Early Release of Preserved Benefits Claim - Severe Financial Hardship
This form is for individuals seeking early release of their preserved benefits due to severe financial hardship. It requires confirmation of income support payments and other personal details. Full instructions and necessary documentation are included.
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How do I fill this out?
To fill out this form, use capital letters and a black or blue pen. Make sure to provide certified proof of your identity. Read the Important Notes section for further guidance.
How to fill out the Early Release of Preserved Benefits Claim - Severe Financial Hardship?
1
Fill out the form in capital letters with a black or blue pen.
2
Provide certified proof of identity.
3
Check the Important Notes section for any additional requirements.
4
Attach supporting documents as required.
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Mail or email the completed form and documents to TAL.
Who needs the Early Release of Preserved Benefits Claim - Severe Financial Hardship?
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Individuals receiving Commonwealth income support payments who are experiencing severe financial hardship.
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Persons who have received income support payments for a continuous period as specified by regulations.
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Those unable to meet reasonable and immediate family living expenses.
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Australian or New Zealand citizens or permanent residents in financial distress.
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Policyholders seeking an early release of preserved benefits due to financial difficulties.
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Open the PDF in PrintFriendly.
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Add certified copies of required supporting documents.
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Download and review your completed form.
What are the instructions for submitting this form?
Submit the completed form and supporting documents to TAL. Mail to: TAL Customer Service, P.O. Box 142, Milsons Point NSW 1565, Australia. Email to: customerservice@tal.com.au. For assistance, call 1300 209 088. Ensure all documents are properly certified and signed before submission.
What are the important dates for this form in 2024 and 2025?
Ensure your documents are dated within the last 12 months. Certification dates must be within 6 months of submitting this form.
What is the purpose of this form?
The purpose of this form is to help individuals experiencing severe financial hardship apply for early release of their preserved benefits. This form allows TAL to assess eligibility based on criteria such as receiving Commonwealth income support payments and being unable to meet reasonable family living expenses. Complete this form with accurate information and provide the necessary documentation to support your claim.
Tell me about this form and its components and fields line-by-line.
- 1. Centrelink Customer Reference Number (CRN): Provide your CRN to confirm receipt of income support payments.
- 2. Personal Details: Include policy number, title, given and last name, date of birth, citizenship status, and contact phone number.
- 3. Proof of Identity: Submit certified copies of identification documents, such as a driver’s license or passport.
- 4. Details of Claim: Describe the circumstances causing financial hardship and how the money will be used if released.
What happens if I fail to submit this form?
Failure to complete and submit this form correctly can result in delays or ineligibility for early release of preserved benefits.
- Delay in Processing: Incomplete submissions can cause delays in assessing your claim.
- Ineligibility: Without proper documentation, you may be deemed ineligible for early release of benefits.
How do I know when to use this form?
- 1. Experiencing Financial Hardship: For those unable to meet reasonable and immediate family living expenses.
- 2. Receiving Income Support Payments: If you are receiving or have received income support payments for the specified period.
Frequently Asked Question
How do I fill out this form?
Fill out the form using capital letters and a black or blue pen. Provide certified proof of identity and attach supporting documents.
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What documents do I need to provide?
Provide certified proof of identity, such as a driver’s license or passport, and any other supporting documents required.
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Yes, after editing your form, save and download your completed document using the options provided.
What if I don’t have a scanner to send my documents?
You can use a smartphone or camera to take clear photos of your documents and attach them to the form.
Do I need to provide my Tax File Number?
Providing your Tax File Number is optional but recommended for tax purposes. Refer to the Important Notes section for more details.
How do I ensure my forms are certified correctly?
Ensure the certifier’s full name, signature, capacity, contact details, and date of certification are included on the document.
What should I do if I need additional help?
Contact a TAL Customer Service Consultant for assistance at 1300 209 088.
