Processing transfers to Age Pension 065-03030010
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Age Pension versus current paymentExample of pension letters for a deceased customer
This table contains an example only. It should not be used as a template. Paragraphs advising review and appeal rights must be included.
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Example |
Description |
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1 |
Standard text for Q999 letter (grants) Note: paragraphs advising review and appeal rights should be included. Estate of the Late <customer's name> Address Date Please accept our sympathy on the recent loss of <deceased's full name>. We know that this is not a good time to discuss payments but it is important that we inform you of the outcome of <deceased's first name> claim for <payment type>. The <payment type> claim for <deceased's first name> has been granted from <date>. A payment of $<amount>, including $<amount> Pension Supplement, will be paid to <deceased's first name> nominated bank account on <date>. INFORMATION USED TO ASSESS THE CLAIM Total income $<total income amount> Total assets $<total assets amount> This is an information notice given under social security law. |
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2 |
Standard text for Q999 letter (rejections) Note: paragraphs advising review and appeal rights should be included. Estate of the Late <customer's name> Address Date Dear Sir/Madam, Please accept our sympathy on the recent loss of <deceased's full name>. We know that this is not a good time to discuss payments but it is important that we inform you of the outcome of <deceased's first name> claim for <payment type>. Unfortunately, the <payment type> claim for <deceased's first name> has not been successful. This is because <reject reason>. Note: if rejected due to either income or assets add: INFORMATION USED TO ASSESS THE CLAIM Total income $<total income amount> Total assets $<total assets amount> This is an information notice given under social security law. |