Forms & Tools — KeyInvest

If you are unsure which form you require, please call our friendly staff for assistance on 1300 658 904.

Funeral Bond

Product Disclosure Statement
Online Application Q & A
Additional Investment Form
Switch Request Form
Establish or Amend a Regular Savings Plan
Client Care Statement (QLD Residents Only)
Assigned Funeral Bond Claim Form
Claim Form

Please call our friendly staff for a Claim Form - 1300 658 904
Memorandum of Transfer
Pre-Paid Funeral Transfer of Interest

Life Events Bond

General Forms

Advice Fee Consent Form
Advice Fee Consent Form - FAQ
Member Communication Election Form
Financial Services Guide
Direct Debit Request Form
Change of Bank Account Details
Change of Name
Change of Contact Details
Change of Beneficiary Nomination
Withdrawal Form
Change of Owner - Death of Joint Policy Owner
Death Benefit Claim Form
Trust ID Form

Please contact Client Services on 1300 658 904
Individual ID Form
Company ID Form

Please contact Client Services on 1300 658 904
Foreign Tax Resident – Self Certification Form (AEOI)

KeyInvest is a trading name of KeyInvest Ltd ABN 74 087 649 474 AFSL 240667. KeyInvest is not authorised to carry on business in any country other than Australia. The information contained in this website is directed to and available for Australian residents only. Copyright © KeyInvest 2017 unless otherwise noted.