Compensation and Support Policy Library

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library

Part 1 Service Requirements

About this Part

This Part 1 contains the policy information to assist with making decisions whether a veteran has qualifying service and/or eligible service for payment of pensions and other benefits under the VEA.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements

1.1 Veterans

About this chapter

This chapter contains details of what constitutes a Veteran as defined in the [glossary:VEA:373], and the groups of people who meet that definition. Veteran status is the first of the criteria that must be met for a person to have an entitlement to [glossary:Disability Compensation Payment:574] or [glossary:service pension:245] under the [glossary:VEA:373].

In addition to Veteran status, a person must also have rendered certain types of service to have an entitlement to Disability Compensation Payment or service pension. These service requirements are described further in Chapter 2 Service Types.

 

See Also


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans

Last amended

1.1.1 Who is a Veteran

About this section

This section outlines the requirements a person must meet to be regarded as a veteran as defined by the [glossary:VEA:373].



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/111-who-veteran

Definition of a Veteran

    

Basic definition

    

A Veteran is a person (or deceased person) who has:

Extended definition for service pension purposes

For the purposes of service pension eligibility the term Veteran also means a person who is:

  • a commonwealth veteran; or
  • an allied veteran or
  • an allied mariner.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/111-who-veteran/definition-veteran

Who Does the Definition Include?

    

 

Introduction

The majority of persons who meet the definition of a veteran are persons who have [glossary:continuous full time service:44] with the Defence Force (Army, Navy or Air Force) of Australia during WW1 or WW2 or who were [glossary:allotted for duty:321] in an [glossary:operational area:633] after WW2. However, some additional groups are included in the definition in relation to World War 2 and in relation to conflicts since World War 2.

Defence Personnel in World War 2

In World War 2, the definition also includes the following groups:

  • persons who performed part-time service with the Citizens' Military Forces, Volunteer Defence Corps or Royal Australian Air Force Reserve;
  • Duntroon cadets; and
  • RAN midshipmen.
Defence Personnel in Conflicts since World War 2

In the conflicts since World War 2, the definition also includes:

  • any reservists rendering continuous full time service in operational areas.
Civilians

Certain civilians can also meet the definition of a veteran. For some of these people, specific provisions of the VEA ensure that they are included in the definition of a veteran. Others are deemed to be either veterans or members of the Defence Force by Ministerial Instrument.

The persons who were not members of the defence force but still meet the definition of a veteran are:

  • Merchant Mariners (WW1 and WW2).
  • Civilians who participated in [glossary:special missions:287] (WW1 and WW2).
  • Residents of Papua and New Guinea (British subjects) who were killed or detained by the [glossary:enemy:542] (WW2 only).
  • Representatives of philanthropic organisations attached to the [glossary:Australian defence forces:525] (all conflicts)
  • Commonwealth employees attached to the Australian Armed Forces such as personnel belonging to field broadcasting units, telegraphists, [glossary:camoufleurs:268], [glossary:war correspondents:203], photographers, and cinematographers (all conflicts).
  • Canteen staff employed by contractors on HMA ships (WW1 to Malayan Emergency).
Commonwealth Veterans, Allied Veterans and Allied Mariners

For service pension purposes, some people meet the extended definition of a veteran through service with the regular Defence Force of a [glossary:Commonwealth:67] or [glossary:Allied country:388] or (in WW2 only) as an Allied mariner.    

More ?

 

Continuous Full-time Service

Section 1.2.3

 

More ? (go back)

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/111-who-veteran/who-does-definition-include

Service with the Australian Defence Force

    

 

Where must Australians have served
  • A Veteran of the [glossary:Australian Defence Force:525] must have served in one of the following conflicts or [glossary:operational areas:633] (specified in Schedule 2 of the [glossary:VEA:373]).

 

Operational service for SP and DCP purposes:

  • Afghanistan 
  • East Timor 
  • Rwanda 
  • Sierra Leone

 

 

Non-operational service for DCP purposes only:

  • service with a designated peacekeeping force
  • appropriate defence force service
  • non-operational service during WW1 and WW2


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/111-who-veteran/service-australian-defence-force

Duntroon Cadets and RAN Midshipmen

Duntroon Cadets

During World War 2 cadets at the Royal Military College (Duntroon) formed a corps, which was part of the permanent defence forces under the Defence Act 1903. Even if they did not graduate and serve elsewhere, they qualify as veterans.

RAN Midshipmen

Boys and young men who were appointed to the RAN as midshipmen were officers from the time of their appointment and qualify as veterans. Because of their age on appointment such veterans could be as young as 12 years old while on eligible war service.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/111-who-veteran/duntroon-cadets-and-ran-midshipmen

1.1.2 Civilians

About this section

This section outlines the types of civilians who can claim veterans' entitlements under the conditions specified in the [glossary:VEA:373].

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/112-civilians

Eligible Civilians - World War 2

    

What is an eligible civilian

An eligible civilian is a civilian who in World War 2 was:

  • killed or detained by the [glossary:enemy:542]
  • a British subject, and
  • a resident, but not an indigenous inhabitant, of the then territories of Papua and New Guinea.
What types of service are recognised

    

A person who meets the definition of an eligible civilian has operational service.  Such a person is also accepted as having qualifying service, without need to apply the incurred danger test, provided they were detained by the enemy during the [glossary:period of hostilities:490] that relates to World War 2.    

Note: All qualifying service claims for civilians during World War 2 should be referred to the Veterans' Compensation Policy Section, which has responsibility for qualifying service matters.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/112-civilians/eligible-civilians-world-war-2

Civilians on Special Missions - World War 1 and World War 2

    

Introduction

During World War 1 and World War 2, certain civilians who were employed by the Commonwealth served outside Australia performing [glossary:special missions:287].

What is a special mission

A special mission is a mission that in the opinion of the [glossary:Repatriation Commission:545] was of special assistance in the prosecution of the war. Only the Commission can make a decision on what constitutes a special mission.    

More →

Reference Library - Departmental Instruction - Special Mission

DI/C47/2002

More → (go back)

What types of service are recognised

A person who was employed by the Commonwealth on a special mission outside Australia during World War 1 or World War 2 has operational service.

If during the [glossary:period of hostilities:490] that relates to World War 2 such a person incurred danger from [glossary:hostile forces of the enemy:542] in the course of carrying out a special mission, they also have qualifying service.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/112-civilians/civilians-special-missions-world-war-1-and-world-war-2

Civilians Deemed to be Full-time Members of the Defence Force

Introduction

In each of the conflicts in which Australia has been involved, certain civilians who served with and provided support for the [glossary:defence force:525] have been deemed to be members of the defence force who served on a [glossary:continuous full-time:44] basis. This is done to extend repatriation benefits to these civilians. Such determinations are made under s5R of the VEA.

Ministerial Determination for Certain Civilians - WW2

The persons listed below are to be treated as full-time members of the defence force during WW2:

  • if employed by the Commonwealth of Australia and attached to the Defence Force, being
  • attached for continuous service, and
  • belonging to field broadcasting units as telegraphists, [glossary:camoufleurs:268], [glossary:war correspondents:203], photographers or cinematographers, or
  • any other persons during any period when they provided service and assistance to the Defence Force, or
  • representatives of an approved philanthropic organisation providing welfare services to the Defence Force.
Ministerial Determination for non-uniformed Aboriginals and Torres Strait Islanders - World War 2

In 1991, the Government formally recognised the contribution made by non-uniformed ATSI personnel who assisted the [glossary:Australian Defence Force:525] in Northern Australia during World War 2. Recognition included the payment of “back pay”, the award of medals by Defence and the extension of Repatriation benefits under the Veterans' Entitlements Act. On 30 March 1992, the Minister for Veterans' Affairs signed a Determination extending eligibility for Repatriation benefits to those concerned by deeming them to be members of the Defence Force who served on a continuous full-time basis.

For a listing of the names of those deemed to be members, see [glossary:Ministerial Determinations:] in the Legislation Library

Ministerial Determination for Certain Civilians - Korean War

The following persons who served in an [glossary:operational area:633] described in Item 1 of Schedule 2 are considered to be full-time members of the defence force:

  • persons employed by the Commonwealth of Australia who were attached to the Defence Force and who provided services as personnel belonging to field broadcasting units, as telegraphists, as camoufleurs, as war correspondents, as photographers or as cinematographers; or
  • canteen staff on H.M.A. Ships; or
  • persons who, as representatives of approved philanthropic organisations provided welfare services to the Defence Force.
Ministerial Determination for Certain Civilians - Malayan Emergency (Item 2)

The following persons who served in an operational area described in Item 2 of Schedule 2 are considered to be full-time members of the defence force:

  • persons employed by the Commonwealth of Australia who were attached to the Defence Force and who provided services as personnel belonging to field broadcasting units, as telegraphists, as camoufleurs, as war correspondents, as photographers or as cinematographers; or
  • canteen staff on H.M.A. Ships; or
  • persons who, as representatives of an approved philanthropic organisation provided welfare services to the Defence Force.
Ministerial Determination for Certain Civilians - Malayan Emergency (Item3)

The following persons who served in an operational area described in Item 3 of Schedule 2 are considered to be full-time members of the defence force:

  • persons employed by the Commonwealth of Australia who were attached to the Defence Force and who provided services as personnel belonging to field broadcasting units, as telegraphists, as camoufleurs, as war correspondents, as photographers or as cinematographers; or
  • canteen staff on H.M.A. Ships; or
  • persons who, as representatives of an approved philanthropic organisation provided welfare services to the Defence Force.
Ministerial Determination for Certain Civilians - Vietnam; Malay/Thai Border; Borneo; Malaysia, Singapore & Brunei; and Vietnam Waters

The following persons who served in an operational area described in Items 4, 5, 6, 7, and 8 of Schedule 2 are considered to be full-time members of the defence force:

  • persons employed by the Commonwealth of Australia who were attached to the Defence Force and who provided services as personnel belonging to field broadcasting units, as telegraphists, as camoufleurs, as war correspondents, as photographers or as cinematographers; or
  • canteen staff on H.M.A. Ships; or
  • persons who, as representatives of an approved philanthropic organisation provided welfare services to the Defence Force.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/112-civilians/civilians-deemed-be-full-time-members-defence-force

1.1.3 Commonwealth and Allied Veterans

About this section

This section covers Commonwealth and Allied veterans eligibility for service pension under the [glossary:VEA:373].



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/113-commonwealth-and-allied-veterans

Members of Defence Forces Established by Commonwealth or Allied Countries

    

Commonwealth Veterans

A Commonwealth veteran is a veteran who had .[glossary:continuous full-time service:44] as a member of a [glossary:defence force:525] [glossary:of a:] [glossary:Commonwealth country:67] during a [glossary:period of hostilities:490].

A "defence force established by a Commonwealth country" means:

  • the naval, military or air forces of the country; or
  • the nursing and auxiliary services of the naval, military or air forces of the country; or
  • the women's branch of the naval, military or air forces of the country;

Included in this are:

  • Polish nationals who served in the Royal Air Force (Foreign Reserve) from 28 February 1940 to 5 August 1940 (inclusive)
  • seamen who signed T124X, T124T or CSP1X agreements who are regarded as members of the Royal Navy
Allied Veterans

An allied veteran is a person who was appointed or enlisted as a member of a defence force established by an allied country and who rendered continuous full time service during a period of hostilities. This definition does not include a person who has served at any time in the forces of a country that was at war with Australia.

  • A "defence force established by an allied country" means:
  • the regular naval, military or air forces; and
  • the nursing or auxiliary services of the regular naval, military or air forces; and
  • the women's branch of the regular naval, military or air forces;

raised by an allied country and operated by the country with regular military-like lines of command, that is to say, raised and operated in such a manner that the members of those forces and services:

  • were formally appointed to, or enlisted in, those forces or services; and
  • were required to wear uniforms or insignia distinguishing them as members of those forces or services; and
  • were required to carry arms openly; and
  • were subject to the rules and conventions of warfare;

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/113-commonwealth-and-allied-veterans/members-defence-forces-established-commonwealth-or-allied-countries

Where must Commonwealth and Allied Veterans have Served

Relevant Conflicts

To have qualifying service, a Veteran of a Commonwealth or Allied Defence Force must have served during the [glossary:period of hostilities:490] that relates to one of the following conflicts.

Commonwealth and Allied Veterans not recognised after Vietnam

Persons who served in the forces of Commonwealth and Allied Countries after 11 January 1973 are not recognised as veterans under the VEA and are thus not entitled to service pension in respect of service in any conflicts since that date.  The date 11 January 1973 is the end of the period of hostilities that relates to the Vietnam war.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/113-commonwealth-and-allied-veterans/where-must-commonwealth-and-allied-veterans-have-served

Australians who Served in Commonwealth or Allied Forces

    

Introduction

This topic covers service recognised for Australians who served in [glossary:Commonwealth or Allied forces:].

Qualifying service

Qualifying service for a [glossary:member of the forces:694] of a [glossary:Commonwealth:67] or [glossary:allied country:388] who was domiciled in Australia immediately before his or her service in those forces is determined on the criteria for a member of a Commonwealth or allied force for that period of service.     

Operational service

To have service with the forces of a Commonwealth or allied country during WWI or WWII recognised as operational service a veteran must have been domiciled in Australia immediately before his or her appointment or enlistment in those forces and:

rendered [glossary:continuous full-time service:44] during WWI or WWII with a Commonwealth or allied force; and

served outside that Commonwealth or allied country; or

within that country but in such circumstances that the service should, in the opinion of the Commission, be treated as service in actual combat against the [glossary:enemy:542][glossary:.:]

Operational service after WWII for a member of the forces of a Commonwealth or allied country who was domiciled in Australia immediately before his or her appointment or enlistment in those forces is:

continuous full time service in an operational area.

It should be noted that the concept of [glossary:allotment for duty:321] does not apply to persons who served with Commonwealth or allied forces. Allotment is a process administered by the Department of Defence and is applicable only to the defence forces of Australia.     

Domicile

A person's domicile is a key point in determining periods of service with other armed forces. A person acquires an originating domicile from their country of birth. If they permanently move (migrate) to another country, then their current domicile changes to that country.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/113-commonwealth-and-allied-veterans/australians-who-served-commonwealth-or-allied-forces

Members of Defence Forces Established by Governments in Exile

    

Definition

During World War II the governments of some European countries invaded or conquered by the [glossary:enemy:542], went into exile in London or Cairo. During the period the [glossary:government was in exile:546], the forces of the country are regarded as the regular defence forces of that country.    

Governments in exile

[glossary:Allied countries:388] that had governments in exile included:



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/113-commonwealth-and-allied-veterans/members-defence-forces-established-governments-exile

Members of Irregular Forces

A number of irregular forces formed in Europe during World War 2 have been identified. Members of these forces are not allied veterans under the terms of the [glossary:VEA:373].     

More →

Definition of a veteran

Section 1.1.1

History Library - Irregular Forces Formed in Europe

P1/C2/S8

More → (go back)



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/113-commonwealth-and-allied-veterans/members-irregular-forces

1.1.4 Merchant Mariners

Introduction

This section covers Australian or allied merchant mariners who can claim entitlements under the [glossary:VEA:373]. Australian merchant mariners may be entitled to both [glossary:Disability Compensation Payment:574] and [glossary:service pension:245]. Allied merchant mariners are only entitled to service pension.  Allied mariners include persons and ships from Commonwealth countries.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/114-merchant-mariners

Australian Merchant Mariners

    

Introduction

Australian merchant mariners can be eligible for benefits under the [glossary:VEA:373]. Their service must have been during World War 2.

What is an Australian mariner?

    

An Australian mariner is a [glossary:master:43], [glossary:officer:332], [glossary:seaman:575] or [glossary:apprentice:27] who was, during World War 2:

  • employed in sea-going service on a ship registered in Australia that was engaged in trading between a port in a State or Territory and any other port; or
  • employed in sea-going service on a ship registered outside Australia who was, or whose dependants were, resident in Australia for at least 12 months immediately before he or she entered into the agreement or indenture; or
  • employed on a lighthouse tender, or pilot ship of the Commonwealth or of a State; or
  • employed in sea-going service on a ship owned in Australia and operating from an Australian port, being a hospital ship, troop transport; supply ship, tug, cable ship, salvage ship, dredge, fishing vessel or fisheries investigation vessel; or
  • a member or employee of the Commonwealth Salvage Board engaged in sea-going service on a ship registered in New Zealand who the Commission is satisfied was engaged in Australia and is not entitled to compensation under a law of a Commonwealth country.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/114-merchant-mariners/australian-merchant-mariners

Allied Merchant Mariners

What is an allied mariner?

An allied mariner is a person who:

  • was during the period of World War 2:
  1. a [glossary:master:43], [glossary:officer:332] or [glossary:seaman:575] employed under agreement, or an [glossary:apprentice:27] employed under indenture:
  • in sea-going service on a [glossary:ship:] that was engaged in trading; or
  • employed in a lighthouse tender or pilot ship; or
  • employed in sea-going service on a ship operated by, or on behalf of, a foreign country; or

(b)              employed as a pilot; and

  • was at any time during the course of that employment on a ship that was:
  •    operating from a port in Australia or a [glossary:Commonwealth:67] or [glossary:Allied country:388]; or
  •    engaged in trading with Australia or a Commonwealth or Allied country; or
  •    engaged in providing assistance or support to the Defence Force, or to the forces, or any part of the forces, of a Commonwealth or Allied country; or
  •    [glossary:engaged in providing assistance or support:661] to Australia or a Commonwealth or Allied country.
Automatic disqualification

Mariners who were employed on ships operated by the [glossary:enemy:542] or engaged in trading with the enemy are excluded from the definition of an allied mariner and are therefore not entitled to benefits under the VEA.     

Detention by the enemy

An allied mariner detained by the enemy, will have rendered qualifying service.     

Danger from hostile forces

An allied mariner has rendered qualifying service if they served in an area that would have entitled them to the award of a campaign medal if they had been a member of a Defence Force and incurred danger from hostile forces of the enemy.     

More →

History Library - Orders, Medals & Decorations

P1/C9

More → (go back)



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/114-merchant-mariners/allied-merchant-mariners

1.1.5 Claimants not Eligible

Last amended: 3 December 2007

Introduction

The following claimants are not eligible for benefits under the [glossary:VEA:373].

Women's Land Army - World War 2

The Women's Land Army was formed during World War 2 to work on farms. Its former members are not covered by the VEA, as the Land Army was not attached to a defence force.

