Death claim notification

This is when there is a 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).

Under current legislation, a death benefit is payable to valid beneficiaries.

These include:

• the deceased member’s dependants, and/or
  
• the member’s legal personal representative (the executor of their will or administrator of their estate). 

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
• Deceased member’s given name, last name and date of death
• Last known residential address of the member
• Your name and contact details as the notifier and/or potential claimant

Refer to our Privacy policy which outlines how personal information is collected, held, used and disclosed by the group, and provides information on your rights regarding your personal information

For more information, please refer to the How to claim a death benefit fact sheet.

Once you complete and submit the death claim notification form, 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 us 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 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. The account balance and insurance amount (if applicable) will be advised by the case manager.