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 fund||Direct Debit Form|
|Roll super from old funds into your Perron Super Plan*||Transfer Authority Form|
|Make a change to your investment strategy||Investment Change Form|
|Make a change to your insurances||Insurance Application Form|
|This letter confirm that Asteron fund is a complying fund||Letter of Compliance|
|Use this form to have your SG contributions paid into your optimum account||Standard choice form|
|Authority to allow access to your financial information||Letter 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.