Forms

Below are forms that can be used to maintain your account:

Tax File Number Nomination
Change of Name
Change of Address
Change of annual report delivery
Change of Account Details Form
Nominate a beneficiary in the event of your death*Beneficary Nomination Form
Set up a regular direct debit into your fundDirect Debit Form
Roll super from old funds into your Perron Super Plan*Transfer Authority Form
Make a change to your investment strategyInvestment Change Form
Make a change to your insurancesInsurance Application Form
This letter confirm that Asteron fund is a complying fundLetter of Compliance
Use this form to have your SG contributions paid into your optimum accountStandard choice form
Authority to allow access to your financial informationLetter of Authority

Please Note: Optimum will issue written confirmation to your postal address once the changes you have requested have been completed. If you do not receive anything from Optimum to this effect we strongly recommend that you contact Optimum on 1800 819 499 or contact us so that it can be followed up to ensure it is completed.

* Optimum will not accept copies of this document. The original must be sent.