Qualification for Age Pension 065-03040000

Does the customer meet the residence requirements for Age Pension, or are they likely to within the next 13 weeks?

• Yes, go to Step 2
• No, go to Step 4

From 1 July 2023, Age Pension age for all customers is 67 years.

Has the customer reached, or will reach Age Pension age within the next 13 weeks?

Note: see the Resources page for a link to the Age Pension eligibility basics on the Services Australia website.

• Yes, go to Step 5
• No, go to Step 3

Advise customer a claim for Age Pension lodged more than 13 weeks prior to reaching Age Pension age would be rejected. Age Pension claims can only be successful if lodged in the 13 weeks leading up to the date customer reaches Age Pension age or later. Claims lodged outside of this period are to be rejected 'CLE' (Claim Lodged Early). CLE is an auto rejection, automatically applied when the claim is finalised.

Does the customer wish to claim Age Pension?

• Yes, see Claiming and re-claiming Age Pension. Procedure ends here
• No, go to Step 4

• Document the discussion with the customer, in particular any reasons why customer appears not to qualify
• Consider any other Centrelink payment, benefit or service available the customer may be entitled to
• If the customer is Age Pension age or will be within the next 13 weeks:
• check the customer's and partner's eligibility to Commonwealth Seniors Health Card (CSHC)
• Issue any other relevant claim forms
• If a claim has been lodged for Age Pension, reject the claim

Procedure ends here.

Has a claim for Age Pension already been lodged?

• Yes, continue with processing of claim, see Assessing Age Pension claims. Procedure ends here
• No, go to Step 6

If the customer wishes to claim Age Pension, see Claiming and re-claiming Age Pension.