Forms for retirement village operators
These forms have been updated following changes at as 11 November 2019.
Residents who moved in before 1 February don't need to change anything. Their residence contract and public information document are still valid.
Read about amendments to the retirement villages legislation and contact us if you have questions.
Requests for a copy of an operational document (PDF, 142KB)
A resident or prospective resident can write to the scheme operator or use the Access to Operational Documents Request form to request a copy of an operational document.
The Retirement Villages Regulation 2018 determines which operational documents they can request.
The request will need to state their name, whether they are a resident or a prospective resident, and allow a reasonable time for the you to supply the documents (at least 7 days after the request is given).
You may not request a fee to access these documents.
You must comply with the request to access documents, except where within 30 days, they complied with another request by the person to inspect or copy the same operational document and there have been no material changes to the document since they complied with the other request.
You cannot give any personal information about another person.
Retirement village form 1 – Public Information document (PID) (PDF, 244KB)
Use this form if you need to update the PID for a resident who moved in prior to 1 February 2019.
Retirement village form 2 – Application for registration as a retirement village scheme (PDF, 382KB)
Use this form to apply to register as a retirement village scheme.
Retirement village form 3 – Village comparison document (DOCX, 263KB)
Use the village comparison document to give new and prospective residents general information about the retirement village, including accommodation, facilities and services, general costs of moving in and leaving the retirement village.
Also see the instructions and notes for operators (below) for assistance when completing this form.
Retirement village form 4 – Prospective costs document (DOCX, 245KB)
Use the prospective costs document to give new and prospective residents details about a specific unit in a retirement village, including:
- the costs of entering the retirement village
- the ongoing costs of living in the retirement village
- the estimated costs when a resident leaves the retirement village
- an estimated exit entitlement that a resident may receive when leaving the retirement village.
Also see the instructions and notes (below) for operators for assistance when completing this form.
Instructions and notes for operators (PDF, 231KB)
Use this document when completing Form 3 – Village comparison document and Form 4 – Prospective costs document.
Retirement village form 5 – Precontractual disclosure waiver (PDF, 186KB)
Use this form for new residence contracts from 1 February 2019 if the prospective resident or person entering into the residence contract is waiving their right to the 21-day precontractual disclosure period.
Retirement village form 6 – Retirement villages entry condition report (PDF, 918KB)
Use this form when completing an inspection and entry condition report for the accommodation unit before the prospective resident moves into a unit.
Retirement village form 7 – Retirement villages exit condition report (PDF, 954KB)
Use this form only for units where an entry condition report was completed from 1 February 2019 onwards. (You must complete an inspection and entry condition report for the unit within 14 days after a resident’s termination date.)
Retirement village form 8 – Closure Plan (DOCX, 383KB)
Use this form when you propose to close or wind-down a retirement village scheme, including temporarily. The Closure Plan can be approved by residents, or the chief executive where agreement cannot be reached.
Retirement village form 8A – Notice of Proposal to Cancel Registration (PDF, 85KB)
Use this form to advise the chief executive about a proposal to close a retirement village scheme by winding down or closing the scheme, including temporarily.
Retirement village form 8B – Residents' meeting notice for Closure Plan (PDF, 96KB)
Use this form to advise residents of the date and process for undertaking a special resolution vote on a proposed Closure Plan.
Retirement village form 8C – Notice of Discontinuation - Closure (PDF, 85KB)
Use this form to advise the chief executive and each resident if you decide not to proceed with the closure of a retirement village scheme.
Retirement village form 9 – Redevelopment Plan (DOCX, 393KB)
Use this form when you propose to redevelop a retirement village in situations where the village will continue to operate throughout the process (a running redevelopment). The Redevelopment Plan can be approved by residents, or the chief executive where agreement cannot be reached.
Retirement village form 9A – Resident meeting notice for Redevelopment Plan (PDF, 95KB)
Use this form to advise residents of the date and process for undertaking a special resolution vote on a proposed Redevelopment Plan.
Retirement village form 9B – Notice of Discontinuation - Redevelopment (PDF, 81KB)
Use this form to advise the chief executive and each resident if you decide not to proceed with the redevelopment of a retirement village.
Retirement village form 10 – Chief executive information document for closure and redevelopment plans (PDF, 89KB)
Use this form to provide the additional information required by the chief executive when receiving a copy of an approved closure or redevelopment plan, or a proposed closure or redevelopment plan for approved. It contains information to assist decision making and sending appropriate notifications where applicable but does not make up part of an approved plan.
Retirement village form 11 – Transition Plan (DOCX, 348KB)
Use this form when you propose to transfer control of the operations of the retirement village to a new scheme operator. The chief executive can make changes to the plan and monitor implementation.
Retirement village form 11A – Notice of Proposal to Change Scheme Operator (PDF, 83KB)
Use this form to advise the chief executive about a proposal to transfer control of a retirement village scheme’s operation to another person.
Retirement village form 11B – Notice of Discontinuation - Transition (PDF, 82KB)
Use this form to advise the chief executive if you decide not to proceed with the transfer of control of a retirement scheme’s operation to another person.
Application for review of decision (PDF, 208KB) – Fair Trading Inspectors Act 2014 (section 74)
Use this form to apply to the Chief Executive to review a decision relating to sections 47 or 51 of the Act.