Guide to submitting forms

Please note:

• If a form can be sent via email, we accept an online copy and supporting Proof of ID documents to Adviser Services
• You can download most of the forms in the tables below.
• Before submitting a form, check whether a digital signature¹ is accepted.
• If you’re submitting forms on behalf of a client, avoid submitting multiple forms at the same time. Please submit individually for efficient processing.
• A wet or ink signature is required for the following: Power of Attorney, Guardianship documents, Certified documents, and Binding death benefit nomination

¹ Digital Signatures should always be used in keeping with your Licensee’s Digital Signature Policy requirements. Digital Signatures are a specific type of electronic signature with unique electronic identifiers and that meet the identification, reliability and consent requirements as outlined in the Electronic Transaction Act 1999.