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:
I am a
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
It’s important you read and acknowledge the Declaration below so you can complete your Bond Application.
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OF THE APPLICANT OR THE LIFE INSURED OR IN THE CASE OF JOINT APPLICANTS, THE FIRST DEATH TO OCCUR and NO MONEY CAN BE WITHDRAWN FROM THE FUNERAL BENEFIT FUND OR WILL BE PAID FROM THE FUNERAL TRANSFER FUND BEFORE THAT TIME, except during the cooling-off period.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
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.
If you do not mark the box we will assume that you want to hear about these opportunities.
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.