Superannuation claims forms (including insurance claims)

 

Use the forms on this page if you want to:

  • Access your superannuation benefits early due to, Terminal illness, Total and permanent disablement or Financial hardship
  • Make a claim on life insurance held through your superannuation account
  • Claim a death benefit in relation to a member of the fund

If you wish to complete a rollover of your superannuation monies or make a lump sum withdrawal please call 133 665 to speak with a specialised consultant. These forms are not to be used and the consultant will advise you of your next steps.

 

Select your superannuation product:

 

 

 

 

 


 

 

OneAnswer

Please complete all the relevant forms for your claim and return to GPO Box 5306, Sydney NSW 2001.

If you have any questions about how to complete your application or any general queries, please call us on 133 665 weekdays between 8.30 and 6.30pm (AEST) to reach one of our friendly contact centre staff.

 

Death Claim

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.

Total and Permanent Disablement with Insurance

Total and Permanent Disablement is a type of insurance cover that supports you financially if you are unable to work ever again or unable to look after yourself ever again due to an injury or sickness.

 

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 Disability Insurance Claim Guide
  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)
  One Preliminary Medical Attendants statement
  One Preliminary Employer’s statement
  One Preliminary Member’s statement
  Withdrawal Form
  Privacy Statement

 

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 and will notify you if further information is required. Once all of our requirements are met we will then forward your claim to the insurer who will assess if the insurance claim can be admitted.

Total and Permanent Disablement without Insurance

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.

Terminal Illness with Insurance

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 Guide
  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 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 Terminal Illness and will notify you if further information is required. Once all of our requirements are met we will then forward your claim to the insurer who will assess if the insurance claim can be admitted. An insurance claim will only be payable where life expectancy is less than 12 months.

Please note that 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 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.

Terminal Illness without Insurance

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.

Financial hardship

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

 

 

Integra

Please complete all the relevant forms for your claim and return to GPO Box 5306, Sydney NSW 2001.

If you have any questions about how to complete your application or any general queries, please call us on 133 665 weekdays between 8.30 and 6.30pm (AEST) to reach one of our friendly contact centre staff.

 

Death Claim

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.

Total and Permanent Disablement (TPD) with Insurance

Total and Permanent Disablement is a type of insurance cover that supports you financially if you are unable to work ever again or unable to look after yourself ever again due to an injury or sickness.

 

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 Disability Insurance Claim Guide
  Two certificates of Medical Attendant (to be completed by 2 different medical practitioners within 6 months of benefit request)
  One Preliminary Medical Attendants statement
  One Preliminary Employer’s statement
  One Preliminary Member’s statement
  Privacy Statement
  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 and will notify you if further information is required. Once all of our requirements are met we will then forward your claim to the insurer who will assess if the insurance claim can be admitted.

Total and Permanent Disablement (TPD) without Insurance

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.

Terminal Illness with insurance

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 Guide
  Terminal Illness Claim Form
  Medical certificates from two different medical practitioners (one of which must be a specialist)*
  Privacy Statement
  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 and will notify you if further information is required. Once all of our requirements are met we will then forward your claim to the insurer who will assess if the insurance claim can be admitted. An insurance claim will only be payable where life expectancy is less than 12 months.

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.

Terminal Illness without insurance

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.

Income Protection

If you have Income Protection Insurance you may be eligible to receive insurance payments if you are temporarily unable to work due to a illness or injury.

 

What do you need to do?

 

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

  Preliminary Employer’s Statement
  Preliminary Medical Attendant’s Statement
  Preliminary Member’s Statement (Please complete the Life Privacy Statement – without this acknowledgement OnePath cannot precede with your claim.)
  Tax file number declaration
  Bank Details form
  Privacy Statement

 

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.
  • Confirmation of whether a Worker’s Compensation claim has been lodged. If so, please provide the contact details.

 

Once these requirements are received we will continue with your request. Please note; we may need to request further information from you.

Financial hardship

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