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Assessing an Income and Assets Update (SA220) form 110-02010030

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This document outlines how to assess and record details provided by customers on the SA220 form. If a customer is partnered, they must include their partner's income and assets details on the form where requested.

Form issue

The SA220 form can be issued automatically as part of a bereavement review. In some limited circumstances, it may also be issued manually.

Customers can also complete bereavement reviews online.

The Resources page contains a link to the form.

Actioning return of an Income and Assets Review (SA220 and AUS220)

Processing transfers to Age Pension

Assessing an overseas Income and Assets Review (AUS220)

Foreign Pension coding

Foreign income and assets

Assessment of income and assets from business structures for Centrelink payments

Sole traders

Assessment of income from trusts and companies

Bereavement reviews