Here you can download forms to make changes or requests.
You can make some changes online, which you may find quicker and easier than completing a form. When you log in to your account, you can:
- Change your personal details – including your contact details, target retirement age and contact preferences;
- Complete a nomination form; and
- Change where you invest your savings.
There is also a range of guides, to help with understanding important aspects of planning to finance your future.
Nominate your beneficiaries
It is important to let the Trustees know who you would like to receive your savings when you die. To nominate someone, or update your choices, login and go to Personal Details.
Alternatively, you can download and complete a paper form.