Losing a loved one is a very difficult time, often made more stressful by needing to sort out their financial matters and estate.
This information is designed for family and friends of UniSuper members looking for information on the deceased member’s superannuation accounts and related insurance.
Claiming a member’s superannuation benefit
If you intend to make a claim for a UniSuper member’s superannuation benefit, the first step is to call us on 1800 331 685.
We’ll provide you with some information and a form to help you apply for a payment after a member dies. Your completed form will help our Trustee identify all potential beneficiaries who may be entitled to receive part of the deceased member’s UniSuper death benefit.
Importantly, you’ll be required to provide certified copies of important documents relating to the member, as well as a certified copy of your proof of identity. These requirements are detailed in the fact sheet we’ll send you, however to help you make a start, here are some of the types of documents we’re likely to require:
- Certified copy of the member’s death certificate
- Certified copy of the member’s marriage certificate or decree nisi (if applicable)
- Certified copy of the member’s Last Will (if applicable)
- Certified proof of your identity
- Letters of administration or probate
- Details of who is authorised to represent the estate
- Our claims specific forms
Making an insurance claim
If you intend to make a claim for a UniSuper member’s insurance benefit (such as Death cover), the first step is to call us on 1800 331 685 or email us at email@example.com.
You’ll be transferred to a claims consultant who will provide you with the relevant forms to complete. Our Insurer (TAL Life Limited) might contact you to request additional information to assess the claim.
Once the Trustee has identified all potential beneficiaries, if your claim is approved by our Insurer, the insurance proceeds will be paid to UniSuper and released to you (and/or other beneficiaries). If you don’t agree with the Insurer’s decision in relation to the claim, you can ask for it to be reviewed by the Trustee by emailing firstname.lastname@example.org, calling us on 1800 331 685 or writing to:
Level 1, 385 Bourke Street
Melbourne VIC 3000