Key takeaways
- Photo ID and proof of current address are required for almost every claim.
- Name-change documents are needed if the record is under a previous name.
- Estate claims need a death certificate and authority to act for the estate.
The core documents almost every claim needs
- Photo identification: driver licence, passport or proof of age card.
- Proof of your current residential address: a recent utility bill, bank statement or government notice.
- Something linking you to the listed record: an old bank statement, share certificate, lease, payslip or super statement.
When the record is under a different name
Registers match the exact name an institution recorded. If your money is under a maiden name, a previous married name, an anglicised name or a misspelling, you need evidence of the link between that name and your current legal name.
| Name situation | Document to use |
|---|---|
| Maiden name | Marriage certificate or birth certificate |
| Previous married name | Marriage certificate and divorce order, or change of name certificate |
| Anglicised name | Migration or citizenship documents showing the change |
| Common misspelling | Evidence showing the name refers to the same person, such as an old address match |
Claiming for a deceased relative
- 1A certified copy of the death certificate.
- 2A grant of probate or letters of administration, or a statutory declaration for small amounts.
- 3Your own photo identification.
- 4Evidence linking the deceased to the listed record, such as an old address.
- 5Bank details for the estate account or the entitled beneficiary.
Claiming for a company or trust
Business claims need proof that you are authorised to act for the entity, such as a current company extract from ASIC, a trust deed, or a letter of authority signed by the directors or trustees.
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