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Simple process

Know the next step.

A straightforward overview of how a typical member enquiry can move from first contact to document review and service completion.

Four clear stagesEnquire • Prepare • Review • Complete

Start an enquiry

Contact the society office and explain the service or assistance you are looking for.

Confirm requirements

Ask the office to confirm current eligibility, documents, terms and any service-specific requirements.

Submit for review

Provide the requested information through the channel advised by the society and allow it to be reviewed.

Complete the process

Follow the official instructions provided after review. Approval and final terms remain subject to society rules.

Prepare before you visit

Bring the information that helps the office help you.

Depending on the service, members may be asked for identity, address and financial supporting documents. Confirm the exact list first so you do not make an unnecessary trip.

  • Identity and membership information
  • Current contact and address details
  • Service-specific supporting documents
Documents and laptop arranged for financial planning