We know that the loss of a loved one is an emotional and extremely difficult time. We are here to help you through the process of making a Death claim for your loved one's super and insurance benefits.
What is a death benefit?
This is when there is lump sum benefit payable from a superannuation fund when a fund member passes away.
It consists of the member’s super account balance and any insurance benefits that may be payable, plus any earnings on the account balance to the date of payment, less fees, insurance premiums and any tax (if applicable).
Who can receive a death benefit?
Under current legislation, a death benefit is payable to valid beneficiaries.
- the deceased member’s dependants, and/or
- the member’s legal personal representative (the executor of their will or administrator of their estate).
What you'll need for the claim process?
You will need to have at least the following details at hand in order to notify us of the death of the member and be able to download the claims pack.
- Deceased person’s Member number with the Fund
- Member’s given name and Surname Date of death
- Deceased member’s date of birth
- Last known residential address of the member
- Your name and contact details as the notifier and/or potential claimant
For more information, please refer to the Death claims fact sheet.
What to expect once you notify us online?
Once you input all required information and click SUBMIT, you will receive an email with a link to download the required forms (claim pack). The pack will have the information which you need to provide to the Fund based on the relationship of the potential claimants. We’ll work with you to make the claims process as easy as possible. You’ll have a dedicated Fund case manager who can help you with any queries you may have and help you complete any forms and supporting documents. If the claim includes insurance, the Insurer will also appoint a case manager to manage the assessment of the insurance benefit. Fund balance and Insurance amounts (if applicable) will be advised by the case manager.
Don't sit there wondering - our team members are here to help!