Customer Forms 

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To download a form, please select your product from the list below. If you can't download or print a form, please contact us and we will send a form to you. 

 

 Investments

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 Other Forms  
 

 

  
   

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Lifeplan FlexiGrowth Investment

Additional Deposit Form Use to top up any existing policies. The form should be posted to Lifeplan with a cheque or faxed through if the funds are being transferred by Direct Credit.
Direct Debit Form Use to commence, cancel or alter any Direct Debit.
Nomination of Beneficiary Form

Use to alter or nominate a beneficiary. Clients can nominate or alter beneficiary details at any time by completing the attached form. 

Regular Income Option

Use to initiate or cancel a regular income option, or to alter client bank details for existing regular income.

Regular Withdrawal Form Use for clients that wish to have a regular withdrawal from their investment.
Switch Request Form

Use to switch between funds on an investment.

Withdrawal Form

Use to withdraw funds from an investment.

Investor Identification Forms

As part of the Anti-Money Laundering and Counter Terrorism Financing  (AML/CTF) act all customers applying for a Lifeplan investment product are required to complete the relevant form.

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Lifeplan Education Investment Fund

Additional Deposit Form Use to top up any existing policies. The form should be posted to Lifeplan with a cheque or faxed through if the funds are being deposited by BPay.
EasyClaim Form

Use to make a claim for an Education Savings Plan.

When claiming for education expenses please ensure that the EasyClaim form is sent together with documentation supporting the relevant expense being claimed (eg school invoice). Supporting documentation is only required for expenses up to the amount of education benefits being claimed.

Living Away From Home Declaration Form

Use to make a claim for the 'living allowance' associated with the claims process.

The living allowance is an education benefit that is only available to students living away from home. To claim this amount please complete this form and send to Lifeplan with a completed EasyClaim form.

Plan Beneficiary Nomination Form

Use to alter or nominate a beneficiary. Clients can nominate or alter beneficiary details at any time by completing the attached form. 

Plan Guardian Nomination Form

Use to nominate or change Plan Guardian details.

The Plan Guardian is an estate planning feature and it provides clients with a greater certainty about who will look after the plan arrangements if they were to die or become intellectually disabled.

Student Authority Form Use to provide a nominated student over 16 years of age authority to claim for education related expenses.
Student Nomination Form Use to replace your current nominated student in your plan with another student.

 

Switch Form

Use to switch between funds in an investment.

Investor Identification Forms

 

As part of the Anti-Money Laundering and Counter Terrorism Financing  (AML/CTF) act all customers applying for a Lifeplan investment product are required to complete the relevant form. (These forms are for customer use only, if you are an Adviser please go to the Adviser Toolkit.) 

 

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Lifeplan NextGen Investments

Additional Deposit Form Use to top up any existing policies. The form should be posted to Lifeplan with a cheque or faxed through if the funds are being transferred by BPay.
Additional Life Insured Form Use for an Additional Life Insured. Completing this will void any previously Nominated Beneficiary.
Direct Debit Form Use to commence, cancel or alter any Direct Debit.
Lifeplan Closed Product Switch Form

Use to switch from an existing Flexishield, TaxSmart, Community Bond or Wealth Builder investment into Lifeplan NextGen Investments.

Nomination of Beneficiary Form

Use to alter or nominate a beneficiary. Clients can nominate or alter beneficiary details at any time by completing the attached form. 

Regular Withdrawal Form Use for clients that wish to have a regular withdrawal from their investment.
Switch Request Form

Use to switch between funds on in investment.

Withdrawal Form

Use to withdraw funds from an investment.

Investor Identification Forms

As part of the Anti-Money Laundering and Counter Terrorism Financing  (AML/CTF) act all customers applying for a Lifeplan investment product are required to complete the relevant form. (These forms are for customer use only, if you are an Adviser please go to the Adviser Toolkit.) 

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Lifeplan TaxSmart Investments

Additional Deposit Form Use to top up any existing policies. The form should be posted to Lifeplan with a cheque or faxed through if the funds are being transferred by Direct Credit.
Direct Debit Form Use to commence, cancel or alter any Direct Debit.
Nomination of Beneficiary Form

Use to alter or nominate a beneficiary. Clients can nominate or alter beneficiary details at any time by completing the attached form. 

Regular Withdrawal Form Use for clients that wish to have a regular withdrawal from their investment.
Switch Request Form

Use to switch between funds on an investment.

Withdrawal Form

Use to withdraw funds from an investment.

Investor Identification Forms

As part of the Anti-Money Laundering and Counter Terrorism Financing act (AML/CTF) all customers applying for a Lifeplan investment product are required to complete the relevant form.

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Tax Minimiser Funeral Bond

Application for Funeral Benefit Use to apply for release of benefits available under a Funeral Bond.

