Payment of unclaimed money - third party

How to complete your Application for payment of unclaimed superannuation money - third party.

This publication can be downloaded in Portable Document Format (PDF).

Download Application for payment of unclaimed superannuation money - Third party (NAT 71696, PDF, 201KB) which contains the instructions and form for authorised representatives.

For information about unclaimed superannuation money, visit www.ato.gov.au and search for 'superannuation and unclaimed money'.

Who should complete this application?

You should complete this application if you want to apply for a payment of unclaimed superannuation money which is held by us in someone else's name. Their unclaimed superannuation money may have been paid to the Tax Office for one of the following reasons:

• they were aged 65 years or older
• they are deceased
• they previously held a temporary visa that has ceased to be in effect (has expired or been cancelled) for at least six months and it has been at least six months since they have left Australia
• they were entitled to a superannuation amount as a non-member spouse, however the superannuation fund was unable to ensure that they or their legal personal representative received the amount. A superannuation account would have been created in their name due to a financial agreement or court order under the Family Law Act 1975, where the superannuation fund was required to split a superannuation amount originally held in their former spouse's or de facto partner's name.

Unclaimed super includes a small or insoluble lost member account. If you are claiming for a small or insoluble lost member account, you can use the Application for payment of unclaimed superannuation money - Third party form (NAT 71696, PDF, 200KB). However, you will need to leave section A 'Reason for application' blank.

You can only apply for payment of unclaimed superannuation money if you are:

• authorised (including an authorised agent) to act on behalf of the person in whose name the unclaimed superannuation money is held
• the legal personal representative or beneficiary of the person in whose name the unclaimed superannuation money is held and they are deceased.

When completing this application you must provide certified documents to prove your claim.

If the unclaimed superannuation money is held by us in your name, you will need to lodge your claim on the Application for payment of unclaimed superannuation money - individual (NAT 71685). To obtain a copy of this publication, refer to More information.