Group Risk Claims Preliminary Medical Attendant s Statement
|
|
- Daniel Quentin Bennett
- 6 years ago
- Views:
Transcription
1 Group Risk Claims Preliminary Medical Attendant s Statement 1 March 2013 OnePath MasterFund ABN RSE R SFN OnePath Custodians Pty Limited ABN AFSL RSE L Kent Street, Sydney NSW 2000 ANZ Smart Choice Customer Services Phone ANZSmartChoice@anz.com Postal address Please return completed forms to: ANZ Smart Choice Customer Services, Reply Paid 85728, Sydney NSW Please note If there is a fee for completion of this form it is the responsibility of your patient. To assist with a quick determination of this claim it is essential that a treating doctor completes this form. Please include copies of any investigation reports (including blood tests, x-ray and radiology reports) or treating specialist reports that support the diagnosis. Please ensure all sections of this form are completed, as this information will be relied upon when considering your patient s claim. If you are unable to complete any section please indicate your reasons for this. If there is insufficient space on this form, please use the space at the back of the form or attach a separate page. Please ensure that you identify the question for which the additional information relates to. Patient s full name Patient s address (number and street) Suburb/Town State Postcode Date of birth Height Weight 1. Diagnosis Primary Secondary 2. Please state the objective findings which support the above diagnosis. Please attach copies of investigation reports and treating specialist reports. 3. Please list current symptoms and severity of condition. 4. Are the symptoms consistent with the diagnosed condition?... Yes No 5. Is the severity of condition consistent with the pathology?... Yes No 6. Are you the patient s regular doctor?... Yes No If no, who is? Please provide details. 7. Did you know the patient personally before they consulted you professionally? Yes No 1 of 24
2 8. On what date did the patient first attend you for any reason?... / / 9. When did the patient first become aware of the claimed condition?... / / 10. When did this patient first consult you for the above condition?... / / 11. When was the condition first diagnosed?... / / 12. List all dates of consultation since. 13. What are the predisposing causal factors associated with the patient s condition? 14. So far as you are aware, how did the injury/illness arise? Please also provide the history your patient gave you at first consultation for the illness/injury. 15. Has the patient had the same or similar condition in the past?... Yes No If yes, please provide details. 16. Please describe the treatment prescribed, including all medication and dosages, and the response to this treatment. 17. Please outline any proposed treatment to assist the patient s recovery and return to the workforce. 18. Has the patient been compliant with treatment?... Yes No 19. What evidence do you have that they are compliant? If non-compliant, please state reason why. 20. Have all treatment options been attempted?... Yes No 21. Has the condition stabilised?... Yes No 22. Prognosis: Short term Long term 2 of 24
3 23. Please complete the table below with the relevant details for all referrals to other doctors. Doctor s name and speciality Date first consulted Date last consulted Surgery address Phone no. Referred by Reason for referral 24. Has the patient ever been hospitalised for this condition?... Yes No If yes, please provide details below. Please also enclose a copy of the hospital discharge summary. Name and address of hospital Date of admission Date of discharge 25. From what date was the patient first certified by a medical practitioner to be totally unfit for work?... / / If you did not certify the patient please advise the medical practitioner's details. 26. From what date was the patient fit to return to the workforce?... / / 27. Has the patient performed any work since that date?... Yes No If yes, please provide details. 28. Is this patient still totally unable to work in their pre-disability/usual occupation?... Yes No 29. When do you anticipate the patient will be fit for full duties?... / / 30. When do you anticipate the patient will be fit for partial/suitable/alternative duties?... / / 31. What are your patient s occupational duties? 32. Please list the specific occupational duties the patient is able to perform. 33. Do you recommend the appointment of a rehabilitation specialist to assist the patient in returning to the workforce?... Yes No If yes, please outline your recommendations below. If no, please state your reasons for this below. 34. Please list the specific duties the patient is unable to perform and the reasons why they are prevented from performing these duties. 35. Please quantify the number of hours the patient is able to work per week Please state any specific restrictions due to the subject medical condition (i.e. exclude pre-existing restrictions). Lifting below the waist kgs Sitting mins Kneeling mins Lifting at the waist kgs Walking mins Crawling min/mtr Lifting above shoulder kgs Standing mins Bending mins Carrying kgs Driving mins Climbing Reaching above shoulders kgs Working at heights Yes No Climbing Yes No min/mtr 3 of 24
4 37. Are there any other restrictions (excluding pre-existing restrictions)? 38. If the patient s employment was a significant or contributing factor to the symptoms, please provide details. 39. Is the patient suffering from any other condition or are there any other factors which might in any way contribute, aggravate or impair their ability to return to work?... Yes No If yes, please provide details. 40. Have you, or are you, completing forms or reports for any other organisation (e.g. insurance company, credit provider, Workers Compensation, Centrelink) or for sick leave?... Yes No If yes, please provide details. 41. Are you aware of the patient s full employment and educational history?... Yes No 42. Do you believe the patient will ever return to gainful employment?... Yes No 43. Please provide any additional information you believe would be beneficial to us when considering your patient s claim. Please attach the following to this completed form. Please tick the box to confirm document is attached. Any specialist and other medical reports. Hospital discharge summary if appropriate (for hospital stays of more than three days). X-ray and other radiology reports, pathology and other test results. List of all consultations or copies of clinical notes since first consultation. Any other information that will assist with the assessment of this claim. 4 of 24
5 Please note Due to court rulings, we may be required to provide this, or any other report you provide, to the Trustee, your patient, independent specialist and relevant industry body. Declaration I declare that the above details are true and correct. Your name Qualifications Surgery address (number and street) Suburb/Town Phone Fax Signature Date 5 of 24
6 6 of 24 This page has been left blank intentionally
