Setting up a Delegated Authority

We take your privacy seriously, which is why Australian Unity has strict security measures in place to protect your personal information. That means we will deal ONLY with you, as the policy holder, or your partner on the policy (unless you tell us otherwise) in all matters related to your Private Health Insurance membership.

Partner Delegated Authority

Unless you tell us otherwise, a partner or spouse included on your policy, will have automatic delegated authority on your policy.

Delegated authority gives your partner or spouse the authority to do anything you could do as the policyholder except cancel the policy, change the policyholder, remove the policyholder from the policy or nominate further delegated authorities. This means your partner or spouse will have authorisation to act on your behalf to access and discuss personal information (including claims information) about all members covered under the policy and to make changes to the policy e.g. change the level of the cover or contact details, add or remove a dependant or suspend the policy.

If you have a partner or spouse on your policy and don’t want them to be given delegated authority you can cancel the delegated authority by contacting us on 13 29 39 (8.30am – 8.00pm AEST Mon-Fri).

If you’d like to authorise another person to speak to Australian Unity on your behalf and to help manage your membership, you can set up a Delegated Authority. For example,

  • You can add an authority for an adult family member or friend to discuss your membership
  • If you have family members who are looked after by a carer, you can add authority for their carer to speak to us directly

What is covered by a Delegated Authority?

The person you name as a Delegated Authority can make enquiries about, and changes to, most aspects of your membership. They will have the authority to do anything you can do as the policyholder except cancel the policy, change the policyholder, remove the policyholder from the policy or nominate further delegated authorities.

    Policy Holder Delegated Authority / Partner on Policy
    Change personal details including address and phone number Yes Yes
    Enquire about policy details and level of cover Yes Yes
    Change your level of cover Yes Yes
    Make a payment Yes Yes
    Change payment method Yes Yes*
    Add or remove a dependant Yes Yes
    Make a claim Yes Yes
    Enquire about the progress of a claim Yes Yes
    Suspend your membership Yes Yes
    Cancel your membership Yes No
    Nominate further Delegated Authorities Yes No
    Remove a Delegated Authority Yes No

*New direct debits need to be made from your Delegated Authority’s account

How do you set up a Delegated Authority?

Simply complete the Delegated Authority Form and return it to Australian Unity.

When completing the form, make sure that you:

  • Include the name of the person who will be looking after your health insurance matters
  • Sign the form

Due to the Stage 4 restrictions in Melbourne, we may not be able to process any mail received. To find out how best to contact us during these times visit australianunity.com.au/covid-19-health

If you have any questions, please call us on 1300 769 741

Removing a Delegated Authority

You can remove a Delegated Authority at any time by simply contacting Australian Unity on 1300 769 741