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Retail Investments

Documents and forms

Ordinary Redemption Form

pdf, 588KB

Superannuation and Deferred Annuity Redemption / Transfer Form

pdf, 202KB

Zurich Deferred Annuity - Financial Hardship Redemption form

pdf, 113KB

Certificate of Survival for OnePath Annuitants

pdf, 200KB

OnePath - Brighter Super - Notice of intent to claim or vary a deduction for personal super contributions Form

pdf, 635KB

OnePath non - superannuation Change of Details form

pdf, 319KB

OnePath non - superannuation Withdrawal form

pdf, 280KB

OnePath Superannuation Change of Details Form

pdf, 826KB

OnePath Superannuation Death Claim Information Form

pdf, 491KB

OnePath Superannuation Death Claim Withdrawal Form

pdf, 259KB

OnePath Superannuation Severe Financial Hardship Information Sheet

pdf, 691KB

OnePath Superannuation Withdrawal Form

pdf, 391KB

Third Party Authority form - OnePath investments

pdf, 713KB

Third Party Authority form - Zurich investments

pdf, 677KB

Zurich Maturity Payment form - non-superannuation investments

pdf, 504KB

Wholesale Superannuation - Additional investment form

pdf, 194KB

Wholesale Superannuation - Change of details form

pdf, 195KB

Wholesale Superannuation - Withdrawal request form

pdf, 194KB

Persons who can certify copies of identification documents

pdf, 209KB

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

Call 131 551
Monday-Thursday: 8.30am – 6.30pm
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:

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