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New identification requirements for claiming preserved benefits
If you are claiming a preserved benefit from 16 August onwards, you may be required to provide certified copies of documents that establish your identity.
Identity theft and fraudulent claims against benefits are an increasing problem for superannuation funds. By asking you to provide sufficient documentation to establish your identity when you claim a preserved benefit, we are simply protecting your benefit.
When will I have to supply proof of identity?
You will need to supply proof of identity if you are:
- claiming your preserved benefit on age grounds
OR
- claiming a refund of your member contributions or transfer amount.
If you are claiming your preserved benefit on invalidity or financial hardship grounds, or claiming a benefit because you are ceasing employment then you will not be required to provide any identifying documents. The documentation that you or your employer supplies under these circumstances is considered to be sufficient to prove identity.
What proof of identity might I need to supply?
The identification requirements are similar to those needed to open a bank account. Generally, you will need to supply copies of four documents, one of which must contain your photograph and your signature. If you are mailing your benefit application, you will need to have these copies certified.
Where can I find out more information?
Full details of what documentation is required and who may certify the documents are available on the relevant benefit application forms.
Alternatively, you can contact an Information Officer via:
EMAIL PSS Members
PHONE 1300 000 377
FAX 02 6272 9613
MAIL PSS, PO Box 22, Belconnen ACT 2616