Information pack

• If the retired officer was receiving a defined benefit superannuation pension or held superannuation with Australian Retirement Trust (ART) – CBA Group Super Plan, you should notify ART as soon as possible. ART can be contacted directly on 13 11 84.
• Further information is available on the ART Group Super Plan portal https://portal.australianretirementtrust.com.au/cbasp                                                                                                                                    

Initial documentation requested:

• Statement in respect of Deceased Member
• Statutory Declaration
• Certified copy of death certificate

The fund uses these documents (and additional documents in some cases) to determine whether a reversionary pension is payable to the officer’s spouse/partner and/or any dependent children.

Note: In many cases, a death certificate may not be immediately available. You can return the other completed documents to the fund and then send the death certificate in due course. A reversionary pension (if applicable) cannot begin until a death certificate is received, but payments may be backdated at that time

For more information about pension entitlements or Australian Retirement Trust (ART) – Group Super Plan, contact details are below:

Accumulation, Pension, Defined Benefit and Lifetime pensioners    

• Phone 13 11 84 between 7am and 7.30pm (AEST) Monday to Friday (outside Australia call +61 7 3516 1009)
• ART Group Super Plan Portal https://portal.australianretirementtrust.com.au/cbasp
• Mail GPO Box 2924 Brisbane QLD 4001

• It is advisable to have at least one of your accounts in joint names so that in the event of incapacity or death the joint party can access funds, thus allowing them to attend to financial matters.
• In the event of the death of a retired officer, accounts that are held in joint names do not need to be closed. The title of this account can be changed to the name of the surviving party.
• In the majority of cases the credit card (MasterCard, Visa) is in the name of the retired staff member with an additional card issued in the name of the spouse/partner. In the event of the death of a retired staff member, the card will be cancelled. The surviving spouse/partner may apply for a card in their name.
• If you are opening an account or applying for a credit card inform the staff that you are the widow/widower of a retired officer to ensure that you will continue to receive any  benefits you may be entitled to.
• You can go into your local branch to arrange this, or contact Our Branch Employee Banking on 1800 054 000. Our Branch Employee Banking is a specialist banking team who only look after current and retired employees.

Spouse/partners of retired staff members may continue their membership with the CBHS Health Fund in the event of the death of their partner. CBHS can be contacted on 1300 654 123 to arrange this.

The funeral account becomes the first claim on an estate. Should the account be held in the name of the deceased only the Bank can pay the account (on production of the funeral account) direct to the funeral director.

Many of you may give consideration to granting an enduring power of attorney in the event of not being able to manage one's affairs. This is, of course, for each individual to assess.

 

Some retired staff have an entitlement payable from this fund which is operated through the Finance Sector Union (FSU), known to many of you as the CBOA. Current benefit is approx $1500. This benefit would apply to those who, upon retirement prior to around 1988, paid an additional amount to the Union to provide them with  mortuary cover. Many have cover on both themselves and spouse/partner. Please contact the Finance Sector Union on 1300 366 378 to confirm if you are entitled to the Mortuary Benefit. Ensure your partner is aware of this benefit if you are entitled to it.