Administration forms

This form is used to gather the necessary information to enable BlackRock to electronically verify the identity of an investor.

This form is used to gather the necessary information to enable BlackRock to manually verify the identity of an investor.

Use this form to apply for additional units in a Fund or Funds in which your clients are already invested. Make sure the form is signed by the appropriate parties.

Note: If your client holds units in one Fund and wishes to invest in another Fund for the first time, they will need to complete an application Form attached to the relevant Product Disclosure Statement (PDS).

Appointment of nominated representative form - applies to BlackRock's Investment Funds range of products. It allows your clients to nominate a person to act as their authorised representative/ agent and operate aspects of their account with BlackRock. This includes authority to transact on their account and make changes to the account.

Please ensure that your clients read the 'how to complete' section of the form and in particular the section headed "Appointment of nominated representative" before they complete the form.

Use this form to advise us of any address changes. Please ensure that your client signs it – we are unable to process this request in the absence of a client signature or a duly executed Power of Attorney.

Use this form to alter the method by which income distributions are paid. Please ensure that your client signs it – we are unable to process this request in the absence of a client signature or a duly executed Power of Attorney.

This form is used to have monthly or fortnightly contributions to your fund deducted form your bank account OR to change any details of an already existing Regular Contribution Plan.

This form is used to redeem a nominated dollar amount from your investment and deposit it into a nominated bank account on a monthly basis.

Use this link to order copies of our Product Disclosure Statements online.

Use this form to redeem some or all units on your client’s behalf. Please ensure that your client signs it – we are unable to process this request in the absence of a client signature or a duly executed Power of Attorney.

Transferring units from one investor to another requires completion of a standard transfer form. Download and complete the Standard Transfer Form (STF), as required in the particular circumstances of your client.

Please ensure that both the seller and buyers signatures are completed in the appropriate sections on the form.

Please ensure that you follow these instructions when making a full or partial switch from one investment portfolio to another.

Investors are not obliged to quote their Tax File Number. However, if they are an Australian Resident for tax purposes and do not quote their Tax File Number, we are obliged to deduct tax at the highest marginal rate, plus the Medicare Levy, from income distributions.