Civil Construction Corps - World War 2

The Civil Construction Corps was set up in 1942. During their service it was expressly provided that they should be paid civilian award rates and they should remain members of and contribute dues to the unions to which they belonged. As such, they did not qualify for army entitlements. Although the Commonwealth employed members, they were not attached to a defence force and are not covered by the VEA.

In 1996 the Civilian Service Medal was awarded to members of the Land Army. The medal does not confer eligibility under the VEA.     

More →

History library - Orders, Medals & Decorations

P1/C9

More → (go back)

Naval Auxiliary Patrol - World War 2

The Naval Auxiliary Patrol's members were volunteers, used their own boats, and maintained them at their own expense. Although some members of the patrol were mobilised for service in 1942 , those members have not been recognised by the navy as full-time members. These members do not qualify as members of a defence force.

Nauru Volunteer Defence Force - World War 2

This force operated from 16 June 1940 to 23 February 1942. The Japanese occupied Nauru after this date. A number of members were Australian and some were granted the Defence Medal. As it was not part of the [glossary:Australian defence force:525], its members are not veterans under the VEA.

Indigenous Inhabitants of Papua and New Guinea

There were a large number of indigenous inhabitants of Papua and New Guinea who served with the [glossary:Australian defence forces:525]. Other indigenous inhabitants served with the Royal Papuan Constabulary or the New Guinea Police Force under Australian Army command.

These persons are not covered by the [glossary:VEA:373] but by the Papua New Guinea (Members of the Forces Benefits) Act 1957. The Queensland Branch of the Department handles all claims under that Act.

Mariners employed by or assisting the enemy - World War 2

A mariner is excluded from being considered an allied mariner if during the course of their employment as a mariner they:

  • were employed by a country that was at the time of their employment at war with Australia; or
  • were at any time employed:
  • on a ship that operated to, or was operating from, a port in a country that was at the time of their employment at war with Australia; or
  • on a ship that was engaged in trading with a country that was at the time of their employment at war with Australia; or
  • on a ship that was [glossary:engaged in providing assistance or support:661] to the [glossary:enemy:542] or to a country that was at the time of their employment, at war with Australia.     
Persons who served in enemy forces or forces assisting the enemy

Certain persons who served in enemy forces or forces assisting those of the enemy are excluded from applying for benefits under the VEA.

Specifically, a person is excluded from being considered an allied veteran if they served in the forces of a country that was at the time of their service either:

  • at war with Australia; or
  • engaged in [glossary:war-like operations:605] against the Naval, Military or Air Forces of Australia.
  • This exclusion also applies if the forces in which the person served were assisting the forces of a country at war with Australia or engaged in war-like operations against Australia.
Civilians in post World War 2 conflicts

In the conflicts since World War 2, certain individuals and organisations have had an involvement or association with the Australian defence forces but not to the extent that they are entitled to benefits under the VEA.

Such individuals and organisations include:

  • medical and surgical teams (provided under the [glossary:SEATO:152] aid program);
  • official entertainers, in Vietnam;
  • independent concert parties
  • independent entertainers
  • journalists working for Australian newspapers
  • Australians working as civilians for the US Army
  • persons employed in the [glossary:Hospital Rebuilding Project:]
  • members of the [glossary:Australian Forces Overseas Fund:]
  • merchant seamen who sailed ships chartered by the Government for the transport of supplies

These civilians are not entitled to benefits under the VEA because they are not regarded as [glossary:members of the Defence Force:24]. However, some may be entitled to benefits under the Safety Rehabilitation and Compensation Act 1988 (SRCA).

Royal Naval Personnel 'on loan' to the Royal Australian Navy

Royal Navy (RN) members who served 'on loan' to the Royal Australian Navy (RAN) are considered to be Commonwealth veterans. They do not have eligibility for either disability compensation under Part II or for treatment under Part V. However, they may have eligibility for service pension as a Commonwealth veteran and be eligible for a Repatriation Pharmaceutical Benefits Card ([glossary:Orange Card:460]).

Claimants may be able to lodge a claim against the appropriate British authority.

Note: There are a small number of RN 'on loan' veterans who have been provided with disability benefits, including Gold Card, by the Department. Before any action is taken to rescind these benefits the Service Delivery area responsible for “service eligibility” in the Canberra Office should be consulted.    

More →

DVA Stateline - Royal Navy personnel on loan to Royal Australian Navy – eligibility for benefits

http://sharepoint/Documents/programsandprojects/Royal_Navy_personnel_loan.doc

More → (go back)



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/11-veterans/115-claimants-not-eligible

1.2 Service Types

About this chapter

This chapter contains details of the service a person is required to have rendered to be eligible for [glossary:Disability Compensation Payment:574] or [glossary:service pension:245] under the [glossary:VEA:373].

 

See Also

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types

Last amended

1.2.1 Qualifying Service

    

About this section

For a claimant to be eligible for a [glossary:service pension:245] (and associated benefits) they must have qualifying service. Qualifying service requires that the veteran incurred danger from hostile forces of the [glossary:enemy:542][glossary:.:]

A person may also be recognised as having qualifying service if their service is of a kind determined by the Minister for Defence to be warlike service.

This section contains information about what constitutes qualifying service for claimants and describes the concept of incurred danger.  It also covers the requirements for service to be recognised as warlike service.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/121-qualifying-service

Incurred Danger

 

The question of ‘what is incurred danger’ has been tested in a number of Federal Court decisions[1]. Following these decisions, DVA holds the view that danger is not incurred by merely perceiving or fearing danger. It is incurred when a person is exposed to, or in peril of, actual physical or mental injury or harm from hostile forces.

Delegate assessment of incurred danger

Delegates have to make an objective assessment of the military realities of the claimant's circumstances. They must be reasonably satisfied that the claimant was exposed to, at risk of, or in peril of harm or injury from hostile forces of the enemy. 

How may it be established that a person ‘incurred danger’

Establishing whether specific events occurred during a conflict can be particularly difficult.  Nevertheless, as with every other element of a claim, the assertion that danger was incurred must be supported by objective, external evidence. 

Further, the evidence must be sufficient to permit a delegate to be satisfied that (per the balance of probabilities standard) it was more likely than not that the claimant was in peril of actual physical or mental injury or harm from hostile forces. 

It is clear that there may be instances during conflicts where certain individuals alone are at peril of harm.

However, activities or events that place a unit, ship, or aircrew in peril of injury or harm from hostile forces of the enemy are such that every member of that unit, ship or aircrew may be considered to have incurred danger.

This does not imply that simply being a member of the ADF is sufficient evidence of being at peril of harm from hostile forces.   Further, exceptions to this principle may be provided by evidence that an individual demonstrably was not subject to danger.

The following case studies (Creyke and Sutherland 2015) [2] provide examples of claims where danger was found to have been incurred, and situations where the claim was not accepted.

Case studies: Danger incurred

  • Re Trott and Repatriation Commissioner (2004): service on the British aircraft carrier HMS Centaur in Far East Waters during the Confrontation with Indonesia in 1964.

  • While no specific incidents of danger were recognised by the (Administrative Appeals) Tribunal, it found Trott had incurred danger because his ship was an active participant in fleet air and sea operations against hostile forces.

  • The fire fights between allied and Indonesian forces and Indonesian Shore Battery attacks on allied forces in the Malacca and Singapore Straits clearly shows that HMS Centaur, and its passage of these Straits, was in the presence of an armed enemy, capable of prosecuting their cause and causing harm or injury to the ship and its crew.

  • Re Carlyon and Repatriation Commission (1998): service in Townsville between May and December 1942.

  • During this period the city was bombed on three occasions, one bomb landing no more than two kilometres from where the veteran was stationed.

  • The Tribunal found that the veteran did not need to have suffered actual physical or mental injury in order to incur danger.

  • Re Bray and Repatriation Commission (1997): a military member of the Australia New Guinea Administrative Unit (ANGAU) was operating in a war-zone – the Southwest Pacific Theatre – in 1944-45.

  • Bray was involved in signals on Yule Island and this represented direct involvement against the enemy during the currency of the war.

Danger NOT incurred

  • Re Poppi and Repatriation Commission (2008): service in Townsville after the raids, at the end of July 1942, guarding two unexploded bombs on or near the beach until a bomb disposal team arrived from Melbourne.

    • On the basis of service records, the Tribunal did not accept that the incident occurred, and held that, even if it had occurred, standing guard in these circumstances did not suggest Mr Poppi incurred danger in the sense that he was ‘exposed, at risk or, or in peril of harm or injury.

    • Re Verth and Repatriation Commission (2001): a “Commonwealth veteran” on operational service at Simmangang airfields in Sarawak near the Indonesian border for several weeks in 1963.

      • While he may have considered himself in danger, both airfields were secure, his period at Simmangang was of few weeks duration and at a time when civilians were permitted in the area and by his own admissions no incidents occurred which would have exposed him to peril, harm or injury.

      • This decision was upheld on appeal by the Federal Court in Verth v Repatriation Commission (2002).

  • Re Gittoes and Repatriation Commission (1990): the vehicle Gittoes was driving was fired on, on two consecutive days, during service in Labuan, off North Borneo, now Malaysia, between 2 October 1945 and 11 January 1946, following the official surrender of the Japanese.

    • The Tribunal notes that there was no direct evidence of the identity of the parties that opened fire. It could only be speculation that it was a Japanese straggler. It might equally have been local tribesmen, mischievous children or disgruntled Malays.

Periods of service when the incurred danger test applies

Australian Defence Force Members

Per s7A(1)(a)(i), the incurred danger test is relevant to claims for qualifying service by ADF members in regard to service during World War I and World War II only.

The Repatriation Commission has deemed the following aspects of World War II service, as qualifying service, without the requirement to apply the incurred danger test:

Service outside Australia during World War II:

  • in any area other than the West Pacific area from 3 September 1939 to 5 May 1945 inclusive;

  • in the West Pacific area (except Papua and New Guinea and New Britain) from 3 September 1939 to 15 August 1945, as bounded by:

    • in the west, longitude 90 degrees east (the meridian intersecting the coast of modern Bangladesh);

    • in the east, longitude 165 degrees east;

    • in the south, latitude 10 degrees south (including Papua and New Guinea); and

    • in the north, by and including the eastern regions of the Asian continent.

  • Papua and New Guinea, including New Britain, from 7 December 1941 to 15 August 1945; or

  • In an aircraft engaged in operations against hostile forces, or in patrols of reconnaissance over land occupied by hostile forces in one of the areas above during the periods prescribed above.

Service within Australia during World War II:

  • of three continuous months or more in the Northern Territory north of latitude 14.5 degrees south, and the islands contiguous to that part of the Northern Territory, between 19 February 1942 and 12 November 1943;

  • in the coastal waters from Exmouth Gulf to Thursday Island, between 19 February 1942 and 12 November 1943, without qualification as to the length of service in that area;

  • of three continuous months or more in the Torres Strait Islands between 14 March 1942 and 18 June 1943;

  • in the waters travelling to, or outside the three-mile limit of the Torres Strait Islands, between 3 September 1939 and 16 September 1943

Service during World War II but not in one of the places and at the time described above, may still provide qualifying service if the claimant is able to provide details of the danger they incurred from hostile forces of the enemy before 29 October 1945.

Post-World War II service used the allotment process from 1950 until this system was in turn replaced when Defence introduced the concept of warlike and non-warlike service in 1993. These new concepts were reflected in the VEA in 1997 and continue to apply today.

Allied or Commonwealth veterans

Eligibility for qualifying service by an Allied or Commonwealth veteran requires satisfaction of the incurred danger test, and is relevant to service during one of the following periods of hostilities only:

  • World War I (4 August 1914 – 11 November 1918);

  • World War II (3 September 1939 to 29 October 1945);

  • Korea (27 June 1950 to 19 April 1956);

  • Malaya (29 June 1950 to 31 August 1957);

  • Vietnam and Malaysia (Confrontation) (31 July 1962 to 11 January 1973).

The Commonwealth or allied veterans provision does not apply past 11 January 1973, the last date for periods of hostility defined at ss5D(1) of the VEA
 

[1] Robin Creyke and Peter Sutherland, Veterans’ Entitlements and Military Compensation Law, 3rd ed. (pp108 – 115)

[2] Additional case studies are included in Creyke & Sutherland (pp115 – 121)

   
 

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/121-qualifying-service/incurred-danger

Qualifying Service for Veterans

Qualifying Service for Veterans

Note: The Liability and Service Eligibility Policy team has responsibility for providing policy advice regarding qualifying service eligibility, and can be contacted at L.and.SE.Policy@dva.gov.au .  The Liability and Service Eligibility email address is not able to accept claims for lodgment.  Information about claim lodgement and withdrawal can be found here.

Members of the Defence Force

Qualifying service is defined in the Veterans’ Entitlements Act 1986 (VEA) and requires that one of the following criteria be met: 

World War One or World War Two service

To be eligible for qualifying service a World War One or World War Two veteran must have rendered service in an area, or on an aircraft or ship, at a time when they incurred danger from hostile forces of the enemy. 

The exception is certain World War Two service the Repatriation Commission has deemed to be qualifying service, without the requirement to apply the incurred danger test .

Australian Mariners (World War Two only)

To have qualifying service, an Australian mariner must have been on a ship at a time or in an area when the person incurred danger from hostile forces of the enemy.

Eligible Civilians (World War Two only)

To have qualifying service, an eligible civilian must have been detained by the enemy.    

Civilians on Special Missions (World War One and World War Two)

To have qualifying service, a civilian employed by the Commonwealth of Australia on a special mission outside Australia must have incurred danger from hostile forces of the enemy in the course or carrying out that mission.

Post World War Two Service

For a member or ex-member of the Australian Defence Force (ADF) with post World War Two service, qualifying service is:

  • certain specified service in minesweeping and bomb-disposal operations; and for which certain medals or clasps were awarded; or
  • allotment to and service in the operational area as described in Schedule 2 of the VEA during the specified period; or
  • assignment to and service on a post-Second World War deployment which has been declared to be warlike service by the Minister for Defence; or
  • service on certain submarine special operations during the period 1978 to 1992; or
  • warlike service.

 

Warlike Service

A veteran may have qualifying service if he or she has service that is determined to be warlike service by the Minister for Defence.   

Persons in receipt of Disability Compensation Payment under subsection 13(6)

Where the Disability Compensation Payment is payable under s13(6) of the VEA, the veteran is taken to have qualifying service because:

S13(6) of the VEA provides eligibility for Disability Compensation Payment to a member of the ADF who was not allotted for duty in an operational area, but died or suffered an injury or disease that resulted from:

  • the actions of hostile forces; or

  • while the person was engaged in warlike operations against hostile forces.

 

No qualifying service if on leave

If while a member of the ADF is on leave or otherwise off-duty he or she incurs danger from the enemy, or passes through an area for which incurred danger is normally conceded, qualifying service will not be accepted.  This is because a member of the ADF who is on leave is neither allotted for duty nor engaged in operations against the enemy.

Examples where this may apply include:

  • ADF members who during World War 2 travelled to most parts of Australia while on leave; or

  • members of the ADF who during the Malayan Emergency spent time in nearby operational areas but were not allotted for duty or engaged in operations against the enemy.


 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/121-qualifying-service/qualifying-service-veterans

Qualifying Service for Commonwealth Veterans

    

Introduction

Commonwealth veterans can be eligible for a service pension if they have qualifying service for conflicts which involved the Australian defence force.

Service requirements

    

To have qualifying service, Commonwealth veterans must have served:

  • during a period of hostilities, and
  • as a member of a defence force established by a Commonwealth country, and
  • in connection with war or war like operations in which the defence forces of Australia were engaged, and either
  • incurred danger from hostile forces of the enemy in an area outside that country, or
  • was awarded or was eligible to be awarded a campaign medal for service within that country.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/121-qualifying-service/qualifying-service-commonwealth-veterans

Qualifying Service for Allied Veterans

    

Introduction

Allied veterans are can be eligible for a service pension if they have qualifying service for conflicts which involved the Australian defence force.

Service Requirements

    

To have qualifying service, Allied veterans must have served:

  • during a period of hostilities, and
  • as a member of the defence force established by an allied country, and
  • in connection with war or war like operations in which the defence forces of Australia were engaged, and
  • incurred danger from hostile forces of the enemy.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/121-qualifying-service/qualifying-service-allied-veterans

Qualifying Service for Allied Mariners

    

Introduction

Allied mariners are only eligible for a service pension if they have WW2 qualifying service.

Service Requirements

Allied mariners have qualifying service if they:



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/121-qualifying-service/qualifying-service-allied-mariners

Determinations of Warlike Service

Warlike service

A veteran whose service is recognised as warlike service has both qualifying service and operational service.  Accordingly, such a person's service makes them eligible for both service pension and disability compensation payment.

What is warlike service

Warlike service is service of a kind that is determined to be warlike service by the Minister for Defence.

The Minister for Defence recognises service as warlike where a person or unit has been involved in warlike operations.

What are warlike operations

Warlike operations are those military activities where the application of force is authorised to pursue specific military objectives and there is an expectation of casualties.

Such operations can encompass but are not limited to:

  • a state of declared war;
  • conventional combat operations against an armed adversary; and
  • peace enforcement operations.
Applicability to future conflicts

In all future conflicts in which Australian forces are engaged, the service of those involved will be deemed to be either warlike service or non-warlike service by the Minister for Defence.

Applicability to past conflicts

The Minister for Defence may also make a determination that service in any past conflict is warlike or non-warlike service.

What are peace enforcement operations

Peace enforcement operations are military operations in support of diplomatic efforts to restore peace between aggressive parties who may not be consenting to intervention and may be engaged in combat activities.  Typically, these operations are conducted under chapter VII of the UN Charter, where the application of all necessary force is authorised to restore peace and security or other like tasks.

Determinations of warlike service

The Minister for Defence recognises service as warlike service by issuing a Ministerial Determination listing the places where, and times during which, a person or unit must have served.

For a listing of all Ministerial determinations of warlike service see Ministerial Determinations in the legislation library.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/121-qualifying-service/determinations-warlike-service

1.2.2 Service Requirements for Disability Compensation Payment

About this section

For a claimant to be eligible for a Disability Compensation Payment (and associated benefits) they must have at least one of the types of service listed.

 

This section contains information about what constitutes service for Disability Compensation Payment purposes.

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/122-service-requirements-disability-compensation-payment

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Eligible War Service

    

Definition

A person has eligible war service if they have:



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/122-service-requirements-disability-pension/eligible-war-service

Operational Service

    

Definition

Operational service is generally service performed:

  • outside Australia,
  • during war-like operations in which the Australian Defence Force was involved, and
  • in areas where the incurred level of risk is considered above that of normal peacetime conditions

The hostilities in which claimants can have operational service are summarised below.

