8.1.4.30 Retirement & Widows - Documentation Required

Introduction

The following table lists documentation required with claims for the payments/benefits in the Retirement & Widows grouping. If more detail is required about specific documentation, the third column indicates where you will find this. WP and WidB are NOT in the table, as there are no new grants.

Payment Type Documentation Required More Detail
  • age pension
  • pension bonus scheme
  • POI
  • proof of age
  • details of bank accounts and investments
  • proof of residence
2.2.1Verifying Identity
2.2.2 Verifying Personal Details
2.2.3 Verifying Financial Information
2.2.4 Verifying Residence
Pension bonus bereavement payment
  • POI (self and deceased)
  • proof of age (self and deceased)
  • details of bank accounts and investments (self and deceased)
  • proof of residence (self and deceased)
  • proof of death (deceased)
2.2.1 Verifying Identity
2.2.2 Verifying Personal Details
2.2.3 Verifying Financial Information
2.2.4 Verifying Residence
2.2.6 Confirming a Death
Widow allowance
  • POI
  • proof of age
  • details of bank accounts and investments
2.2.1 Verifying Identity
2.2.2 Verifying Personal Details
2.2.3 Verifying Financial Information
Pension loans scheme - -
Special needs pension
  • POI
  • proof of age
  • Claimants may be requested to provide documentary evidence of income and/or expenses.

Explanation: It can be hard to get this information from overseas sources, particularly from non-English speaking countries. While Centrelink aims to be as helpful as possible the onus of proof must be placed on the claimant.

2.2.1 Verifying Identity
2.2.2 Verifying Personal Details
2.2.3 Verifying Financial Information
Retirement assistance for farmers scheme
  • POI
  • proof of age
  • financial statements for the previous 3 years
  • land transfer documents
  • the legal title to the farm
2.2.1 Verifying Identity
2.2.2 Verifying Personal Details
2.2.3 Verifying Financial Information
2.2.9 Retirement & widows verification (this applies to land transfer & legal title)
Bereavement allowance proof of death 2.2.6 Confirming a Death

Act reference: SSAct section 1185K Does a person satisfy the farmers' income test?, section 17A(7) Retirement assistance for farmers definitions, section 17A(8) To avoid any doubt, section 17A(9) Subject to subsection (11), a qualifying…

Policy reference: SS Guide 8.1.1 Claim Lodgement Provisions

Last reviewed: 1 July 2015