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*

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 at 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.

Need to chat now?

Call the IOOF Australian call centre on 1800 913 118 weekdays from 8am - 6pm AEST. Free to call from landline and most mobile phones. Or select the 'Need help' icon in the bottom right corner of your screen to message us directly.

Important message

Deceased Member Notification Form

Deceased Member's Details

Your Details

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