Funeral Bond Application

Please fill in the below form completing Steps 1-5 to finalise your Foresters Financial Funeral Bond Application Form. The form should only take 5-10 minutes to complete.

All fields marked with an asterisk (*) are mandatory.

Foresters Financial Funeral Bond Application Form

This application form is for both the Foresters Financial Funeral Benefit Fund and, if selected, the Funeral Transfer Fund (Away From Home Cover). For more information on the benefits of our single premium insurance for body transportation if you are traveling around Australia, please refer to our Away From Home Cover included on pages 13-15 of the Product Disclosure Statement

I wish to apply for membership of the Foresters Financial Funeral Benefit Fund and, if selected, the Funeral Transfer Fund (Away From Home Cover). This application is for a:

and

Important information

Prior to signing this application, applicants should read and have a copy of Foresters Financial Funeral Benefit Fund Funeral Bond Product Disclosure Statement dated 1 July 2020.

Before completing your application please confirm you have read the PDS below:

Step 1

Applicant Information

I am a

This will be a single Application (Applicant 1 only)

This will be a Joint Application between Applicant 1 and Applicant 2

This enables you to enter into a Funeral Bond in your name for the life insured of another person. Investors to provide their details under Applicant 1 and the Life Insured’s details under Applicant 2. For full details please read the PDS

Applicant 1 Details
Principal contact details - if different from above

Complete this section only if correspondence is to be sent to someone different to Applicant 1

I am
Step 2

Your Beneficiary Options

Mark only one box and if appropriate fill in the Funeral Director Details below

A Non-Assigned Funeral Bond is where no specific funeral director has been nominated. All information relevant to your investment will be forwarded to you. If you have chosen this option please proceed to Step 3.

By nominating a funeral director as your beneficiary, you agree to the funeral director having access to your investment information. The Nominated Funeral Director can be changed at any time prior to death. All investment information will be sent to both yourself and your Nominated Funeral Director. If you have chosen this option you need to fill in the Funeral Director Details below.

Step 3

Payment Details

Please indicate below how the allocation of the total amount invested will be distributed to Foresters Financial.

This is the amount you intend to invest in the Funeral Bond.

Foresters Financial's Away From Home Cover guards against transportation costs, back to the selected Funeral Director (up to a maximum of $3,000). Please see Product Disclosure Statement for more infomation. (Flat Fee of $120. GST Free).

Away From Home Cover can be added to your application here.

This is the total amount you will be investing with Foresters Financial. Your Funeral Bond Investment + Away From Home Cover (if applicable)

This is the first payment amount you’re prepared to pay. You might choose to pay the entire amount now, or a portion. Please enter your preferred amount.

If you have chosen not to pay the full amount in your Initial Amount Paid you will see an amount owing in this field.

PLEASE NOTE: The Funeral Bond and the Funeral Transfer Fund policy will remain in effect until the death of the applicant or the life insured or in the case of joint applicants, the first death to occur and no money can be withdrawn from the Funeral Benefit Fund or will be paid from the Funeral Transfer Fund before that time, except during the 30 day cooling-off period.

Step 4

Payment Options

Payment type

and/or

Step 5

Declaration

It’s important you read and acknowledge the Declaration below so you can complete your Bond Application.

Declaration
  • I/We have read, and agreed to be bound by the Foresters Financial Funeral Benefit Fund Funeral Bond Product Disclosure Statement dated 1 July 2020.
  • I/We agree to be bound by the Rules of Foresters Financial Funeral Benefit Fund and/or the Funeral Transfer Fund (collectively called the Funds) (as amended from time to time) and the terms and conditions upon which the Funeral Bond is issued and, if applicable, the Funeral Transfer Fund from which the Away From Home Cover is issued.
  • I/We agree that in the event that I/we effect more than one funeral policy or enter into additional policies, the aggregate contributions do not and will not exceed the amount required to meet the cost of my/our funeral chosen by me/us.
  • I/We acknowledge that THE FUNERAL BOND and THE FUNERAL TRANSFER FUND POLICY WILL REMAIN IN EFFECT UNTIL THE DEATH OF THE APPLICANT OR THE LIFE INSURED OR IN THE CASE OF JOINT APPLICANTS, THE FIRST DEATH TO OCCUR and NO MONEY CAN BE WITHDRAWN FROM THE FUNERAL BENEFIT FUND OR WILL BE PAID FROM THE FUNERAL TRANSFER FUND BEFORE THAT TIME, except during the cooling-off period.
  • I/We acknowledge that Foresters Financial does not guarantee the investment performance of the Funds.
  • I/We acknowledge that if I/we have received this Application Form from the Internet or other electronic means, I/we declare that I/we have received it personally, or a printout of it, accompanied by or attached to the complete Foresters Financial Funeral Benefit Fund Funeral Bond Product Disclosure Statement dated 1 July 2020.
  • I/We acknowledge that my/our personal information will be collected, used and disclosed in accordance with Foresters Financial Privacy Policy and with the law.
  • I/We acknowledge that Foresters Financial may from time to time offer goods and services appropriate for my needs and interests.
  • I/We consent to my/our information being used for direct marketing subject to my/our right to opt-out by calling 1800 645 326. If you do NOT wish to be updated with such opportunities please mark the box below. Foresters Financial may use service providers, such as posting services to assist us in doing so.  
  • I/We acknowledge that by providing my/our email address in this Application Form, Foresters Financial may use this address to provide me, where permitted by law or regulation, information via email about my/our Funeral Bond and/or my Away From Home Cover policy/policies, including any communications such as annual statements to satisfy any continuous disclosure requirements.
  • I/We acknowledge that if I/we have applied for membership of the Away From Home Cover that:
    • I/We currently reside in our permanent residence which is within 100km of my/our nominated funeral director as set out in Step 2 of this PDS Application Form; and
    • I/We are over 18 years and under 85 years of age; and
    • Policies issued from the Funeral Transfer Fund have no surrender value and I/we will be unable to make a claim on the Funeral Transfer Fund unless I/we meet the eligibility conditions described in the PDS.

*Where applicant is aged from 10 and under 16 years of age, a parent or guardian must sign. QUEENSLAND RESIDENTS: It is a regulatory requirement of the Queensland Government for you to complete a Client Care Statement which must accompany your application. Visit www.forestersfinancial.com.au/qccs to download the form.

“Draw your personal signature within the field below”
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