Information needed to claim

We’re sorry to hear about the passing of your loved one. Below is the information you'll need to share with us with when making a claim.

Life Insurance (Death) claim form

We’ll need some details to enable us to understand the nature of your loved one’s passing. We’ll send you this claim form which can be returned to us via email or mail, along with the supporting documents outlined below.

Certified copy of identification

A certified copy of identification (e.g. driver’s licence, passport or birth certificate) for the life insured, policy owner and the beneficiary(ies).

Certified copy of the death certificate

A certificate from the Registrar of Births, Deaths and Marriages to provide information about the death of the life insured and confirm proof of death.

You can obtain the form here or from your funeral director.

Certified copy of the police and Coroner’s report (if applicable)

These documents provide additional information about the cause of death and can help identify if death was the result of an accident or illness.

Refer to the coroners court in the applicable state or territory for more information.

We also need the following if:

• the policy is solely owned by the life insured;
• the benefit amount is $50,000 or more, and
• there is no listed beneficiary(ies)
  

Certified copy of the Will

A copy of the will to determine the relevant legal personal representative, and instructions on how the life insured would like their property and assets distributed.

Certified copy of Probate

A certified copy of Probate to ensure the deceased’s Will is followed.

Probate is a procedure by which the Will is approved by the Supreme Court. It confirms the appointment of the person(s) named as the executor and allows them to distribute the assets of the deceased as per the Will.

Refer to the ATO website regarding deceased estates for further information.

Certified copy of Letters of Administration

Where there is no valid Will in place, we require Letters of Administration (a court order which allows the administrator to distribute assets). This provides us with the name(s) of the person who can act for the estate.

Refer to the ATO website regarding deceased estates for further information.

Signed statutory declaration from the beneficiary(ies)

Where a valid binding nomination of beneficiary has been made on a ClearView LifeSolutions Super or ClearView ClearChoice Super policy, a declaration confirming the beneficiary’s relationship with the Life insured is required. We need this to ensure payment is made to the correct beneficiary.

Complete an approved form or visit myGov. After completing the form, send it to us via email or mail.

We’re here to help. We want to make the process as smooth and simple as possible for you or your loved one.

Terminal Illness claim form

We’ll need some details to enable us to understand the nature of your condition. We’ll send you this claim form which can be returned to us via email or mail, along with the supporting documents outlined below.

Proof of identity

We need a certified copy of your identification (e.g. driver’s licence, passport, birth certificate). If applicable, this also applies to the Policy Owner.

We can send you a link so you can verify your identity digitally. Refer to our Document and Identity Verification page for more information.

Specialist Physician Medical Form

A form to be completed by your primary specialist physician to understand the nature, treatment and prognosis of the condition you’re claiming for.

We will send this form to you. When your specialist has completed the form, send this to us, along with the documents listed above, via email or mail.

Medical opinion

To verify the nature and prognosis of your condition, we require medical opinions by two medical practitioners, including at least one primary specialist physician.

We’re here to help. We want to make the process as smooth and simple as possible for you or your loved one.

TPD claim form

We’ll need some details to enable us to understand the nature of your condition. We’ll send you this claim form which can be returned to us via email or mail, along with the supporting documents outlined below.

Proof of identity

We need a certified copy of your identification (e.g. driver’s licence, passport, birth certificate). If applicable, this also applies to the Policy Owner.

We can send you a link so you can verify your identity digitally. Refer to our Document and Identity Verification page for more information.

Job description

A job description which includes the essential requirements, duties, responsibilities and skills required to perform your role of the occupation you were in prior to your sickness or injury.

A copy of your resume

A document summarising your work history, education and qualifications.

A copy of all medical test results

All relevant medical test results and correspondence related your sickness or injury.

Medical Examiners Form

A form to be completed by your treating doctor to understand your condition and level of impairment.

We will send this form to you. When your doctor has completed the form, send it to us via email or mail.

Specialist Physician Medical Form

For ClearView LifeSolutions Super or ClearView ClearChoice Super policies, we need this form to be completed by a Specialist Physician in addition to the Medical Examiners report.

We will send this form to you. After your specialist has completed the form, send it to us via email or mail.

ATO Tax File Number Declaration Form

For ClearView LifeSolutions Super or ClearView ClearChoice Super policies, you need to complete this form, issued by the ATO, so we know how much tax to withhold from any benefit payment.

After completing the form, send it to us via email or mail.

We’re here to help. We want to make the process as smooth and simple as possible for you or your loved one.

Trauma Claim Form

We’ll need some details to enable us to understand the nature of your condition.

You can choose to have a Tele-Claim where we’ll arrange a time to call you and fill out the form on your behalf based on your responses.

Alternatively, we will send you a form to complete. After completing the form, send it to us via email or mail along with the documents outlined below.

Proof of identity

We need a certified copy of your identification (e.g. driver’s licence, passport, birth certificate). If applicable, this also applies to the Policy Owner.

We can send you a link so you can verify your identity digitally. Refer to our Document and Identity Verification page for more information.

Specialist Physician Medical Form

A form required to be completed by a Specialist Physician.

We will send this form to you. When your specialist has completed the form, send it to us via email or mail.

A copy of all medical test results

Any relevant medical test results or correspondence by doctors or health professionals related your sickness or injury.

We’re here to help. We want to make the process as smooth and simple as possible for you or your loved one.

Income Protection Initial Claim Form

We’ll need some details to enable us to understand the nature of your condition.

If eligible, you can choose to have a Tele-Claim where we’ll arrange a time to call you and fill out the form on your behalf based on your responses.

Alternatively, we will send you a form to complete. After completing the form, send it to us via email or mail along with the documents listed below.

Proof of identity

A certified copy of your identification (e.g. driver’s licence, passport, birth certificate). If applicable, this also applies to the Policy Owner.

We can send you a link so you can verify your identity digitally. Refer to our Document and Identity Verification page for more information.

A copy of your resume

A document summarising your work history, education and qualifications.

Initial Medical Examiners Form

A form for your doctor to complete to verify your sickness or injury and how it’s affecting you.

We will send this form to you. After your doctor has completed the form, send it to us via email or mail, along with all the supporting documents.

A copy of all medical test results

Send us any relevant medical test results or correspondence related your sickness or injury.

Financials

To calculate the monthly benefit payable at claim time, we may need proof of your income.

We’ll be in touch to let you know the exact requirements needed depending on your cover, your employment type and the benefit you’re claiming for.

If you have a myGov account, you can access your Individual Tax Return or Income Statement, by logging into myGov and selecting ‘ATO online services’.