Proof of identity and document certification
In order to protect your benefit entitlement and to ensure your privacy is maintained, most superannuation funds require you to provide certified documentation verifying your identity before your request can be processed. The documents that First State Super requires are summarised below. Most superannuation funds require similar documents.
Most funds also require these documents to be certified by a suitably qualified person. This section also provides a list of people who First State Super authorises to certify these documents.
Part A – Acceptable primary ID documents
Select ONE valid document from this section (please tick the document you are providing):
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Current Australian State/Territory driver’s licence containing a photograph of the person
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Australian Passport (a passport that has expired within the preceding two years is acceptable)
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Card issued under a State of Territory for the purpose of providing a person’s age containing a photograph of the person
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Foreign passport or similar travel document containing a photograph and the signature of the person*
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OR
Part B – Acceptable secondary ID documents
Select ONE valid option from this section (please tick the document you are providing):
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Australian birth certificate
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Australian citizenship certificate
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National identity card issued by a foreign government containing a photograph of the person in whose name the card was issued*
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AND
ONE valid option from this section (please tick the document you are providing):
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A document issued by the Commonwealth or a State or Territory within the preceding 12 months that records the provision of financial benefits to the individual and which contains the individual’s name and residential address
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A document issued by the Australian Taxation Office within the preceding 12 months that records a debt payable by the individual to the Commonwealth (or by the Commonwealth to the individual) which contains the individual’s name and residential address
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A document issued by a local government body or utilities provider within the preceding 3 months which records the provision of services to that address or to that person (the document must contain the individual’s name and residential address)
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Foreign driver’s licence that contains a photograph of the person in whose name it was issued and the individual’s date of birth*
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Pension card issued by Centrelink
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Health card issued by Centrelink
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* Documents not written in English must be accompanied by an English translation prepared by an accredited translator.
Have you changed your name, or are you signing on behalf of the applicant?
If you have changed your name or are signing on behalf of the applicant, you will need to provide one of the following certified documents:
- If you have changed your name – Marriage certificate, deed poll document or change of name certificate.
- If you are signing on behalf of the applicant – Guardianship papers or Power of Attorney
Certification of personal documents
The person who is authorised to certify documents must sight the original and the copy and make sure both documents are identical, then make sure all pages have been certified as true copies by writing or stamping “certified true copy” followed by their signature, printed name, qualification (eg. Justice of the Peace, Australia Post employee, etc) and the date.
The following people can certify copies of the originals as true and correct copies:
- a Justice of the Peace
- a person enrolled on the roll of a State or Territory Supreme Court of the High Court of Australia as a legal
practitioner
- an Australian consular officer or an Australian diplomatic officer
- a judge of a court
- a magistrate
- a registrar or deputy registrar of a court
- a Chief Executive Officer of a Commonwealth court
- a permanent employee of Australia Post with five or more years of continuous service
- a finance company officer with five or more years of continuous service (with one or more finance companies)
- an officer with, or authorised representative of, a holder of an Australian Financial Services Licence (AFSL), having
five or more years continuous service with one or more licensees
- a notary public officer
- a police officer.
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