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View your Education Bond details, valuation, transactions and investment options.

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A guide to establishing and managing your Bond

Getting the most out of your Education Bond

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Forms and resources

Financial transaction forms

Name

Description

Bond Switching and Rebalancing Form

Description

Switch or re-balance your Bond’s Investment Option mix.

Contribution Form

Description

Make lump sum additional contributions to your Bond.

Education Benefit Claims or Other Withdrawals

Description

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

Regular Savings Plan Form

Description

Set up or alter a regular Savings Plan.


Forms and resources

Non-financial transaction forms

Name

Description

Adding a Life Insured Form

Description

Add a Life Insured to your Bond.

Appointing or Replacing a Bond Guardian

Description

Appointing or Replacing a Bond Guardian

Appointing or Replacing a Bond Representative

Description

To appoint or replace a Bond Representative.

Bond Estate Nomination Form

Description

Nominate Bond Estate Nominee(s).

Bond Guardian Activation Form

Description

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

Change of Bond Details Form

Description

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

Education Claim Authorisation Form

Description

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

Transfer of Bond Ownership

Description

Transfer the ownership of your Bond to another party


Forms and resources

Claim forms

Name

Description

Bond Term Death Maturity Claim Form

Description

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

Bond Term Maturity Claim Form

Description

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

Education Benefit Claims or Other Withdrawals

Description

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

Estate Finalisation Claim Form

Description

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

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