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Savings and Investment 

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Fill Online.Adobe PDF
Amendment Request FormFILL ONLINEDOWNLOAD PDF
Investment Withdrawal Application FormFILL ONLINEDOWNLOAD PDF
Request for Change of NameFILL ONLINEDOWNLOAD PDF
Unit Trust and Group Investment Direct Debit FormFILL ONLINEDOWNLOAD PDF
Life Policy Surrender FormFILL ONLINEDOWNLOAD PDF
Lost Policy FormFILL ONLINEDOWNLOAD PDF
Life Policy Direct Debit Authority FormFILL ONLINEDOWNLOAD PDF

About the forms

Savings & Investment Forms

  • Investment Withdrawal Application Form - The Investment Application Withdrawal Form is to be used when you request either a full or partial withdrawal from an investment/superannuation plan.
  • Amendment Request Form - The Amendment Request Form is to be used where you want to increase/decrease regular payments to an investment/superannuation plan, switch funds or inform TOWER of a change of address.
  • Change of Name Form - The Change of Name Form is to be used if you change your name.
  • Unit Trust and Group Investment Fund Direct Debit Form - The Unit Trust and Group Investment Fund Direct Debit Form is to be used to setup a direct debit for your personal Unit Trust or Group Investment Fund Investment.

Whole of Life, Endowment and VIP forms

  • Life Policy Surrender Form - The Life Policy Surrender Form is to be used when you want to surrender your personal Whole of Life, Endowment and VIP policies.
  • Lost Policy Form - The Lost Policy Form is to be used if you have lost your original Whole of Life, Endowment or VIP policy document.
  • Life Policy Direct Debit Authority Form - The Life Policy Direct Debit Authority Form is to be used to update your direct debit details for Whole of Life and Endowment policies.

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