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How to make a claim for a Rest member as a third-party representative

Q&A
Third-party authorities
Identification (ID) requirements
Income Protection (IP) Claims
Total and Permanent Disablement (TPD) Claims
Terminal Illness (TI) Claims
Late Lodged Claims

Third-party authorities

Rest will accept the following Third-Party Authorities:

  1. The prescribed Rest Third Party Authority form, or
  2. A solicitor or written authority that must include the following:
    • Member full name
    • Member date of birth
    • Member number
    • Signed and dated by the member
    • Full name and address of the company/solicitor (if completed by a company/solicitor)

Additional Notes:

  • The authority is valid for the duration of the claim unless a specified expiry date is noted, or the authority is revoked by the member.
  • It is recommended to include the third-party representative’s full name and contact number or email address for identification purposes.

Identification (ID) requirements

Income Protection (IP) Claims - Information Needed

  • Member Statement
  • FSC Standard No. 26 - Consent form Authority 1, 2 or both
  • Doctor Statement
  • Tax File Number Declaration
  • EFT details
  • Employer Statement
  • Pay & Leave History Prior to ceasing work (24 months)

Total and Permanent Disablement (TPD) Claims - Information Needed

  • TPD Member Statement
  • FSC Standard No. 26 - Consent form Authority 1, 2 or both
  • 2 x TPD Doctor Statements
  • Full education, training & experience (ETE) history from when the left school to present
  • Employer Statement
  • Pay & leave history prior to ceasing work (24 months)
  • Payment instruction/withdrawal form

Terminal Illness (TI) Claims - Information Needed

  • TI Member Statement
  • 2 x TI Doctors Statements confirming the member has a life expectancy of less than 24 months. At least one statement must be completed by a Specialist.
  • FSC Standard No. 26 - Consent form Authority 1, 2 or both if unable to provide 2 x TI Doctor Statements
  • Payment instruction/withdrawal form
  • Binding death benefit nomination form

Late Lodged Claims

Late lodged claims are where a claism is lodged more than 12 months after the member has ceased work. For these claims please provide as much supporting evidence as possible leading up to when the member ceased work. This should result in a shorter assessment timeframe on the claim. Evidence can include:

  • Details of income in the 24 months prior to ceasing work (Income Protection)
  • Details of any income earned after ceasing work (Income Protection)
  • Income Tax Returns and Notice of Assessments from ceasing work or Non-Lodgement Advice from the ATO
  • Reports and Income Statements from other sources such as Centrelink, workers compensation schemes and CTP/TAC claims
  • Centrelink Job Capacity Assessment (JCA) reports and Employment Services Assessment (ESA) reports
  • Medicare Benefit History report
  • Pharmaceutical Benefits Scheme (PBS) records
  • Any other relevant medico-legal reports

Find out more about claims

Death cover
Wheelchair
Total and Permanent Disability (TPD)
Shield and dollar sign
Income Protection (IP)
Terminal Illness (TI)
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