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Rejecting a claim for Age Pension 065-03030030

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Example letter - Pension rejection letter for deceased customer

Item

Description

1

Standard text for Q999 letters

Note: this is for example only and should not be used as a template. Paragraphs advising review and appeal rights should be included.

Pension rejection letter for deceased customer

Estate of the Late <customer's name>

Address

Date

Dear Sir/Madam,

Please accept our sympathy on the recent loss of <customer's name>. We realise that this is not a good time to discuss payments but it is important that we advise you of the outcome of <customer's name> claim for Age Pension

Unfortunately the Age Pension claim for <customer's name> has not been successful because (for example, the (income/assets) used to assess the claim is/are over the allowable (income/assets) limit)

INFORMATION USED TO ASSESS THE CLAIM

Total income $XXXXXX

Total assets $XXXXXX

This is an information notice given under social security law

Online task inviting customers to claim the CSHC

An online task will appear on a customer's Centrelink online account homepage inviting them to claim a Commonwealth Seniors Health Card (CSHC) if their Age Pension claim has been rejected due to any of the following reasons:

  • INC - Excess income
  • ASS - Assets over limit
  • CMP - Precluded due to Compensation direct deductions or
  • COM - Compensation preclusion period

The online task will not appear for those customers who:

  • are not yet Pension age
  • already have a CSHC
  • have submitted a claim for CSHC
  • have had a CSHC claim rejected in the previous 13 weeks