7 Group Risk Claims Preliminary Member s Statement 1 March 2013 OnePath MasterFund ABN RSE R SFN OnePath Custodians Pty Limited ABN AFSL RSE L Kent Street, Sydney NSW 2000 ANZ Smart Choice Customer Services Phone ANZSmartChoice@anz.com Postal address Please return completed forms to: ANZ Smart Choice Customer Services, Reply Paid 85728, Sydney NSW Please note This form must be completed in full to enable processing of your claim. If there is insufficient space on this form, please use the space at the back of the form or attach a separate page. Please ensure that you identify the question for which the additional information relates to. This is a claim for (please tick the correct box)... GSC or TPD Name of plan Policy number Name of employer Title Mr Mrs Ms Miss Dr Other Surname First name Maiden name (if applicable) Date of birth Male Female Height (cm) Weight (kg) Residential address Suburb/Town State Postcode Phone Home Work Mobile Country of birth Are you a permanent resident of Australia? Yes No How long have you lived in Australia? Years Months Language spoken at home Name of employer at date of disability Employer location/address Date last actively at work Gross annual salary immediately prior to ceasing work $,. Hours worked/week (e.g. a 38 or 40 hour week) Were you employed on a permanent or casual basis? Permanent Casual Occupation 7 of 24
8 1. Please list the duties of your occupation and % of time spent performing each. Please attach a full copy of your resume. Duty % of time Duty % of time 2. Cause of disablement and/or reason for ceasing work. Injury Illness Redundancy Resignation Termination Please provide details. 3. If an accident, please provide details including how, where and when the accident occurred. Please include the name and contact numbers of any witness and also attach any relevant police/incident reports etc. 4. If an illness, have you had this or a similar condition previously?... Yes No If yes, please provide a brief history. 5. List all the sports, hobbies and activities that you were involved in prior to your disability. 6. When did you first consult a doctor for this condition?... / / 8 of 24
9 7. Please complete the table below with the relevant details of your treating doctors and specialists. Doctor s name and speciality Date first consulted Date last consulted Surgery address Phone no. Referred by Reason for referral 8. If you have been hospitalised as a result of this disability, please provide details. If you were hospitalised for more than three days, please also enclose a copy of the discharge summary. Name and address of hospital Date admitted Date discharged 9. Please provide details of treatment to date and the results of this treatment (e.g. physiotherapy, medication or surgery etc). 10. Please advise of any proposed treatment together with anticipated dates of commencement. 9 of 24
10 11. Please complete the following table with full details of any payments you are receiving, are entitled to receive, or are pursuing since the date you last worked. This includes, but is not limited to, any income from other employment, Social Security/Centrelink, Workers Compensation/Common Law/CTP or other forms of insurance, annual leave, termination pay or any other source of payments. Please attach an itemised list of all payments received. Source of payments e.g. insurer name and claim no. Date claim commenced Date payments commenced Contact person Address Phone no. Gross weekly amount received 12. Dates of continuous total disablement due to this current medical condition (i.e. not working in any capacity):...from / / To / / 13. If you are currently disabled, please confirm when you anticipate returning to:...part-time duties / / Full-time duties / / 14. If you have already returned to work on a part time or restricted basis, please provide details of: a. date of return to part-time work... / / b. number of hours/week you are currently working If you have returned to work on a full-time basis, please provide date of return to work... / / 16. If applicable, please advise the duties you are currently unable to perform. 17. If a rehabilitation assessment/return to work plan has commenced, please complete the following. Rehabilitation provider Contact person Address Phone no. Date rehabilitation commenced Has a return to work plan been completed/ commenced? / / / / 10 of 24
11 18. If you have not been referred to a rehabilitation provider, are you interested in rehabilitation assistance (i.e. assistance with returning to the workforce)?... Yes No If yes, please provide details. 19. Employment history Please put the most recent job at the top and work down to the first job from leaving school. Period of employment Employer Job title Main tasks Reason for leaving 20. Please state in your own words how this disability is affecting you and/or make any further comments in relation to this claim. 11 of 24
12 Please attach the following with your completed form. Please tick the box to confirm the attachments. Certified copy of your current driver s licence or passport Hospital discharge summary if appropriate (for hospital stays of more than three days) X-ray and other radiology reports, pathology and other test results Resume Copies of claim payment letters from other sources Any other information that will assist with your claim. Please ensure this form is fully completed. Failure to do so may result in the form being returned and a delay in assessing your claim. Please note You may be required to attend an independent medical examination prior to a determination of your claim. Declaration and authority: I hereby declare that I am the person referred to in the above and that the answers are complete and true in every particular. I authorise: Any person, hospital or doctor with whom I have consulted, or any employer, to supply OnePath Life (or it s authorised representative) any information that it may require in the assessment of this claim. Any insurer, Centrelink and any other income, pension, annuity and disability support provider to provide OnePath Life with any information or reports that it requires for the assessment of the claim. OnePath Life to provide any information or document in respect of this claim to the Administrator of the Plan of which I am a member. OnePath Life to provide any information or document to any medical or rehabilitation provider that OnePath Life deems necessary to assist in the assessment of my disability OnePath Life (or its authorised representative), where my insurance is linked to my superannuation fund, to disclose my health information to the trustee of my superannuation fund (or their appointed administrator) to enable them to comply with their legal obligations. I agree that a photostat copy of this declaration and authority shall be considered as valid as the original. I understand that if I do not agree to this, OnePath Life will not be able to further assess my claim. Name (please print) Signature Date 12 of 24
