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Annuity Quotation Request 

You can request a quotation for an annuity or pension from any insurer using this form. Simply complete the details of the requested annuity or pension and your personal information and click on the "preview" button.

Then follow instructions to email for a quotation.  Because most insurers do not quote by email, it is important that you supply a facsmile number in the form below.

Note about alternative quotes.

If you want more than one quotation, with different values for reversionary proportion, guaranteed term, residual capital value and escalation, please input the alternative you want. Our system asks the insurer to quote the base case with each of the alternatives canvassed. If you input three alternatives, you will get a base quotation plus three alternatives. You will not get eight quotations.

 

Insurer:   OR    Look up Insurer ID
Insurer ID
Base quotation Alternative quotation
Required duration

Years

Funds available to purchase annuity $

Source of funds

Superannuation
Other                

Payment frequency

Monthly
Quarterly
Annual
Compliant Social Security (Tier3)

Compliant Superannuation

Escalation

Residual Capital Value $ (optional)

Undeducted Contributions $ (optional)

Principal Beneficiary Name

Principal Beneficiary Sex

Female
Male
Principal Beneficiary Birth

Day      Month        Year
          

Reversioner Details (optional)
Reversioner Name

Reversioner Sex

Female
Male
Reversioner Birth

Day      Month        Year
          

Your Contact Information

Name:         

                                          

Address:

Suburb/Town:        

   

Postal Code:                                  

Phone:            

                                          

Country:

Email:             

                                                 

Fax:

 

 

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