Death Benefits Claims Handling Essentials

About this course

How to handle death benefit claims

The assessment of death and disability claims causes a significant number of complaints from superannuation fund members and is an area of focus for ASIC. Claim time can also bring high emotions.

In as little as one hour, this course provides a comprehensive understanding of the claims assessment process, including claims handling principles and best practice, and the skills required to handle difficult customer interactions.

Learning outcomes

Upon completion of this course, you will be able to:

– describe the AFS licence obligations for claims handling services
– understand effective claims handling principles
– identify vulnerable claimants and make adjustments for them
– explain the claims process and timeframes, including identifying beneficiaries and conducting claim staking
– calculate the tax on death claim proceeds
– verify binding death benefit nominations
– handle difficult conversations and support potential beneficiaries.

Course entry requirements

N/A

Who should complete this course?

Death Benefits Claims Handling Essentials will suit individuals in, or aspiring to work in claims handling roles or specialist death benefits administration roles within superannuation funds or service providers to the superannuation industry.

Units of competency

N/A

Course length

The estimated time commitment to complete the course is approximately one hour.

Course assessment

You will be assessed by an online exam.

What you’ll receive upon course completion

Upon successful completion of this course you will receive an ASFA Certificate of Completion.

Delivery mode(s)

Online

Corporate Virtual Workshop

Pricing (incl. GST)

Flexible online

Member: $195

Non-member: $250

CPD Points

1 CPD point

Enquiries

For all enquiries, contact ASFA Learning.