Documents and forms
Access current disclosure documents and print-ready forms.
Archive TAL 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.
Previously branded BT, Westpac or St.George
Documents and forms for existing Protection Plans policy holders (previously branded BT, Westpac or St.George) can be found on our Protection Plans documents pages.
Important information
On 9 August 2021, Westpac announced it had agreed with TAL Dai-ichi Life Australia Pty Limited (TDA) to sell Westpac Life Insurance Services Limited (WLISL). The sale of WLISL to TDA was completed on 1 August 2022 and WLISL changed its name to TAL Life Insurance Services Limited (TLISL).
Effective 1 April 2025, all assets and liabilities referable to the life insurance business of TLISL was transferred to TAL Life Limited (TAL) a subsidiary of TDA (Transfer). Additionally, previously branded BT, Westpac and St.George policies were rebranded, and in turn the policy holders will receive all communications directly from TAL with TAL branding.
Read more about the Transfer.
Current Accelerated Protection PDS and TMDs
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- Name
- TAL Accelerated Protection Combined PDS & Policy Document | 12 December 2024
- Type
- Size
- 5.44MB
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- Name
- TAL Target Market Determination (TMD) - Life Insurance Plan | 12 December 2024
- Type
- Size
- 75.40KB
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- Name
- TAL Target Market Determination (TMD) - Total and Permanent Disability (TPD) | 12 December 2024
- Type
- Size
- 74.60KB
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- Name
- TAL Target Market Determination (TMD) - Critical Illness Insurance Plan | 12 December 2024
- Type
- Size
- 77.85KB
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- Name
- TAL Target Market Determination (TMD) - Child’s Critical Illness Insurance Plan | 12 December 2024
- Type
- Size
- 72.05KB
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- Name
- TAL Target Market Determination (TMD) - Income Protection Plan | 12 December 2024
- Type
- Size
- 82.68KB
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- Name
- TAL Super Target Market Determination (TMD) - Life Insurance Plan | 12 December 2024
- Type
- Size
- 82.06KB
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- Name
- TAL Super Target Market Determination (TMD) - Total and Permanent Disability (TPD) Plan | 12 December 2024
- Type
- Size
- 81.28KB
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- Name
- TAL Super Target Market Determination (TMD) - Income Protection Plan | 12 December 2024
- Type
- Size
- 87.97KB
TAL Accelerated Protection Key Facts
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- Name
- TAL Critical Illness Premier Key Facts
- Type
- Size
- 694.90KB
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- Name
- TAL Life Insurance Key Facts
- Type
- Size
- 1.08MB
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- Name
- TAL Income Protection Insurance Key Facts
- Type
- Size
- 119.58KB
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- Name
- TAL Life Insurance via Super Key Facts
- Type
- Size
- 722.20KB
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- Name
- TAL Premiums Key Facts
- Type
- Size
- 988.65KB
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- Name
- TAL TPD Insurance Key Facts
- Type
- Size
- 856.65KB
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- Name
- TAL Underwriting Key Facts
- Type
- Size
- 871.33KB
TAL Group Plus PDS and TMDs
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- Name
- TAL Product Disclosure Statement (PDS): TAL Group Plus - Life Insurance
- Type
- Size
- 3.65MB
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- Name
- TAL Target Market Determination (TMD): TAL Group Plus - Life Insurance
- Type
- Size
- 66.5KB
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- Name
- TAL Product Disclosure Statement (PDS): TAL Group Plus - Salary Continuance Insurance
- Type
- Size
- 3.74MB
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- Name
- TAL Target Market Determination (TMD): TAL Group Plus - Salary Continuance Insurance
- Type
- Size
- 67.50KB
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
- 51.28KB