13 Privacy Statement In this section we, us and our refers to OnePath Life and other members of the ANZ Group. We are committed to ensuring the confidentiality, security and privacy of your personal information. You and your refers to policy owners and life insureds. We collect your personal information to provide you with the products and services you request. Without your personal information, we may not be able to process your application or provide you with the products or services you require. In order to manage and administer the products and services requested by you, we may need to disclose your personal information to certain third parties, including: other members within the ANZ Group, to the extent necessary to service our relationship with you and carry on business as a group organisations performing administration or compliance functions in relation to the products and services organisations maintaining our information technology systems authorised financial institutions organisations providing services such as mailing, printing or data verification a person who acts on your behalf (such as your financial adviser or your agent) the policy owner (where you are a life insured who is not the policy owner). For life risk products we collect health information with your consent. Your health information will only be disclosed to service providers, reinsurers or organisations providing medical or other services for the purpose of underwriting, assessing the application or assessing any claim. We may also disclose your personal information in circumstances where we are required to do so by law. We may send you information about our financial products and services from time to time. You may elect not to receive such information at any time by contacting Customer Services on You may access the personal information OnePath holds about you, subject to permitted exceptions and subject to OnePath still holding that information, by contacting OnePath at: Privacy Officer OnePath GPO Box 75 Sydney NSW 2001 Phone Fax privacy@onepath.com.au If any of your personal information is incorrect or has changed, please let OnePath know by contacting Customer Services. More information can be found in OnePath s Privacy Policy which can be obtained from its website at onepath.com.au Privacy declaration: Please complete the following to indicate your consent: I acknowledge that I have read and understood the Privacy Statement. I accept and consent to the collection, use and disclosure of my personal information necessary for the purpose of administration and rollover of this claim/policy. I understand that OnePath will not be able to process my claim or administer this policy without this consent. Signature Date 13 of 24
14 Additional information/comments 14 of 24
15 Total and Permanent Disablement Claim Employer s Statement 1 March 2013 OnePath MasterFund ABN RSE R SFN OnePath Custodians Pty Limited ABN AFSL RSE L Kent Street, Sydney NSW 2000 ANZ Smart Choice Customer Services Phone ANZSmartChoice@anz.com Postal address Please return completed forms to: ANZ Smart Choice Customer Services, Reply Paid 85728, Sydney NSW Please note Print in black or blue ink. Please attach a separate page if you require more space for an answer. Please ensure questions are answered in full where possible. Incomplete and unanswered questions may result in the claim being delayed and could result in this form being returned to you for completion. Name of Superannuation Fund / Employer Policy Number 1. Member details Surname Date of birth Given name(s) 2. Employer Business name Street no. and name Member number ABN Suburb/Town State Postcode Phone number Fax number 2.1 Did the Employee work at this address? Yes No If no, where did the Employee work? 3. Reason for ceasing work 3.1 What is the reason for ceasing work? Illness Injury Redundancy Resignation Termination 3.2 Please provide details: 15 of 24
16 Employment What was the Employee s usual occupation? Job title When did your Employee s employment start?... When was the Employee last actively at work?... Who was the Employee s direct manager? Name Title Phone 4.4 What was the basis of employment? Casual Part Time permanent Full Time permanent Contractor Annual salary (gross before tax) $,, Usual hours per week (weekly average over 12 months immediately prior to your injury/illness) 4.5 What were the main duties of the Employee s occupation? 4.6 Was the Employee working or employed in a supervisory capacity?... Yes No If yes, please provide details 4.7 Please indicate the physical demands of the Employee s occupation: Never Sometimes Often Always Never Sometimes Often Always Never Sometimes Often Always Walking Climbing Carrying above 23kg Sitting Driving Reaching (over shoulder) Standing Lifting less than 9kg Reaching Key: (below shoulder) Sometimes equals 1/3 of time or less Working with computers Lifting 9kg to 23kg Often equals between 1/3 to 2/3 of time Kneeling Carrying less than 9kg Always equals more than 2/3 of time Bending Carrying 9kg to 23kg 4.8 Has the Employee held any other positions with your business?... Yes No If yes, what other positions were held over what period? Position / Job title From To 16 of 24
17 Work activities Was the Employee on restricted duties on the first day of active work?... Yes No If yes, what duties was the Employee performing on the first day of work? 5.2 Did the Employee reduce their hours / duties as a result of the claimed condition prior to ceasing work?... Yes No If yes, please provide details 5.3 Has the Employee returned to work?... Yes No If yes, when and in what capacity? Date Duties 5.4 Hours Do you expect the Employee to return to work in any capacity?... Yes No If yes, please provide details 6. Training and development 6.1 Please detail all internal and external training provided to the Employee during their employment, including on-the-job training. Additional Details / Comments Declaration I declare that the information contained in this form is true, complete and correct. I understand that I can be prosecuted if I make any fraudulent statement. Name Position Signature (sign clearly within the box) Date 17 of 24
18 18 of 24 This page has been left blank intentionally
19 Certificate of Medical Attendant 1 March 2013 OnePath MasterFund ABN RSE R SFN OnePath Custodians Pty Limited ABN AFSL RSE L (Trustee) 347 Kent Street, Sydney NSW 2000 ANZ Smart Choice Customer Services Phone ANZSmartChoice@anz.com Postal address Please return completed forms to: ANZ Smart Choice Customer Services, Reply Paid 85728, Sydney NSW Please note Please ensure that every question is answered. Incomplete forms will be returned. Patient details Surname Given names(s) Date of birth 1. Please state the diagnosis. If applicable indicate the severity of the condition. 2. Please list the member s most recent occupation. 3. Please list the member s past occupations. 4. Please list the member s training, education and experience. 5. In your opinion, is the patient ever likely to resume duties in any occupation for which they are reasonably qualified by their past education, training or experience?... Yes No 6. Terminal Illness Claims: Is the patient suffering from an illness which in the normal course would result in death within a period of 12 months?... Yes No Please note Any charge for this certificate must be paid for by the patient. I acknowledge my patient s authorisation for me to furnish the fund trustee any information that may be required in the consideration of this patient s application for an early release of benefits. Signature Doctor s full name Address Phone number Medical qualifications 7 Date Specialist Yes No (if yes, insert specialisation) 19 of 24
20 This page has been left blank intentionally 20 of 24