World War 1 & 2 Operational service - outside Australia

During World War 1 & 2, a person serving outside Australia has operational service if they had:

  • 4 August 1914 to 1 September 1921 in WW1
  • 3 September 1939 to 1 July 1951 in WW2 - if joined prior to 1 July 1947.

Service immediately before or immediately after a period recognised as operational service is also counted as operational service.  This does not apply if service is not continuous.  If a person is stationed in Australia at all times, but travelled from one place in Australia to another and thereby were for short periods of time outside Australia, they should not be considered to have served outside Australia.     

World War 2 Operational service - Northern Territory

The dates of the bombing raids determine Operational Service within Northern Territory.

A person serving in the Northern Territory during World War 2 has operational service if they served:

  • as a member of the Defence Force,
  • for a continuous period of not less than three months between 19 February 1942 and 12 November 1943, inclusive, and
  • in a part of the Northern Territory or the adjoining islands north of 14 degrees 30 minutes south parallel of latitude.
  • service immediately before or immediately after this period of operational service is also counted as operational service.     
World War 2 - Other operational service

Other operational service during World War 2 is service which involved:

  • the veteran being injured, contracting a disease or dying as a result of enemy action, or
  • in circumstances that should be treated as actual combat against the enemy,
  • provided the veteran was:
  • a member of the Defence Force,
  • rendering continuous full-time service,
  • within Australia, and
  • during the period 3 September 1939 to 15 August 1945.
  • This does not extend operational service to eligible war service.
World War 2 Operational service - Australian Mariners

With effect from 1 July 1994, eligible mariners are veterans for benefits under the VEA.  The term Australian Mariner is described in s5C of the VEA.

An Australian Mariner is taken to have rendered operational service during World War 2 while employed on a ship:

  • outside Australia; or
  • within Australia if that period of employment ended immediately before, or started immediately after, the period of employment outside Australia; or
  • within Australia, was injured, or contracted a disease, as a result of enemy action; or
  • within Australia in such circumstances that the employment should, in the opinion of the Commission, be treated as employment in actual combat against the enemy.     
Post World War 2 Operational service

    

Post World War 2 operational service must be service performed:

  • on a continuous full-time basis outside Australia,
  • as a member of a unit allotted for duty,
  • in an [glossary:operational area:633], and
  • during the appropriate period.

Operational service in respect of the Malayan Emergency, Indonesian Confrontation or North-East Thailand (including Ubon) is service as a member of the Defence Force who, or a member of a unit of the Defence Force that:

  • was assigned for service in Singapore at any time during the period from and including 29 June 1950 to and including 31 August 1957, or
  • was assigned for service in North East Thailand (including Ubon) at any time during the period from and including 31 May 1962 to and including 24 June 1965, or
  • was at any time during the period from and including 1 August 1960 and including 27 May 1963, in the area comprising the territory of Singapore and or the Federation of Malaya, or
  • served in an operational area as a person allotted for duty, or a member of a unit that was allotted for duty, in that operational area.

Operational service starts on:

  • the day the veteran departed the last Australian port of call when allotted, or
  • the date of allotment if the veteran was outside Australia.

Operational service ends on the day the veteran:

  • reached Australia following completion of the allotted duty or,
  • returned to the place from where they were allotted for duty, or leave the operational area if not returning to that place, if not returning to Australia.
Short Periods Outside an Operational Area

    

Periods of operational service are not broken by Rest and Recuperation arranged by the relevant service (eg Japan during the Korean War) or when the person returns to Australia for a period of 14 days or less for:

  • emergency or compassionate leave; or
  • duty; or
  • Defence arranged medical or surgical treatment, provided the person:
  • was still a member of a unit of the Defence Force; and
  • was allotted for duty in an operational area; or
  • continued to be allotted for duty in an operational area.

If the break exceeds 14 days, only the first 14 days of the break is operational service.

Example:  Break exceeds 14 days

A member of the Army was serving in Vietnam when his wife was killed in a motor car accident. He returned to Australia on compassionate leave. As he was unable to arrange permanent care for his children, he applied for and was granted a posting to another unit after he had been in Australia for three weeks. His operational service ends at the end of fourteen days after his return as this is earlier than the date of his re-posting.

Warlike Service or Non-Warlike Service - operational service criteria

A veteran may also have operational service if he or she has service that is determined to be warlike service or non-warlike service by the Minister for Defence.     

Port to Port provisions do not apply to declarations of warlike and non-warlike service.  For warlike and non-warlike service, a person is rendering operational service only while they are in the area of operations as defined by the relevant instrument.  The voyage to and from the operational area is not operational service.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/122-service-requirements-disability-pension/operational-service

Determinations of Non-Warlike Service

Introduction

A veteran whose service is recognised as non-warlike service has operational service.  Accordingly, such a person has service that may make them eligible for disability compensation payment.

Applicability to future conflicts

In all future conflicts in which Australian forces are engaged, the service of those involved will be determined to be either warlike service or non-warlike service by the Minister for Defence.

Applicability to past conflicts

The Minister for Defence may also make a determination that service in any past conflict is warlike or non-warlike service.

What is non-warlike service

Non-warlike service is service of a kind that is determined to be non-warlike service by the Minister for Defence.

What are non-warlike operations

Non-warlike operations are those military activities short of warlike operations where there is a risk associated with the assigned tasks and where the application of force is limited to self defence.  Casualties could occur but are not expected.  These operations encompass but are not limited to:

  • Hazardous activities that expose individuals or units to a degree of hazard above and beyond that of normal peacetime duty, such as:
  • mine avoidance and clearance;
  • weapons inspection and destruction;
  • Defence Force aid to civil power;
  • service protected or assisted evacuations; and
  • other operations requiring the application of minimum force to effect the protection of personnel or property.
  • Peacekeeping operations that involve military personnel, without powers of enforcement, to help restore and maintain peace in an area of conflict with the consent of all parties, such as:
  • activities short of peace enforcement where the authorisation of the application of force is normally limited to the minimum force necessary for self defence;
  • activities, such as the enforcement of sanctions in a relatively benign environment which expose individuals or units to hazards as described for hazardous activities above.
  • military observer activities with the tasks of monitoring ceasefires, re-directing and alleviating ceasefire tensions, providing 'good offices' for negotiations and the impartial verification of assistance or ceasefire agreements.
  • Activities involving the provision of humanitarian relief other than normal peacetime operations such as cyclone or earthquake relief flights or assistance.
Determinations of non-warlike service

The Minister for Defence recognises service as non-warlike service by issuing a Ministerial Determination listing the places where, and times during which, a person or unit must have served.

For a listing of all Ministerial determinations of non-warlike service see Ministerial Determinations in the legislation library.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/122-service-requirements-disability-pension/determinations-non-warlike-service

Peacekeeping Service

    

VEA ?

 

Schedule 3 VEA - Peacekeeping Forces

 

VEA ? (go back)

 

Introduction

    

 

Since 1947 personnel of the defence forces of a number of nations have been used in a peacekeeping role. Australians who have taken part in Peacekeeping Forces include:

  • Australian Defence Force members, and
  • members of State, Territory and Federal police forces.

Australians employed by the United Nations organisation or private or other government welfare or philanthropic organisations during a peacekeeping period are not members of a Peacekeeping Force as they are not part of an Australian contingent.     

 

Definition

Peacekeeping service is defined as service with a Peacekeeping Force outside Australia. It includes:

  • Any period after appointment or allocation to the Peacekeeping Force during which the person travelled outside Australia to join the Peacekeeping Force.
  • Up to 28 days of authorised travel outside Australia after the person ceased to serve with the Peacekeeping Force or left the area specified in the VEA, and applies to the journey from that area or duty to the next duty assignment or return to first port in Australia.

 

Under the Veterans' Entitlements Act 1986 VEA, s68(1) and (3) a Peacekeeping Force needs to be:

  • described in an item of Sched 3 of the VEA, or if part of a larger force
  • an Australian contingent authorised or approved by the Australian Government.

 

Peacekeeping Forces exist from the date specified in Column 3 of Sched 3 of the VEA. Peacekeeping service ends once the member ceases to be a member of the Peacekeeping Force or the Peacekeeping Force ceases to exist. Specific Instruments from the Chief of the Defence Force are issued from time to time to confirm start dates for Australian involvement.

 

Who qualifies as a member of a Peacekeeping Force?

    

 

To qualify as a member of a Peacekeeping Force, a person needs to:

  • have served as an Australian member of a Peacekeeping Force outside Australia; or
  • have served as a member of the Australian contingent of a Peacekeeping Force.

 

Most claims are received from members of the Defence Force who have served as part of an Australian contingent or as Australian members of a smaller Peacekeeping Force. However, membership of a Peacekeeping Force for the purpose of the VEA is not restricted to members of the Defence Force, but includes Australian police personnel attached to Peacekeeping Forces.

 

Members of Territory, State and Australian Federal Police services have served with the Peacekeeping Force in Cyprus since 1964. Since then, Police members have served with Peacekeeping forces in a variety of locations, including Cambodia, Haiti and Mozambique. Such persons are members of a Peacekeeping Force and eligible under the VEA for compensation.

It is important to note that, although compensation and treatment coverage under the VEA ceases for members of the Australian Defence Force on and from 1 July 2004 with the commencement of the Military Rehabilitation and Compensation Act 2004, this did not close coverage for Police members. As such, VEA eligibility continues after this date for Police peacekeepers on certain operations.

VEA coverage continues past 1 July 2004 for Police members with service on the following Peacekeeping operations:

  • United Nations Force in Cyprus - 14 May 1964 – June 2017
  • The Australian Police Contingent of the United Nations Mission in Support of East Timor (UNMISET) - 20 May 2002 – 20 May 2005
  • The Australian Police Contingent of the Regional Assistance Mission Solomon Islands (RAMSI) - 24 July 2003 – 30 June 2017
  • The Australian Police Contingent of the United Nations Mission in Sudan (UNMIS) - 1 January 2006 – 9 July 2011

It should be noted that although VEA coverage exists for service by Police members on UNMIS, this does not extend to the subsequent Peacekeeping operation established by the UN for the newly-independent nation of South Sudan (UNMISS).

It is understood that since 2005, a number of international deployments of Police members have been covered under the Safety, Rehabilitation and Compensation Act 1988 administered by Comcare. These deployments may also attract compensation entitlements under ‘top-up’ provisions administered by the Australian Federal Police.

Separately, Australians who were United Nations Organisation employees or the employees of private or government welfare organisations during the time of a peacekeeping mission do not meet the definition of members of a Peacekeeping Force. As such, they do not have eligibility under the VEA.

   

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/122-service-requirements-disability-pension/peacekeeping-service

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Hazardous Service

    

 

Definition

    

 

Hazardous service is a service type determined by the Minister of Defence. It covers service which exposes individuals or units to a degree of hazard beyond that of normal peacetime duty.

A person can qualify as a member of the Forces prior to the completion of three years service if he or she has rendered hazardous service.

Where a person has undertaken hazardous service, but not completed the minimum period for which they were engaged, or appointed only incidents related to the period of hazardous service can be accepted as defence caused.

Declarations of hazardous service

The following table lists the declarations of hazardous service by the Minister for Defence.     

 

 

Place

Dates

Applies to...

Iran-Iraq

17 November 1986 to 28 February 1989

The Gulf of Iran and the Gulf of Oman west of a line joining Rass-el-Hadd and the southern end of the Iran-Pakistan border and the countries littoral to those waters to a maximum distance inland of 50 km from the high water mark.

The 1991 Gulf War

Transit from the last port of call in Australia to i) the Operational Area, or ii) 2 August 1990, whichever is the latter

ADF members while proceeding on Defence duty from Australia to the operational area.  If the ADF member was on exchane with an allied force, they are covered while proceeding on duty to the Operational area from a place outside the operational area. 

The 1991 Gulf War

On and after 8 June 1991 and before 1 April 1996

Service as a member of the ADF on a RAN or allied vessel in the operational area definied in the determination.

Iraq-Turkey

On or after 7 May 1991

Service as a member of the ADF as part of Operation HABITAT (providing humanitarian aid to Kurdish refugees) in Iraq and Turkey south of latitue 38 degrees north.

Iraq

On or after 2 July 1991

Service as a member of the ADF as part of Operation BLAZER with the UN Special Commission for the destruction of Weapons of Mass Destruction in Iraq.

Afghanistan

On or after 8 June 1991

Service as an ADF member with with the UN Office for Coordinating Assistance to Afghanistan (UNOCA) or the UN Mine Clearance Training Team (UNMCTT) in Afghanistan.

Cambodia

*REVOKED*

On or after 8 October 1993

(Replaced by a non-warlike service determination)

The area upon following its cessation as an operational area.Service in the area comprising Cambodia and the areas of Laos and Thailand that are not more than 50 km from the Cambodian border.

Mozambique

On or after 12 July 1994

Service as an ADF member part of UN humanitarian operations in Mozambique.

Rwanda

*REVOKED*

On or after 25 July 1994

(Replaced by a warlike service determination)

Service with the UN Mission for Rwanda. Includes areas not more than 50 km from the Rwandan border in:

  • Uganda

  • Zaire - now the Democratic Republic of the Congo

  • Burundi

  • Tanzania

Haiti

On or after 17 September 1994

Service as a member of the ADF as part of USA-led multi-national force operating in Haiti.

Former Republic of YugoslaviaOn or after 24 January 1997Service as a member of the ADF while on exchange with allied forces in the former Republic of Yugoslavia.
Arabian GulfOn or after 1 April 1996Service as a member of the ADF in the area comprising those international waters, contiguous ports and waters used for international navigation contained with the Arabian Gulf, the Gulf of Oman and the Northern Arabian Sea with an eastern extremity of 61 degrees, 50 minutes East and a southern extremity of 20 degrees North.


For details of the specific determinations, see the Service Eligibility Assistant.

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/122-service-requirements-disability-pension/hazardous-service

Defence Service

Definition

    

 

Defence service is service -

on a continuous full time basis with the Australian Defence Force,     

 

Preservation of eligibility for defence service from 7 April 1994

For 'preservation of eligibility', for defence service from 7 April 1994 a person must have:

  • been rendering full-time service immediately before the commencement of the VEA on 22 May 1986; and
  • continued to render continuous full-time service up to and including 7 April 1994, and
  • immediately before 7 April 1994, been bound to render continuous full-time service for a term expiring on or after 7 April 1994.
  • Any person who served from 7 April 1994 will not have rendered defence service unless their eligibility has been preserved.
  • Any person, except someone discharged on medical grounds, who joined after 7 April 1991 will not qualify.     
Example:  Eligibility for Defence Service preserved

A member of the Defence Force with continuous full-time service from 1 February 1986 to 1 December 1995.

As this member of the Defence Force commenced service prior to the VEA they are considered to be preserved. Therefore, a claim for Disability Compensation Payment based on an injury incurred at any time during this whole period of service may be made.

Example:  Eligibility for Defence Service not preserved

A member of the Defence Force with continuous full-time service from 1 March 1989 to 1 January 1995.

As this member of the Defence Force commenced after the VEA they are NOT considered to be preserved. Therefore, a claim for Disability Compensation Payment can only be made if based on an injury incurred prior to 7 April 1994.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/122-service-requirements-disability-compensation-payment/defence-service

1.2.3 Requirement for Continuous Full-time Service

About this section

The requirements for Eligible War Service, Operational Service and Defence Service all contain references to Continuous Full-time Service. This section describes what is meant by that term and the ways in which a person can meet this criteria.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/123-requirement-continuous-full-time-service

Relevance and Meaning of Continuous Full-time Service

    

Relevance of continuous full-time service

A period of continuous full-time service is required by a member of the Defence Force if they are to be considered as having eligible war service, operational service or defence service and access to the benefits associated with those forms of service.     

Definition

    

Continuous full-time service is defined in s5C(1) of the VEA. The definition is such that any service of the following types is regarded as continuous full-time service:

  • continuous full-time naval service;
  • continuous full-time military service; and
  • continuous full-time air-force service.

Basically, this means that the person must have served with one of the three branches of the Defence Force on a continuous full-time basis, as opposed to a part-time basis.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/123-requirement-continuous-full-time-service/relevance-and-meaning-continuous-full-time-service

Who Meets the Criteria for Continuous Full-time Service

    

 

Persons who meet the criteria

    

 

Most regular members of the Defence Force (Army, Navy and Air Force) are appointed on a continuous full-time basis and thus meet the criteria. Some persons who are deemed by Ministerial Instrument to be members of the Defence Force are also deemed to have served on a continuous full-time basis.

Persons who do not meet the criteria

The following groups do not meet the requirement for continuous full-time service.

  • Members of the citizens forces during World War 2 where service in such forces is not deemed to be continuous full-time service by ministerial instrument; and
  • persons who serve part-time, (such as members of the Reserve Forces) where such service is not deemed to be continuous full-time service by ministerial instrument.
Ministerial determinations

The Minister may make a determination under s5R of the VEA that the VEA or specific parts of the VEA, are to apply to a person or a specific group as if they had served on a continuous full-time basis. For a listing of these Determinations see Legislation library Ministerial Determinations. .

Such determinations are usually made in respect of members of the Reserve Forces who performed full-time duty in an operational area. For example, such determinations have been made in respect of members of the Reserve Forces who served in South Vietnam and the Gulf War.

Such determinations have also been made in respect of members of various philanthropic organisations. In these cases, the persons involved are both deemed to be members of the Defence Force and deemed to have served on a continuous full-time basis.

Ministerial Determination for Certain Defence Force Personnel During WW2

    

 

Persons who served with the forces listed below generally served on a part-time basis.  However, such service has been deemed to be continuous full-time service by Ministerial Instrument.  Thus a person is to be treated as a full-time member of the defence force during WW2 if they:

  • served with the Citizens Military Force; or
  • served with the Volunteer Defence Corp; or
  • were appointment to the Royal Australian Air Force Reserve and were:
  • members of a civil airline required to make flights involving risk of enemy action or risk greater than normal airline operations, or
  • members of civil ground staff required for flights described above for servicing, maintaining or
  • operating the aircraft involved, or
  • employees of the Department of Civil Aviation stationed at a place where they were provided
  • with arms and were partly or wholly responsible for local defence, or
  • civil ground staff, employed by a civil airline or Department of Civil Aviation, stationed in a war
  • zone outside the mainland of Australia, or
  • were employed by Amalgamated Wireless (Australasia) Limited during the period of any appointment as Telegraphist Officers or while attested as Telegraphist Ratings in the Royal Australian Naval Volunteer Reserve (Immobilised).

