Strong, consistent evidence is essential for a successful life insurance or death benefit claim. We help you collect, organise, and present the documents needed to prove eligibility, relationship, and dependency under the fund or policy rules.
What Does Evidence Involve?
Most funds and insurers require policy documents, proof of relationship (marriage or birth certificates), financial records showing dependency, and—where needed—statutory declarations or witness statements confirming cohabitation and support.
Why Is Thorough Documentation Important?
Incomplete or inconsistent records are a leading cause of delays, queries, and rejections. A well-prepared evidence bundle answers likely questions upfront and gives your claim the strongest foundation.
Common Evidence Challenges
Claimants often encounter:
- Missing records: Gaps in financial or cohabitation documents that weaken dependency claims.
- Inconsistencies: Mismatched information across bank statements, addresses, or declarations.
- Policy ambiguity: Unclear or complex policy wording about who qualifies and what proof is required.
Why Choose TPD Claims Lawyers?
- Evidence strategy: We identify exactly what documents will best support your claim.
- Quality control: We check for completeness and consistency to reduce requests for further information.
- Clear guidance: We explain what each fund requires and how to obtain it efficiently.
Our Services Include:
- Obtaining policy documents and superannuation trust deed provisions.
- Collecting marriage, birth, and cohabitation evidence (leases, utilities, ATO records).
- Compiling financial proof of dependency (bank statements, shared expenses, income records).
- Drafting statutory declarations and coordinating witness statements.
- Preparing a coherent evidence bundle aligned to the fund’s criteria.
With a complete, consistent evidence package, TPD Claims Lawyers positions your claim for a smoother assessment and a faster, fairer outcome.