21 Withdrawal Form 1 March 2013 OnePath MasterFund ABN RSE R SFN OnePath Custodians Pty Limited ABN AFSL RSE L Kent Street, Sydney NSW 2000 ANZ Smart Choice Customer Services Phone ANZSmartChoice@anz.com Postal address Please return completed forms to: ANZ Smart Choice Customer Services, Reply Paid 85728, Sydney NSW Member number(s) Member number(s) 2. Name of applicant Surname Given names(s) Current address Date of birth State Office hours phone number Postcode 3. Direct Credit Facility Payments will be credited directly to your Bank/Building Society/Credit Union account. Please provide your full details below. NB: Direct crediting may not be available on a full range of account types. Please check with your financial institution. Name of Bank/Credit Union/Building Society Account Holder s Name Bank (BSB Number) Account number 4. Tax File Number (TFN) Notification Your Tax File Number Information you should know about providing your Tax File Number The collection of tax file numbers is authorised by tax laws, the Superannuation Industry Supervision Act 1993 and the Privacy Act OnePath is authorised to collect members tax file numbers on behalf of the Trustee of the Fund (OnePath Custodians Pty Limited ABN AFSL RSE L ). The purposes for which your tax file number is currently authorised to be used include: taxing Eligible Termination Payments at concessional rates; finding and amalgamating your superannuation benefits where insufficient information is available; passing your TFN to the Australian Taxation Office (ATO) where you receive a benefit or have unclaimed superannuation money after reaching the aged pension age; allowing the trustee of your superannuation fund or the provider of your Retirement Savings Account to provide your TFN to another superannuation provider receiving any benefits you may transfer. Your trustee or superannuation provider won t pass your TFN to any other provider if you tell them in writing that you do not want them to pass it on; allowing your superannuation provider to quote your TFN to the ATO when reporting information for the purposes of the Superannuation Contributions Tax (Surcharge). 21 of 24
22 You are not required to provide your TFN. Declining to quote your TFN is not an offence. However, if you do not provide it: you may pay more than you have to on your superannuation benefits (you will get back at the end of the financial year in your income tax assessment); it may be more difficult to find your superannuation benefits if you change your address without notifying your fund or to amalgamate any multiple superannuation accounts; the Superannuation Contributions Tax (Surcharge) may apply to certain contributions and transfers to your superannuation fund; The lawful purposes for which your TFN can be used and the consequences of not quoting your TFN may change in future, as a result of legislative change. Further information is also available from the ATO Superannuation Helpline on Declaration I, (Name) of (Address) hereby declare that I am not bankrupt or insolvent under administration and that the information provided by me in this form is true and correct. I request that the Trustee, OnePath Custodians Pty Limited ABN to act upon and give effect to the directions given by me in this notice. I acknowledge that should I, or my estate receive a payment from OnePath Custodians Pty Limited in full satisfaction of my benefits under the Policy and/or the Fund, OnePath Custodians Pty Limited would have fully discharged their obligations under the Trust Deed governing the Fund and the Policy, and that any payment made to or in respect of me shall be net of the lump sum tax paid, as required by law, to the Australian Tax Office. Signature of Claimant 7 Date Signature of Witness 7 Date Name of Witness (Please print name) Occupation Signature to be witnessed by anyone who is prescribed as being able to witness a Statutory Declaration under the Commonwealth Statutory Declaration Act For example, Australia Post employee, Bank Officer (both must have 5 years continuous service), Justice of the Peace or legal practitioner, except when signed in the presence of an Officer of the Trustee. 22 of 24
23 Know your customer identification requirements Please send in certified copies* (not originals) of the following: one primary photographic identification document or one primary non-photographic identification document and one secondary identification document. Please note: we cannot accept certified copies by fax. Acceptable forms of identification Primary photographic identification document Current Australian or foreign driver s licence Australian passport (current or expired less than 2 years ago) Foreign government issued passport that also contains the holder s signature Proof of Age document issued by a State or Territory Foreign government issued identity card containing the holder s signature Primary non-photographic identification document Australian birth certificate Certificate of Australian citizenship Foreign government issued birth certificate Foreign government issued certificate of citizenship Centrelink pension or health care card Secondary identification document Commonwealth, State or Territory government issued document showing name and residential address and the provision of financial benefits Tax Office issued document showing name and residential address and an amount payable that was issued within the preceding12 months Local government or utility issued document showing name and residential address and the provision of services that was issued within the preceding 3 months. If under the age of 18, a notice from a school principal containing the name and residential address and the period of attendance at that school that was issued within the preceding 3 months. Documents not in English must be accompanied by an English translation prepared by an accredited translator. * A certified copy is a document that has been certified as a true copy of the original by one of the following: a person enrolled on the roll of a Supreme Court or the High Court as a legal practitioner a judge, registrar or deputy registrar of a court a magistrate a chief executive officer of a Commonwealth court a justice of the peace a notary public a police officer an agent of Australia Post in charge of supplying postal services to the public a permanent employee of Australia Post with 2 years continuous service employed in supplying postal services to the public an Australian consular or diplomatic officer an officer with 2 years continuous service with one or more financial institutions a finance company officer with 2 years continuous service with one or more finance companies an officer or authorised representative of an AFSL holder with 2 years continuous service a member of the Institute of Chartered Accountants in Australia, CPA Australia or National Institute of Accountants with 2 years continuous membership. NB The person who is authorised to certify documents must make sure all pages have been certified as true copies by writing or stamping certified true copy followed by their signature, printed name, qualification (eg Justice of the Peace, Australia Post employee, etc) and date. 23 of 24
24 This page has been left blank intentionally M4923a/ of 24
Death Claim Information Form 1 March 2013
Death Claim Information Form 1 March 2013 OnePath MasterFund ABN 53 789 980 697 RSE R1001525 SFN 292916944 OnePath Custodians Pty Limited ABN 12 008 508 496 AFSL 238346 RSE L0000673 347 Kent Street, Sydney
More informationANZ Smart Choice Super Withdrawal Form
Withdrawal Form 1 July 2015 Customer Services Phone 13 12 87 Email anzsmartchoice@anz.com Website anz.com/smartchoice This form is to be used for rollovers and lump sum cash withdrawals by existing members
More informationWithdrawal Form Integra Super
Withdrawal Form Integra Super 12 March 2014 OnePath Custodians Pty Limited (OnePath Custodians) ABN 12 008 508 496 AFSL 238346 RSE L0000673 OnePath MasterFund (Fund) ABN 53 789 980 697 RSE R1001525 SFN
More informationComplete this form if you wish to withdraw part or all of your benefit from the Plan or you wish to begin a pension in the Plan.