Part-time reservists on extended periods of training or training camps

While training activities and training camps for reserve members may be “full time” (ie 9am-5pm or greater) for the period over which they run, they are not generally considered to be ‘continuous full time service’. 

Such service is only considered to meet this definition if a formal ‘continuous full time service’ agreement has been entered into with ADF by a reserve member prior to the service being rendered, or a ministerial determination has been made deeming a certain type of service to be continuous full time service. Where this type of agreement or determination exists, attendance at any kind of formal training is regarded as continuous full time service. 

Members during the First and Second World War who attended full time training camps and then undertook continuous full time operational service immediately after without a break in service have their training period covered as CFTS under the VEA.

For NLHC mental health purposes, the 1950s National Service scheme required members to undertake a period of fulltime service prior to a Citizen Military Force obligation.  This initial period is considered to be continuous fulltime service for purposes of NLHC mental health eligibility (but does not give rise to other coverage under the VEA).

 

Service in Philanthropic Organisations

Members of the following philanthropic organisations, who provided welfare services to the [glossary:Australian defence force:525] on or after 7 December 1972, are deemed to be members of the defence force, rendering defence service.

  • the Australian Red Cross
  • the Campaigners for Christ-Everyman's Welfare Society
  • the Salvation Army
  • the Young Women's Christian Association of Australia
  • the Young Men's Christian Association of Australia
  • the Australian Forces Overseas Fund


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/123-requirement-continuous-full-time-service/who-meets-criteria-continuous-full-time-service

1.2.4 Requirement for Effective Full-time Service

About this section

The requirements for Defence Service contain references to Effective Full-time Service. This section describes what is meant by that term and the ways in which a person can meet this criteria.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/124-requirement-effective-full-time-service

Relevance and Meaning of Effective Full-time Service

Definition

    

 

Effective full-time service is essentially any period of continuous full-time service by a member of the Defence Forces, less certain periods during which the member would not have been able to perform his or her normal duties.     

 

Relevance of effective full-time service

Generally, a member of the defence force must have accrued a specific period of effective full-time service to have access to the benefits associated with defence service.

Required period of effective full-time service

The period of effective full time service required is three years. However, lesser periods may be accepted if a member's service ceases by reasons of the members death, or discharge on the grounds of invalidity, or physical or mental incapacity.     

More →
Maternity leave and effective full-time service

Current Defence policy is that any period of paid maternity leave is a period of effective service. This includes maternity leave at half pay. Any period of unpaid maternity leave is not a period of effective service.

From 2006, women serving in the ADF have been entitled to up to 14 weeks paid maternity leave, (which may be taken at full pay or converted to half pay, extending the leave to 28 weeks). Note that maternity leave at half pay is prorated, meaning that 28 weeks at half pay only counts as 14 weeks of effective service.  A total of 52 weeks leave, comprising of paid and unpaid periods, may be taken.

Case study – Defence maternity leave policy in 1975-1976

Advice received from Defence indicates that from 7 January 1975, ADF Servicewomen became entitled to 52 weeks of maternity leave, of which 12 weeks was paid with the remainder being unpaid. Since then any paid period of maternity leave is considered effective service and any unpaid period of maternity leave does not count as a period of effective service.  In addition, advice received from Defence is that this position would have been consistent between the Navy, Army and Air Force.

1.2.4/Discharge Prior to Completion of Period of Effective Full-time Service

 

More → (go back)

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/124-requirement-effective-full-time-service/relevance-and-meaning-effective-full-time-service

Periods Not Counted Toward Effective Full-time Service

Absences and offences

The periods that are not counted towards effective full-time service are any period in excess of 21 days during which a member was:

Officer training

    

Time spent undertaking officer training schemes run by the defence forces is not counted toward effective full-time service unless the person is subsequently commissioned as an officer.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/124-requirement-effective-full-time-service/periods-not-counted-toward-effective-full-time-service

Exemption of National Servicemen from Effective Full-time Service Requirement

Who are National Servicemen

National servicemen are persons who were required as young men to perform two years or 18 months of full-time service in the Army if the date of their birthday was selected by ballot. The scheme commenced on 31 July 1962 and was discontinued on 11 January 1973.

Exemption from 3 years effective full-time service requirement

    

If a [glossary:national serviceman:677] completed a period of service after 6 December 1972, the period of service after that date is recognised as defence service without need to meet the requirement for 3 years effective full-time service, provided the person has:

  • completed a period for which:
  • they were deemed to be engaged to serve, or
  • for which they were appointed, or
Limitations concerning pr-existing conditions do not apply

The limitations concerning pre-existing conditions, covered under Discharge Prior to Completion of Effective Full-time Service, do not apply to national servicemen.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/124-requirement-effective-full-time-service/exemption-national-servicemen-effective-full-time-service-requirement

Discharge Prior to Completion of Period of Effective Full-time Service

Reasons for eligibility before three years service

A person who does not complete the period of their engagement in the forces may still be considered as a member of the forces and as having defence service even if they have not completed 3 years of effective full-time service.     

The period of service can be less than 3 years where the person's service ceases for reasons of:

  • medical discharge, or
  • death.
Medical discharge

    

A person can be discharged on the grounds of:

  • invalidity, or
  • physical or mental incapacity to perform their duties.

If the person is discharged on medical grounds for a physical or mental condition that existed prior to their enlistment, the person does not have defence service unless they:

  • completed 12 months effective service, or
  • completed at least 6 months service and the period of service contributed to in a material degree or aggravated the physical or mental condition resulting in the termination of service.
Discharge for the purpose of being appointed an officer

    

If a person is discharged from the defence force before the completion of three years in order to take an appointment as an officer, the discharge does not cancel their service for determining eligibility. Their relevant service is extended by the new appointment.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/124-requirement-effective-full-time-service/discharge-prior-completion-period-effective-full-time-service

1.2.5 Evidence of Service

About this section

In making a claim for service pension or Disability Compensation Payment a veteran may provide documentary evidence to support his or her claim. This section explains what documentation may be provided in support of a claim.

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/125-evidence-service

Veterans' Evidence of Service

Evidence provided by the claimant

When a claim for service pension or Disability Compensation Payment is made, it is expected that veterans will provide any documentary evidence in their possession to support the claim. These documents include:

Service documents from the Department of Defence

You can obtain service documents from the Department of Defence. Claimants should not be directed to approach the Department of Defence for information.     

 

Retrospective allotment - not on service documents

Where a veteran is allotted for duty retrospectively, their allotment status may not appear on their service records.  In these cases, a statement of service should be requested from the Department of Defence.

Documents in lieu of service documents

For veteran's of the Australian Defence Force, a discharge certificate or certificate of service may be used in lieu of service documents if:

  • the certificate is legible,
  • free from alterations or erasures,
  • contains enough information to show the veteran rendered the appropriate service, and
  • the veteran can be identified as the person on the certificate.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/125-evidence-service/veterans-evidence-service

Commonwealth and Allied Veterans' Evidence of Service

Introduction

Some cases involving Commonwealth and allied ex-service personnel may be more difficult to determine than Australian personnel depending upon the available evidence. It is important that original documents are seen.  Certified translations are required.     

Commonwealth Veterans

Commonwealth veterans may hold similar records to a veterans of the Australian Defence Force, that is:

  • a discharge certificate,
  • certificate of service, or
  • paybook.
Allied Veterans

An allied veteran may provide evidence of service in the form of:

  • discharge certificates
  • paybooks
  • campaign medals and certificate or citation of campaign awards
  • citations

In the absence of service documents a Statutory Declaration should be requested.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/125-evidence-service/commonwealth-and-allied-veterans-evidence-service

Merchant Mariners' Evidence of Service

Mariners

Mariners should be able to provide some documentation to support their claim including:

  • discharge certificates
  • certificate of qualifications
  • accounts of wages
  • certificate of service

Allied mariners should be able to provide similar documentation to Australian Mariners however if this is unavailable they need to make a statutory declaration.     

relevant merchant mariner and ship movements

For verification of relevant merchant mariner and ship movements see the Australian Maritime Safety Authority microfiche records located in the Income Support or Veterans' Compensation Benefits areas in each State.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/125-evidence-service/merchant-mariners-evidence-service

Statutory Declarations as Evidence of Service

If any of the evidence for service is misplaced or unavailable then the claimant making the claim needs to make a statutory declaration stating:

  • full particulars and history of service,
  • what documents (if any) there were and how they were lost, and
  • details of the danger incurred by the person from hostile forces of the enemy (for service pension claims),
  • names and addresses of any witnesses who can corroborate the service record.
  • Where a statutory declaration corroborates a service claim, it must provide details of how and why the person making the declaration is able to confirm the claimants service, such as:
  • they were recruited together,
  • they trained together,
  • they served together.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/12-service-types/125-evidence-service/statutory-declarations-evidence-service

1.3 Service in World War 1 and World War 2

About this chapter

This chapter describes eligible service for Disability Compensation Payment and service pension under the VEA during World War 1 and World War 2.  It covers the details of what constitutes service for a person to be able to claim benefits under the conditions of the [glossary:VEA:373].

 

See Also


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/13-service-world-war-1-and-world-war-2

1.3.1 Service in World War 1

About this section

This section covers the details of what constituted service during World War 1.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/13-service-world-war-1-and-world-war-2/131-service-world-war-1

World War 1 - Qualifying and Operational Service

Qualifying service

World War 1 veterans who served in the [glossary:Australian defence forces:525] have qualifying service if they served:

  • between 4 August 1914 and 11 November 1918 (both dates included), and
  • were engaged in operations against the enemy at a time when they incurred danger from hostile forces of the enemy

It is departmental policy to deem World War 1 vets to have met the criteria to have been engaged in operations against the enemy and incurred danger if they served:

Operational service

A person has operational service if they served:

  • on continuous full time service
  • as a member of the defence force
  • outside Australia during the period 4 August 1914 to 1 September 1921 (both dates included).



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/13-service-world-war-1-and-world-war-2/131-service-world-war-1/world-war-1-qualifying-and-operational-service

Royal Australian Naval Brigade Service

The Royal Australian Naval Brigade (RANB) was a division of the Citizen Naval Forces during World War 1 and the immediate post war period. Members were either volunteers or compulsory trainees who served shore duty or sea duty.

[glossary:Attested:610] members of the force rendered operational service if they:

  • volunteered for sea duty, or
  • were in Naval expeditionary forces overseas.

Attested members who served on shore only rendered eligible service but not operational service.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/13-service-world-war-1-and-world-war-2/131-service-world-war-1/royal-australian-naval-brigade-service

North Russia and Kurdistan Service after the Armistice

Following the Armistice in Europe on 11 November 1918, some Australians performed further service against the Russian Bolshevik forces and in Kurdistan. Australians who served with one of the following before 21 September 1921, are recognised as having operational service:

  • British Army in Russia
  • British Army in Kurdistan
  • North Russian Relief force
  • Elope force

After 1921, Australian volunteers who remained Australian soldiers are recognised as having operational service.

After 1921, Australian volunteers who joined the British Army and helped the White Russian forces do not have operational service.     

Note: For a complete list of eligible veterans contact National Office, Legal Services Branch.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/13-service-world-war-1-and-world-war-2/131-service-world-war-1/north-russia-and-kurdistan-service-after-armistice

1.3.2 Military Service in World War 2 - Outside Australia

Qualifying service

To be accepted as having rendered qualifying service for service pension during World War 2, a veteran must have incurred danger from hostile forces of the enemy. Veterans who served overseas in World War 2 may come under the Repatriation Commission's policy to accept that the veteran incurred danger.     

The following table lists the places, times and conditions covered by this policy.

Area

Applicable period

any area other than the 'West Pacific' area

3 September 1939 to 5 May 1945 (both dates included)

in the 'West Pacific' area (excluding Papua and New Guinea prior to 7/12/41)

'West Pacific' is the general area bounded by:

  • in the west, longitude 90 degrees east from the coast of Bangladesh

  • in the east, longitude 165 degrees east

  • in the south, latitude 10 degrees south including PNG

  • in the north, by and including the eastern regions of the Asian continent.

3 September 1939 to 15 August 1945 (both dates included)

Papua and New Guinea and New Britain

between 7 December 1941 and 15 August 1945 (both dates included)

in an aircraft engaged in operations against hostile forces or in patrols or reconnaissance over land occupied by hostile forces of the enemy

Where service falls outside the areas and dates above, the veteran will have to meet the incurred danger test.     

Operational service

During World War 2, a person has operational service if they served:

  • on a continuous full-time basis
  • as a member of the defence force
  • outside Australia
  • during the period 3 September 1939 to 30 June 1951 (both dates included)

However, where a person became a member of the regular (peacetime) Defence Force toward the end of the war, that service is not recognised as operational service.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/13-service-world-war-1-and-world-war-2/132-military-service-world-war-2-outside-australia

1.3.3 Military Service in World War 2 - Within Australia

About this section

This section contains the details of what constitutes qualifying and/or operational service for veterans who served within Australia during World War 2.

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/13-service-world-war-1-and-world-war-2/133-military-service-world-war-2-within-australia

Qualifying Service - Australian Coastal Waters

Last amended: Former Coastal Waters Policy – Qualifying Service

The Repatriation Commission decision of 28 June 1965 became known as the “coastal waters policy”.  The coastal waters policy conceded QS for members of the Australian Defence Force if they served in Australian coastal waters within particular dates in specific areas during World War 2.  Although this policy received Cabinet agreement on 7 July 1965, the VEA was never amended to reflect this policy.

Courts' Interpretation of Qualifying Service Law

The Courts and Tribunals have indicated that any policy approach to qualifying service, including the so called ”coastal waters policy”, must be in accordance with the law.  The Full Federal Court decision in Walter Harold Thompson v Repatriation Commission (1988), a leading 'coastal waters' case, is binding on the Repatriation Commission and all delegates.  This decision outlined the description of “incurred danger” and indicated that the test in the VEA could only be met if, when looked at with the advantage of hindsight, the evidence shows that the veteran was actually in danger from hostile forces of the enemy.  The law requires there to be danger to the person from the enemy while that person was involved in operations against the enemy.

Such cases may involve claims of danger from enemy mines, submarines, air raids, shelling or even enemy presence.  The details of cases of this nature need to be examined individually regarding their specific circumstances for determining qualifying service.

Current – Qualifying Service Determinations

In summary there is no longer a “coastal waters” policy as it has been overtaken by decisions in the Courts.  The determining criterion for qualifying service for World War 2 is and was:

  • having rendered service during a period of hostilities and
  • having been engaged in operations against the enemy while
  • actually incurring danger from hostile forces of the enemy.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/13-service-world-war-1-and-world-war-2/133-military-service-world-war-2-within-australia/qualifying-service-australian-coastal-waters

Qualifying Service - Northern Territory

Last amended: 2 December 2008

Qualifying service is conceded in the Northern Territory between 19 February 1942 and 12 November 1943 (the dates of the first and last air attacks) for an Australian Defence Force (ADF) member who served in this area for:

  • 3 months; or
  • A single day during a bombing raid.
Three Months' Service

Qualifying service is conceded to apply for ADF members who served for more than three months in the Northern Territory.  This is because a person there for any three month period within the dates listed above would have been in the area when a Japanese attack occurred somewhere above the 14 degree 30 minute parallel.

Less Than Three Months' Service

All other cases are judged on their individual merit.  An ADF member must show they incurred danger from hostile forces of the enemy.  The only time qualifying service is rejected is where a person was not in the general area of the bombing raid, and consequently did not incur danger.    

More →

Details of when the enemy air raids on Darwin took place

P1/C2/S7/Enemy Raids on Australia 1942-43

More → (go back)



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/13-service-world-war-1-and-world-war-2/133-military-service-world-war-2-within-australia/qualifying-service-northern-territory

Qualifying Service - Single Incidents

Last amended: 2 December 2008

In these cases there are two considerations to a claim.  The first is whether the member of the Australian Defence Force (ADF) was performing a military task in the area that can be said to be in operations against the enemy.  The second is the member's location in relation to the danger such as the enemy presence or the impact of the bomb, shell or torpedo and can be said to have incurred danger.  Each claim must be considered on its merits and in accord with the Veterans' Entitlements Act 1986 but some guidelines on who may qualify for some of the more well-known 'single incidents' claims are listed below.

Sydney Harbour (Garden Island)

During the Japanese midget submarine attack that sank HMAS Kuttabul on the night of 31 May 1942, a member of the ADF who was on the harbour at the time HMAS Kuttabul was sunk could be considered to have incurred danger.  If they were actually involved in a military task then they would have qualifying service.  This is the approach determined by the AAT and the Federal Court.

Townsville

The AAT and the Courts have addressed claims arising from the bombing of Townsville where a rule of thumb has been established that the immediate area of danger is limited to within a 2km radius of the bombings.

An account of the Townsville bombing raids in the book “Townsville Under Attack” states that:

  • during the first raid “only six bombs were sighted by those on the ground and these were seen falling harmlessly into the sea, two hundred metres from the main jetties.”;
  • during the second raid eight bombs fell near the foothills of Many Peaks Ridge; and
  • during the third raid seven bombs fell in Cleveland Bay between Magnetic Island and the mainland.  An eighth bomb fell on the mainland near the racecourse.
Eastern Suburbs of Sydney

On the night of 8 June 1942 a submarine attempted to shell the seaplane base at Rose Bay from the Pacific Ocean side of the city.  The shells landed in a small area around Rose Bay and Bellevue Hill.  For qualifying service the ADF member's location in relation to the areas in which the shells landed must be considered and the purpose of their presence.  Because the AAT and the Courts have established a limit to the area of danger within Townsville it is appropriate that a consistent policy be applied to other areas in Australia, including Sydney, when determining whether the objective danger test is satisfied.  Thus a rule of thumb has been established that the immediate area of danger is limited to within a 2km radius of the shelling.

Newcastle

In Newcastle in the early hours of 8 June 1942, a Japanese submarine attempted to fire on the BHP Steelworks/Fort Scratchley.  All shells landed in the water or outside the fort.  However, since Fort Scratchley may have been the target anyone on duty and especially those in the gun battery who returned fire are considered to have qualifying service.

Cowra

On 5 August 1944 Japanese POWs broke out of Cowra killing 4 Australian soldiers.  Those on duty at the time of the breakout are considered therefore to have been in danger and in operations against the enemy.  In the ensuing days the Australian soldiers who were called in to round up the Japanese do not have qualifying service because no actual danger was incurred.  However, should such a person provide evidence of danger then qualifying service would be possible.

