Expand 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

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

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.

IOOF Investment Management Limited ABN 53 006 695 021 AFSL No. 230524 (IIML) and Navigator Australia Limited ABN 45 006 302 987, AFSL No. 236466 (NAL) are responsible for the information on this website relating to financial products and services issued by each entity.

Expand Essential Super, Expand Essential Pension, Expand Extra Super and Expand Extra Pension are issued by IIML the Trustee of the IOOF Portfolio Service Superannuation Fund ABN 70 815 369 818. Expand Essential Investment and Expand Extra Investment are issued by the Service Operator NAL.

IIML and NAL are a part of the Insignia Financial Group comprising Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate. The 'MLC' brand represents superannuation, pension, investment and other capabilities across the Insignia Financial Group.