Benefit Payment Request Form Complete this form if you wish to withdraw part or all of your benefit from the Plan or you wish to begin a pension in the Plan. MEMBER DETAILS Surname: Given Name: Residential
More informationChange of details form
Change of details form AT YOUR FINANCIAL SERVICE Issued 30 June 2008 Suncorp Portfolio Asteron Services Portfolio Limited Services ABN Limited 61 063 ABN 427 61958 063 (Trustee) 427 958 AFS Licence No
More informationBENEFIT TRANSFER REQUEST
Perpetual s DIY Super Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246 RSE L0003315 Perpetual Trustee Company Limited ABN 42 000 001 007 AFSL 236643 This form can be used by members of the
More informationMLC Super Fund. Payment instruction form
MLC Super Fund Payment instruction form National Australia Bank Group Superannuation Fund A (Plan) Need Help? Contact us on 1300 55 7586 between 8am and 7pm AEST (8pm daylight savings time), Monday to
More informationANZ INCOME PROTECTION INITIAL INCOME COVER CLAIM FORM
ANZ INCOME PROTECTION INITIAL INCOME COVER CLAIM FORM May 2016 Customer Services Phone 13 16 14 Email diclaims@onepath.com.au Website anz.com GPO Box 4028, Sydney NSW 2001 Please note There are information
More informationApply for a super payout
ANZ Australian Staff Superannuation Scheme Apply for a super payout Step 1 Check that you re eligible You wish to receive part or all of your super payout in cash A portion of your super benefit may be
More informationTitle Mr Mrs Ms Miss Other Date of birth / / Given names. Suburb State Postcode. Suburb State Postcode
Payment Instructions for Deferred & Immediate Retirement Income Benefits from Mars Australia Retirement Plan If you need help For assistance call the MARP Helpline on 1300 883 298 Step 1 Complete your
More informationRetail Income Protection Claim Form
Retail Income Protection Claim Form SECTION A Personal Details Statement by LIFE INSURED. All relevant questions MUST be answered fully. Name of Life Insured Residential Address Postal Address Policy Number
More informationBENEFIT PAYMENT AND ROLLOVER
BENEFIT PAYMENT AND ROLLOVER Important Information To claim a benefit you will need to complete a Benefit Payment form and return it to GROW together with the appropriate identification (refer to Completing
More informationANZ SMART CHOICE SUPER TRANS-TASMAN APPLICATION FORM FOR WHOLE BALANCE TRANSFERS AUSTRALIA TO NEW ZEALAND
14 March 2017 Customer Services Phone +61 2 9234 6112 Email anzsmartchoice@anz.com Website anz.com/smartchoice GPO BOX 5107, Sydney NSW 2001 Instructions Please send your completed application and required
More informationPermanent incapacity benefit
Fact sheet and form Permanent incapacity benefit What this fact sheet covers This fact sheet explains how UniSuper members can apply to access their preserved and restricted non-preserved benefits on the
More informationApplication for membership (Spouse Contribution Account (SCA) Section) Part A
ANZ Australian Staff Superannuation Scheme ANZ Australian Staff Superannuation Scheme Application for membership (Spouse Contribution Account (SCA) Section) Part A Guidelines for completing this application
More informationSuncorp Everyday Super - Withdrawal form 1 of 8
Suncorp Everyday Super Withdrawal form Issued 27 May 2017 Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958, AFSL 237905, RSE L0002059 Use this form to make a cash withdrawal from your Suncorp
More informationSmartsave Fund Registration No. R
This form can be used to request a transfer of your whole account balance in Smartsave to your nominated KiwiSaver Scheme. Please note you will need to meet eligibility criteria outlined in this form and
More informationAttach documentation if your personal details have changed
Withdrawal Form Please use BLOCK LETTERS and black ink. Complete this form to apply for a lump sum withdrawal. Send your completed form to: Australian Ethical Super, Locked Bag 20013, Melbourne VIC 3001
More informationEarly release of superannuation benefits on grounds of severe financial hardship
Newcastle Permanent Superannuation Plan Early release of superannuation benefits on grounds of severe financial hardship The following information will be used solely for determining whether you are experiencing
More informationDate of Birth / / Home Telephone Number
Hunter United Pension Fund Application Form When you have completed this form, please return to: Administrator, Hunter United Pension Fund, 130 Lambton Road, Broadmeadow NSW 2292 or fax to: 02 49562357.
More informationTransfer other super into the APSS
Transfer other super into the APSS By completing this form, you will request the transfer/rollover of all or part of the balance of your superannuation benefits in another fund, the FROM fund, to an existing
More informationApplication for Payment of a Benefit Form.
What s this form for? You should use this form if you wish to withdraw all or part of your superannuation benefit and either, transfer it to another superannuation fund or receive the payment in cash.
