Add a third party authority (TPA)
To request information about a member’s account (open or closed) you must submit to us a valid third party authority.
A valid TPA must include all of the following:
- Member’s first and last name; these must match our member records.
- An additional 3 points of identification; these must match our member records. For the full list, see What member POI needs to be included with the TPA?
- Member’s signature; we accept both wet and digital signatures.
- Current date (as dated by the member); we accept both wet and digital dates.
- TPA details, including advice practice and staff information. For the full list, see What advice practice POI need to be included with the TPA?
- Whether the TPA is for All staff or Listed staff; must include the full names if Listed staff.
- Expiry date, if applicable. The authority will remain in place until it is revoked by the member if an expiry date is not given.
A valid TPA will remain in place indefinitely, unless any of the following occur:
- TPA has passed the expiry date.
- Member revokes the TPA by calling CSC member services requesting the TPA be revoked.
- Member revokes the TPA by emailing CSC member service requesting the TPA be revoked. The email must be sent from the member’s nominated email address that matches our member records.)
- There are no more nominated Listed staff at the advice practice named in the TPA.
- Member dies.
- For more information read our third party authority FAQs.
Get the information you need
We’ll add the valid TPA to the member’s account and send you the member information you require.
This information is a combination of member documents unique to each member’s situation.
We consider the member’s fund (PSS, MSBS, PSSap or ADF Super), membership status (contributing, preserved, or pensioner), and the member’s age to determine which documents to send.
Member documents we provide:
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Account Rundown
Summary of a client’s key account information. It includes account details, current balances, preservation status, tax components, and contribution history.
Applies to these members:
- Fund: All (except DFRDB)
- Membership status: All
- Age: All
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Annual Statement
Summary of a client’s account performance over the past financial year. It includes contributions, withdrawals, investment performance, and overall account growth. This statement is important for reviewing financial progress and preparing tax reporting.
Applies to these members:
- Fund: All
- Membership status: Contributing and preserved
- Age: All (except pensioners)
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Centrelink Schedule
Summary of a client’s entitlements and obligations related to Centrelink benefits during the pension phase. It provides information about payments and balances to assist with managing client–Centrelink interactions correctly.
Applies to these members:
- Fund: All
- Membership status: Pensioners
- Age: All
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Pension Entitlement Letter
Confirmation of the pension amounts a client is receiving. It serves as an official verification of the client’s pension status and is often used for obtaining bank loans.
Applies to these members:
- Fund: All
- Membership status: Pensioners
- Age: All
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Benefit Estimate
Projected potential benefits a client may receive from their superannuation account based on current conditions and assumptions. It includes benefit options and the taxation implications for claiming benefits.
For an accurate estimate, call our team of experts (instead of emailing) to make sure you receive the correct type of estimate for our mutual client, including details about the member’s exit date and final salary.
Note: We can only provide a Benefit Estimate for an exit date (retirement, resignation or redundancy) that is not later than 12 months from the date that you request it, and the member must have turned 55 years old by that exit date.
If you require assistance with Benefit Estimate options, we’re here to support you. Call 1300 001 677 (select option 3).
Applies to these members:
- Fund: All
- Membership status: Contributing and preserved
- Age: 54 or older
Download the forms
Download benefit application forms commonly used by advice practices, and return completed forms to us at formsandapplications@csc.gov.au
A full list of our forms can be searched by title on our forms and documents page for Accumulation Members or Defined Benefit Members.
Can’t find the form you’re looking for? We’re here to support you. Email us at financialplannerrequests@csc.gov.au
Contact us
Got a question about Defined Benefits or a specific client scenario? The Advice Partnerships team is here to support you.
Call 1300 001 677 (select option 3).
