The Guides to Social Policy Law is a collection of publications designed to assist decision makers administering social policy law. The information contained in this publication is intended only as a guide to relevant legislation/policy. The information is accurate as at the date listed at the bottom of the page, but may be subject to change. To discuss individual circumstances please contact Services Australia.

8.1.4.30 Retirement - documentation required

Introduction

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

Payment type Documentation required More detail
  • age pension
  • pension bonus scheme
  • POI
  • proof of age
  • details of bank accounts and investments
  • proof of residence

2.2.1 Verifying identity
2.2.2 Verifying personal details
3.1.1.10 Residence requirements
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
3.1.1.10 Residence requirements
2.2.6 Confirming a death
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

Policy reference: SS Guide 8.1.1 Claim lodgement provisions

Last reviewed: