Death Benefits Claims Handling Essentials

About

The assessment of death claims is a source of a significant proportion of complaints from superannuation fund members and is an area of focus for ASIC. Bereavement can also bring high emotions.

This quick, convenient course provides a comprehensive understanding of the death claims assessment process, including claims handling principles and best practice, as well as the skills required to handle difficult interactions with beneficiaries.

Why complete this course?

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

And because it leverages the expertise of the ASFA policy and research team, you can rely on our course keeping up with the superannuation industry’s rapidly changing requirements.

What’s covered in the course?
  • AFS licence obligations for claims handling services
  • claims handling principles

  • identifying vulnerable claimants and making adjustments for them

  • the claims process and timeframes, including identifying beneficiaries and conducting claim staking

  • tax on death claim proceeds

  • verifying binding death benefit nominations

  • handling difficult conversations and supporting potential beneficiaries

Is this course right for you?

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.

How you’ll learn

Death Benefits Claims Handling Essentials is delivered completely online in an interactive e-learning format comprising one e-learning module and a final quiz. Online delivery means you can study anywhere, anytime.

Corporate virtual workshop options are also available – contact us to discuss.

What you’ll gain

Upon successful completion of Death Benefits Claims Handling Essentials you will receive an ASFA Certificate of Completion.

How long it will take to complete

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

Pricing
Type Inc. GST
Member $195
Non-member $250

CPD Points

1 Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.

For all enquiries, contact ASFA Learning.

Logged in as

Most recent