Documents and forms
Access current disclosure documents and print-ready forms.
Archive documents
Disclosure documents of off-sale products can be found on our Archive page. If you're unable to find what you're looking for please give us a call.
Current Accelerated Protection PDS and TMDs
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- Name
- TAL Accelerated Protection Combined PDS & Policy Document | 8 September 2023
- Type
- Size
- 4.76MB
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- Name
- TAL Target Market Determination (TMD) - Life Insurance Plan | 8 September 2023
- Type
- Size
- 60.63KB
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- Name
- TAL Target Market Determination (TMD) - Total and Permanent Disability Insurance Plan | 8 September 2023
- Type
- Size
- 61.26KB
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- Name
- TAL Target Market Determination (TMD) - Critical Illness Insurance Plan | 8 September 2023
- Type
- Size
- 60.07KB
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- Name
- TAL Target Market Determination (TMD) - Child's Critical Illness Insurance Plan | 8 September 2023
- Type
- Size
- 56.82KB
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- Name
- TAL Target Market Determination (TMD) - Income Protection Plan | 8 September 2023
- Type
- Size
- 62.26KB
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- Name
- TAL Super Target Market Determination (TMD) - Life Insurance Plan | 8 September 2023
- Type
- Size
- 59.19KB
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- Name
- TAL Super Target Market Determination (TMD) - Total and Permanent Disability Insurance Plan | 8 September 2023
- Type
- Size
- 60.12KB
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- Name
- TAL Super Target Market Determination (TMD) - Income Protection Plan | 8 September 2023
- Type
- Size
- 60.67KB
Key Facts
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- Name
- TAL AP Critical Illness Premier Key Facts
- Type
- Size
- 694.90KB
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- Name
- TAL AP Life Insurance Key Facts
- Type
- Size
- 1.08MB
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- Name
- TAL AP Income Protection Insurance Key Facts
- Type
- Size
- 119.58KB
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- Name
- TAL AP Life Insurance via Super Key Facts
- Type
- Size
- 722.20KB
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- Name
- TAL AP Premiums Key Facts
- Type
- Size
- 754.67KB
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- Name
- TAL AP TPD Insurance Key Facts
- Type
- Size
- 856.65KB
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- Name
- TAL AP Underwriting Key Facts
- Type
- Size
- 871.33KB
Forms available for download
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- Name
- Change of details form non-superannuation
- Type
- Size
- 48.38KB
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- Name
- Benefit Payment Request – Investment or Annuity Products
- Type
- Size
- 868.96KB
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- Name
- Provide my tax file number
- Type
- Size
- 808.72KB
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- Name
- Memorandum of Transfer of Ownership with investment form
- Type
- Size
- 535.59KB
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- Name
- Get a replacement policy document
- Type
- Size
- 700.27KB
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- Name
- Severe Financial Hardship Claim Form
- Type
- Size
- 95.14KB
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- Name
- Access my personal information – Investments
- Type
- Size
- 724.53KB
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- Name
- Authorise a third party to access my policy information
- Type
- Size
- 41.94KB