDF
For all other products:
Lifeplan Generic Direct Debit - PDF

Fax Agreement Form
This form can be used to set up a Fax Agreement for transactions on your investment. A signed copy is required before this option can be activated.
Tax Minimiser Fax Agreement - PDF
For all other products:
Lifeplan Generic Fax Agreement - PDF

Identification Form
The Anti-Money Laundering and Counter Terrorism Financing Act 2006 (AML/CTF) legislation was introduced by the Australian Government as a means of controlling the movement of money illegally. These forms are for customer use only, if you are an Adviser please go to Adviser Toolkit.

Guidelines:
The forms displayed below are to be completed by all customers when applying to invest with Lifeplan. Each investor type should complete a form relevant to their circumstances, for example:

Individuals and Sole Traders - PDF
Individual investors and sole traders who are applying in their own names to invest with Lifeplan should complete this form, Please note that all investors should complete one form.

Companies - PDF
Companies who are applying to invest with Lifeplan should complete this form.

Partnerships - PDF
Partnerships who are applying to invest with Lifeplan should complete this form.

Government Body - PDF
Government bodies who are applying to invest with Lifeplan should complete this form.

Associations - PDF
Associations who are applying to invest with Lifeplan should complete this form.

Trustees - PDF
Trustees who are applying to invest with Lifeplan should complete this form.

Living Away From Home Declaration
These forms can be used to make a claim for the 'living allowance' associated with the claims process.
Commonwealth Bank Education Savings Plan Living Away From Home Declaration - PDF
Education Investment Fund Living Away From Home Declaration - PDF

Nomination of Beneficiary Form
This form can be used to add or alter your nominated beneficiaries.
Education Investment Fund Beneficiary Nomination - PDF
NextGen Investments Nominated Beneficiary - PDF
Commonwealth Bank Education Savings Plan Beneficiary Nomination Form - PDF
FlexiGrowth Nominated Beneficiary - PDF
Lifeplan Education Savings Plan Beneficiary Nomination Form - PDF
TaxSmart Nominated Beneficiary - PDF
Tax Minimiser Nominated Beneficiary - PDF
For all other products:
Lifeplan Generic Nominated Beneficiary - PDF

Nomination of Plan Guardian Form
These forms can be used to nominate or change Plan Guardian details.
Commonwealth Bank Education Savings Plan Guardian Nomination - PDF
Education Investment Fund Plan Guardian Nomination - PDF
Lifeplan Education Savings Plan Guardian Nomination - PDF

Regular Income Option
This form can be used to initiate or cancel your regular income option, or to alter your bank details for your existing regular income.
FlexiGrowth Regular Income Option - PDF
For all other products:
Lifeplan Generic Regular Income Option - PDF

Regular Withdrawal Option
This form can be used to initiate or cancel a fixed regular withdrawal amount, or to alter your bank details for your existing regular withdrawal.
FlexiGrowth Regular Withdrawal - PDF
NextGen Investments Regular Withdrawal - PDF
TaxSmart Regular Withdrawal - PDF
Tax Minimiser Regular Withdrawal - PDF
For all other products:
Lifeplan Generic Regular Withdrawal - PDF

Student Authority Form
These forms can be used to provide a nominated student over 16 years of age authority to claim for education related expenses.
Commonwealth Bank Education Savings Plan Student Authority - PDF
Education Investment Fund Student Authority - PDF

Student Nomination Form
These forms can be used to replace your current nominated student in your plan with another student.
Commonwealth Bank Education Savings Plan Student Nomination - PDF
Education Investment Fund Student Nomination - PDF

Switch Form
This form can be used to alter your investment option for the following products only.
Education Investment Fund Switch - PDF
NextGen Investments Switch - PDF
Commonwealth Bank Education Savings Plan Switch - PDF
FlexiGrowth Switch - PDF
TaxSmart Switch - PDF
Tax Minimiser Switch - PDF
Lifeplan Wealth Builder Switch - PDF

Withdrawal Form
This form can be used to withdraw funds from any of your investments.
Education Investment Fund EasyClaim - PDF
NextGen Investments Withdrawal - PDF
Commonwealth Bank Education Savings Plan EasyClaim - PDF
Lifeplan Education Savings Plan EasyClaim - PDF
FlexiGrowth Withdrawal - PDF
TaxSmart Withdrawal - PDF
Tax Minimiser Withdrawal - PDF
For all other products:
Lifeplan Generic Withdrawal - PDF

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