Under Commonwealth legislation RBF is now required to verify your identity. For most members acceptable verification of your identity will be a certified copy of your driver's licence.
 

What information does RBF need to confirm my identity?

When does RBF need to verify my identity?

What if I change my address or my name?

What documents can verify my identity?

Who can certify copies of my documents?

What if I am travelling or residing overseas?

What information does RBF need to confirm my identity?

For most members we will need to collect the following information:

• full name
• date of birth
• current residential address

We will record your postal address which we will use for all mailing purposes.

Some specific groups of members will be asked to provide more information.

When does RBF need to verify my identity?

If your identity has not been verified since May 2008 or has changed, RBF is required to verify the account holder's identity when they:

• start a pension
• make a lump sum withdrawal
• open an RBF Investment Account as the partner of a current RBF member
• make tax deductible contributions (applies mainly to self employed persons)

RBF also aims to verify the identity of all new members when they join the fund.

If you are making a rollover to or from RBF, you will need to follow different proof of identity requirements which are detailed on the Rollover forms.

What if I change my address or my name?

Your name and your residential address are both elements that make up your identity.

If you change your name RBF will need certified copies of one of the following:

• Marriage certificate
• Deed poll
• Change of name certificate

If you change your postal address, you can simply advise RBF of your new address by email, telephone or in writing.

What documents can verify my identity?

Generally, you can verify your identity by providing a certified copy of your current driver's licence.

More information about documents that can verify your identity is provided in the fact sheet. If your identification documents are not written in English, please refer to the fact sheet for information about providing an acceptable translation.

Who can certify copies of my documents?

Original documents will need to be sighted by RBF or you can provide certified copies. The person signing your copies will need to see your original document.

If you are not resident in Australia, please contact RBF for more information about acceptable certification in overseas countries. Information varies for different countries.

In Australia, your documents can be certified by:

• Australia Post officers
• Justice of the Peace
• Police Officer
• most accountants, financial planners and lawyers

More information about documents that can verify your identity is provided in the fact sheet.

The person who certifies your documents must:

• state that they have sighted the original and that this is a true copy
• sign and write their full name
• date
• state their category of certifier and registration number (if applicable)
• provide contact details (address and/or telephone details).

If the certification is not completed correctly, RBF cannot verify your identity in accordance with the legislative requirements.

RBF must receive the original certified copy. Copies or facsimiles of the certified document can not be accepted.

What if I am travelling or residing overseas?

Before you travel overseas, you are encouraged to verify your identity with RBF to ensure you can make contributions or conduct other transactions with ease while outside Australia.

If you are travelling overseas or reside outside of Australia, current legislation allows for your documents to be certified by an Australian consular officer or an Australian diplomatic officer.

For more information on acceptable certification officers in overseas countries, please contact RBF. Information varies for different countries.

If you identification documents are not written in English, please refer to the fact sheet for information about providing an acceptable translation.