More informationWithdrawal Flexi Pension
Fact sheet and form Withdrawal Flexi Pension You can make a full or partial lump sum withdrawal from your Flexi Pension account at any time, unless your account is subject to transition to retirement (TTR)
More informationTitle Mr Mrs Ms Miss Other Date of birth / / Given names
Logo to be inserted Toyota Super Rollover form Roll other super money into Toyota Super Just fill in this form and send it back to Toyota Super. It s that simple. We will contact your other fund managers
More informationWithdraw super from your Rollover Account
Withdraw super from your Rollover Account This is the form you should use when you withdraw your superannuation from your APSS Rollover Account. The minimum amount you may withdraw from your APSS Rollover
More informationALCOA OF AUSTRALIA RETIREMENT PLAN Rollover form
ALCOA OF AUSTRALIA RETIREMENT PLAN Rollover form Roll other super money into the ALCOA OF AUSTRALIA RETIREMENT PLAN To rollover other super money you have from previous super funds, complete this form
More informationLife Events/Salary Increase cover
Fact sheet and form Life Events/Salary Increase cover What this fact sheet covers This fact sheet provides information about Life Events insurance cover and Salary Increase cover available through our
More informationFinancial Hardship Redemption form
Superannuation and Deferred Annuity Financial Hardship Redemption form This form is to be used when redeeming your superannuation benefit from the Zurich Deferred Annuity or from the Zurich Master Superannuation
More informationREQUEST FOR WITHDRAWAL
Accumulation account REQUEST FOR WITHDRAWAL If you need help For assistance call us on 1300 133 177 or refer to the NGS Super website www.ngssuper.com.au. Step 1. Complete your personal details Please
More informationBenefit Payment and Rollout Request. Step 2 Employment details (to be completed by all members)
Benefit Payment and Rollout Request You can use this form if you are eligible to request a payment from your benefit or you wish to rollover some or all of your benefit to another fund. If you want to
More informationTransfer other super into the APSS
Transfer other super into the APSS By completing this form, you will request the transfer/rollover of all or part of the balance of your superannuation benefits in another fund, the FROM fund, to an existing
More informationSTANDING APPLICATION FORM
STANDING APPLICATION FORM Section 1. Investor details (complete parts A and B) Responsible Entity - Legg Mason Asset Management Australia Limited (ABN 76 004 835 849, AFSL 240827) ( Legg Mason ) Please
More informationApplication for an RBF Life Pension
Pension RBF Contributory Scheme Application for an RBF Life Pension About this form Complete this form to start an RBF Life Pension in the RBF Contributory Scheme. Members of the Tasmanian Accumulation
More informationSuperannuation Contributions Splitting Application Form OneAnswer Personal Super
Superannuation Contributions Splitting Application Form OneAnswer Personal Super 1 July 2015 OnePath Custodians Pty Limited (OnePath Custodians) ABN 12 008 508 496 AFSL 238346 RSE L0000673 242 Pitt Street,
More informationPayment instruction form
Payment instruction form Please complete and sign this form to provide your payment instructions. Mail the completed form to: Plum Super, Reply Paid 63, Melbourne Vic 8060. If you need assistance in completing
More informationWithdrawal. Fact sheet and form. What this fact sheet covers. Who is this fact sheet for? When can you make a withdrawal? Preserved benefits
Fact sheet and form Withdrawal What this fact sheet covers This fact sheet explains how to make a full or partial lump sum withdrawal from your super. Who is this fact sheet for? UniSuper members who want
More informationTrans-Tasman Application Form for Whole Balance Transfers Australia to New Zealand
5 January 2015 Customer Services Phone +61 2 9234 6112 Email anzsmartchoice@anz.com Website anz.com/smartchoice GPO BOX 5107 Sydney NSW 2001 INSTRUCTIONS Please send your completed application and required
More informationDeparting Australia Superannuation Payment Direction Form
Departing Australia Superannuation Payment Direction Form Use this form to request a benefit payment from the Russell Investments Master Trust (the Fund, iq Super), if you worked in Australia on an eligible
More informationSurname Given names Date of birth / / Address State Postcode. please advise police station or first aid service to which the accident was reported
Claim form Income replacement This form is to be completed by the life insured. To be completed only on the request of the Zurich claims area. To avoid delays, check that all questions have been answered
More informationApply for a super payout
ANZ Australian Staff Superannuation Scheme Apply for a super payout Step 1 Check that you re eligible You wish to receive part or all of your super payout in cash A portion of your super benefit may be
More informationBenefit Release due to severe hardship
Benefit Release due to severe hardship The following information will be used solely for determining whether you are experiencing severe financial hardship. The completed form (or copy) will not be made
More informationAsgard Identification Form
Asgard Identification Form Complete all sections of the form in BLOCK LETTERS and attach any relevant documents. An Identification Form must be completed by each individual who is: requesting a cash withdrawal
More informationGoldman Sachs & JBWere Superannuation Fund. Roll other super money into the Goldman Sachs & JBWere Superannuation Fund
Goldman Sachs & JBWere Superannuation Fund Rollover form Roll other super money into the Goldman Sachs & JBWere Superannuation Fund To rollover other super money you have from previous super funds, complete
More informationapply for a super payout
HOW TO apply for a super payout STEP 1 CHECK THAT YOU RE ELIGIBLE You wish to receive part or all of your super payout in cash A portion of your super benefit may be preserved. If the preserved amount
More informationCommencing an additional income policy
Qantas Super Commencing an additional income policy Commencing an additional income policy in your Income Account in Gateway If you have an existing Income Account in Gateway and would like to add money
More informationapply for a super payout
HOW TO apply for a super payout STEP 1 CHECK THAT YOU RE ELIGIBLE You wish to receive part or all of your super payout in cash A portion of your super benefit may be preserved. If the preserved amount
More information*SA010.30HWD1* Benefit payment form ABOUT THIS FORM IF YOU NEED HELP. STEP 1 - Your personal details
Benefit payment form Please complete this form in BLACK PEN and CAPITAL LETTERS. ABOUT THIS FORM Complete this form to: > > request a benefit payment You may need to provide us with your Tax File Number
More informationEquip MyPension Application
Equip MyPension Application About this form We need you to fill out this form to let us know: your personal details how much you d like to invest your pension amount the preservation status of your super
More informationapply for a super payout
HOW TO apply for a super payout STEP 1 CHECK THAT YOU RE ELIGIBLE You wish to receive part or all of your super payout in cash A portion of your super benefit may be preserved. If the preserved amount
More informationStreet address Suburb/Town State Postcode
JOIN BUSSQ PENSION Don t forget you can also join online via MemberAccess at bussq.com.au Please complete and sign this form and return to: BUSSQ GPO Box 2775, Brisbane Qld 4001 1 TYPE OF PENSION REQUIRED
More informationWithdrawal. Fact sheet and form. What this fact sheet covers. Who is this fact sheet for? When can you make a withdrawal? Preserved benefits
Fact sheet and form Withdrawal What this fact sheet covers This fact sheet explains how to make a full or partial lump sum withdrawal from your super. Who is this fact sheet for? UniSuper members who want
More informationSuncorp WealthSmart Super withdrawal form
Suncorp WealthSmart Super withdrawal form Issued 18 July 2016 Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958 AFSL 237905 RSE L0002059 USI RSA0003AU (Business) RSA0004AU (Personal) Please
More informationSuper contribution splitting with your spouse
Fact sheet and form Super contribution splitting with your spouse What this fact sheet covers Explains the rules and benefits of splitting super contributions with your spouse. Who is this fact sheet for?
