8.1.4.50 Disability & Carer - Documentation Required

Introduction

The following table lists documentation required with claims for the payments/benefits in the Disability and Carer grouping. If more detail is required about specific documentation, the third column indicates where you will find this.

Payment Type Documentation Required More Detail
Disability support pension - proof of identity 2.2.1 Verifying Identity
- proof of age 2.2.2 Verifying Personal Details
- proof of income 2.2.3 Verifying Financial Information
- details of bank accounts and investments 2.2.3 Verifying Financial Information
- proof of residence 2.2.4 Verifying Residence
- medical records and/or other appropriate medical evidence with the diagnosis, treatment and prognosis of each medical condition that impacts on ability to work.

Explanation: If applying for DSP on the grounds of permanent blindness (1.1.P.210) a claimant must provide a supporting report (SA013) completed by an ophthalmologist.

3.6.2.10 Medical & Other Evidence for DSP
- any documents (reports, certificates, letters, etc.) that confirm participation in a POS (1.1.P.440) 3.6.2.10 Medical & Other Evidence for DSP
Carer payment - proof of identity 2.2.1 Verifying Identity
- proof of age 2.2.2 Verifying Personal Details
- proof of income 2.2.3 Verifying Financial Information
- details of bank accounts and investments AND details of the carer's income and assets 2.2.3 Verifying Financial Information
- income and assets of any person included in the care receiver income and assets tests 2.2.3 Verifying Financial Information
- proof of residence 2.2.4 Verifying Residence
- a medical report from the care receiver's THP 1.1.D.170 Disability care load assessment (child) (CP (child), CA (child))
- carer questionnaire 1.1.D.170 Disability care load assessment (child) (CP (child), CA (child))
Sickness allowance - proof of identity 2.2.1 Verifying Identity
- proof of age 2.2.2 Verifying Personal Details
- proof of income 2.2.3 Verifying Financial Information
- details of bank accounts and investments 2.2.3 Verifying Financial Information
- details of leave payments 2.2.11 Disability & Carer Verification
- a certificate from the treating doctor stating:
  • the diagnosis,
  • the prognosis,
  • that the person is incapacitated for work, AND
  • the period for which the person is incapacitated for work.
2.2.11 Disability & Carer Verification
Mobility allowance - proof of identity 2.2.1 Verifying Identity
- a medical report from the treating doctor. 2.2.11 Disability & Carer Verification
Carer allowance

- If CA is being claimed for the first time in respect of the child, THEN a report must be provided by the THP (1.1.T.170) verifying the child's disability.

- If CA is being claimed for a child already qualified BUT the claim is from a new care giver, THEN a report from the THP is unnecessary, unless there is reason to believe the child's medical condition has changed or the child is due for the next age milestone review.

Note: If a person is qualified for CA automatically through qualification for CP (child), no additional documentation is required.

2.2.11 Disability & Carer Verification
- proof of identity 2.2.1 Verifying Identity
- proof of age 2.2.2 Verifying Personal Details

- proof of income

Note: ATI (3.6.7.32), for the carer, and their partner (where applicable), must be below the CA $250,000 income test threshold.

2.2.3 Verifying Financial Information
- proof of residence 2.2.4 Verifying Residence
- a medical report from the care receiver's THP

1.1.D.170 Disability care load assessment (child) (CP(child), CA (child))

1.1.A.78 Adult Disability Assessment Tool (ADAT) (CA (adult), CP)

- a carer questionnaire

1.1.D.170 Disability care load assessment (child) (CP(child), CA (child))

1.1.A.78 Adult Disability Assessment Tool (ADAT) (CA (adult), CP)

Act reference: SS(Admin)Act section 64 Effect of failing to comply with requirement to attend Department etc.

Policy reference: SS Guide 8.1.1 Claim Lodgement Provisions

Last reviewed: 20 September 2018