Assessing the Income and Assets (SA369) 106-07100180

The SA369 forms part of the paper/manual claim process. It asks questions about the customer's income and assets. If a customer has a partner, the income and assets details for both the customer and their partner are obtained, even if the partner is not claiming.

If the claim has been completed using the Assisted Customer Claim (ACC) process, it includes all the questions from the SA369 and produces a list of supporting documents needed to verify the income and asset details declared in the claim.

If the First Contact Service Offer (FCSO) workflow was used to issue:

• an Age Pension claim pack, it may contain a pre-filled Income and Assets (SA415) instead of an SA369
• a Carer Payment (CP) and Carer Allowance (CA) claim pack, it may contain a pre-filled Income and Assets (SA414) instead of an SA369.

For Farm Household Allowance (FHA) claims, see Claiming FHA, Assessing assets for FHA or Assessing income for FHA.

Note: the Income and Assets module (Mod iA) can be accepted instead of the SA369 form normally sent with a pension claim. The question set and supporting documents meet the claim requirements.

If a customer wants to advise an update to income and/or assets, see:

• Coding income and assets for Centrelink payments and services
• Assessment of assets for Centrelink payments
• Assessment of income for Centrelink payments