Centrelink Bereavement Statement 099-02030010
Expand allThis document outlines information about the Centrelink Bereavement Statement. A Bereavement Statement is issued to certain customers following the death of their partner.
Issue of Bereavement Statement
A Bereavement Statement is issued if the surviving partner is receiving a pension. The exception is if their pension is due to cease at the end of the bereavement period. The deceased partner does not have to have been receiving an allowance or payment. The Bereavement Statement is issued:
- 8 weeks after the partner's date of death, or
- on notification of death if the advice is received more than 8 weeks after the death
The Bereavement Statement provides a summary of the income and assets held in the surviving partner's name as the date of issue. It also provides a summary of the income and assets held in the late partner's name as at their date of death. An Executor or administrator of the deceased estate can use the statement to help with grant of probate and finalisation of the estate.
The Bereavement Statement helps the surviving pensioner compare their actual circumstances to the details Services Australia has recorded, taking into account any recently acquired assets from their partner's estate. It also allows the customer to notify the department of their income and asset details to make sure they get the correct rate of payment.
If the customer updates their income and asset details after receiving the Bereavement Statement, they will not need to complete an income and asset bereavement review.
The Resources page contains a link to contact details for the Bereavement and an example of a Bereavement Statement.