Deceased Member Notification Form

Deceased Member’s Details

* Required

First name*

Last name*

Date of birth*

Date of death*

Last known residential address

Account number

Has a death certificate been issued?* Yes No

Your details

First name*

Last name*

Phone number*

Email address

Postal address

Connection to the deceased*

Your case manager will issue a claims pack within five business days to confirm the initial documents required to progress the claim. Where you have provided your email address this will be via email. Do you need a member of our Claims team to contact you before then? Yes No

Note: Your personal information is collected by the Trustee and will be used to begin administering the death claim. If the information provided is not accurate or complete, this may cause delays in our administration. Your personal information will be handled in accordance with the Trustee’s privacy policy which can be accessed here or at the bottom of each web page on the website.

This has been prepared on behalf of IOOF Investment Management Limited (IIML) ABN 53 006 695 021, AFSL 230524 as Trustee of the IOOF Portfolio Service Superannuation Fund ABN 70 815 369 818. IIML is part of the Insignia Financial Group of Companies, consisting of Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate.

Annual / Tax statements

Deceased Member Notification Form

Deceased Member’s Details