Completing a re-claim for a Commonwealth Seniors Health Card 065-06020020

If the customer's CSHC has been cancelled for less than 13 weeks (with the exception of cancellation due to income), check Cancellation of Commonwealth Seniors Health Card or Restoration of Commonwealth Seniors Health Card to see if the Re-claim is actually required.

In the first instance the customer should be advised to complete a re-claim online.

Alternatively customers may wish to:

• make a verbal re-claim, completed via an Assisted Customer Claim (ACC) or
• complete the form Claim for Commonwealth Seniors Health Card (CSHC) (SA443) issued by running the First Contact Service Offer (FCSO) workflow or
• download and complete the form SA296A Re-claim for a Commonwealth Seniors Health Card

Note: the CSHC re-claim form is not used for any other purpose.

All questions should be answered, except the current year estimate of income question, which should only be completed if:

• the adjusted taxable income for last financial year plus deemed income from any account-based income streams were above the income limit for the CSHC (see the Resources page for a link to Services Australia website for the current income limits), and
• there has been a decrease in adjusted taxable income since then which is an acceptable condition for using an estimate of income for the CSHC income test

In this case an estimate of the current financial year’s adjusted taxable income may be provided.

If the customer's claim or entitlement has already been rejected or cancelled as the estimate of their current financial year adjusted taxable income is over the limit, the customer cannot lodge a second claim using adjusted taxable income from a previous financial year. The customer is required to lodge a revised estimate for the current year and must supply details of why their estimate has changed. The Service Officer has the delegation to accept or reject the new estimate based on whether the reduction seems reasonable.

The form must be signed, or if claiming online, the declaration completed which replaces the requirement to sign.

Note: when a customer provides an estimate, a superannuation withdrawal under the First Home Super Saver (FHSS) Scheme is not counted towards their taxable income.

Customers who re-claim CSHC are required to provide a Tax File Number (TFN) or be granted a TFN exemption for themselves and their partner (if applicable). If no TFN or exemption is provided then the CSHC re-claim will be rejected.

When a claim is submitted online or a paper form is lodged it will be assessed by a Service Officer to determine if the qualifications for the CSHC are met.

Customers who have a grandfathered Energy supplement status, are paid either the single or partnered rate of the quarterly supplement depending on their relationship status. When coding claims for CSHC it is essential that the correct relationship status be coded. If a customer has supplied bank account details but indicated on their reclaim that they wish to decline quarterly supplement, staff should contact the customer to confirm their request to decline receipt of quarterly supplement. See Suppression of quarterly supplement payment.