The industry agreed transfer certificate must be completed by the health fund of a member that is transferring to another health fund within 14 days of the notice period given by the member. If the member does not nominate a receiving health fund, then the transfer certificate must be issued to the leaving member to present to their new health fund.
Transfer certificate example:
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- An example of the new approved transfer certificate (effective from 9 January 2019, as per PHI Circular 3/19) including the ‘rules’ for use between funds. The latest addition is the inclusion of an age-based discount section:
Request templates:
- Manual Process Transfer Certificate Request Template (for health funds using the manual process)
- Automated Solution Transfer Certificate Information Template (for health funds using the new transfer certificate automated solution)
Transfer certificate solution:
Health fund contacts that will assist you in resolving any Transfer Certificate issues are listed below.
Please email any contact additions/updates/corrections to [email protected]