Need more information on Challenger products?
Step 1: Ready to apply?
If you’d like to apply for a Challenger annuity for one of your clients here’s an overview of the steps to apply.
Please ensure you have considered the TMD and have provided the client with the PDS.
Detailed information on how to apply for Challenger products is available in our Adviser Guide.
Product | PDS | TMD |
|---|---|---|
| Challenger Lifetime Annuity (Liquid Lifetime) | View the PDS | View the TMD |
| Challenger Guaranteed Annuity (Fixed Term) | View the PDS | View the TMD |
| Challenger CarePlus | View the PDS | View the TMD |
Step 2: Get a quote
Complete a quote online via our AdviserOnline portal. Or, you can get a quote by calling your BDM or by calling us on 13 35 66.
Quotes are valid for 14 days.
You can complete the online application form (including verifying your client identity) as the next step form our e quote tool.
Step 3: Identify your client
If not already completed as part of the online application form, you can use Challenger’s online verification tool to complete client identification. Access this via AdviserOnline.
Step 4: Complete application form
You can simply take the next steps on our e-quote tool to complete the application form, or you can find a form here.
Complete Power of Attorney & Financial Management order form if applying under one of these authorities.
Step 5: Submit required documentation
- Application form
- Copies of identity documents (or record of complete online verification with reference number).
- Non-Superannuation Money. Cheque or direct debit authority form.
- Superannuation money: Rollover initiation request form – this form can be sent directly to the rollover institution. If rollover is for a partial amount, ensure this is recorded on the form.
- Tax file number declaration
- Withholding declaration form
- Valid quote
- Power of Attorney or Financial Management Order form - if you’re applying on behalf of someone else under one of these arrangements.
- Upload documents to ePost. You’ll find a link and instructions on AdviserOnline.
You can simply take the next steps on our e-quote tool to complete the application form or you can find a form here.