Client Care Statement Queensland Only

 

 This form must be signed by Queensland residents when completing a Funeral Bond application.

 

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Tax Minimiser Investment Bond

Additional Deposit Form Use to top up any existing policies. The form should be posted to Lifeplan with a cheque or faxed through if the funds are being transferred by BPay.
Fax Agreement Form Use to to initiate transacting by fax with Lifeplan.
Nomination of Beneficiary Form

Use to alter or nominate a beneficiary. Clients can nominate or alter beneficiary details at any time by completing the attached form. 

Regular Income Option Use to initiate or cancel a regular income option, or to alter client bank details for existing regular income.
Regular Switching Facility Form Use for clients wishing to set up ongoing switches. Your BDM will assist you with this feature.
Switch Form

Use to switch between funds in an investment.

Withdrawal Request

Use to withdraw funds from an investment.

Investor Identification Forms

As part of the Anti-Money Laundering and Counter Terrorism Financing act (AML/CTF) all customers applying for a Lifeplan investment product are required to complete the relevant form.

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FuneralPlan Bond

Application for Funeral Benefit Use to apply for release of benefits available under a FuneralPlan Bond Funeral Benefit.

Client Care Statement Queensland Only

 

 This form must be signed by Queensland residents when completing a Funeral Bond application.

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Lifeplan Education Savings Plan

Additional Contribution Form Use to top up any existing policies. The form should be posted to Lifeplan with a cheque or faxed through if the funds are being transferred by BPay.
Direct Debit Form Use to commence, cancel or alter any Direct Debit.
EasyClaim Form

Use to make a claim for an Education Savings Plan.

When claiming for education expenses please ensure that the EasyClaim form is sent together with documentation supporting the relevant expense being claimed (eg school invoice). Supporting documentation is only required for expenses up to the amount of education benefits being claimed.

Plan Beneficiary Nomination Form

Use to alter or nominate a beneficiary. Clients can nominate or alter beneficiary details at any time by completing the attached form. 

Plan Guardian Nomination Form

Use to nominate or change Plan Guardian details.

The Plan Guardian is an estate planning feature and it provides clients with a greater certainty about who will look after the plan arrangements if they were to die or become intellectually disabled.

Student Authority Form Use to provide a nominated student over 16 years of age authority to claim for education related expenses.
Student Nomination Form Use to replace your current nominated student in your plan with another student.

 

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Commonwealth Bank Education Savings Plan

Additional Deposit Form Use to top up any existing policies. The form should be posted to Lifeplan with a cheque or faxed through if the funds are being transferred by Direct Credit.
EasyClaim Form

Use to make a claim for an Education Savings Plan.

When claiming for education expenses please ensure that the EasyClaim form is sent together with documentation supporting the relevant expense being claimed (eg school invoice). Supporting documentation is only required for expenses up to the amount of education benefits being claimed.

Living Away From Home Declaration Form

Use to make a claim for the 'living allowance' associated with the claims process.

The living allowance is an education benefit that is only available to students living away from home. To claim this amount please complete the following form and send to Lifeplan with a completed EasyClaim form.

Plan Beneficiary Nomination Form

Use to alter or nominate a beneficiary. Clients can nominate or alter beneficiary details at any time by completing the attached form. 

Plan Guardian Nomination Form

Use to nominate or change Plan Guardian details.

The Plan Guardian is an estate planning feature and it provides clients with a greater certainty about who will look after the plan arrangements if they were to die or become intellectually disabled.

Student Authority Form Use to provide a nominated student over 16 years of age authority to claim for education related expenses.
Student Nomination Form Use to replace your current nominated student in your plan with another student.

 

Switch Form

Use to switch between funds on an investment.

Investor Identification Forms

As part of the Anti-Money Laundering and Counter Terrorism Financing act (AML/CTF) all customers applying for a Lifeplan investment product are required to complete the relevant form.

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Savings Forms

For use with Bonus Cash Account, Term Deposit and Savings and Cheque Account.

Change to Customer Records Use to change personal details (includong address)

Direct Debit Form

 

 Use to commence, cancel or alter any Direct Debit.
Prudential Information Prudential information for Lifeplan Australia Building Society Limited.
Savings and Investment - Terms and Conditions Terms and conditions applicable to our Savings and Investment Accounts and Payment Facilities.
Customer Identification Forms

As part of the Anti-Money Laundering and Counter Terrorism Financing act (AML/CTF) all customers applying for a Lifeplan loan products are required to complete the relevant form.

 

 

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Loan Forms

For use with Commercial Loan / FlexiSmart Home Loan / Home Equity Loan / Home Loan / Investment Home Loan / Line of Credit Facility  / Personal Loan

Loan Application Form

Use for any application for finance including commercial loan, home loan, personal loan etc.

