Open a new Death Benefit Pension for your client

To open a death benefit pension account on behalf of your client: 

1. Log in to Adviser Online
2. Select Applications and click Open an account
3. When asked ‘Is this a death benefit pension?’, click Yes.

You can view further requirements of opening a new pension account in the Open a Pension account for your client Help Centre article.  

You’ll need to provide certain additional documents to open a new death benefit pension. This is to ensure that it is compliant and created correctly. We’ll request:

• Tax File Number of the deceased
• date of death
• date of birth of deceased
• name of deceased
• the rollover from an existing death benefit pension  
• a death benefit rollover benefit statement for any rollovers received.