Rejecting a claim for Age Pension 065-03030030

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 must 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

2

Q134 REJ CLE template letter

Select letter:

• Benefit type: AGE - Age Pension
• Letter code: Q134

Manual Letter view/edit:

• Rules:
• NOMCLI: 1 - Nominee / 2 - Customer
• NOMCUS: 1 - Cus sent letter / 2 - Cust letter suppressed
• UP_CLM: 1 - Undetermined
• FREETX: 1 - Free Text Reqd? Y
• CARPAY: 2 - Null
• ACTS: 2 - SSA
• CANHC: 2 - Null
• FAOABY: 2 - Centrelink
• CHAT: 2 - Teleservice No
• Variables:
• DATE (dd/MM/yyyy): the Pension Assessment (PNA) Date
• REASON FOR DECISION: claim was lodged too early
• FREE TEXT PARAGRAPH: The claim for Age Pension you provided on >insert date DD/MM/YYYY< was lodged outside of 13 weeks of the date you qualify for Age Pension
• To test your eligibility for Age Pension from > insert date cus qualifies DD/MM/YYYY< you must lodge a new claim up to 13 weeks prior to this date