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  • Education Bond

    Education Bond

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Forms and resources

Financial transaction forms

Name

Description

Switching and Rebalancing Form

Description

Switch or re-balance your Investment Option mix.

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Contribution Form (Direct Debit)

Description

Make additional lump sum contributions via Direct Debit.

Access Now

Education Benefit Claims or Other Withdrawals

Description

Make Education Benefit Claims or Other Withdrawals (Any Purpose).

Access Now

Savings Plan Form

Description

Set up or alter a regular Savings Plan.

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Forms and resources

Non-financial transaction forms

Name

Description

Adding a Life Insured Form

Description

Add a Life Insured.

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Appointing or Removing Bond Guardians

Description

To appoint or remove Bond Guardians.

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Appointing or Removing a Bond Representative

Description

To appoint or remove Bond Representatives.

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Bond Estate Nomination Form

Description

To Nominate Bond Estate Nominees.

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Bond Guardian Activation Form

Description

To activate the authority of Bond Guardians to act on behalf of a Bond Owner due to their death or mental or physical incapacitation.

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Change of Details Form

Description

Change your Bond term, contact details or appoint/nominate/replace an Education Beneficiary.

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Education Claim Authorisation Form

Description

For Bond Owner to authorise the Education Beneficiary to make Claims.

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Bond Ownership Transfer

Description

For immediate transfer of Bond ownership to another party.

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Future Activated Transfer

Description

To transfer ownership of a Bond at a future date or event.

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Recipient Created Tax Invoice Agreement

Description

Recipient Created Tax Invoice Agreement

Download Download

Acceptance of Transfer

Description

To accept the transfer of a Bond originated by a Future Activated Transfer.

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Dealer Group Registration

Description

Register your dealer group to receive Financial Adviser Renumeration from us

Download Download


Forms and resources

Claim forms

Name

Description

Bond Term Death Maturity Claim Form

Description

When your Bond or EdSaver reaches the end of its Bond term  - (when death of the last Bond Owner is selected)

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Bond Term Maturity Claim Form

Description

When your Bond or EdSaver reaches the end of its Bond Term (when a set number of years is selected).

Access Now

Education Benefit Claims or Other Withdrawals

Description

Make Education Benefit Claims or Other Withdrawals (Any Purpose).

Access Now

Estate Finalisation Claim Form

Description

When the last Life Insured passes away prior to the Bond Term expiring.

Access Now

Futurity acknowledges and pays respect to the past, present and future Traditional Custodians and Elders of this nation and the continuation of cultural, spiritual and educational practices of Aboriginal and Torres Strait Islander peoples.


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Contact Us

1300 345 456

Education Bond
  • Investment Options
  • Investing in Education
  • Estate Planning
  • Tax Benefits
  • Fund Fact Sheets
Resources
  • Cost of Education Resources
News

Education Bond
  • Investment Options
  • Investing in Education
  • Estate Planning
  • Tax Benefits
  • Fund Fact Sheets
Resources
  • Cost of Education Resources
News
News
About Us
  • Governance
  • FAQS
Contact Us

1300 345 456

About Us
  • Governance
  • FAQS
Our Team
  • Privacy Policy
  • Complaints Policy
  • General Advice Disclaimer
  • Target Market Determination
  • Terms & Conditions
  • Modern Slavery Statement
  • Whistleblower Policy
  • Responsible Investment Policy
  • Reconciliation Action Plan
  • LinkedIn
  • vector

Copyright © 2025 Futurity Investment Group Ltd ACN 087648879 — All Rights Reserved


 

The information in this website contains general advice only and does not take into account your objectives, financial situation or needs. Before you act on any advice in this website please consider whether it is appropriate to your personal circumstances. You should also read the relevant Product Disclosure Statement and download the Application Form which are both available on our website, or you can obtain a copy by calling us on 1300 345 456.

Product issuer and finance provider is Futurity Investment Group Limited, ACN 087648879, AFSL 236665, ACL 236665.