Transfer Certificate & Fund Contacts

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:

• 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:
  • • PDF Version

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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)

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Transfer certificate solution:

• Implementation status and contacts

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Health fund contacts that will assist you in resolving any Transfer Certificate issues are listed below.

Please email any contact additions/updates/corrections to webmaster@pha.org.au