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Processing claims for Age Pension and Pension Bonus 065-03030050




Policy Helpdesk

To submit a query to the Seniors Policy Service Desk, see Level 2 Policy Help Desks - About us.

Forms

Claim for Age Pension and Pension Bonus form (SA002)

mySupport

mySupport

Process Direct support

The Process Direct support page contains current issues, links to Operational Messages and support material.

Digital support products

VOD - changing the Date of Receipt when it is incorrect

Transcript - VOD for changing the Date of Receipt when it is incorrect

Example letter text - Pension grant letter for deceased customers

Table 1

Item

Description

1

Standard text for Q999 grant letter

Paragraphs that advise:

  • this is an information notice given under social security law
  • the 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 suitable time to discuss payments, but it is important that we inform you of the outcome of <deceased is first name>'s claim for <payment type>.

The <payment type> claim for <deceased 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>