Retail Investments

Documents and forms

Ordinary Redemption Formen, pdf, 559.53KB
Superannuation and Deferred Annuity Financial Hardship Redemption formen, pdf, 580.59KB
Superannuation and Deferred Annuity Redemption / Transfer form en, pdf, 169.41KB
Certificate of Survival for OnePath Annuitantsen, pdf, 195.59KB

Persons who can certify copies of identification documentsen, pdf, 18.57KB

We're here to help

For more information on your Zurich investment, please contact us:

Call 131 551
Monday-Thursday: 8.30am – 7.00pm
Friday: 8.30am – 5.30pm

Email: client.service@zurich.com.au

Non-English Speaking Customers

Visit this link for information on language interpreting services which may be able to provide assistance to non-English speaking customers.

This link is to the Australian Government's TIS -Translating and Interpreting Services website:

https://www.tisnational.gov.au

Find an adviser

Zurich provides a free service that can connect you to an independent financial adviser:

❯ Financial Advice Association Australia (FAAA)

ASIC’s MoneySmart website also has valuable information on what to look for when choosing a financial adviser.