Completing the Claim for Pension Bonus Bereavement Payment (SA388) 065-07020020
This document outlines information to help customers complete the Claim for Pension Bonus Bereavement Payment (SA388).
Pension Bonus Bereavement Payment (PBBP)
This is a tax free lump sum payment for the surviving partner of a Pension Bonus Scheme (PBS) member who died before successfully claiming Age Pension or Pension Bonus.
Lodging a claim
Lodging a claim for the PBBP involves 3 steps:
- Complete the form
- Collect all the documents needed
- Lodge the claim with support documents as required, for example identity confirmation, relevant modules, death certificate
The Resources page contains a link to the SA388 form.
Related links
Initial contact by customers claiming Pension Bonus Payment (PBP)
Initial contact by customers claiming Pension Bonus Bereavement Payment (PBBP)
Qualification and assessment of Pension Bonus Bereavement Payment
Claiming and re-claiming Age Pension
Assessing Age Pension claims and transfers
Completing the Income and Assets (SA369)
Claims received that are incomplete or incorrect
Exempting superannuation investments