More informationAPPLICATION FOR UNITS
KATANA AUSTRALIAN Equity FUND APPLICATION FOR UNITS How to Apply Please complete this form in black ink. For Initial/new investment For Additional investment Mail the completed application form together
More informationGet the documents you need. age and You've reached preservation age plus 39 weeks, (see table in section 7), and. preservation age
Please note: The release of superannuation benefits is subject to Government legislation and certain release conditions being met. As such, BUSSQ is required to meet the rules set down by this legislation.
More informationTitle Mr Mrs Ms Miss Other Date of birth / / Given names
RBF Tasmanian Accumulation Scheme Rollover form Roll other super money into RBF Just fill in this form and send it back to RBF. It s that simple. We will contact your previous super fund and look after
More informationYouth esaver Account Application (individuals under 10)
Credit Union Australia Limited ABN 44 087 650 959 AFSL and Australian credit licence 238317 GPO Box 100, Brisbane QLD 4001 P 133 282 W cua.com.au Youth esaver Account Application (individuals under 10)
More information*Suburb *State *Postcode. *Suburb *State Postcode*
SMF Eligible Rollover Fund This form serves as your instruction to us on how to deal with your benefit. We recommend that you consult your licensed financial adviser to assist you in your decision making.
More informationPower Of Attorney Details Form
Power Of Attorney Details Form About this form This form is used to lodge a Power of Attorney with us and advise us of an Attorney s details. Note: Attorney(s) conducting transactions, whether financial
More informationSuncorp Employee Superannuation Plan Super withdrawal form
Suncorp Employee Superannuation Plan Super withdrawal form Issued 1 January 2014 Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958 AFSL 237905 RSE L0002059 USI 98350952022042 Please use this
More informationTotal and Permanent Disablement benefit
CLAIM FORM Total and Permanent Disablement benefit Privacy Statement Let s Insure collects personal information so that we can process and administer this claim on behalf of the insurer St Andrew s Life
More informationewrap Super/Pension Transfer authority
ewrap Super/Pension Transfer authority Complete this form in BLOCK LETTERS and: post it to ewrap, PO Box 7241, Cloisters Square, Perth WA 6839 do not use this form if you wish to close your existing ewrap
More informationBT Margin Lending Authorised Representative Form
BT Margin Lending Authorised Representative Form Use this form to nominate additional people to operate your BT Margin Loan Facility on your behalf. With the exception of receiving a margin call (which
More informationHow to apply for a super payout
How to apply for a super payout STEP 1 CHECK THAT YOU RE ELIGIBLE You wish to receive part or all of your super payout in cash A portion of your super benefit may be preserved. If the preserved amount
More informationReceiving a payout from the Equip Rio Tinto fund. If you need help. Date of birth (must be advised):
About this form If you are still employed with one of the Rio Tinto group employers you are eligible to withdraw part or all of any unrestricted non-preserved amounts you have in the Fund at any time.
More informationINITIAL INVESTMENT FORM ANTARES DIRECT SEPARATELY MANAGED ACCOUNTS
INITIAL INVESTMENT FORM ANTARES DIRECT SEPARATELY MANAGED ACCOUNTS Responsible Entity Antares Capital Partners Ltd ABN 85 066 081 114 AFSL 234483 A member of the NAB Group of companies INSTRUCTIONS TO
More informationRoll other super money into the Equip Rio Tinto fund. If you need help
Roll other super money into the Equip Rio Tinto fund About this form You must be a member of the Equip Rio Tinto fund in order for the Fund to accept your transfer/rollover. If you re unsure of your membership
More informationauthority to deduct financial advice fees form
authority to deduct financial advice fees form BOCSUPER You may request the Trustee to debit fees for financial advice related to your super from your BOC Super account. To arrange this, you and your adviser
More informationSuncorp Everyday Super TM
Suncorp Everyday Super TM Change of personal details form (for individuals) Issued 1 January 2014 Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958, AFSL 237905, RSE L0002059 Use this form
More informationIf you would like to make both a lump sum withdrawal and rollover your benefit, simply complete all four parts of the form.
