Superannuation claims forms (including insurance claims)

Going through the loss of a loved one is very difficult and we are here to help you through this process. You may be eligible to the late member's superannuation monies, you may also be entitled to insurance proceeds if the late member held Death Insurance cover through their superannuation account at the time of their death.

If you are unsure if a *reversionary beneficiary has been nominated on the late member's account or if they held Death Insurance cover through their superannuation account please call us on 133 665.

*Reversionary: A 'reversionary beneficiary' is the person who will continue to receive a member’s pension when the member dies. The reversionary beneficiary is nominated by the member upon the commencement of a pension.

What do you need to do?

Please review the below Death Claim Guide, which details the steps involved and requirements needed in order for the Trustee to assess your claim.

  Death Claim Guide
  Death Claim Information form
  Withdrawal form
  Privacy Statement (if there is a reversionary on the account or insurance)

Upon receipt of the requirements we will assess the appropriate beneficiary / beneficiaries to receive the late member’s superannuation monies. We will also forward your claim to the Insurer who will assess if the insurance claim can be admitted, and will notify you if further information is required.

You may be able to access the monies in your superannuation account if you are unlikely to work again in a role to which you are reasonably qualified by education, training or experience because of ill-health (physical or mental)

What do you need to do?

In order to make a claim to access your superannuation benefits under the Permanent Incapacity condition of release the following documents are required:

  Total and Permanent Disablement Application Form
  Two certificates of Medical Attendant (to be completed by 2 different medical practitioners within 6 months of benefit request)
  Withdrawal Form

You will also need to provide an:

• original certified copy of identification, such as a driver’s licence or passport

Upon receipt of the requirements we will assess whether the benefit can be released on the grounds of Permanent Incapacity. We will notify you if further information is required.

We understand that this can be a very stressful time and we are here to make it as easy as possible for you. You can access the monies in your superannuation account if 2 doctors (one of whom is a specialist) have certified that your life expectancy is less than 24 months. You may also have Terminal Illness insurance included as part of your Death cover.

What do you need to do?

In order for the Trustee to assess your claim, we require the following forms and documentation to be completed and returned to us:

  Terminal Illness Claim Application Form
  Two certificates of Medical Attendant (to be completed by 2 different medical practitioners within 6 months of benefit request)
  Withdrawal Form

You will also need to provide a:

• original certified copy of identification, such as a driver’s licence or passport

Upon receipt of the requirements we will assess whether the benefit can be released on the grounds of Terminal Illness. We will notify you if further information is required.

Members suffering from a terminal illness may be eligible to receive their benefit tax free. In order to qualify for the tax-free payment, the trustee requires certificates from two different medical practitioners (one of which must be a specialist) confirming the member is suffering from an illness which in the normal course would result in death within a period of 24 months.

Going through the loss of a loved one is very difficult and we are here to help you through this process. You may be eligible to the late member's superannuation monies, you may also be entitled to insurance proceeds if the late member held Death Insurance cover through their superannuation account at the time of their death.

If you are unsure if a *reversionary beneficiary has been nominated on the late members account or if they held Death Insurance cover through their superannuation account please call us on 133 665.

*Reversionary: A 'reversionary beneficiary' is the person who will continue to receive a member’s pension when the member dies. The reversionary beneficiary is nominated by the member upon the commencement of a pension.

What do you need to do?

Please review the below Death Claim Guide, which details the steps involved and requirements needed in order for the Trustee to assess your claim.

  Death Claim Guide
  Death Claim Information form
  Withdrawal form
  Privacy Statement (if there is a reversionary on the account or insurance)

Upon receipt of the requirements we will assess the appropriate beneficiary / beneficiaries to receive the late member’s superannuation monies. We will also forward your claim to the Insurer who will assess if the insurance claim can be admitted, and will notify you if further information is required.

You may be able to access the monies in your superannuation account if you are unlikely to work again in a role to which you are reasonably qualified by education, training or experience because of ill-health (physical or mental)

What do you need to do?

In order to make a claim on your Total and Permanent Disablement cover under the Permanent Incapacity condition of release the following documents are required:

  Total and Permanent Disablement Application Form
  Two certificates of Medical Attendant (to be completed by 2 different medical practitioners within 6 months of benefit request)
  Withdrawal form

You will also need to provide:

• Certified copy of identification, such as full birth certificate, driver’s licence or passport and 1 evidence of Address ID e.g. tax assessment notice, utility bill etc.

Upon receipt of the requirements we will assess whether the benefit can be released on the grounds of Permanent Incapacity. We will notify you if further information is required.

We understand that this can be a very stressful time and we are here to make it as easy as possible for you. You can access the monies in your superannuation account if 2 doctors (one of whom is a specialist) have certified that your life expectancy is less than 24 months. You may also have Terminal Illness insurance included as part of your Death cover. A claim can be made on the insurance cover when your life expectancy is certified by doctors to be less than 12 months.

What do you need to do?

In order for the Trustee to assess your claim, we require the following forms and documentation to be completed and returned to us:

  Terminal Illness Claim Form
  Medical certificates from two different medical practitioners (one of which must be a specialist)*
  Withdrawal form

You will also need to provide:

• Certified copy of identification, such as full birth certificate, driver’s licence or passport and 1 evidence of Address ID e.g. tax assessment notice, utility bill etc.

Upon receipt of the requirements we will assess whether the benefit can be released on the grounds of Terminal Illness. We will notify you if further information is required.

Members suffering from a terminal illness may be eligible to receive their benefit tax free. In order to qualify for the tax-free payment, the trustee requires certificates from two different medical practitioners (one of which must be a specialist) confirming the member is suffering from an illness which in the normal course would result in death within a period of 24 months.

If you are experiencing severe financial hardship you may be able to withdraw a lump sum of between $1,000 and $10,000 from your superannuation account. There are a number of criteria that must be met to ensure that you are entitled to claim, you can find out more about these criteria in our Financial Hardship information pack.

What do you need to do?

In order to assess your request, we will require the following documentation to be completed and sent to us:

  OnePath Financial Hardship pack