Reporting Form SRF 251.4

Insurance table arrangements

Instruction Guide

This instruction guide is designed to assist in the completion of Reporting Form SRF 251.4 Insurance table arrangements (SRF 251.4). This form collects information on the insurance arrangements of each RSE or defined benefit RSE.

General directions and notes

Reporting level

SRF 251.4 must be completed for each group insurance policy within the RSE or defined benefit RSE which has been in force at any time during the reporting period.

Reporting tables

Tables described in this reporting form list each of the data fields required to be reported. The data fields are listed sequentially in the column order that they will appear in the reported data set. Constraints on the data that can be reported for each field have also been provided.

The Unique identifier column indicates which field or fields form the primary key of the table. Where a field has ‘Y’ in the Unique identifier column, this denotes that this field forms part of the primary key for the table. A blank cell in the Unique identifier column means that the field does not form part of the primary key for the table. Any specific combination of values in the fields that form the primary key of a table must not appear on more than one row in that table when reported.

Reporting basis and units of measurement

Member accounts are to be reported as whole numbers.

Items on SRF 251.4 must be reported as at the end of the reporting period, or, where an RSE licensee is submitting ad-hoc information, as at the Date of Change.

These instructions specify the reporting basis and unit of measurement that applies to each item.

Definitions

Terms highlighted in bold italics indicate that the definition is provided in Reporting Standard SRS 101.0 Definitions for Superannuation Data Collections (SRS 101.0).

Specific instructions

Table 1: Insurance table arrangements

Report Table 1 as at the end of the reporting period. Report the intermediary type and the number of member accounts for each combination of superannuation product identifier, insurance cluster identifier, insurance table identifier and insurance table arrangement identifier which has member accounts at the end of the reporting period. Each unique combination of superannuation product identifier, insurance cluster identifier, insurance table identifier and insurance table arrangement identifier is to be reported on a separate row. See Attachment A for an illustration of the relationship between superannuation product identifier, insurance cluster identifier, insurance table identifier and insurance table arrangement identifier.

Column	Field name	Unique identifier	Applicable to	Valid values	Description
1	Superannuation Product Identifier	Y	All filers	No more than 20 alpha-numeric characters (with no special characters)	Report the superannuation product identifier.The superannuation product identifier must correspond to a superannuation product identifier reported in SRF 605.0.
2	Insurance Cluster Identifier	Y	All filers	No more than 20 alpha-numeric characters (with no special characters)	Report the insurance cluster identifier.The insurance cluster identifier must correspond to an insurance cluster identifier reported in SRF 251.0
3	Insurance Table Identifier	Y	All filers	No more than 20 alpha-numeric characters (with no special characters)	Report the insurance table identifier.The insurance table identifier must correspond to an insurance table identifier reported in SRF 251.3.
4	Insurance Table Arrangement Identifier	Y	All filers	No more than 20 alpha-numeric characters (with no special characters)	Report the insurance table arrangement identifier the insurance table identifiers are linked to.
5	Intermediary Type		All filers	Employer-sponsorPromoterAustralian Financial Services (AFS) LicenseeOther intermediary typeGeneral	Where the insurance table arrangement has been negotiated for the specific intermediary relationship, report the intermediary type. Where multiple types apply, report other intermediary type. Where the insurance table arrangement has not been negotiated for a type of intermediary relationship, report general.
6	Details Of Other Intermediary Type		All filers	Free text	Report the description of the other intermediary type.
7	Member Accounts Count		All filers	Whole numbers	Report the number of member accounts with insurance cover for each unique combination of superannuation product identifier, insurance cluster identifier, insurance table identifier and insurance table arrangement identifier
8	Date Of Change		All filers	Date values(dd/mm/yyyy)	Where an RSE licensee makes a change to information relating to insurance table arrangements, report the date of change. Where there is no change, leave this field blank.

These instructions specify the reportingThese instructions specify the reporting basis and unit of measurement that applies to each item.

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