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Recall of funds from a BasicsCard to a customer's Income Management account 103-01230080



This document outlines when to recall funds from a BasicsCard to the customer's Income Management (IM) account.

Recalling funds from a BasicsCard

The only instances where funds should be recalled from the customer's BasicsCard to their Income Management account are:

  • at the customer's request - this can be during a face-to-face interview or over the phone
  • if a Service Officer notices the customer's BasicsCard balance exceeds the maximum limit ($3,000). Note: this amount could periodically increase due to government initiatives

In all other instances, funds should not be recalled from the customer's BasicsCard, unless a discussion is held with the customer and they authorise the action to be taken

Online account

If the customer is registered online, they are able to transfer funds between their BasicsCard and Income Management account as needed via their Centrelink online account.

Express Plus application

Eligible customers are able to transfer funds between their BasicsCard and Income Management account via the Express Plus application.

The Resources page contains a link to the Services Australia website Centrelink online accounts.

BasicsCard

Initial offer or replacement of BasicsCard

BasicsCard reported as lost, stolen, damaged or found

BasicsCard close an account

Transfer of funds between Income Management Account and BasicsCard online

Centrelink self service - access status, locking and unlocking

Accessing and using Centrelink self service