Fact sheet and form Withdrawal lump sum and/or rollover The Government has placed restrictions on when you can access your super, which generally must be preserved in the superannuation system in order
More informationMine Wealth + Wellbeing Super Injury and Sickness Claim Form
Mine Wealth + Wellbeing Super Injury and Sickness Claim Form This claim form consists of 3 parts and all sections must be completed in full. Section A Claimant Statement Section B Doctor Statement Section
More informationTowers Watson Superannuation Fund
Section 1: My details Towers Watson Superannuation Fund Title (please tick): Dr Mr Ms Mrs Miss Application for Benefit Payment Please make your benefit payment choice by filling out the relevant sections
More informationRequest for Benefit Payment
Request for Benefit Payment Important message: You can remain a member of GuildSuper if you change jobs. All you need to do is download and complete a Choice of Superannuation Fund form from guildsuper.com.au
More informationAllocated Pension Membership Application Form
Allocated Pension Membership Application Form This application form is part of First Super s Plan for Retirement and Start Retirement Product Disclosure Statement (PDS) dated 11 April 2017. Please read
More information*Town/Suburb *State *Postcode. *Town/Suburb *State *Postcode
Bendigo SmartStart Withdrawal Form This form can be used for the following products: -Bendigo SmartStart Super -Bendigo SmartStart Pension This form should be used to make a lump sum (cash) withdrawal
More informationHow to transfer your Bendigo SmartStart superannuation balance to a KiwiSaver scheme
How to transfer your Bendigo SmartStart superannuation balance to a KiwiSaver scheme Who can transfer? You can apply to transfer your Bendigo SmartStart superannuation balance to a KiwiSaver scheme once
More informationPersonal Accident & Sickness
Personal Accident & Sickness Claim Form IMPORTANT NOTICES INSURER AND AGENT The contract of insurance is arranged by Winsure Underwriting Pty Ltd ( Winsure ) (ABN 68 169 336 252, AR No. 459637), an Authorised
More informationIncome Protection / Business Expenses Initial Treating Doctor s Report
Income Protection / Business Expenses Initial Treating Doctor s Report Important information Any cost associated with the completion of this form is the responsibility of the Insured. Please fully answer
More informationapply for a super payout
HOW TO apply for a super payout STEP 1 CHECK THAT YOU RE ELIGIBLE You wish to receive part or all of your super payout in cash A portion of your super benefit may be preserved. If the preserved amount
More informationImportant Instructions on How to Complete the Attached Claim Form and How We Assess Claims
A division of Chubb Insurance Australia Limited Combined Insurance Claim Form Important Instructions on How to Complete the Attached Claim Form and How We Assess Claims Please read these important instructions
More informationRollover into Qantas Super
Qantas Super Rollover into Qantas Super About this form Having all your super in the one fund means you won t pay multiple fees to different funds. It may also make managing your super easier, save you
More informationIndividual s Membership Application & Account Opening Form
Individual s Membership Application & Account Opening Form I hereby apply to become a Member of: Maritime, Mining & Power Credit Union Serving workers of the maritime, mining and power related industries
More informationOracle Superannuation Plan
Oracle Superannuation Plan Application for Benefit Payment You MUST complete this section. Section 1: Your personal details Surname: Given Names: Date of Birth: Address: Contact telephone number: (during
More informationApplication to commence an Income Account in Gateway
Qantas Super Application to commence an Income Account in Gateway Commencing an Income Account If you re an existing member of Qantas Super, you want to start receiving regular income payments and you
More informationMyLife MyPension Application for Lump Sum Withdrawal. Suburb State Postcode. Step 2 Attach documentation if your personal details have changed
MyLife MyPension Application for Lump Sum Withdrawal If you need help For assistance call our Service Centre on 1300 963 720. Step 1 Complete your personal details Please print in black or blue pen, in
More informationINITIAL APPLICATION FORM ALTRINSIC GLOBAL EQUITIES TRUST INSTRUCTIONS TO COMPLETE
Responsible Entity: Antares Capital Partners Ltd ABN 85 066 081 114 AFSL 234483 A member of the NAB Group of companies INITIAL APPLICATION FORM ALTRINSIC GLOBAL EQUITIES TRUST INSTRUCTIONS TO COMPLETE
More informationCombined Insurance Claim Form
Combined Insurance Claim Form Important Instructions on How to Complete the Attached Claim Form and How We Assess Claims Please read these important instructions on how to complete the attached Claim Form.
More informationRARE Infrastructure Limited
RARE Infrastructure Limited Application Form Dated 25 January 2013 RARE Infrastructure Value Fund - Hedged ARSN 121 027 709 APIR Code: TGP0008AU RARE Infrastructure Value Fund - Unhedged ARSN 150 677 017
More informationWageGuard Group Income Protection Claim Form
WageGuard Group Income Protection Claim Form Frequently Asked Questions How long will it take to complete my section of the form? We ve tested it -- it takes about 20 minutes. We want to settle your claim
More informationApplication for Application Form
Application for Application Form ClearView Superannuation and Roll-overs ClearView Pension Plan 23 April 2018 ClearView Superannuation and Roll-overs USI NRM0042AU and ClearView Pension Plan USI NRM0042AU
More informationMillennium Master Trust ABN RSE Registration Number R
Benefit Payment Form Important Please read these instruction before completing the Benefit Payment Form PROOF OF IDENTITY REQUIREMENTS F ALL BENEFIT PAYMENT REQUEST FMS Where you are requesting that your
More informationRequest for Partial/Full Commutation (Withdrawal) If you need help. Title Mr Mrs Ms Miss Other Date of birth / / Given names. Suburb State Postcode
ALCOA OF AUSTRALIA RETIREMENT PLAN Request for Partial/Full Commutation (Withdrawal) If you need help For assistance call the Helpline on 1800 355 028. Step 1 Complete your personal details Please print
More informationSTOCKBROKING COMPANY MARGIN LENDING LINKED ACCOUNT application form
STOCKBROKING COMPANY MARGIN LENDING LINKED ACCOUNT application form Please only use this form when you wish: to open a trading account in a company name, and to settle trades through a Margin Lender In
More informationFamily law instructions for payment of entitlement
Family law instructions for payment of entitlement If you need help Call our Helpline 1800 682 626. Please provide the following details in order for the Family Law entitlement to be paid in accordance
More informationBenefit Payment Option Form
Benefit Payment Option Form Please make your benefit payment choice by filling out the relevant sections below. You can make your selection from Parts B, C or D, or a combination of the three. When returning
More informationELECTRONIC FUNDS TRANSFER FORM (EFT) for Claim Payments
Claim Form This is the form to use when making a claim on any policy provided by AFA Pty Ltd, AFS Licence No 247122. Correct completion of these forms will assist us to make accurate and faster decisions
More informationApplication & Change Form
Application & Change Form for Account-Based Pension Members Complete this form to APPLY for a standard Account-Based Pension or transition to retirement pension with IPE Super. You can also use this form
More informationPayment of unclaimed superannuation money
Instructions and form for super fund members Payment of unclaimed superannuation money How to complete your Application for payment of unclaimed superannuation money individual. For information about unclaimed
More informationNew South Wales Electrical Superannuation Scheme Benefit Payment Form
Please complete and return form to: NESS, Locked Bag 20, Parramatta NSW 2124 Internet: www.nesssuper.com.au Please write in BLOCK letters and use a BLUE or BLACK pen. This request will be invalid if unsigned,
More informationAPPLICATION FORM THE TPI AUSTRALIAN SHARE FUND
ASSET MANAGEMENT APPLICATION FORM THE TPI AUSTRALIAN SHARE FUND This Application Form accompanies the Information Memorandum for the TPI Australian Share Fund. Trumper Park Investments Pty Limited (ACN
More information