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.

Consolidate your super

Quick guide to consolidating your super, including consolidation form. 

I want to update my beneficiary

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.

I want to update my investments


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.

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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