Get a head start on your claim

If you're ready to begin gathering the documents you'll need, this claim pack will help you get a head start. 

You’ll soon receive communications from your Case Manager, but this page gives you a helpful preview — so you can feel better prepared.

What will you need to prepare? 

The forms you need to fill out depend on your relationship with the member who has passed away . Below they are listed out, and each one includes explanations of what information is mandatory to complete including supporting documents that you will need to provide:  

• Death Benefit Claim Form - in most cases this form is used
• Statement of Relationship Form* - in some cases this form is used
• Death Benefit Payment Form: For instructions on how the benefit is to be paid and which bank account

*ONLY use this form if you are: 

• A Spouse – who is the nominated beneficiary of the account (and your nomination is valid at the time of death) OR
• A Reversionary Beneficiary – nominated on the account to continue receiving the income payments (only applicable to Income Stream retirement accounts) 

For more information on explaining what a beneficiary is, please refer to the FAQs in the Fact Sheet.