Broome

Broome suffered Australia's second worst air raid on 3 March 1942 and was hit again on 20 March 1942.  Broome saw the last raid against it when the Japanese dropped more bombs on August 16 1943.  These dates give a guideline to when a claimant may have incurred danger if they were involved in a military task in Broome.

Dates of Enemy Air Raids

There are other areas in Australia where enemy air raids are known to have occurred.    

More →

Details of when and where enemy air raids took place

P1/C2/S7/Enemy Raids on Australia 1942-43

More → (go back)



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/13-service-world-war-1-and-world-war-2/133-military-service-world-war-2-within-australia/qualifying-service-single-incidents

1.3.4 Civilians in World War 2

About this section

    

This section covers the conditions under which civilians are recognised as having qualifying and operational service during World War 2 only. There is no eligibility for civilians in any conflict after WW2.

Note: All qualifying service claims for civilians during World War 2 should be referred to the Veterans' Compensation Policy Section, which has responsibility for qualifying service matters.     

Civilians on special missions

Certain civilians may be considered as rendering operational and qualifying service during World War 2 if:

Eligible civilians - residents of Papua and New Guinea

A person who was an [glossary:eligible civilian:683] shall be taken as having operational and qualifying service. This covers the non-indigenous residents of Papua and New Guinea such as planters, missionaries, patrol officers, traders and their families who were British subjects. This includes Australian citizens.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/13-service-world-war-1-and-world-war-2/134-civilians-world-war-2

1.4 Service Post World War 2

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2

1.4.1 Post World War 2 Operations



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2/141-post-world-war-2-operations

Interim Forces

Member of the Interim Forces

A member of the Interim Forces is a person who enlisted or re-engaged, for [glossary:continuous full-time service:44] for not more than two years on or after 1 July 1947 and before 1 July 1949 to the Interim forces, or a unit of the defence forces.    

More →

 

Requirement for Continuous Full-time Service

Section 1.2.3

 

More → (go back)

 

Eligible war service

Service with the Interim Forces entitles a veteran to claim for a Disability Compensation Payment but not a service pension.    

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2/141-post-world-war-2-operations/interim-forces

Submarine Special Operations (SSO)

Background

Between 1978 and 1997, a number of Royal Australian Navy (RAN) submarines were fitted with specialised intelligence-gathering equipment and deployed to various regions outside Australia on submarine special operations. Due to the continued sensitivity around these operations, Defence will not provide any information regarding the names of RAN vessels involved, the specific dates during which operations took place, or the location of operations.

VEA Eligibility for SSO service

Under the VEA an eligible submariner is a member of the ADF who has:

-          served on a submarine; and

-          is in receipt of, or eligible for, the Australian Service Medal (ASM) with clasp SPECIAL OPS in respect of SSO service between 1 January 1978 and 12 May 1997 (the relevant period).

As a person could be awarded the ASM SPECIAL OPS for other types of service, or for other submarine service outside the relevant period, a delegate must confirm that the client rendered SSO service.  Receipt of the award alone is not sufficient.  

Once a claim has been received, delegates can email the Liability and Service Eligibility policy section (L.and.SE.Policy@dva.gov.au), who will confirm with Defence whether the client has the relevant service.  L&SE can also liaise with Defence in an attempt to obtain contextualising information about the likelihood of a contended incident on board a submarine if required.

Extension of SSO service (1 January 1993 to 12 May 1997)

In 2010, the VEA was amended to classify SSO service between 1 January 1978 and 31 December 1992 as Operational and Qualifying Service.  Following a further review by Defence, the Veterans’ Affairs Legislation Amendment (Partner Service Pension and Other Measures) Act 2019 extended the period of eligible SSO to include service from 1 January 1993 to 12 May 1997. As a result, SSO service between 1 January 1978 and 12 May 1997 is now Operational and Qualifying Service under the VEA. 

Following this reclassification, Delegates should confirm SSO service through L&SE for:

o   New clients claiming service on SSO;

o   Existing clients now claiming service on SSO;

o   Existing clients who have previously claimed SSO service but have been rejected (they may not have served on SSO between 1978-1992, but they may have served on SSO during this new period); and

o   Existing clients who have SSO service between 1978 and 1992 and now claim for a condition between 1993 and 1997 (they may have further operational service which means their claim can be assessed against the Reasonable Hypothesis standard of proof and Statements of Principles).

Qualifying service

An ADF member that Defence has confirmed, through L&SE, to have rendered SSO during the relevant period has qualifying service and is eligible for the service pension (subject to income and assets tests).  They will also be eligible for the automatic grant of the Gold Card at age 70.

Deeming operational service

Due to the ongoing difficulty in obtaining evidence from Defence, it is difficult for a submariner to establish that an injury they incurred took place on a period of operational service.

In order to overcome this barrier, the Government in 2018 approved an amendment to the VEA to create a deeming provision to ensure that an ADF member who served on a submarine on a special submarine operation between 1 January 1978 and 31 December 1992 is deemed to have operational service for any period they served on a submarine during this period.  This is encapsulated in the revised s6DB of the VEA, which took effect on 30 June 2018. Following, the passage of the Veterans’ Affairs Legislation Amendment (Partner Service Pension and Other Measures) Act 2019, this deeming provision was amended to cover SSO service up to 12 May 1997.

The aim is to ensure that operational service applies to submarine crew members who have been proven to have served on SSO during the relevant period, but because of the classified nature of the operations, cannot establish the timing or discuss the details of their period of operational service.  The deeming is only to take place where the person:

  1. Has been confirmed to have rendered SSO during the relevant period;
  2. Contends an injury occurred on SSO; and
  3. They were on a submarine at the time of the injury.

Some members of a submarine's crew may not necessarily be a member of the ADF assigned to that submarine.  However, the vast majority of claims will come from RAN members who were assigned to a submarine so service records will be able to assist in identifying times when the RAN member was assigned to a submarine.  A list of the relevant submarines is included below.

Limits of deeming provision

It is important to note that a claimant who has served on SSO does not have operational service for the entirety of the time during the relevant period during which they were simply posted to a submarine.  The amended provision requires that the claimed condition relate to actual service on a submarine.  This means that a veteran who service records indicate that they were posted to a submarine, but who was injured at a shore establishment, would not be taken to have been on operational service at the time of the injury.  On the other hand, a veteran who was injured on board a submarine during the relevant period, even if that submarine was in port in Australia, would be taken to have been rendering operational service at that time.

While submarines are not always at sea, and those at sea will not always be on SSO, the new provision will ensure that the Government's intent to provide operational service to these veterans can be met.

Examples

Example accept:

  • A submariner served in the RAN between 1980 and 1988, and Defence has confirmed they served on SSO during this period.  The submariner claims to have incurred an injury on a submarine during a submarine special operation in 1988.  His service records show that at the time of the injury, he was assigned to HMAS Orion, an RAN submarine.  The injury can be deemed to have occurred on a period of operational service, and the claim can be assessed against the Reasonable Hypothesis SOPs for the relevant injury.

 

Example reject 1:

  • A submariner served in the RAN between 1980 and 2000.  Defence has confirmed that the submariner served on SSO at some point before 31/12/1992.  The submariner was assigned to a submarine when they sustained an injury in 1991, but the injury took place at a shore facility, HMAS Platypus.  The submariner was not on a submarine at the time of the injury so he could not have been on SSO when the injury occurred.  As the submariner has peacetime service coverage under the VEA, the claims should be assessed under the Balance of Probabilities SOP for the relevant injury.

Example reject 2:

  • A member joined the RAN in 1997 and completed his submarine training in 1998.  The member contends that he sustained an injury as a result of his service on a submarine special operation in 1999.  The member's service documents show he has been awarded the ASM with clasp SPECIAL OPS and was first assigned to an Oberon-class submarine in 1999.  However, Defence states he did not serve on SSO during the relevant period under the legislation.  The member does not have operational service on SSO and the deeming provision cannot be applied, as he did not serve on a SSO between 1978 and 1997.  As such, the claim should be assessed under DRCA.

Australian submarines of the period

Over the course of the relevant period (1978-1997), the RAN operated six Oberon-class submarines. These were HMA Submarines:

  • Oxley (II) (decommissioned February 1992)
  • Otway (II) (decommissioned February 1994)
  • Ovens (decommissioned December 1995)
  • Onslow
  • Orion (decommissioned October 1996)
  • Otama

Additionally, the Collins-class submarine HMAS Collins was commissioned in July 1996 (launched August 1993).

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2/141-post-world-war-2-operations/submarine-special-operations-sso

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Bomb and Mine Clearance

A veteran who served after 29 October 1945 has [glossary:qualifying service:498] if they were awarded or are eligible to be awarded the:

  •    Naval General Service Medal, or
  •    General Service Medal (Army and Royal Air Force).    
    More →

    History Library - Post World War II Medals

    P1/C9/S4

    More → (go back)

These medals must have one of the following clasps:

  • Mine-sweeping 1945-51
  • Bomb-mine Clearance 1945-53
  • Bomb and Mine Clearance 1945-49
  • Bomb and Mine Clearance 1945-56



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2/141-post-world-war-2-operations/bomb-and-mine-clearance

British Commonwealth Occupation Forces

Description

The British Commonwealth Occupation Forces (BCOF) were formed after the formal surrender of Japan and comprised personnel from the armed forces of Australia, New Zealand, India and the United Kingdom. BCOF's primary role was to ensure that the terms of the unconditional surrender of Japan were met. Service for Australian personnel extended from 13 February 1946 to 28 April 1952 (both dates included).    

 

Operational service

A member of the permanent defence force who served in the BCOF in Japan has operational service up to the earliest of:

Qualifying service

Service solely with BCOF (Japan) is not [glossary:qualifying service:498]. The Japanese forces had surrendered and there was no longer an [glossary:enemy:542].

Treatment under the Australian Participants in British Nuclear Tests and British Commonwealth Occupation Force (Treatment) Act 2006

Any period of service in Japan as part of BCOF from 31 January 1946 to 28 April 1952 gives entitlement to a Gold Card under that Act.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2/141-post-world-war-2-operations/british-commonwealth-occupation-forces

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BCOF Gold Card eligibility

As part of the 2017-18 Budget, the Government announced that veterans who served as part of BCOF (as well as British Nuclear Test participants) would be eligible for a Gold Card under the Australian Participants in British Nuclear Tests and British Commonwealth Occupation Force (Treatment) Act 2006, in recognition of the unique nature of this service.

Initially, any member of the Army, RAN or RAAF who served in Japan in connection with the occupation between 31 January 1946 and 28 April 1952 (when BCOF ceased to exist) became eligible for a Gold Card. In late 2017, an instrument amended the definition of a BCOF member to include any former ADF member who served in Japan between 16 August 1945 and 30 January 1946 - as this is taken to include the territorial water of Japan, this will be most relevant for former members of the RAN who may have served in Japanese waters between the end of the Second World War and the end of January 1946 when BCOF was formally established, and for members of some specialist Army units detailed below.

If you have any queries, or cannot locate corroborating evidence on a client's service record, contact the Liability & Service Eligibility section at L.and.SE.Policy@dva.gov.au.

Below is information on the following:

Army Service Records

Usually, assignment to BCOF in Japan will be noted on the service record. Those Army units known to have been assigned to BCOF include:

  • 34th Infantry Brigade
    • 65th Battalion (later 1 RAR)
    • 66th Battalion (later 2 RAR)
    • 67th Battalion (later 3 RAR)
  • 1 Reinforcement Holding Unit (1RHU)
  • 1 Aust Area Workshops
  • 1 Aust Terminal Company RAE
  • 2 Aust Broadcast Maintenance Section
  • 6 Labour Group
  • 8 Aust Base Postal Unit
  • 10 Australian Bomb Disposal Platoon
  • 17 Australian CRE (Works)
  • 20th Field Butchery Platoon AASC
  • 21 Aust Army Ordnance Depot
  • 22 Aust Detention Barrackes (later BCOF Combined Detention Barracks)
  • 47th Field Bakery
  • 130 Australian General Hospital

Information on small sub-units (such as service, transport, education, signals and engineer units) assigned to BCOF headquarters in Kure (later Eta Jima), and the British Commonwealth Sub Area Tokyo can be found on the AWM website here and here. (NB: these may also contain New Zealand, British or British Indian Army units, members of which are not eligible).

There were also a number of units which served in Japan after the conclusion of hostilities and were not formally assigned to BCOF but are considered part of the occupation forces. These units include:

  • The Scientific and Technical Division
  • Economic and Scientific Section
  • GHQ
  • SCAP
  • Australian Scientific Mission
  • International Military Tribunal for the Far East
  • The International Prosecution Section
  • The Australian Legal Section
  • The Australian Military History Section, and
  • Australian Army War Crime Unit

Members of these units in Japan after 16 August 1945 are considered to be members of the occupation forces.

 

RAAF Service Records

The Department of Defence has advised that the following RAAF units served in Japan as part of the British Commonwealth Air Force (BCAIR), the air force contingent of BCOF:

  • No 81 (Fighter) Wing
  • Nos 76, 77 and 82 (Fighter) Squadrons
  • No 5 Airfield Construction Squadron
  • 481 Maintenance Squadron (until May 1946)
  • 381 (Base) Squadron (from May 1946)
  • No 111 Mobile Fighter Control Unit

The RAAF components of BCAIR began to arrive in Japan from December 1945.

37 Squadron supported BCOF from bases in Australia and the Pacific, but were not necessarily based in Japan and should not be considered BCOF service unless there is evidence of extended (multiple concurrent day) service in Japan (e.g. posted there to support 37 Squadron operations in country).

391(Base) Squadron was formed in Japan to support the RAAF involvement in the Korean War after the outbreak of that conflict. Service in this unit would not of itself qualify someone for BCOF eligibility. However, for personnel in 391 (Base) Squadron, a check should be made for possible BCOF eligibility prior to commencement of the Korean war in another unit in Japan or Korean War eligibility under the VEA if deployed to the Korean peninsula.

 

RAN Service in Japan

The below table outlines when RAN ships served in Japanese waters between 1945 and 1952. Note that a member of the RAN is now eligible for a Gold Card in respect of service in Japanese waters between 16 August 1945 (not 31 January 1946) and 28 April 1952.

Some vessels also stopped in Japan while en route to Korean waters during the Korean War (1950-1953), or journeyed back and forth between Japan and Korea to refit, resupply or take leave. In these instances, a client would most likely already have a Gold Card as a result of qualifying service in Korea. Merely stopping in Japan or conducting short-term leave there while a vessel was on Korean War service does not provide BCOF service eligibility as an ADF member must have been contributing to the occupation to become eligible for the Gold Card.

List of RAN Ships serving in Japan from 1945 to 1952

VesselDate of arrival in Japanese port/watersDate of departure from Japanese port/watersComments
HMAS Anzac14.08.195130.09.1951Incl Korea - check if sailor has QS in respect of service in the Korean War
    
HMAS Arunta17.11.194512.03.1946 
 16.12.194607.04.1947 
 24.11.194726.01.1948 
 18.02.194823.03.1948 
    
HMAS Australia05.09.194719.10.1947 
    
HMAS Bataan31.08.194518.11.1945 
 18.09.194607.01.1947 
 18.08.194723.09.1947 
 22.10.194707.11.1947 
 22.11.194727.11.1947 
 06.07.194804.11.1948 
 01.06.194906.09.1949 
 01.07.195024.05.1951On active service in Korea during this period - check if sailor has QS in respect of service in the Korean War
    
HMAS Culgoa02.07.194729.07.1947 
 25.08.194725.11.1947 
 05.09.194904.02.1950 
    
HMAS Hobart31.08.194511.09.1945 
 17.11.194512.03.1946 
 19.09.194601.10.1946 
 25.10.194616.11.1946 
 06.04.194706.07.1947 
 30.07.194701.08.1947 
    
HMAS Kanimbla30.10.194602.11.1946 
 02.12.194604.12.1946 
 18.01.194726.01.1947 
 07.05.194711.05.1947 
 16.06.194722.06.1947 
 25.07.194731.07.1947 
 12.09.194715.09.1947 
 29.10.194704.11.1947 
 03.03.194810.03.1948 
 15.04.194824.04.1948 
 04.12.194807.12.1948 
    
HMAS Manoora23.04.194628.04.1946 
 12.02.194711.03.1947 
 26.03.194702.04.1947 
 29.09.194704.10.1947 
    
HMAS Murchison21.02.194627.02.1946 
 01.04.194608.04.1946 
 04.06.195106.12.1951Incl Korea - check if sailor has QS in respect of service in the Korean War
 31.12.195105.02.1952Incl Korea - check if sailor has QS in respect of service in the Korean War
    
HMAS Napier27.08.194513.09.1945 
    
HMAS Nepal06.09.194512.10.1945 
    
HMAS Nizam27.08.194524.09.1945 
    
HMAS Norman16.09.194525.09.1945 
    
HMAS Quadrant01.08.194602.10.1946 
 25.10.194616.12.1946 
    
HMAS Quiberon13.04.194601.08.1946 
 06.04.194714.07.1947 
 23.03.194815.04.1948 
 05.05.194806.07.1948 
    
HMAS Quickmatch11.09.194517.10.1945 
 08.06.194620.09.1946 
 16.04.194708.05.1947 
 01.06.194706.07.1947 
 17.07.194718.08.1947 
 23.03.194813.05.1948 
 03.06.194807.07.1948 
    
HMAS Shoalhaven02.03.194921.03.1949 
 28.04.194904.06.1949 
 03.02.195006.09.1950Incl Korea - check if sailor has QS in respect of service in the Korean War
    
HMAS Shropshire31.08.194518.11.1945 
 16.12.194615.02.1947 
    
HMAS Sydney19.09.195127.01.1952Incl Korea - check if sailor has QS in respect of service in the Korean War
    
HMAS Tobruk21.09.195126.01.1952Incl Korea - check if sailor has QS in respect of service in the Korean War
    
HMAS Warramunga31.08.194522.09.1945 
 01.02.194608.06.1946 
 04.01.194714.02.1947 
 24.11.194702.01.1948 
 24.01.194823.03.1948 
 04.11.194826.01.1949 
 5.10.195026.04.1951Incl Korea - check if sailor has QS in respect of service in the Korean War
 05.02.195226.07.1952

Incl Korea - check if sailor has QS in respect of service in the Korean War

Otherwise, only eligible for the Gold Card up to 28 April 1952

    
HMAS Westraila19.06.194626.06.1946 

 

Where service records are inconclusive

Sometimes a member's service records may not conclusively show that the person was assigned to BCOF, or assigned to one of the units/ships shown above during the period of the occupation. Records may state only that an individual embarked for service in Japan and returned to Australia on certain dates.

