Documents and Forms

Westpac Protection Plans is closed to new customers. The information on this product is for existing Protection Plans customers.

How to locate your policy documents

Policy documents are based on the commencement date of your policy, which can be found on your policy schedule and renewal letters.

Please note that, in some cases where your application for insurance was made immediately prior to the introduction of a revised PDS, the relevant PDS may depend on the date of your application.

We're here to help

If you have any questions or require clarification to ensure you review the correct documents, please contact us on 1300 551 431  Monday to Friday, 8.00am to 6.30pm (Sydney time).

Target Market Determination (TMD)

PDS and Enhancement Guides

The Insurer and Issuer is TAL Life Insurance Services Limited ABN 31 003 149 157 AFSL 233728 (TLISL), except for Term Life as Superannuation, Income Protection as Superannuation, and Income Protection Assured as Superannuation, which are issued by Mercer Superannuation (Australia) Limited ABN 79 004 717 533 AFSL 235906 (MSAL) as trustee of the Mercer Super Trust ABN 19 905 422 981. MSAL does not guarantee the insurance. TLISL is part of the TAL Dai-ichi Life Australia Pty Limited ABN 97 150 070 483 group of companies (TAL). MSAL is not part of the TAL group of companies. Westpac is a trade mark of Westpac Banking Corporation ABN 33 007 457 141 AFSL 233714 and is used by each of TLISL and MSAL under licence. This information does not take into account your individual needs, objectives or financial situation. You should read the Product Disclosure Statement (PDS) before making a decision to purchase or continue to hold a product. A PDS can be obtained by visiting tal.com.au/westpaclife or calling 1300 551 431.

A Target Market Determination has been made for Protection Plans products. Please visit tal.com.au/westpaclife-docs for any of our Target Market Determinations.