Get Easy Claim Form - Australian Unity Investments

Filling out the Easy Claim Form for Australian Unity Investments online is a straightforward process that can help you manage educational expenses effectively. This guide will provide you with clear, step-by-step instructions to complete the form, ensuring you include all necessary information for a successful claim.

Follow the steps to complete your Easy Claim Form online:

1. Press the ‘Get Form’ button to access the Easy Claim Form and open it in your browser.
2. In the 'Plan Details' section, enter the details related to the plan sponsor and the beneficiary, which includes their address and plan number. Be sure to replace any placeholders with accurate information to avoid delays.
3. In the 'Education Claim Details' segment, specify your total education expenses claimed and total living allowance claimed. If you prefer, you can let the system calculate these for you based on the provided notes. Ensure that the claimed amounts align with documented expenses.
4. For 'Non-Education Claims', input the totals to be deducted from the assigned accounts. Make sure to include any additional details necessary, as outlined in the related notes.
5. Enter your payment details, including the bank account number, BSB number, and account holder’s name to facilitate the transfer of funds.
6. In the 'Declaration' section, ensure that all signatures are provided where required. This includes the plan sponsor(s) and the student beneficiary if over 16, confirming their student status and waiving rights to further claims on that part of the plan.
7. Finally, review all information carefully for accuracy. Once confirmed, you can save changes, download, print, or share the form as needed.

Complete your Easy Claim Form online today to manage your educational expenses effectively.