This site is for financial adviser use only.
Retail Investments
Documents and forms
- Ordinary Redemption Form
- Superannuation and Deferred Annuity Financial Hardship Redemption Form
- Superannuation and Deferred Annuity Redemption / Transfer Form
- Certificate of Survival for OnePath Annuitants
- OnePath - Brighter Super - Notice of intent to claim or vary a deduction for personal super contributions Form
- OnePath Superannuation Change of Details Form
- OnePath Superannuation Death Claim Information Form
- OnePath Superannuation Death Claim Withdrawal Form
- OnePath Superannuation Severe Financial Hardship Information Sheet
- OnePath Superannuation Redemption / Transfer Form
- OnePath Superannuation Withdrawal Form
We're here to help
For more information on your Zurich investment, please contact us:
Call 131 551
Monday-Thursday: 8.30am – 6.30pm
Friday: 8.30am – 5.30pm
Email: client.service@zurich.com.au
Non-English Speaking Customers
Visit this link for information on language interpreting services which may be able to provide assistance to non-English speaking customers.
This link is to the Australian Government's TIS -Translating and Interpreting Services website:
Find an adviser
Zurich provides a free service that can connect you to an independent financial adviser:
ASIC’s MoneySmart website also has valuable information on what to look for when choosing a financial adviser.