Send an Entitlement Check to a Super Fund in a TPD Matter

Learn how to prepare, verify, and send an entitlement check and IAAR to a super fund on behalf of a client for a Total and Permanent Disablement claim.

May 27, 2026 By Easy Law

This guide demonstrates how to generate and send an entitlement check to a superannuation fund on behalf of a client for a Total and Permanent Disablement (TPD) matter. Completing this ensures the fund has the authorized requests and correct details to begin processing the client's information.

This workflow applies to legal practitioners, paralegals, and administrative staff handling TPD claims who need to correspond with a client's super fund.

Verify Client Information

First, verify that the required client details are present on the file before generating the entitlement check document.

Step #1: Click Edit in the Report Fields section of the client file. — Click **Edit** in the Report Fields section of the client file.

Ensure both the Client Member Number and the Date of Disablement are filled out accurately. You can usually find this information in the initial file notes.

Add the Super Fund to Parties

You must link the client's super fund to the matter if it isn't already there.

Step #2: Navigate to the Parties tab. — Navigate to the **Parties** tab.

Step #3: Click the Add Superfund dropdown. — Click the **Add Superfund** dropdown.

Step #4: Search for and select the specific super fund, such as AustralianSuper. — Search for and select the specific super fund, such as **AustralianSuper**.

Generate and Review the Draft Document

Step #5: Navigate to Matter Documents and click the Correspondence folder. — Navigate to **Matter Documents** and click the **Correspondence** folder.

Step #6: Select the DRAFT Entitlement Check TEMPLATE from the list. — Select the **DRAFT Entitlement Check TEMPLATE** from the list.

Step #7: Click Generate to create the draft document. — Click **Generate** to create the draft document.

Step #8: Click Open in Microsoft 365 for the web (or your preferred editor) to review the populated document. — Click **Open in Microsoft 365 for the web** (or your preferred editor) to review the populated document.

Check the document to ensure the member number, date of birth, name, and the estimated date of disablement are accurately rendered in the boilerplate.

Convert to PDF

Once the draft is verified, you must convert it into a final PDF.

Step #9: Return to the document list and click the lock icon next to the DRAFT Entitlement Check.docx file to check it back in. — Return to the document list and click the lock icon next to the **DRAFT Entitlement Check.docx** file to check it back in.

Step #10: Click More, then select Convert to generate a PDF copy. — Click **More**, then select **Convert** to generate a PDF copy.

Step #11: Rename the newly created PDF file to remove the word "Draft" and any leading numbers from the title. — Rename the newly created PDF file to remove the word "Draft" and any leading numbers from the title.

Dispatch the Entitlement Check

Before emailing, check your Client Documents folder to ensure the client's signed IAAR (Irrevocable Authority to Act and Receive) is saved to the file. Once verified, you can email the documents.

Important: Do not send files directly to the insurer or the super fund unless you have express permission to do so. If you lack permission, send the prepared email to the appropriate supervisor for review.

Step #12: Open the communications menu and click Compose. — Open the communications menu and click **Compose**.

Step #13: Search for and select the super fund contact in the recipient field. — Search for and select the super fund contact in the recipient field.

If you are sending directly to the super fund, remember to copy your office into the email for internal tracking.

Step #14: Select the Fund Entitlement Check email template from the dropdown list. — Select the **Fund Entitlement Check** email template from the dropdown list.

Step #15: Click Attach file to add the required documents. — Click **Attach file** to add the required documents.

Step #16: Click the Associated Matter tab in the attachment window. — Click the **Associated Matter** tab in the attachment window.

Step #17: Check the box next to the Signed IAAR.pdf document. — Check the box next to the **Signed IAAR.pdf** document.

Step #18: Check the box next to the newly converted Entitlement Check.pdf document. — Check the box next to the newly converted **Entitlement Check.pdf** document.

Step #19: Click Send to dispatch the email. — Click **Send** to dispatch the email.

Q: Can I send the entitlement check directly to the super fund?

A: Yes, but only if you have express permission to do so. Otherwise, send the drafted email to your supervisor so they can review and forward it.

Q: What information must be verified in the draft entitlement check before sending?

A: You must ensure the client's member number, date of birth, legal name, and the rough date of disablement are correctly populated in the draft document.

Q: Who else should be included when emailing the super fund directly?

A: If you have permission to email the super fund directly, you should also include your office in the email correspondence so the sent items are tracked.

Term	Definition
TPD	Total and Permanent Disablement, a type of insurance claim for individuals who can no longer work due to severe illness or injury.
IAAR	Irrevocable Authority to Act and Receive, a legal document authorizing a representative to act on behalf of a client and receive documents or funds.
Super Fund	Short for superannuation fund, which manages an individual's retirement savings in Australia.
Entitlement Check	A request sent to a super fund to verify a client's available insurance coverage and account balances.