Where an ADF member served in Japan in connection with the occupation between 31 January 1946 and 24 June 1950 only, and a delegate is satisfied that they contributed to the occupation, the delegate may deem the person to be a member of BCOF for the purposes of the Act.

ADF members who were in Japan between 25 June 1950 (the commencement of the Korean War) and 28 April 1952 (when BCOF formally ceased to exist) may have been in the country to support operations in Korea or the occupation of Japan.  Therefore, this deeming policy does not apply to service between these dates.

If a dlegate is unsure about the nature of a person's service in Japan, they can contact L.and.SE.Policy@dva.gov.au.

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2/141-post-world-war-2-operations/british-commonwealth-occupation-forces/bcof-gold-card-eligibility

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Service in the Korean War

Introduction

This topic covers [glossary:qualifying service:498] and [glossary:operational service:298] for the Korean hostilities, as well as, service in the Demilitarised Zone after the ending of the Australian commitment.    

 

Qualifying service

To have qualifying service for a service pension an Australian veteran of the Korean war must have:

  • been [glossary:allotted for duty:321] in the operational area either individually or as a member of a unit, and
  • served in the operational area to which the person was allotted.    
Operational service

To have operational service, for [glossary:Disability Compensation Payment:574], an Australian veteran of the  Korean war must have:

  • been [glossary:allotted for duty:321] in an operational area either individually or as a member of a unit, and
  • served in the operational area to which the person was allotted, or
  • between 28 April 1952 and 19 April 1956 (both dates included) served in Japan although their unit was allotted for duty in connection with the Korean Conflict.    
Operational service in the demilitarised zone

Defence force personnel continued to serve in Korea after 19 April 1956. Personnel were employed in a non-operational role as it was considered service had returned to normal peacetime conditions.

The exception to this was service as military observers in the Demilitarised Zone (DMZ). Such service in the DMZ is classified as Operational Service but not Qualifying Service.    

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History Library - Units Allotted for Operational Service

P1/C3/S3

 

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Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2/141-post-world-war-2-operations/service-korean-war

Service in the Malayan Emergency and Indonesian Confrontation

Introduction

    

VEA →

Schedule 2 VEA - Operational areas

VEA → (go back)

Between 1950 and 1967 Australia was involved in two conflicts in what is now known as the Federation of Malaysia. These were:

Qualifying service

To have qualifying service for a [glossary:service pension:245] a Malaya veteran must have:

  • been [glossary:allotted for duty:321] in an operational area either individually or as a member of a unit, and
  • served in the operational area to which the person was allotted.    
Members not allotted

Not all members of the forces who served in the Malayan Emergency or Indonesian Confrontation were allotted. Consequently not all have [glossary:qualifying service:498].

Operational service

Operational service in respect of the Malayan Emergency, and Indonesian Confrontation is service as a member of the Defence Force who, or a member of a unit of the Defence Force that:

  • was assigned for service in Singapore at any time during the period from and including 29 June 1950 to and including 31 August 1957, or
  • was at any time during the period from and including 1 August 1960 and including 27 May 1963, in the area comprising the territory of Singapore and or the Federation of Malaya, or
  • served in an operational area as a person allotted for duty, or a member of a unit that was allotted for duty, in that operational area.
Service Outside Australia in Non-Operational Areas

Sub-section 13(6) of the VEA provides for claims in respect of death or incapacity to be accepted in limited circumstances where the person did not render operational service in an operational area. This provision was introduced in 1962 at the time that top secret operations were being conducted in Kalimantan (Indonesian Borneo) by the Australian Special Air Service Regiment during the period of confrontation with Indonesia.

Because Australia retained diplomatic links with Indonesia throughout this period, Indonesian territory could not be included within the operational area.

The provision provides Repatriation benefits to members of a SAS patrol which, in late May/early June 1965, was attacked by a rogue elephant while operating in Kalimantan. One of the group was badly gored and died before help could be summoned. If a claim is lodged by a member of the patrol and the service documents do not show details of injury or disease at the time of the person's service against hostile forces, further information should be sought from the relevant source.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2/141-post-world-war-2-operations/service-malayan-emergency-and-indonesian-confrontation

Service in Vietnam

Introduction

This topic covers the requirements for [glossary:operational service:298] and [glossary:qualifying service:498] in the Vietnam hostilities, as well as the recognised periods of service before and after Australia's involvement in the hostilities.    

 

Qualifying service

To have qualifying service for a [glossary:service pension:245] a Vietnam veteran must have:

Operational service

To have operational service for a [glossary:disability compensation payment:574], a Vietnam veteran must have:

  • been [glossary:allotted for duty:321] in an operational area either individually or as a member of a unit, and
  • served in the operational area to which the person was allotted.
Operational service - January 1962

Before the commencement of Australia's operational involvement in Vietnam, the HMAS Vampire and HMAS Quickmatch visited Saigon on 25-29 January 1962. The period of the visit is classified as operational service but not qualifying service.    

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History Library - Units Allotted for Operational Service

P1/C5/S3

 

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Service after 11 January 1973

Australia's operational presence in Vietnam officially ended on 11 January 1973. Following this date:

  • the Australian Embassy Guard Platoon served until mid 1973, and
  • RAAF personnel were operating in the months leading to the fall of Saigon.

Members of the defence force who served in Vietnam from 12 January 1973 to 29 April 1975 have warlike service and consequently operational and qualifying service.

Taken to have been allotted for duty

The determinations made to date cover the following members of the Defence Force:

  • the crews of RAN ships involved in transporting troops and other support duties;
  • members of the Defence Force who visited the area for the purpose of:
  • staff visits,
  • inspections,
  • public relations,
  • familiarisation,
  • welfare visits,
  • attache duties;
  • members of the RAN who crewed the MV JEPARIT;
  • members of various RAAF units;
  • aircrew of the Australian Air Force Detachment, Sangley Point;
  • specified members of the RAN Reserve. (not allotted for duty in an operational area)

Among the Defence Personnel providing welfare services were members of the various military bands.

The service documents of these people should indicate that they have been deemed to be on full-time service and/or deemed to be allotted for duty in an operational service. If there is any discrepancy between what the claimant is contending and the official records, further advice should be obtained from the relevant service.

Philanthropic Organisations

Determinations have been made in respect of representatives of the following approved philanthropic organisations, who provided welfare services to the Defence Force, that they were members of the Defence Force rendering continuous full-time service in an operational area:

  • the Australian Red Cross Society;
  • the Campaigners for Christ - Everyman's Welfare Service;
  • the Salvation Army;
  • the Young Women's Christian Association of Australia;
  • the Young Men's Christian Association of Australia;
  • the Australian Forces Overseas Fund.

If claims are received from any of these, full details of the service should be obtained from the claimant. It may be necessary to verify the situation with the Soldier Career Management Agency.     

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Requirement for Continuous Full-time Service

Section 1.2.3

 

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Civilians not covered

Compensation benefits for civilians in Vietnam is determined solely on the basis of their employment. For example, medical and surgical teams provided under a SEATO aid program were given salary, travel expenses and accommodation by the Australian Government and were subject to general Public Service terms and conditions of employment. They and other civilians employed by the Australian Government but who did not serve directly in support of the Defence Force in Vietnam are covered by the Safety Rehabilitation and Compensation Act 1988 (SRCA).

Members of the SEATO medical teams are eligible for a Gold Card under the Treatment Benefits (Special Access) Act 2019, but are not eligible for benefits under the VEA and are not considered to have rendered Qualifying Service.

Official entertainers' who toured Vietnam under the auspices of the Australian Defence Force are not covered under the VEA. However, depending on the terms of their contracts, they may have coverage under the SRCA.

Independent concert parties or entertainers are not covered under either Act. Nor are journalists working for Australian newspapers or Australians working as civilians for the US Army.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2/141-post-world-war-2-operations/service-vietnam

Other Post World War 2 Conflicts

Introduction

This topic contains information on the following:

North East Thailand.

Personnel who served in North East Thailand at any time between 31 May 1962 to 24 June 1965 (both dates included) have operational service.     

 

Namibia - United Nations Transition Assistance Group (UNTAG)

[glossary:Australian Defence Force:525] members who served in Namibia between 18 February 1989 and 10 April 1990 (both dates included) have operational service. Members of UNTAG who were members of a force [glossary:allotted for duty:321] in Namibia have qualifying service.

Persian Gulf War (1990-1991)

Australian Defence Force members who were [glossary:allotted for duty:321] and served in the operational areas for the Persian Gulf War have both qualifying and operational service.     

 

Cambodia (1991-1993)

Australian Defence Force members who were allotted for duty and served in the operational areas for Cambodia have both qualifying and operational service.

Australians allotted for duty may have been with:

  • United Nations Advanced Mission in Cambodia (UNAMIC), or
  • United Nations Transition Authority in Cambodia (UNTAC).
The former Yugoslavia (1992 - 1997)

[glossary:Australian Defence Force:525] members who were allotted for duty with Australian contingents of the United Nations forces and served in the area comprising the former Yugoslavia have both qualifying and operational service.

Somalia (1992-1994)

Australian Defence Force members who were allotted for duty and served with the Australian contingents of the United Nations forces in Somalia have both qualifying and operational service.

East Timor (1999 ongoing)

Australian personnel, including official war artists, who served as part of a defence (ADF) or police (AFP) operation since 19 June 1999, have been covered for [glossary:Disability Compensation Payment:574]. In addition, defence personnel who served in East Timor after 19 September 1999 as part of an operation, which has been declared as warlike service by signed Instrument, are also eligible for a [glossary:service pension:245]. ADF personnel must be allotted to and serve in East Timor, not simply be allotted to an operation because they may have served only in Darwin or Townsville.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2/141-post-world-war-2-operations/other-post-world-war-2-conflicts

Other submarine operations - 13 May 1997 to 30 June 2006

Other submarine operations – 13 May 1997 to 30 June 2006

Due to a review by Defence, the nature of service for certain submarine service has been re-classified.

Certain submarine service between 13 May 1997 and 30 June 2004 is now Non-Warlike service under the VEA.

Certain submarine service between 1 July 2004 and 30 June 2006 is now Non-Warlike service under the MRCA.  

Who is eligible?

An eligible person is a member of the ADF who has been assigned to Operation QUADRANT.

As the operation name was only recently declared, a client may not know that they served on Operation QUADRANT.  Defence will update the Ops Logs for relevant members on their service records.  Members may only know that they served on a ‘special operation’.  If a client claims to have served on a special operation on a submarine during this period, but Operation QUADRANT is not on their service records, delegates can email the Liability & Service Eligibility policy section (L&SE), who will confirm with Defence whether the client has the relevant service.  L&SE can also liaise with Defence in an attempt to obtain contextualising information about the likelihood of a contended incident on board a submarine if required.

What if someone claiming now has previously been told they do not have SSO?

If someone claimed to have served on SSO prior to this reclassification, then Defence may have confirmed that the person did not serve on SSO between 1978 and 1997.  If the person was still serving on or after 13 May 1997, they may still have served on Operation QUADRANT during this new period.  You can request an updated Service Record for the person through SAM or email L.and.SE.Policy@dva.gov.au and the L&SE policy section will liaise with Defence to confirm.

What about service after 30 June 2006?

In 1997, the VEA was amended to reflect the ADF’s new classification system.  From this time, all ADF operations are classified as Warlike, Non-Warlike or peacetime service.  A submariner’s PMKeyS data will identify if they have served on any named operations.  If those named operations have been classified as warlike or non-warlike service, the submariner would be eligible for the respective benefits flowing from those classifications.  No specific submarine service after 1997 has yet been declared as warlike.

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2/141-post-world-war-2-operations/other-submarine-operations-13-may-1997-30-june-2006

SEATO Surgical Medical Teams / Civilian Surgical Medical Teams in Vietnam

Background 

On 16 December 2018, the Treasurer and Minister for Veterans’ Affairs announced that members of the civilian surgical medical teams who were employed in Vietnam under contract by the Department of External Affairs as part of a SEATO aid program will be eligible for a DVA Gold Card.

Treatment and Gold Card access for members of the teams is provided under the Treatment Benefits (Special Access) Act 2019 which received Royal Assent on 5 April 2019.

The Act is in effect from 1 July 2019.  SEATO team members have no eligibility under the VEA.

 

Who were the SEATO medical teams? 

The SEATO medical teams (also known as civilian surgical and medical teams) were surgeons, doctors, nurses and a small number of technical staff (eg. radiographers, pathologists etc.) and administration staff contracted by the then Department of External Affairs to provide training and medical support in South Vietnamese civilian hospitals between October 1964 and December 1972 as part of a SEATO aid program. 

DVA is aware that approximately 240 doctors, 210 nurses and a small number of administrative and technical staff participated in the SEATO aid program.

A small number of construction workers were involved in the rebuilding of Bien Hoa hospital.  Members of this construction team were included on SEATO team lists and are considered to be members of the civilian surgical medical teams.  However it should be noted that personnel on other SEATO aid programs (such as road building or water works projects) are not eligible.

 

Establishing Eligibility 

Eligibility for the Gold Card for this group is established under the Treatment Benefits (Special Access) Act 2019.  The Act specifies that to be eligible, a person must be:

a person who worked in Vietnam (Southern Zone) as a member of an Australian surgical‑medical team under the Commonwealth Government’s Southeast Asia Treaty Organisation aid programme at any time during the period beginning on 1 October 1964 and ending on 31 December 1972.

An eligible person is also required to be an Australian Resident at the time of application, which has the same meaning as under Section 5G of the VEA.  Essentially this requires a person to be an Australian Citizen, the holder of a permanent visa, the holder of a special category visa who is likely to remain permanently in Australia or the holder of a special purpose visa who is likely to remain permanently in Australia.

Residency is established through usual proof of identity processes and through the declaration by the applicant on the claim form.

What information is required?

To determine whether a person was a member of a SEATO medical team the following information will be required on the application form.

  • Name
  • Name employed under (if different – many of the nurses were employed under their maiden names)
  • State or Hospital Team that they were part of (eg. Prince Alfred Hospital Team, South Australian Team etc.)
  • Area in Vietnam they worked in (Bien Hoa, Ba Ria, Vung Tau, Long Xuyen etc.)
  • Role (Team Leader, Surgeon, Anaesthetist, Paediatrician, General Practitioner, Plastic Surgeon, Doctor, Nurse, Administration, Technical – if technical staff, they should specify their role, such as radiographer)
  • Dates in Vietnam (From and to, multiple engagements were possible, and some team members went to Vietnam three or more times in different teams)
  • Who was their team leader? (please note the name of the team leader should also be checked against lists to confirm they were present).

If possible, team members should supply evidence of their employment.  This may be in the form of their contract with External Affairs, photos and letters from the time, letters of commendation, statutory declarations from other team members attesting to their involvement, evidence of the issuing of the Australian Active Service Medal and/or Vietnam Logistics Service Medal by Defence for their role in SEATO or other acceptable evidence of engagement.

How will applications be assessed?

In determining eligibility the following steps should be followed:

1.      Determine whether the applicant has existing Gold Card eligibility from VEA, MRCA or BNT/BCOF service.  If they do then they are not eligible under the Treatment Benefits Act.

2.      Review evidence provided with the claim to see if it confirms membership on the SEATO surgical medical teams.

3.      Compare the name of the person during their employment and (if possible) details of role provided with the claim with the team lists in the excel sheet “SEATO Team Members and Teams – For Assessors” in the following priority order:

a.      Confirmed team members from research at the National Archives (Tab 1). Please note this is a partial list, which contains approximately 50% of known team members, mostly from the Bien Hoa teams for whom records are more accessible.  Notes indicate where there may be doubts about eligibility.  If there are issues in the notes, or a conflict between roles recorded and indicated on the form please consult with Liability and Service Eligibility Section.

b.      Team members indicated in secondary sources (Tab 2).  This list is useful as it notes the dates of service and teams in which individuals were deployed.  While the list is considered to be highly reliable, it should be considered ‘strongly indicative’ rather than definitive.

c.       Team members on the DVA nominal roll (Tab 3).  As with list “b” this should be considered indicative rather than definitive.

4.      Review the claimed team matches the teams and their deployment dates.  The teams and dates of deployment are at Tab 4.  Please note that there was generally some degree of overlap as experienced team members conducted a handover to incoming team members (and an advance team was sent from incoming teams).

In conjunction with evidence provided with the claim, inclusion on the above lists and matching details provided on the claim form with the information on the lists should be sufficient to establish team membership and eligibility under the Act.

If there are any doubts, questions or enquiries about claims, please contact the Liability and Service Eligibility Section.  Special investigations can be conducted by L&SE on a case by case basis.

 

People with connections to the teams but not eligible

There were a number of individuals who had a loose connection with the teams and may have visited the teams, helped out or worked alongside them but are not eligible according to the criteria in the Act. 

Members associated with the teams, but not eligible include:

  • Spouses of team members (unless the spouse was a member of the team in their own right, this did occur in a couple of cases);
  • Visitors to the teams (including medical personnel visiting from the providing hospital, politicians, medical personnel and External Affairs staff);
  • Department of External Affairs embassy staff who administered the teams in-country;
  • Members of the Department of Works who assessed the hospitals for construction works;
  • Members of the Australian Medical Association “Doctors for Vietnam” program.  These were not part of the teams (though may have worked alongside them at times);
  • Vietnamese hospital staff (these were employed by the Vietnamese Ministry of Health, and were not part of the teams);
  • Vietnamese domestic staff at their quarters;
  • Members of other medical programs;
  • Participants in other (different) SEATO or other aid organisation programs;
  • Civilians employed in Vietnam in any other capacity (including Australian Government employees).

As noted above, a small number of construction workers were involved in the rebuilding of Bien Hoa hospital are considered eligible. 

 

What they receive/do not receive 

Members of the teams will be eligible for a DVA Gold Card, the veterans’ supplement and travel for medical treatment.

The measure will provide only medical treatment at DVA expense.

This treatment is provided under the Treatment Benefits (Special Access) Act 2019, not under the VEA.  SEATO team members have no eligibility under the VEA.  

The members are not considered veterans and there is no eligibility for non-liability health care, pensions, compensation, or other benefits provided under the VEA, DRCA and MRCA.

