Death benefit claim pack

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

• If the member had a valid 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.

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 us to finalise distribution of the death benefit, the following documents must be provided:

• Death benefit claim form (if there is more than one 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.}

If a married 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 the 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

• A certified copy of the late member's proof of identity document(s) being either a current passport, driver's licence or proof of age card - one must be their current Australian state/territory driver's license or proof of age card
• 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
• A certified copy of your proof of identity document(s) - one must be your current Australian state/territory driver license or proof of age card.
• A certified copy of proof of registration of the relationship, or two Statutory declarations completed by two family members or friends of the late member, verifying the late member lived with you on a genuine domestic basis as a couple, including the nature and duration of the relationship
• Completed income stream form/s (if any) depending on your payment option
• A certified copy of the late member's full death certificate which includes the cause of death
• 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

• A certified copy of the late member's proof of identity document(s) being either a current passport, driver's licence or proof of age card - one must be their current Australian state/territory driver licence or proof of age card.
• A certified copy of the late member's full death certificate which shows the cause of death
• A certified copy of the late member's marriage certificate - if there is one
• A certified copy of the late member's divorce certificate - if there is one
• 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
• A certified and dated copy of each Executor's/Administrator's proof of identity document(s)
• 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

Upon notification of a members’ death, the account balance will be invested in the Cash Investment option. This is to reduce the risk of market movements negatively impacting the account balance. However, the account balance may still increase or decrease due to market movements until the death benefit is distributed.

The Statement of relationship form is required only if the claimant is a reversionary beneficiary to the deceased member’s pension account.

_{** 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 uswith 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.}