Managed funds

Setting Up

• BT Investment Funds Application Form – Individual
• BT Investment Funds Application Form – SMSF
• BT Investment Funds Application Form – Company and Trusts
• BT Investment Funds Application Form – Associations, Partnerships and Government Bodies

Transactions

• BT Investment Funds – Switch Form
  
• BT Investment Funds – Additional Application Form
  
• BT Investment Funds – Redemption Request Form
• BT Investment Funds – Regular Investment Plan Form
• Al­ter­na­tively, log in to the BT Online investor portal or call (02) 8456 0230.

Other

• BT Investment Funds – Change of Bank Account Form
  
• BT Investment Funds – Change of Details Form
  
• BT Investment Funds – Change of Name Form
  
• BT Investment Funds – Transfer Form

Setting Up

• BT Investor Choice Funds Application Form – Individual
• BT Investor Choice Funds Application Form – SMSF
• BT Investor Choice Funds Application form – Company and Trusts
• BT Investor Choice Funds Application Form – Associations, Partnerships and Government Bodies

Transactions

• BT Investor Choice Funds – Switch Form
  
• BT Investor Choice Funds – Additional Application Form
• BT Investor Choice Funds – Redemption Request Form
• BT Investor Choice Funds – Regular Investment Plan Form
• Al­ter­na­tively, log in to the BT Online investor portal or call (02) 8456 0230.

Other

• BT Investor Choice Funds – Change of Bank Account Form
  
• BT Investor Choice Funds – Change of Details Form
  
• BT Investor Choice Funds – Change of Name Form
  
• BT Investor Choice Funds – Transfer Form
  

Transactions

• BT Classic Investment Funds – Switch Form
  
• BT Classic Investment Funds – Additional Application Form
  
• BT Classic Investment Funds – Redemption Request Form
• BT Classic Investment Funds – Regular Investment Plan Form
• Al­ter­na­tively, log in to the BT Online investor portal or call (02) 8456 0230.

Other

• BT Classic Investment Funds – Change of Bank Account Form
  
• BT Classic Investment Funds – Change of Details Form
  
• BT Classic Investment Funds – Change of Name Form
  
• BT Classic Investment Funds – Transfer Form

Setting Up

• BT Premium Cash Fund Application Form – Individual
• BT Premium Cash Fund Application Form – SMSF
• BT Premium Cash Fund Application form – Company and Trusts
• BT Premium Cash Fund Application Form – Associations, Partnerships and Government Bodies

Transactions

• BT Premium Cash Fund – Additional Application Form
  
• BT Premium Cash Fund – Redemption Request Form
• BT Premium Cash Fund – Regular Investment Plan Form
• Al­ter­na­tively, log in to the BT Online investor portal or call (02) 8456 0230.

Other

• BT Premium Cash Fund – Change of Bank Account Form
  
• BT Premium Cash Fund – Change of Details Form
• BT Premium Cash Fund – Change of Name Form
  
• BT Premium Cash Fund – Transfer Form

The following forms and templates can be used in relation to Deceased Estate cases. After providing notification to BT of the Deceased Estate, you will receive a letter outlining which forms and templates you are required to complete.

If you need assistance with understanding how to certify a document, please visit bt.com.au/certify.

If you are unsure which forms and templates to complete, or need further assistance in relation to the Deceased Estate, please contact Customer Relations on 02 8456 0230 (Australia), or 0800 894 131 (NZ only) from 8:30am to 5:30pm AEST, or by email at btfunds@unitregistry.com.au.

• Application Form
  Navigate to the relevant product in the sections above, and download and complete the ‘<Product Name> - Application Form’ available under the Setting Up sub-heading.
  
  
• Redemption Request Form
  Navigate to the relevant product in the sections above, and download and complete the ‘<Product Name> - Redemption Request Form’ available under the Transactions sub-heading.
  
  
• Standard Transfer Form
  Navigate to the relevant product in the sections above, and download and complete the ‘<Product Name> - Transfer Form’ available under the Other sub-heading.
  
  
• Change of Details Form
  Navigate to the relevant product in the sections above, and download and complete the ‘<Product Name> - Change of Details Form’ available under the Other sub-heading.
  
  
• Change of Bank Account Form
  Navigate to the relevant product in the sections above, and download and complete the ‘<Product Name> - Change of Bank Account Form’ available under the Other sub-heading. A Certified Copy of a bank statement relating to the redemption bank account must be provided.
  
  
• Executor Indemnity Form
  Use this form to indemnify an Executor where required.
  
  
• Section 1071B Statutory Declaration Template
  Use this template where a Statutory Declaration has been requested.
  
  
• BT Customer Identification Procedure Form
  Navigate to bt.com.au/aml, and under the Retail Investments Forms select the relevant form that reflects the BT Deceased Estate account ownership structure. For example, if the BT Deceased Estate account was in the name of an individual, the individuals and sole traders form can be used.