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Initial contact to claim Pension Bonus Payment (PBP) 065-01010030

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Policy

Guide to Social Security Law, 3.4.7, PBS - Qualification & Payability

Guide to Social Security Law, 3.4.7.10, Qualification for PBS

Guide to Social Security Law, 3.4.7.80, Claiming the PBS Bonus

Guide to Social Security Law, 3.4.7.50, Non-accruing Membership of PBS

Guide to Social Security Law, 3.4.7.120, Top Ups to PBS

Legislation

Links to the Federal Register of Legislation site go to a 'Series' page. Select the ‘Latest’ version.

Qualification and preclusion periods

Social Security Act 1991

  • section 92C, Qualification for pension bonus
  • section 93U, Disposal preclusion period-disposals before 1 July 2002

Time limits for claims for pension bonus

Social Security (Administration) Act 1999

  • For last bonus period a full-year or a part-year period, exempt partnered person, non-accruing membership or post-75 work period, (section 21 to 26), see section 21, General rule
  • section 17, Special requirements regarding claims for pension bonus

For further information on the limited circumstances in which a claim for Pension Bonus can be lodged after an Age Pension claim, see the legislative instrument Social Security (Administration) (Delayed Lodgement of Claims for Pension Bonus) Guidelines 2007

Accrual of bonus periods

Social Security Act 1991

  • section 92T, Accrual of bonus periods
  • section 92P, Non-accruing membership-preclusion periods

Social Security (Pension Bonus Scheme - Non-accruing Members) Declaration 2007

Passing the work test

Social Security Act 1991

  • For the work test - full-year or part-year period and gainful work outside Australia, (section 92U to 92W), see section 92U, Work test-full-year period
  • For gainful work, minor absences from a workplace, management of family financial investments or domestic duties and evidentiary certificates, (section 92X to 93B), see section 92X, Gainful work-basic rule

Record-keeping requirements

Social Security Act 1991 section 93C, Record-keeping requirements

Amount of pension bonus

Social Security Act 1991

For calculating the pension bonus amount, qualifying periods, pension multiples and rates, see the following sections:

  • section 93D, How to calculate the amount of pension bonus
  • section 93J, Amount of pension bonus