The measure will not provide qualifying service, a service pension or compensation for any conditions related to the teams’ employment in Vietnam.

Compensation for conditions relating to their service in Vietnam will remain available to members of the medical teams under existing arrangements through Comcare under the Safety, Rehabilitation and Compensation Act 1988

DVA will not pay for treatment of a disease or injury if a member is entitled to compensation or damages, from another party, for that disease or injury.  Cost recovery may apply in these circumstances.

 

Liaison with Comcare 

In a small number of cases, the SEATO team members may have received treatment and compensation from Comcare due to their eligibility under SRCA.  While they can continue to receive compensation from Comcare, once the member has been approved for the DVA Gold Card, eligibility for treatment under Comcare ceases (unless Comcare determines there are exceptional circumstances).  Comcare will need to be advised in these cases.  The claim form requests information about whether Comcare has provided treatment. 

 

For further information 

If you have any enquiries relating to this measure, please contact the Liability and Service Eligibility Section on L.and.SE.Policy@dva.gov.au.

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2/141-post-world-war-2-operations/seato-surgical-medical-teams-civilian-surgical-medical-teams-vietnam

1.4.2 Peacekeeping Forces

Last amended: 1 June 2012

    

VEA →

Schedule 3 VEA - Peacekeeping forces

VEA → (go back)

Introduction

Following is a list of peacekeeping forces in which Australians have served:     

Description of peacekeeping force

Initial date as a peacekeeping force

Security Council Commission of Investigation on the Balkans

29 January 1947

Committee of Good Offices

25 August 1947

United Nations Special Commission on the Balkans

26 November 1947

United Nations Commission on Korea

1 January 1949

United Nations Military Observer Group in India and Pakistan

1 January 1949

United Nations Commission for Indonesia

28 January 1949

United Nations Truce Supervision Organisation

1 June 1956

United Nations Operations in the Congo

1 August 1960

United Nations Yemen Observation Mission

1 January 1963

United Nations Force in Cyprus

14 May 1964

United Nations India-Pakistan Observation Mission

20 September 1965

United Nations Disengagement Observer Force

1 January 1974

United Nations Emergency Force II

1 July 1976

United Nations Interim Force in Lebanon

23 March 1978

Commonwealth Monitoring Force in Zimbabwe

24 December 1979

Sinai Multinational Force and Observers - established by the protocol between the Arab Republic of Egypt and the State of Israel dated 3 August 1981

18 February 1982

United Nations Iran/Iraq Military Observer Group

11 August 1988

United Nations Border Relief Operation in Cambodia

1 February 1989

United Nations Transition Assistance Group Namibia

18 February 1989

United Nations Mission for the Referendum in Western Sahara

27 June 1991

The Australian Police Contingent of the United Nations Transitional Authority in Cambodia

18 May 1992

The Australian Police Contingent of the United Nations Operation in Mozambique

27 March 1994

Australian Defence Support to a Pacific Peacekeeping Force for a Bougainville Peace Conference

21 September 1994

The Australian Police Contingent of the Multi-National Force in Haiti

10 October 1994

See:

  • For more information on Peacekeeping Service see Policy Library, Part 1, Chapter 2, Section 2 Peacekeeping Service
  • For more information on Peacekeeping Forces see Legislation Library, Schedule 3 VEA



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/14-service-post-world-war-2/142-peacekeeping-forces

1.5 Periods of Conflicts and Operational Areas

About this chapter

This chapter contains the precise periods and places where veterans must have served to be eligible for benefits under the [glossary:VEA:373].

 

See Also


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas

1.5.1 World War 1 and World War 2

About this section

This section contains details about the periods and places where Australians served during World War 1 and World War 2.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas/151-world-war-1-and-world-war-2

World War 1 - Periods and Places

Period of conflict

For qualifying service to be recognised in World War 1 a person must have served during the period 4 August 1914 to 11 November 1918 (both dates included). For operational service to be recognised in World War 1 a person must have served during the period 4 August 1914 to 21 September 1921 (both dates included).    

Places of conflict

All qualifying and operational service is service performed during the above period of conflict in areas beyond the coastal waters of Australia.

During World War 1 Australian forces served in Gallipoli, France and Belgium or the Middle East. In addition, there was an expeditionary force to New Guinea, which was then a German colony. The RAN served in all seas and oceans.

Service in Australia during WW1 is eligible war service.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas/151-world-war-1-and-world-war-2/world-war-1-periods-and-places

World War 2 - Periods and Places

Period of conflict

For qualifying service to be recognised in World War 2, a person must have served during the period 3 September 1939 to 29 October 1945 (both dates included). Qualifying service can be recognised for service after this period if the veteran was involved in post-war bomb and mine clearance activity.     

For operational service to be recognised in World War 2, a person must have served during the period 3 September 1939 to 28 April 1952 (both dates included).     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas/151-world-war-1-and-world-war-2/world-war-2-periods-and-places

1.5.2 Post World War 2

About this section

This section contains details about post World War 2 operations where Australians have served.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas/152-post-world-war-2

Korean Hostilities - Period and Operational Area

    

Period of conflict

For qualifying and operational service to be recognised in the Korean hostilities, a person must have served during the period 27 June 1950 to 19 April 1956 (both dates included).

Service in the demilitarised zone after 1956 is recognised as operational service but not qualifying service.     

Operational area

The [glossary:operational area:633] for the Korean hostilities was:



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas/152-post-world-war-2/korean-hostilities-period-and-operational-area

Malayan Emergency and Confrontation - Periods and Operational Areas

    

 

Introduction

This topic covers details of the [glossary:operational areas:633] and dates for the Malayan emergency, which are outlined in schedule 2 of the [glossary:VEA:373]. It covers the following:

  • Malaya 
  • Federation of Malaya and Singapore
  • Malay/Thai Border
  • Malaysia, Singapore & Brunei
  • Borneo 
Malayan Emergency

The operational area the Malayan Emergency included the waters off the coast of Malaya for a distance of 18.5 kilometres seaward from the coast, but not Singapore.

This was an operational area for Australian forces during the period 29 June 1950 to 31 August 1957 (both dates included).     

 

Federation of Malaya and Singapore

The area of the Federation of Malaya and the colony of Singapore was an operational area for Australian forces during the period 1 September 1957 to 31 July 1960 (both dates included).

Malay/Thai Border

The operational area for the Thai Border area only includes the northern Malayan states of:

  • Perlis
  • Kedah
  • Perak and
  • Kelantan (the Western area only of this state, as outlined in Item 5, Schedule 2 of the VEA).

This was an operational area for Australian forces during the period 1 August 1960 to 16 August 1964 (both dates included).

Malaysia, Brunei & Singapore

The Malaya Peninsula operational area includes the territories of Malaysia, Brunei & Singapore and the waters adjacent to those countries.

The territory of Malaysia includes the whole of the Malay Peninsula, the State of Sabah and the State of Sarawak.

This was an operational area for Australian forces during the period 17 August 1964 to 14 September 1966 (both dates included).

Borneo

The operational area for Borneo was the states of:

  • Sarawak,
  • Sabah (North Borneo) and
  • Brunei.

This was an operational area for Australian forces during the period 8 December 1962 to 16 August 1964 (both dates included).


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas/152-post-world-war-2/malayan-emergency-and-confrontation-periods-and-operational-areas

Vietnam Hostilities - Period and Operational Areas

    

Period of conflict

For both qualifying and operational service to be recognised in the Vietnam Conflict a person must have served during the period 31 July 1962 to 11 January 1973 (both dates included).     

However, qualifying and operational service is also recognised for Australian Defence Force personnel who rendered warlike service during the period 12 January 1973 to 29 April 1975 (both dates included).     

Operational area

The [glossary:operational area:633] for the Vietnam Conflict was the southern zone of Vietnam and the waters up to 185.2 kilometres from the shore of Vietnam.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas/152-post-world-war-2/vietnam-hostilities-period-and-operational-areas

Persian Gulf War - Periods and Operational Areas

    

Persian Gulf

The Persian Gulf [glossary:operational area:633] included:

  • the Persian Gulf
  • Saudi Arabia 
  • the United Arab Emirates

The Persian Gulf was an operational area for Australian forces during the period 2 August 1990 to 9 June 1991 (both dates included). The full details of the operational area are shown in item 10, Schedule 2 of the VEA.     

More →

History Library - Persian Gulf

P1/C6

More → (go back)

Iraq and Kuwait

Iraq and Kuwait were operational areas for Australian forces during the period 23 February 1991 to 9 June 1991 (both dates included).     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas/152-post-world-war-2/persian-gulf-war-periods-and-operational-areas

North East Thailand (including Ubon) - Period and Operational Area

North East Thailand, including the Royal Thai Air Force Base at Ubon in Eastern Thailand was an [glossary:operational area:633] for Australian forces during the period 31 May 1962 to 24 June 1965 (both dates included).     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas/152-post-world-war-2/north-east-thailand-including-ubon-period-and-operational-area

Namibia - Period and Operational Area

    

The Namibian [glossary:operational area:633] included Namibia and the area extending 400 kilometres from its borders into the adjoining countries of:

  • Angola 
  • Zambia 
  • Zimbabwe 
  • Botswana and
  • South Africa (including Walvis Bay).

This was an operational area for Australian forces during the period 18 February 1989 to 10 April 1990 (both dates included).     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas/152-post-world-war-2/namibia-period-and-operational-area

Cambodia - Period and Operational Areas

    

The Cambodian [glossary:operational areas:633] included the areas in Laos and Thailand that were not more than 50 Kilometres from the Cambodian border.

This was an operational area for Australian forces during the period 20 October 1991 to 7 October 1993 (both dates included).     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas/152-post-world-war-2/cambodia-period-and-operational-areas

Yugoslavia - Period and Operational Area

    

The Yugoslavian [glossary:operational area:633] comprises the former country of Yugoslavia.

This was an operational area for Australian forces during the period 12 January 1992 to 24 January 1997 (both dates included).     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas/152-post-world-war-2/yugoslavia-period-and-operational-area

Somalia - Period and Operational Area

    

The Somalian [glossary:operational area:633] is the area of the country of Somalia.

This was an operational area for Australian forces during the period 20 October 1992 to 30 November 1994 (both dates included).     

21/12/01Page 1

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-1-service-requirements/15-periods-conflicts-and-operational-areas/152-post-world-war-2/somalia-period-and-operational-area

Part 2 Applying for a Pension



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension

2.1 Claims

2.1.1 Overview of Claims

Why lodge a claim?

A claim may be lodged for the purpose of:    

 

  • applying for service pension,
  • applying for Income support supplement,
  • establishing qualifying service.
  • claiming for Disability Compensation Payment,
  • applying for an increase in Disability Compensation Payment,
  • claiming for war widow(er)'s pension, or
  • claiming for orphan's pension.
Lodgement of a claim

Lodging a claim is the first requirement in order for a pension to be granted. However, certain persons are exempt from lodging a claim: income support supplement, war widow(er)'s pension and orphan's pension.    

 

Withdrawal of a claim

Claims for service pension and income support supplement may be withdrawn, either orally or in writing. Orally withdrawn claims may be reactivated within 28 days of withdrawal. Claims for Disability Compensation Payment, war widow(er)'s pension or orphan's pension must be withdrawn in writing. A withdrawn claim cannot be reactivated, although the claimant can lodge a new claim at any time.    

 

Assessment of a claim

The Secretary is obliged to investigate all claims. The Commission then considers and determines the claim. Claimants have a right of review for all claim determinations. A written notice of the making of the decision and of the right of the person to have the decision reviewed must be provided to the person.    

 

Centrelink clearances

Arrears of pension may be held for recovery of possible excess or overpayments, pending a clearance from Centrelink.    

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/211-overview-claims

2.1.2 Types of Claims

This section outlines the types of claims that can be made under the VEA and the requirements for these claims.

This section contains the following topics:



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/212-types-claims

What types of claims may be lodged?

Types of claims - pensions

There are several types of claims, which can be lodged. These claim types are:

Types of claims – allowances and benefits

Claims for a broad range of income support and veterans' compensation allowances and benefits can also be lodged.    

More →

 

Range of income support and veterans' compensation allowances and benefits available

Part 5 Income Support Allowances & Benefits

Part 6 Compensation Allowances & Benefits

 

 

More → (go back)

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/212-types-claims/what-types-claims-may-be-lodged

Last amended

Qualifying Service Claims

VEA?

Last amended: 05 October 2007

 

Who can make a claim for a qualifying service determination?

VEA?

A claim for a qualifying service determination may be made by:    

 

  • a veteran,
  • a person applying for a partner service pension to establish whether their partner has qualifying service,
  • another person on behalf and with the approval of the veteran or partner of a veteran, or
  • another person approved by the Commission, if the veteran is unable because of a physical or mental incapacity.

 

A proper claim must be lodged before a decision can be made regarding qualifying service.

Proof of identity

In order to identify a claimant and/or the relationship of the claimant to the veteran, a proof of identity check must be made on all new claims.    

 

Reasons for claiming qualifying service

There are several reasons for a person to make a claim for qualifying service, prior to claiming service pension. These reasons include:

  • testing eligibility (e.g. planning for retirement),
  •  widows on age pension at Centrelink applying for transfer to partner service pension,
  • partner on age pension at Centrelink applying for transfer to partner service pension, where the veteran is not in receipt of service pension, or
  • as part of the eligibility criteria for one the following benefits:
  •  Gold Card, or
  •  Commonwealth Seniors Health Card (CSHC).
Effect on subsequent claims for pension or benefit

If the Commission determines that a person has qualifying service, any subsequent claims for pension or benefit made by that person would not require re-investigation of their qualifying service.    

More ?

 

Service pension or income support supplement claims

2.1.2/Service Pension and Income Support Supplement Claims

 

More ? (go back)

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/212-types-claims/qualifying-service-claims

Service Pension and Income Support Supplement Claims

Last amended: 10 May 2011

 

VEA ?

 

Part III, Division 3, Subdivision B VEA - Age service pension claims

Part III, Division 4, Subdivision B VEA - Invalidity service pension claims

Part III, Division 5, Subdivision B VEA - Partner service pension claims

Part IIIA, Division 2 VEA - Income support supplement claims

 

VEA ? (go back)

 

Who can lodge a claim?

 

VEA ?

 

Section 36E VEA - Age service pension

Section 37E VEA - Invalidity service pension

Section 38E VEA - Partner service pension

Section 45J VEA - Income support supplement

 

VEA ? (go back)

 

A claim for service pension or income support supplement (ISS) must be made by:

  • the person who wants to be granted the pension,
  • another person on behalf and with the approval of the person who wants to be granted the pension, or
  • another person approved by the Commission, if the person who wants to be granted the pension, is unable because of a physical or mental incapacity.

To claim an invalidity service pension, a veteran who wants to be granted such a pension must not yet have reached pension age.    

 

Proof of identity

In order to identify a claimant and/or the relationship of the claimant to the veteran, a proof of identity check must be made on all new claims.    

 

Exemptions from requirement to lodge a claim for ISS

VEA?

There are only two types of claimants not required to lodge a claim for income support supplement, these are:

  • war widows/widowers who did not at the time of introduction of income support supplement make an election to continue to receive a ceiling rate social security pension and who subsequently transferred  to income support supplement at DVA; or
  • persons who were receiving partner service pension immediately before being granted a war widow's/widower's pension following the death of their partner.
Claiming ISS when lodging a claim for pension by a war widow/widower or other dependant of a deceased veteran

When a claimant has indicated on a claim for pension by a war widow/widower or other dependant of a deceased veteran form that they wish to claim for the ISS in addition to war widow's pension, this may be considered as a proper claim for ISS under section 45I of the VEA. The formal ISS claim form D0529 Claim for Income Support Supplement is not separately required where the delegate is satisfied that the information necessary to determine ISS eligibility is available through the WWP claim form.

If the claimant is not currently receiving an income support payment from DVA or Centrelink, then the claimant will need to provide their income and assets details.

If the claimant is currently receiving an income support payment from DVA or Centrelink, then the current income and assets details recorded should be checked by the delegate to determine whether new income and assets details need to updated by the claimant.

Additional forms must still be lodged for invalidity ISS to assist in establishing whether the war widow/widower meets the permanent incapacity criteria, when the claimant has advised they are claiming ISS on the basis of invalidity.

Automatic grant of ISS for certain persons exempt from requirement to lodge a claim

If a claimant is exempt from lodging a claim, an automatic grant of income support supplement, can be made if the person has become eligible for:

  • age ISS,
  • partner ISS, or
  • dependent child ISS.

A claim must still be lodged for invalidity ISS to assist in establishing whether the war widow/widower meets the [glossary:permanent incapacity:] [glossary:(for the purpose of invalidity:] [glossary:I:] — [glossary:SS:][glossary:):] criteria.

Backdating of grant of ISS for certain war widows/widowers

A claim for ISS which is lodged by an eligible person who was receiving a social security benefit or pension that was cancelled on grant of a war widow's/widower's pension may have their determination backdated to the start date for the war widow's/widower's pension.

Invitation to lodge a claim

Situations may arise where a person or their partner who is already receiving a pension or benefit with DVA, may become entitled to receive another type of pension. The following table demonstrates when a person should be invited to lodge a claim for a pension.    

 

If...

And the partner...

Then the partner should be invited to claim for...

a service pension recipient is assessed under the income test and is granted a disability compensation payment

is in receipt of a pension from Centrelink.

partner service pension.

the partner of a veteran is in receipt of partner service pension

is also a veteran who has rendered qualifying service

age service pension on reaching pension age

Possible entitlement to Pension Bonus Scheme

If a person seeking to lodge a claim for service pension or ISS is over pension or qualifying age and has (or their partner has) continued to work, they may be eligible to register for the pension bonus scheme. In such a case the claimant should be told that they may be entitled to register for the scheme. If they meet the criteria for late registration, they should be offered the opportunity to do so, before the claim for service pension or ISS is finally determined (although the qualifying service determination (if required) can proceed). Alternatively, they should be advised to weigh up the pros and cons of proceeding with the claim in question so they can maximise the financial advantage.    

 

Pension Bonus Scheme to be explained to claimant not reached pension age

In cases where the claimant has not reached pension age and is working, the pension bonus scheme should be explained, so that the person may make an informed choice about whether to proceed with the claim, or to register for the scheme once they reach qualifying age and continue working.    

 

Claim for DVA pension by a person registered for PBS with Centrelink

If a claimant for service pension or ISS indicates that they have registered for the pension bonus scheme with Centrelink or with DVA, they must be advised to claim the bonus from DVA concurrently, or, if registered with Centrelink, to contact Centrelink about their bonus before proceeding with their claim. This is because, once a person starts to receive the pension, they are no longer eligible for the bonus.    

