Members Online User guide

Transcription

1 Members Online User guide Members Online login To log into Members Online, follow the steps below: On the Members Online Login page, enter your Member number and Password. Click the Login button. Note If you enter an incorrect member number or password, the message invalid Member number or Password will appear. Re-enter your correct member number and password, and click the Login button. If you have forgotten your password or wish to change it click on the Reset password button. If you require assistance with Members Online or have any other queries, please click on the Contact Us button for contact details.

2 Member Details page The Member details page contains a summary of your details, which are broken down as follows: y Personal details y Contact details y Address details. To edit any of your member details click on the Edit button. To update your contact details: To clear all contact details, press the Clear details button below the Contact details box. To add or update a specific contact detail, click the relevant box (for example address) and enter the new contact details. To update your address details: Step 4: Step 5: Step 6: Step 7: To clear address details, press the Clear details button. This will remove all content from the Address details box. To add or update an address, click into the Type of address drop down box. Highlight the type of address to be edited or added and click on the highlighted option. To add another address click on the Add another address button. Click on the Next button to proceed. Click on the Change of superannuation details link. This will open a PDF file confirming your request. To obtain a record of this transaction click on the File tab of the opened document and click on save or print as required. Return to the Member details page and click the Submit button. 2

3 Account Summary page The Account summary page contains details of your account, including: y A summary of your membership details y Account balance: a summary of transactions on your account between two dates, and y Benefit details: including your superannuation benefit and details of your preserved components. 3

4 Transaction list The Transaction list page allows you to view transactions on your account that occurred during a specific date range. To select a date range click on the box for either: Listing by financial year: Allows you to select transactions for a financial year. Click the dropdown arrow just below the Listing by financial year field and highlight the relevant financial year. Click on the financial year that you wish to view. OR: Manual date range: Allows you to input your desired date range. Step 4: Click on the From calendar icon. Use the back and forward arrows to scroll to the month you wish the transaction list to commence from. Click on the specific date you wish the transaction list to start from Click on the To calendar icon, then repeat steps 2-3 for the date you wish the transaction list to end. THEN for either option complete these steps: Step 5: Step 6: Select the transaction types you wish to view by clicking the dropdown arrow next to the Transaction type field. The default setting is All transactions. Press the Display button to view your transaction listing. 4

5 Investment Instructions Future Contributions This page displays your investment allocation and the breakdown of your super or pension account. The table shows: y All investment options and the balance and current proportion of your funds that are invested in each option. To change the proportion of your future contributions paid into each investment option, follow the steps below: Step 4: Step 5: Click the relevant box/es and enter the desired percentage/s. Note: multiple investment options can be selected but the percentage total must add to 100%. Click the Next button. Click on the Change of superannuation details link. This will open a PDF file confirming your request. To obtain a record of this transaction click on the File tab of the opened document and click on save or print as required. Return to the Future contributions page and click the Submit button. 5

6 Switching Existing Balances The Switching existing balances page displays the investment allocation breakdown of your super or pension account. The table shows: y All investment options and the balance and current proportion of your funds that are invested in each option, and y The new investment allocation proportions (by percentage) of your account after processing an investment switch. To make an investment choice switch, please press on the Edit button at the top of the page. Click on the relevant box and type in the desired percentage. Note, multiple investment options can be selected but must add up to 100%. Click the Next button. Step 4: Once you have changed your investment details, click in the Update investment profile to new %. Step 5: Step 6: Step 7: Step 8: Step 9: Click the Next button. Click on the Switch confirmation link. This will open a PDF file confirming your request. To obtain a record of this transaction click on the File tab of the opened document and click on save or print as required. Return to the Switch existing balances page and tick the Tick to confirm box. Click the Submit button. Step 10: A box will appear asking you to complete the switch transaction. To proceed click the OK button. 6

7 Nominated beneficiaries Step 4: Step 5: Step 6: Step 7: Step 8: Step 9: Click on the Add new beneficiary button. Click the dropdown box for the Relationship to investor field and scroll to the relevant relationship. Click on the most suitable option. Type the percentage of benefit to be allocated to the beneficiary in the % of benefit box. Type the surname of the beneficiary in Surname box. Type the given names of the beneficiary in Given names box. Click the calendar icon to select the date of birth of your beneficiary. Alternatively enter their date of birth in the Date of Birth box with format DD/MM/YYYY, for example, 01/01/1950. Click the dropdown box for the Gender field to select the gender of your beneficiary. Click either the Australia or Another Country box based on where your beneficiary resides. Type your beneficiary s address in the Address 1 box (and the Address 2 box if required). Step 10: Type your beneficiary s town or suburb in the Town/Suburb box. Step 11: Click the dropdown box for the State field to select the relevant state. Step 12: Type the postcode in the Postcode box Note If you intend to have only one beneficiary, press the Next button to continue. To add additional beneficiaries repeat steps You may continue to add new beneficiaries until the total proportion allocated equals 100%. To delete a beneficiary click on the Delete this beneficiary tab. Step 13: Click on the Submit button to submit the change or addition. 7

