Add a third party authority (TPA)
To request information about a member’s account (open or closed) you must submit a valid third party authority to us.
For full details, see our Third Party Authority FAQs. If you need support, email [email protected]
Get the information you need
We’ll add the valid TPA to the member’s account and send you the member information you require.
This information is a combination of member documents unique to each member’s situation.
We consider the member’s fund (PSS, MSBS, PSSap or ADF Super), membership status (contributing, preserved, or pensioner), and the member’s age to determine which documents to send.
Member documents we provide:
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Account Rundown
Summary of a client’s key account information. It includes account details, current balances, preservation status, tax components, and contribution history.
Applies to these members:
- Fund: All (except DFRDB)
- Membership status: All
- Age: All
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Annual Statement
Summary of a client’s account performance over the past financial year. It includes contributions, withdrawals, investment performance, and overall account growth. This statement is important for reviewing financial progress and preparing tax reporting.
Applies to these members:
- Fund: All
- Membership status: Contributing and preserved
- Age: All (except pensioners)
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Centrelink Schedule
Summary of a client’s entitlements and obligations related to Centrelink benefits during the pension phase. It provides information about payments and balances to assist with managing client–Centrelink interactions correctly.
Applies to these members:
- Fund: All
- Membership status: Pensioners
- Age: All
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Pension Entitlement Letter
Confirmation of the pension amounts a client is receiving. It serves as an official verification of the client’s pension status and is often used for obtaining bank loans.
Applies to these members:
- Fund: All
- Membership status: Pensioners
- Age: All
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Benefit Estimate
Projected potential benefits a client may receive from their superannuation account based on current conditions and assumptions. It includes benefit options and the taxation implications for claiming benefits.
For an accurate estimate, call our team of experts (instead of emailing) to make sure you receive the correct type of estimate for our mutual client, including details about the member’s exit date and final salary.
Note: We can only provide a Benefit Estimate for an exit date (retirement, resignation or redundancy) that is not later than 12 months from the date that you request it, and the member must have turned 55 years old by that exit date.
If you require assistance with Benefit Estimate options, we’re here to support you. Call 1300 001 677 (select option 3).
Applies to these members:
- Fund: All
- Membership status: Contributing and preserved
- Age: 54 or older
Download the forms
Download benefit application forms commonly used by advice practices, and return completed forms to us at [email protected]
A full list of our forms can be searched by title on our forms and documents page for Accumulation Members or Defined Benefit Members.
Can’t find the form you’re looking for? We’re here to support you. Email us at [email protected]
Got a question about Defined Benefits or a specific client scenario? The Advice Partnerships team is here to support you.
Email [email protected] or call 1300 001 677 (select option 3).