How do I open a new Death Benefit Pension for my client?

You can open a new death benefit pension (DBP) using Adviser Online.

  1. Log in to Adviser Online
  2. Click on Open an account in Adviser Online and follow the prompts.
  3. When asked ‘Is this a death benefit pension?’ in the Online Application, click Yes.

You can view further requirements of opening a new pension account in Opening a Pension account for your client.

What do I need to open a Death Benefit Pension?

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

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