Deceased Member Notification Form

Deceased Member’s Details

First name

Last name

Date of birth

Date of death

Last known residential address

State of residence

Account number

Has a death certificate been issued? Yes No

Your first name

Your last name

Your phone number

Your email

Your 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.

Contact us

For questions related to Cornerstone Portfolio Service, call us on:

1800 947 974

Cornerstone Portfolio Service
GPO Box 264
MELBOURNE VIC 3001

Financial advice

For financial advice matters, call us on:

1300 546 837

Complaints

About our complaints process

We take all complaints very seriously. If you have a complaint about a Cornerstone Portfolio Service product or service (or wish to obtain further information about the status of an existing complaint), please call us 1800 947 974 or complete the enquiry form.

You can read the complaints policy for more information.