The Medicare levy exemption or reduction letter 008-09020020

If the customer has questions about the exemption or reduction, tell them to visit the Australian Taxation Office (ATO) website.

Has the customer requested a copy of the Medicare levy exemption or reduction letter?

• Yes, go to Step 2
• No, customers attach the letter to their tax return. Procedure ends here

To view the original Medicare levy exemption, income test free letter (PENMEDI) for Age Pension (Blind) and Disability Support Pension (DSP) (Blind) issued automatically to the customer, go to the History Summary (HS) screen.

Is the letter available on the HS screen?

• Yes, reissue the letter. Procedure ends here
• No, the letter has been archived. Retrieve and view the letter, see Using the Archiving and Culling Engine (ACE) to access archived letters and electronic messages. Go to Step 3

Create a Medicare levy exemption, income test free letter (PENMEDI) for Age Pension (Blind) and Disability Support Pension (DSP) (Blind) using the details from the archived letter.

For more details, see Creating a manual letter or Online Advice (OLA).

If the customer asks to collect the letter at a service centre, the letter can be printed at the Smart Centre Call for a customer to collect at a service centre.

Record details on a DOC.

The letter tells customers to attach it to their tax return.