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Death claim documents required

The mandatory documents list below are required based on the relationship of claimant/s to the deceased member. Section B and C indicates the most frequently required documents across most death claims.

There may be certain circumstances, where the Fund Trustee may request additional documents to verify the claim. Any additional documents required and not mentioned herein, will be communicated by the respective Case Manager.

  • Section A - Information provided by Case Manager

    The following information will be provided by a Case Manager on the initial phone call or on email or by letter (post verifying the account information with you):

    • If the late member has a Binding Death Nomination on the account
    • Details of the account balance
    • Details of the insured component (if applicable)

    If you are a Third Party acting on behalf of the Estate, the details of the account balance and insured component will be advised upon receipt of the requested authority from your client/s.

  • Section B - Mandatory documents required for claim assessment

    The claim pack consists of “How to claim a death benefit” facts sheet which provides important information regarding death claims. Please read this information carefully as this will help you understand the claim process and the documents required.

    To enable assessment of the claim to occur and for the Trustee to finalise distribution of the death benefit, the following documents must be provided:

    Mandatory documents required irrespective of the claimant’s relationship to the deceased member:

    • Death benefit claim form (If there is more than 1 claimant who wishes to be considered in the distribution of the death benefit, each claimant has to send this completed claim form)
    • Certified and dated copy of a proof of age document(s) for the claimant(s)*
    • Certified and dated copy of a proof of age document(s) for the deceased member*
    • Certified and dated copy of the member’s full death certificate
    • If there is a Third Party acting on behalf of the Estate / Claimant - written authority from your client(s) authorising your firm to act on their behalf in relation to this matter
    *The preferred documentation for Proof of Identity is a certified copy of your current driver’s license or valid passport. Please refer to page 8 of the Death benefit claim form, for requirements related to Proof of Identity and Certification of documents.
  • Section C - Additional documents required

    If Spouse Is Claiming

    • Certified and dated copy of the certificate of marriage
    • If the deceased had any minor children (under the age of 18) please provide a certified and dated copy of birth certificate(s)
    • Bank statement for spouse showing account name, BSB and account number
    • Certified and dated copy of the member’s Will (if there is NO Binding nomination on account). If there is no Will, please indicate on the application form.
    • Statement of relationship form (only required if the Spouse is a Reversionary beneficiary)

    If Defacto Spouse Is Claiming

    • If the deceased had any minor children (under the age of 18) please provide a certified and dated copy of birth certificate(s)
    • Certified and dated copy of the member’s Will. If there is no Will, please indicate on the application form.
    • Supporting evidence (not older than three months) of the relationship including bank statements, mortgage/ rental documents held in both names
    • Bank statement for de-facto spouse showing account name, BSB and account number
    • Statement of relationship form (only required if the De-facto Spouse is a Reversionary beneficiary)

    If Adult Child/Children Are Claiming (Non-Financial Dependent)

    • Certified and dated copy of birth certificate(s) (or extract), or relevant adoption papers for Adult Child/Children
    • If the deceased had any minor children (under the age of 18) please provide a certified and dated copy of birth certificate(s)
    • Provide your tax file number form**
    • Certified and dated copy of the member’s Will. If there is no Will, please indicate on the application form
    • Bank statement for adult child/children showing account name, BSB and account number

    If LPR (Legal Personal Representative) Is Claiming

    • If the deceased had any minor children (under the age of 18) please provide a certified and dated copy of birth certificate(s)
    • Certified and dated copy of the member’s Will. If there is no Will, please indicate on the application form
    • Certified and dated copy of Grant of Probate
    • If there is no Will, please provide a certified and dated copy of Letter of Administration
    • Statement/documentation confirming the establishment of the Estate account for the deceased member, showing account name, BSB and account number
    • Statement of relationship form (only required if the Spouse is a Reversionary beneficiary)

    If Guardian Claiming on Behalf Of Minor Child

    • Certified and dated copy of birth certificate(s) for minor child/children
    • Certified and dated copy of the member’s Will. If there is no Will, please indicate on the application form
    • Certified and dated copy of Guardianship Orders
    • Statement/documentation confirming the establishment of Trust account for the minor child, showing account name, BSB and account number

    Change Investment Options form (optional if the account balance is greater than $5,000)

    Whilst the death claim is being finalised, the account balance will remain invested as before and be subject to market movements which can be positive or negative until the death benefit is distributed.

    If all beneficiaries and/or the legal personal representative would like to initiate a change to the investment strategy, the only alternative is the Cash Option. Read important information about the risks of super in 'how we invest your money' before making a decision.

    If a change is elected, it cannot be reversed and the benefit will remain in the Cash Option until the death benefit is paid. The Change investment options form (part of claims pack) must be countersigned by all potential beneficiaries, should you wish to change the investment option. The Statement of relationship form is required only if the claimant is a reversionary beneficiary to the deceased member’s pension account. Find out more about investment risk and potential returns associated with this option.


    ** There is no requirement for you to provide your TFN and failing to do so is not an offence. However, if you do not provide the Trustee with your TFN you may have to pay more tax on the benefit payment than would otherwise have been necessary. In some instances, the additional tax paid may be reclaimed through the ATO.

     

Death benefit claim form

If there's more than one claimant to considered, each claimant is required to complete the death benefit claim form.

Download form

Change investment option form

Optional if account balance (advised by Case Manager) is greater than $5,000 and if claimant/s wish to change current investment options of deceased member until the claim is paid out.

Download form

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