8 Insurance Death and Total & Permanent Disablement (TPD) The Death & TPD page includes the following: y Details of your existing Death and Total & Permanent Disablement (TPD) insurance policy, and y A questionnaire that allows you to apply for insurance cover. To apply for cover: Click on the Edit button. Note The six item questionnaire will now be accessible. You will also be able to type information into the Requested death units and Requested TPD units boxes. You will need to complete both of these sections to apply for new or additional insurance cover. Step 4: Step 5: Step 6: Click on the Occupation dropdown box, highlight either Blue Collar or White Collar depending on your occupation type. Type your desired number of units of cover into the Requested Death units and Requested TPD units boxes based on your insurance requirements. Complete the questionnaire by ticking either NO or YES as applicable. Click on the Recalculate button. Click on the Next button. continued over» 8

9 Step 7: Step 8: Click on the Next button to proceed. Click on the Insurance confirmation link. This will open a PDF file confirming your request. Step 9: To obtain a record of this transaction click on the File tab of the opened document and click on save or print as required. Step 10: Return to the Death & TPD page and tick the Tick to confirm box. Step 11: Click on the Submit button. If you selected NO on the questionnaire for any of the six questions you will be directed to this screen. Click on the Insurance Election Form link. This will open a PDF file confirming your request. For a copy of this document click on the File tab of the opened document and click on save or print as required. Repeat steps 1 2 for the OnePath Personal Statement. Step 10: Return to the Death & TPD page and tick the Tick to confirm box. Step 11: Click on the Submit button. Step 12: Print, complete and send a signed copy of the documents to LUCRF Super for assessment. 9

10 Insurance Income Protection The Income protection page includes the following: y Details of your existing policy (if any), and y A questionnaire that allows you to apply for insurance cover. To apply for cover: Click on the Edit button. If you do not have an existing policy, click on the Add new policy button. The six item questionnaire will now be accessible (see next page). Step 4: Step 5: Step 6: Step 7: Step 8: Click on the Occupation dropdown box, highlight either: Heavy Blue, Light Blue or White Collar depending on your occupation type. Type your desired amount of weekly cover into the Requested SC (or Salary Continuance) box based on your insurance requirements. Click on the Waiting Period dropdown box, highlight either: 30 Days, 60 Days or 90 Days based on your insurance requirements. Complete the questionnaire by ticking either NO or YES as applicable. Click on the Recalculate button. Click on the Next button to proceed. If you selected NO on the questionnaire to all of the six questions (and your requested cover is not too high) you will be directed to this screen: Step 9: Click on the Insurance confirmation form link. This will open a PDF file confirming your request. Step 10: To obtain a copy of this document click on the File tab of the opened document and click on save or print as required. Step 11: Return to the Death & TPD page and tick the Tick to confirm box. Step 12: Click on the Submit button. 10

11 If you selected YES on the questionnaire for any of the six questions (or your requested cover is high) you will be directed to this screen: Step 9: Click on the Insurance Election Form link. This will open a PDF file confirming your request. Step 10: For a copy of this document click on the File tab of the opened document and click on save or print as required. Repeat steps 9 10 for the OnePath Personal Statement. Step 11: Return to the Death & TPD page and tick the Tick to confirm box. Step 12: Click on the Submit button. Step 13: Print, complete and send a signed copy of the documents to LUCRF Super for assessment. 11

12 The Filing Cabinet The Filing cabinet page provides you with a list of activities that have been undertaken on your account. The Filing cabinet table displays the following: y A description of the activity undertaken y The date each activity occurred, and y Documentation relating to each activity. To view the documentation for a given activity, please highlight the relevant item in the Documentation column and click on it. This will open up a link for you to view the document. 12

13 Requesting a quote letter If you wish to add the Quote letter to the Filing cabinet, click the Save to your filing cabinet box. Click on the Create letter button. This will generate a quote letter. 13

14 Changing your password To change your password you will need to complete the following steps: Step 4: Enter your old password in the Enter old password field. Enter your new password in the New password field. Re-enter your new password in the Re-enter new password field. Click on the Save button. 14

15 Manage security question The security question provides an additional level of security to your password. To add or maintain the security question please follow the steps below: Click on the arrow of the Secret question drop down box. Scroll down until you have identified a suitable secret question and click on it. In the Answer box type in your secret question answer. Click on the Save button to save your secret question and answer. 15

16 Login History The Login history page provides details all logins into your Members Online account. Login details in the Login history table include: y Date of login y Time of login y IP address from which you logged in, and y A message regarding your login. The Login history page shows a record of your last 30 login attempts. You can navigate the list of your login history by clicking on the 1 2 or 3 page links at the bottom of the Login history table. 16

17 Contact Us The Contact us page allows you to submit online enquiries to LUCRF Super. To make an enquiry, please complete the following: Click on the arrow in the Enquiry details box to open the Enquiry type drop down box. Then scroll down and select a suitable option based on the enquiry you wish to make by highlighting the option and clicking on it. In the Details of enquiry box, type the details of your enquiry. Click on the Submit button. Our staff will endeavour to provide a prompt response to your online enquiry. If you have any other queries, please call

18 Register your interest If you wish to register your interest in any of the topics listed on this page, complete the following steps: Click the Yes box for the desired topic/s. Click the Submit button. 18

19 Contact LUCRF Super Web: Post: PO Box 211 North Melbourne VIC 3051 Fax: (03) An award-winning fund This user guide is of a general nature and been prepared without taking into account your personal objectives, financial situation or needs. You should consider the suitability of our products and services to your own circumstances, financial goals and purpose before making a decision about LUCRF Super; we recommend you read our Member Guide Product Disclosure Statement and other information about LUCRF available from or call us on This publication has been issued by LUCRF Pty Ltd ABN AFSL as Trustee of LUCRF Super ABN