The Medicare levy exemption or reduction letter 008-09020020

Customers in receipt of Age Pension (Blind) and Disability Support Pension (DSP) (Blind) may be eligible for a Medicare levy exemption or reduction. Dependants and/or partners of eligible customers must qualify in their own right to also be eligible.

The Medicare levy exemption, income test free letter (PENMEDI) for Age Pension (Blind) and Disability Support Pension (DSP) (Blind) is automatically sent to identified customers at the end of each financial year. This includes letters to the estate of deceased customers.

If the customer has questions regarding the exemption or reduction, advise them to visit the Australian Taxation Office (ATO) website.

Has the customer requested a copy of the Medicare levy exemption or reduction letter?

• Yes, go to Step 2
• No, customers attach the letter to their tax return. Procedure ends here

The original Medicare levy exemption, income test free letter (PENMEDI) for Age Pension (Blind) and Disability Support Pension (DSP) (Blind) issued automatically to the customer can be viewed on the Letter History Summary (HS) screen.

Is the letter available on the HS screen?

• Yes, reissue the letter. Procedure ends here
• No, the letter has been archived. Retrieve and view the letter using the Customer Archive Retrieval (CAR) system and microfiche requests for archived information. Go to Step 3

Create a Medicare levy exemption, income test free letter (PENMEDI) for Age Pension (Blind) and Disability Support Pension (DSP) (Blind) using the details obtained from the archived letter.

For more information, see Creating an Online Advice (OLA), including within an existing activity.

If the customer requests to collect the letter at a service centre, the letter can be printed at the Smart Centre Call for a customer to collect at a service centre.

Record details on a DOC.

The letter advises customers to attach it to their tax return.