Change to Customer Records Use to change personal details (including address)

Direct Debit Form

 

 Use to commence, cancel or alter any Direct Debit.
Customer Identification Forms

As part of the Anti-Money Laundering and Counter Terrorism Financing act (AML/CTF) all customers applying for Lifeplan loan products are required to complete the relevant form.

 

 

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Investor Identification Forms - Anti-Money Laundering (AML)

These forms are to be completed by all customers when applying for investment products with Lifeplan. Each customer type should complete a form relevant to their circumstances.

Individuals & Sole Traders

For use by individual customers and sole traders who are applying in their own names to invest with Lifeplan. Please note that all customers should complete one form.

Companies
 Companies who are applying to invest with Lifeplan should complete this form.
Partnerships Partnerships who are applying to invest with Lifeplan should complete this form.
Government Body
 Government bodies who are applying to invest with Lifeplan should complete this form.
Associations Associations who are applying to invest with Lifeplan should complete this form.
Trustees Trustees who are applying to invest with Lifeplan should complete this form.

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Building Society Identification Forms - Anti-Money Laundering (AML)

These forms are to be completed by all customers when applying for a Lifeplan loan, savings and cheque account, Bonus Cash Account or Term Deposit. Each customer type should complete a form relevant to their circumstances.

Individuals & Sole Traders

For use by individual customers and sole traders who are applying in their own names to invest with Lifeplan. Please note that all customers should complete one form.

Companies

 

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

Partnerships

 

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

Government Body

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

Associations

 

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

Trustees

 

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

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IFSA/FPA Identification Forms - Anti-Money Laundering (AML) (Adviser use only)

These forms are to be completed by Advisers to identify customers who are applying for investment products with Lifeplan. Advisers should complete a form for each customer type relevant to their circumstances.

Individuals & Sole Traders

 

For use by Advisers to identify individual customers and sole traders who are applying in their own names to invest with Lifeplan. Please note that Advisers should complete one form per customer.

Companies
 Advisers should complete this form to identify Companies who are applying to invest with Lifeplan.
Partnerships Advisers should complete this form to identify Partnerships who are applying to invest with Lifeplan.
Government Body
 Advisers should complete this form to identify Government bodies who are applying to invest with Lifeplan.
Associations Advisers should complete this form to identify Associations who are applying to invest with Lifeplan.
Trustees Advisers should complete this form to identify Trustees who are applying to invest with Lifeplan.
Registered Co-Operatives Advisers should complete this form to identify Registered Co-Operatives who are applying to invest with Lifeplan.
Verifying Officers Advisers should complete this form to identify non-individual customers (eg. company, trust etc.) who appoint a Verifying Officer to identify the customer's agents/signatories who are applying to invest with Lifeplan.

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Generic Lifeplan Forms

Additional Deposit Form Use to top up any existing policies. The form should be posted to Lifeplan with a cheque or faxed through if the funds are being transferred by BPay.
Application for Funeral Benefit

Use to apply for release of benefits available under a Funeral Bond.

Change of Details Form 

Use to change personal details (including address)

Direct Debit Request

Use to commence, cancel or alter any Direct Debit.

Fax Agreement Form

Use to to initiate transacting by fax with Lifeplan.

Lifeplan Closed Product Switch Form

Use to switch from an existing Flexishield, TaxSmart, Community Bond or Wealth Builder investment into Lifeplan NextGen Investments.

Nomination of Beneficiary

Use to alter or nominate a beneficiary. Clients can nominate or alter beneficiary details at any time by completing the attached form. 

Regular Income Option

Use to initiate or cancel a regular income option, or to alter client bank details for existing regular income. 

Regular Withdrawal Option

Use for clients that wish to have a regular withdrawal from their investment.

Request for Maturity Date Extension Use to extend the maturity date of your existing investment. 
Withdrawal Request

Use to withdraw funds from an investment.

Financial Services Guide & Privacy Statement Provides investors with general information about Lifeplan Australian Friendly Society Limited and Lifeplan Australia Building Society Limited

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Important Information
The information on this site does not take into account the financial objectives, situation or needs of any particular person. You should consider whether or not a product is appropriate for you. In deciding whether to acquire an investment or savings product please consider the current relevant Product Disclosure Statement, Terms and Conditions or Disclosure Document which are available from the product issuer, Lifeplan on 1300 1300 38. Some of these documents can be downloaded from this web site. Click here for more important information. Lifeplan also recommends that you read our Financial Services Guide. Lifeplan's contact details are provided only for inquiries by individuals or organisations about the products and services it provides. It does not give permission for them to be used for unsolicited marketing. Products referred to on this site are only available in Australia. Click here for Prudential Information for Lifeplan Australia Building Society Ltd.   

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