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View your Education Bond or EdSaver details, valuation, transactions and investment options.
Access my AccountForms and resources
Financial transaction forms
Name
Description
Switching and Rebalancing Form
Description
Switch or re-balance your Investment Option mix.
Education Benefit Claims or Other Withdrawals
Description
Make Education Benefit Claims or Other Withdrawals (Any Purpose).
Forms and resources
Non-financial transaction forms
Name
Description
Appointing or Removing a Bond Representative
Description
To appoint or remove Bond Representatives.
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.
Change of 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.
Bond Ownership Transfer
Description
For immediate transfer of Bond ownership to another party.
Future Activated Transfer
Description
To transfer ownership of a Bond at a future date or event.
Acceptance of Transfer
Description
To accept the transfer of a Bond originated by a Future Activated Transfer.
Forms and resources
Maturity 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)
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).
Education Benefit Claims or Other Withdrawals
Description
Make Education Benefit Claims or Other Withdrawals (Any Purpose).
Estate Finalisation Claim Form
Description
When the last Life Insured passes away prior to the Bond Term expiring.
Education and learning are lifelong pursuits and to assist, get in touch or contact your Financial Adviser.
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