Assessing the Income and Assets (SA369) 106-07100180

• Yes,
• If claiming Age Pension, CP or DSP go to Step 3
• Otherwise, see Claiming FHA. Procedure ends here
• No, go to Step 2

The SA369 is not used to record a customer’s change of circumstances because it may not obtain all the details needed to action the change. For example, the date the change occurred.

For current customers, a module may be needed (e.g. Module R to record new real estate. See Common modules and forms.

For updates of income and/or asset types, see:

• Assessment of assets for Centrelink payments, and/or
• Assessment of income for Centrelink payments

Procedure ends here.

If customer is partnered, make sure that income and assets details are obtained for both, even if the partner is not claiming.

Assess if any answers suggest more investigation or action is required in relation to the customer's income and assets.

Make sure the requested documents are supplied for each question.

A Request for Information may be required if extra documentation/evidence is needed. Place the claim on hold until the information is provided. See Requesting information (CLK).

If the request is verbal, advise the customer their claim cannot be assessed without the required information.

When processing the SA369, if the customer or their partner is not currently receiving any income support payments but has an existing record:

• check all income and asset categories
• remove (zero) any income and assets that no longer exist

See Coding income and assets for Centrelink payments and services for details and links for coding various types of income and assets.

Record income and asset details provided in the SA369 within the claim process:

• For Age pension claims, see Processing claims for Age Pension and Pension Bonus
• For Carer Payment new claims, see Processing claims for Carer Payment (CP) and/or Carer Allowance (CA)
• Disability Support Pension, see Streaming a claim for DSP