Skip to navigation Skip to content

Initial contact by customers claiming Pension Bonus Bereavement Payment (PBBP) 065-01010040

This document outlines how to help customers claim the PBBP.

Requesting documents for the claim

Steps to follow when a customer enquires about claiming the PBBP, the forms and documents required for the claim.

Step	Action
1	Payments to the surviving partner + Read more ... The PBBP is a tax-free lump sum payable to the surviving partner of a deceased member of the Pension Bonus Scheme (PBS) who did not successfully claim the Pension Bonus or Age Pension before they died. For eligibility information, see Qualification and assessment of Pension Bonus Bereavement Payment. Note: eligibility for PBBP will be determined by the processing team.
2	Processing the death action + Read more ... The processing of the death action will trigger an invitation letter to the surviving partner if they meet certain requirements to advise that they may have an entitlement to claim PBBP. An invitation letter will be sent when the deceased person: died on or after 1 January 2008 was a member of a couple at the time of death was registered with the Pension Bonus Scheme (PBS) and not paid a pension bonus prior to death since reaching Age Pension age, was not paid an income support payment, except for Carer Payment If the surviving partner has a correspondence nominee the letter will be issued to the nominee. There will be cases where Services Australia is not aware the person was a member of a couple, therefore an invitation letter will not always be sent. Does the customer wish to discuss eligibility for PBBP before lodging a claim? Yes, eligibility is determined by the processing team. see local Processing Services details for: Pension Bonus Bereavement Payment (PBBP) and refer customer to the processing team. Procedure ends here No, go to Step 3
3	First Contact Service Offer (FCSO) + Read more ... Run the First Contact Service Offer (FCSO) workflow. $\\INTERNAL.DEPT.LOCAL\Shared\NAT\SERDELEXCEL\WORKPRODIMP\Operation Blueprint Migration\RDT Release Icons\32w\icon-phone.png$ Use the Mail Forms workflow to issue the Claim for Pension Bonus Bereavement Payment (SA388). The SA388 also contains information to help complete the claim. $\\INTERNAL.DEPT.LOCAL\Shared\NAT\SERDELEXCEL\WORKPRODIMP\Operation Blueprint Migration\RDT Release Icons\32w\icon-face-to-face.png$ Issue the Claim for Pension Bonus Bereavement Payment (SA388). The following additional documents must be provided when a claim for PBBP is lodged. Advise the customer they will also need to provide: verification of partner's death their partner's evidentiary certificates or work records. If the customer does not have evidentiary certificates or for any periods the evidentiary certificates do not cover, a record of all the deceased partner's work performed must be provided to show they had met the work test
4	Lodge a claim for the Age Pension and Pension Bonus + Read more ... Depending on the surviving partner's own circumstances they may also wish to lodge a claim for an income support payment which could be a claim for Age Pension and the Pension Bonus in their own right. Note: the surviving partner would already need to be a registered member of the Pension Bonus Scheme. Does the customer want to claim an income support payment, Age Pension (and Pension Bonus) or a Commonwealth Seniors Health Card? Yes, go to Step 5 No, procedure ends here
5	Invite claim + Read more ... For more information, see: Claiming and re-claiming Age Pension Initial contact by customers claiming Pension Bonus Payment (PBP) Initial contact by customers claiming Commonwealth Seniors Health Card (CSHC)