Assessor Resource
FNSSUP401A
Process complex superannuation benefit or insurance claim
Assessment tool
Version 1.0
Issue Date: May 2024
This unit applies where receiving and processing benefit applications and/or insurance claims is a primary function of the work role or one element of a varied work role.
This unit describes the performance outcomes, skills and knowledge required to receive applications for complex superannuation benefit payment or insurance claims and ensuring correct funds are allocated to members. Conditions would include claims such as death or disability payment and situations of severe financial hardship. It encompasses the identification of types of benefits and their procedures for processing, knowledge of receiving processes for benefit payments, ability to identify and manage application claim errors, ability to assess and process applications for benefits, ability to process insurance claims and knowledge of claim correspondence required for member communications.
This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC).
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)