Income Protection (IP) Claims - Information Needed
Member Statement
Consent/Authority form
Doctor Statement
Tax File Number Declaration
EFT details
Employer Statement
Pay & Leave History Prior to ceasing work (24 months)
Total and Permanent Disability (TPD) Claims - Information Needed
TPD Member Statement
Consent/authority form
2 x TPD Doctor Statements
Full education, training & experience (ETE) history from when the member 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.
Consent/Authority form
Payment instruction/withdrawal form
Binding death benefit nomination form (if you wish to nominate someone to receive your super when you pass)
Late Lodged Claims
Late lodged claims are where a claim 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