 

Residency requirements

In the case of both service pension and income support supplement, a person must be an Australian resident and in Australia to lodge a claim. This requirement is relaxed for certain people who are already in receipt of certain pensions whilst overseas.    

 

Travelling Expenses

    

 

A claimant for service pension or income support supplement may be entitled to travelling expenses related to their attendance at either a meeting requested by the Commission, a medical examination or medical investigation related to the claim.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/212-types-claims/service-pension-and-income-support-supplement-claims

Disability Compensation Payment Claims

VEA→

Who can lodge a claim?

VEA→

A claim for Disability Compensation Payment may be lodged by:

Proof of identity

In order to identify a claimant a proof of identity check must be made on all new claims.    

 

Requirements of a claim for Disability Compensation Payment

A claim for Disability Compensation Payment requires investigation of the claimant's medical condition and service record. The claimant is required to do the following:

  • complete an application form,
  • state, on the application form, the reasons why they think their condition is related to service, and
  • seek diagnosis of the condition being claimed from a GP or specialist.

The claimant may also be required to provide other evidence to support the claim on request such as:


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/212-types-claims/disability-compensation-payment-claims

Last amended

Applications for Increase in Disability Compensation Payment

VEA→

Why apply for an increase in Disability Compensation Payment

VEA→

A veteran who is receiving a Disability Compensation Payment as compensation for an incapacity may apply for an increase in the rate of pension on the grounds that the incapacity has increased since the rate of pension was assessed, or last assessed.    

 

Who can lodge and application for an increase in Disability Conpensation Payment?

VEA→

An application for an increase in Disability Compensation Payment may be lodged by:

  • a veteran, or
  • another person on behalf of, and with the approval of, the veteran, or
  • a person approved by Commission where the veteran is unable to approve a person to act on their behalf due to physical or mental incapacity.
Requirements of an application for increase in Disability Compensation Payment

An applicant for an increase in Disability Compensation Payment must provide the following information with their claim:


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/212-types-claims/applications-increase-disability-compensation-payment

War Widow's/Widower's Pension and Orphan's Pension Claims

 

Last amended: June 2022

 

Who can lodge a claim?

 

A claim for war widow(er)'s pension or orphan's pension can be made by a:

  •  widow, or
  •  widower,
  • an other dependant, or
  • another person on behalf of, and with the approval of, the widow(er) or dependant, or
  • a person approved by Commission where the widower or dependant is unable to approve a person to act on their behalf due to physical or mental incapacity.
 
Who can lodge a claim for a child under 18 years?

A claim for orphan's pension for a child under 18 years of age must be made by:

  • the child's parent or guardian, or by another person authorised by the parent or guardian, or
  • a person approved by Commission if there is not a parent or guardian alive, willing or able to make the claim or approve a person to make the claim.    

 

Multiple dependant relationships

A veteran may have more than one person as a ‘widow’ or dependent spouse for the purposes of a war widow's/widower's pension. This is due to the operation of sections 11 and 11A. The Report of the Review on Veterans’ Entitlements 2003 (Clarke report) acknowledged that multiple dependent relationships may exist where a person is married to but separated from a veteran, and that veteran was living in another marriage-like relationship at the time of their death. This has also been considered in Tribunals, but again, these cases only considered a separated married partner and another relationship (see Wharton and Repatriation Commission (4 March 1997), and in particular at [11] where the Tribunal found that s11 clearly ‘makes provisions for more than one person being entitled to a pension’ ).

 

Generally, while a veteran may form multiple partnered relationships that meet the definition of dependency under s11 of the VEA, careful consideration would need to be given in situations where a veteran’s relationships include multiple defacto partners. The nature of defacto relationships is set out in s11A and requires a level of dependency, commitment and cohabitation that would be hard to be established in more than one relationship. In the same vein, where an applicant to the war widow's/widower's pension is found to be residing in Australia on a temporary basis (such as those on tourist visas) then Delegates must carefully consider whether the criteria of dependency can be adequately satisfied given the transient and provisional nature of the applicant’s living arrangements in Australia.

Proof of relationship to a deceased veteran

Claimants for war widow(er)'s pension or orphan's pension may have to provide proof of their relationship with the deceased veteran.    

 

Requirements of a claim for war widow(er)'s or orphan's pension

A claim for war widow(er)'s or orphan's pension will require investigation of the veteran's medical condition prior to death and their service record. The claim should include the following information:

  • the deceased veterans' name,
  • details of the veteran's service,
  • the names of any doctors and hospitals who treated the veteran,
  • reasons why the claimant believes the veteran's service caused or contributed to their death,
  • information about other dependants.

Death Certificates

Generally, in order for a determination to be made regarding a bereaved family’s eligibility for compensation, there must be sufficient evidence to:

  • prove that the veteran has died and 
  • establish a cause of death. 

In most cases, a death certificate must be supplied to satisfy these requirements.

However, in some very specific circumstances involving significant delays in the availablility of a death certificate, a claim may be determined using alternative evidence.  These circumstances are set out here.

Automatic grant of pension for certain dependants exempt from requirement to lodge a claim

A war widow(er) or orphan will be automatically granted pension if:

  • they were dependant on the deceased veteran, and
  • the veteran was:

In such a situation, war widow(er)'s or orphan's pension will be granted without an application being lodged or a determination being madeand the pension is payable from and including the day after the veteran died. Where a veteran has died as a result of a disability already accepted as being caused by war or eligible defence service, the death will be determined to be war or defence caused. In these circumstances a claim for pension still needs to be lodged with the Department.    

More

 

Exemptions from the requirement to lodge a claim

2.1.2/Service Pension and Income Support Supplement Claims

Where access to a death certificate is delayed due to the involvement of the Coroner

See Claims Awaiting Coroner's Findings

More (go back)

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/212-types-claims/war-widowswidowers-pension-and-orphans-pension-claims

Last amended

2.1.3 Lodging or Withdrawing Claims

This chapter details what is involved in lodging or withdrawing a claim for qualifying service or pension.

This section contains the following topics:



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/213-lodging-or-withdrawing-claims

Lodgement of a Claim

Proper claim

A person who wants to make a claim for a pension or to establish qualifying service must lodge a proper claim for that pension or qualifying service determination.

Initial claim or incorrect claim

If a person makes a claim for a service pension, income support supplement, disability compensation payment or dependant’s pension that is not a proper claim it can be regarded as an Initial (or informal) claim.

The following are examples of situations where a claim for may be considered to be an Initial Claim:

  • written application for pension on other than an approved form,
  • written advice of their intention to apply for pension,
  • telephone advice of their intention to apply for service pension or ISS.
How is a claim lodged

A claim is considered to be lodged with the Department if it is lodged:

  • at an office of the Department in Australia,
  • electronically via:
    • MyService,
    • the Department's Online Claim Lodgement system, or
    • to nominated facsimile machines
  • to an email address approved for this purpose by the Comission, or
  • at a place approved for this purpose by the Commission, or
  • with a person approved for this purpose by the Commission.

A claim is considered to be lodged on the day it is received at one of the above places.

Electronic lodgement of claims

Claims and applications forwarded to the Department through the DVA website, facsimile and email address approved by Commission may be acceptable as being valid claims.

The claims and applications lodged electronically are outlined in the

This Instrument covers the approved method, and addresses, for electronic lodgement.

Incomplete or unsigned claim forms

Where an original form is lodged and is incomplete or unsigned, the original claim form should be returned to the claimant via certified/registered mail. This should be accompanied by a request that missing information or signatures be provided, and the form returned to the Department. Full copies should be retained by the Department in case the form is misplaced or lost and to allow comparison once the completed original is received.

Staff should not alter lodged and signed original claim forms in any way.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/213-lodging-or-withdrawing-claims/lodgement-claim

Last amended

Withdrawal of a claim

When can a claim be withdrawn

 

VEA ?

 

Section 35F VEA - qualifying service

Section 36J VEA - age service pension

Section 37J VEA - invalidity service pension

Section 38J VEA - partner service pension

Section 45NA VEA - income support supplement

Section 33 VEA - disability and dependants' pensions

 

VEA ? (go back)

 

If a claim has not already been determined, a claimant or person on behalf of the claimant may withdraw the claim. Any claim that is withdrawn is taken to have not been made.

How to withdraw a claim

 

VEA ?

 

Section 35F(3) VEA & Section 35FB VEA - qualifying service

Section 36J(3) VEA & Section 36JB VEA - age service pension

Section 37J(3) VEA & Section 37JB VEA - invalidity service pension

Section 38J(3) VEA & Section 38JB VEA - partner service pension

Section 45NA(3) VEA & Section 45NC VEA - income support supplement

Section 33 VEA - disability and dependents' pension

 

VEA ? (go back)

 

The following table demonstrates how to withdraw a claim.

Type of Withdrawal

Where to Lodge Withdrawal

Written

at an office of the Department in Australia

Oral

to a person in an office of the Department in Australia

Note: only claims for service pension or ISS can be withdrawn orally. Claims for disability compensation payment, war widow's/widower's pension and orphan's pension must be withdrawn in writing.

Acknowledgment of an oral withdrawal of a claim

 

VEA ?

 

Section 35FC VEA - qualifying service

Section 36JC VEA - age service pension

Section 37JC VEA - invalidity service pension

Section 38JC VEA - partner service pension

Section 45ND VEA - income support supplement

 

VEA ? (go back)

 

When a claim for service pension or ISS is withdrawn orally, the claimant must be provided with a written acknowledgment, that:

  • confirms the withdrawal, and
  • advises the claimant, or person on behalf of the claimant, that they may reactivate the claim.
Reactivating a withdrawn claim

 

VEA ?

 

Section 35FD VEA - qualifying service

Section 36JD VEA - age service pension

Section 37JD VEA - invalidity service pension

Section 38JD VEA - partner service pension

Section 45NE VEA - income support supplement

 

VEA ? (go back)

 

An oral withdrawal of a claim for service pension or ISS may be treated as if it had not been made, if the request is made:

  • by the claimant or a person on behalf of the claimant, and
  • within 28 days of the withdrawal.

When a claim is reactivated, the commencement day of the claim remains the same as that of the original claim.    

 

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/213-lodging-or-withdrawing-claims/withdrawal-claim

2.1.4 Assessment of a Claim

This section outlines the evidence considered in investigating a claim, and how a determination is reached.

This section contains the following topics:



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/214-assessment-claim

Investigation of a Claim

Last amended: 7 November 2012

What is the purpose of investigation?

Investigation of a claim is a significant part of the determination process because it establishes the basis on which a decision is made. As service pension and income support supplement are income support (welfare) payments, it is the duty of the officer processing the claim, to ensure that claimants receive the full benefits permitted by the VEA, and that these are made available with the minimum of delay.

Investigation of a proper claim

 

VEA →

 

Section 35G VEA - qualifying service

Section 36K VEA - age service pension

Section 37K VEA - invalidity service pension

Section 38K VEA - partner service pension

Section 45P VEA - income support supplement

Section 17 VEA - disability and dependants' pensions

 

VEA → (go back)

 

If a person makes a proper claim an investigation is to be made into the matters to which the claim relates. In investigating a claim, it is necessary to gather sufficient evidence or documents to enable the decision-maker to determine the claim. The information gathering process need not be exhaustive.

Where there are barriers to a person being able to provide original documents or certified copies to support a claim, a delegate may decide that uncertified copies can be submitted. This is consistent with the department's corporate plan which states that we assess the risk of non-compliance and differentiate our response by taking individual circumstances into account. The delegate must be reasonably satisfied that, on the balance of probabilities, the copies are true copies of an original, that they have not been altered, and that they accurately reflect a pensioner's circumstances.

Once a proper claim is lodged, the Secretary will investigate the claim and submit the claim to the Commission for investigation and determination.    

 

Investigation of a Disability Compensation Payment application

VEA→

Investigation and processing of Disability Compensation Payment, increase in Disability Compensation Payment, war widow(er)'s or orphan's pension claims can take up to three months or longer. This time is required to:

  • get service documents from the Department of Defence if it is a first time claim,
  • allow the department to gather further information about the veteran's personal and medical histories if necessary, and
  • conduct further medical examinations, if necessary, for people claiming Disability Compensation Payment, or an increase in Disability Compensation Payment.

Delegates should refer to Commission Guidelines for Psychiatric compensation claims available in the Reference Library.

The fee schedule for Psychiatrists for the preparation of reports for compensation claims is available on the internet at http://www.dva.gov.au/service_providers/Fee_schedules/Pages/psych.aspx

Payment of expenses

VEA→

A person required to attend an interview or examination in connection with a claim may be paid prescribed travelling or accommodation expenses.

Refusal to undergo medical examination

VEA→

Where a claimant refuses to undergo a medical examination or provide information for the investigation of the claim, the Commission can defer consideration of the claim if they believe that the examination or information is likely to affect the determination. Consideration of the claim can be deferred until the claimant undergoes the examination or provides the information. If the claimant does not comply after six months from the date they were notified of the deferral, the claim is deemed to be refused.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/214-assessment-claim/investigation-claim

Last amended

Consideration and Determination of a Claim

Last amended: Once a claim has been investigated and submitted to the Commission, the decision-maker must:

  •    consider the claim,
  •    consider the evidence relating to the claim, and
  •    satisfy themselves with respect to all matters relevant to the determination of the claim.

Although the decision-maker must be satisfied on all matters relevant to the claim, an investigation for an income support pension need not be exhaustive for the claim to be determined.    

 

Example:  A service pension claim where the investigation is not exhaustive

A person lodges a claim for age service pension, knowing that he is to be granted superannuation in the near future, but does not know when or the amount he will receive. In this situation, if his eligibility for service pension is clearly established, pension should be assessed on the known assets and income. The letter advising of his determination will include his obligation to advise of any change of circumstances, such as the grant of superannuation.    

 

Determination

 

VEA →

 

Section 35H(1) VEA - qualifying service

Section 36L(4) VEA - age service pension

Section 37L(4) VEA - invalidity service pension

Section 38L(4) VEA - partner service pension

Section 45Q(4) VEA - income support supplement

 

VEA → (go back)

 

The decision-maker must determine the claim as follows:    

 

  • determine whether the pension is to be granted to the person, and
  • if the pension is to be granted to the person, they must then:
  • calculate the person's pension rate,
  • determine that the pension is payable to the person at that rate, and
  • determine the date from which the pension is to be paid.
Disability Compensation Payment, dependants' pensions and increase in Disability Compensation Payment determinations

 

VEA →

 

Section 19 VEA - Determination of claims and applications

Section 29 VEA - Guide to the assessment of rates of veterans' pensions

 

VEA → (go back)

 

Disability Compensation Payment, dependants' pensions and increase in Disability Compensation Payment determinations are made on the basis of:

  • the degree of incapacity suffered by the veteran, and
  • whether this incapacity can be related to their service, or
  • whether their incapacity has increased since the rate of pension was assessed or last assessed, or
  • if the veteran is deceased, whether the incapacity contributed to their death.

The level of incapacity and the level of Disability Compensation Payment a person is entitled to are assessed using the Guide to the Assessment of Rates of Veterans' Pensions (GARP).    

 

Rejection of a claim for service pension

 

A person who has claimed service pension but has had that claim rejected, may be eligible for a pension or benefit from Centrelink. Such people should be advised to lodge a claim with Centrelink as soon as possible.

Subsequent claims following rejection of a claim

Where a claimant meets the eligibility requirements for service pension but a nil rate of payability is determined, the claim is to be regarded as rejected. When rejected, the claimant should be advised to apply for a commonwealth seniors health card. Claim form D3056 should be sent to the client along with notification of failure to qualify for a pension. Where the veteran's circumstances change and the income/assets subsequently allow some payability, a new claim is to be made. The new claim can be substantially based on the earlier claim documentation, but with an updated statement of income/assets and a new lodgement date. The date of grant of pension for the new claim will be the date of the informal claim, being the receipt of written or telephone notification of intention to reapply following a change in income or assets (provided the revised statement is received within three months).    

 

Delay in making a subsequent claim

Where the delay in a claimant providing an updated statement of income and assets exceeds twelve months, it is likely that other personal circumstances, in addition to income and assets, may also have changed during this time. Accordingly, in these cases a new claim form should be completed in full.

Right of review

 

VEA →

 

Section 57(1) VEA – review of service pension or ISS decisions

Section 31 VEA – review of disability pension, increase in disability pension or attendant allowance decisions

 

VEA → (go back)

 

A claimant may apply to the Commission for review of a determination of a claim.    

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/214-assessment-claim/consideration-and-determination-claim

Centrelink Clearance

Purpose of a Centrelink clearance

Once a claim for pension is determined, it may become necessary to liaise with Centrelink. The purpose of such a liaison is to obtain a clearance from Centrelink, which enables DVA to calculate any:

  • arrears payable to the claimant, or
  • excess of overpayment, which is recoverable from the claimant.

As part of this process, a monetary adjustment is frequently made between the two departments.    

When is a Centrelink clearance required?

VEA→

A Centrelink clearance is required, where a claimant or their partner has declared that he or she:

  • is currently receiving a Social Security pension or Social Security benefit,
  • was recently receiving a Social Security pension or benefit, or
  • has applied or is likely to apply for a Social Security pension or benefit.

Note:  If a war widow/widower applies for ISS while he or she is receiving a Social Security pension or benefit, a request should be sent to Centrelink for that pension to be adjusted or the benefit to be cancelled.

Request for a clearance

VEA→

A request for Centrelink clearance should clearly indicate the information required from Centrelink and the reason for requesting the clearance. All necessary details required by Centrelink in supplying the information should also be provided, including a record print of income and assets details.

Effect of a Centrelink clearance on fortnightly payments and arrears

The following table is a guide to the effect of a Centrelink clearance on the payment of pension and arrears:

If Centrelink Clearance is...

Then release...

not requested

fortnightly payment and arrears

requested

fortnightly payment and hold arrears pending receipt of Centrelink clearance



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/214-assessment-claim/centrelink-clearance

2.1.5 Death or Imprisonment of a Claimant

This chapter details the effects of death or imprisonment of a claimant.

This section contains the following topics:



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/215-death-or-imprisonment-claimant

Death of a Claimant

Last amended: 6 September 2011

Effect of death on a claim

    

VEA →

Section 126 VEA - Death of a claimant

VEA → (go back)

Where a formal claim for pension has been lodged before the death of a claimant this does not affect the obligation of the [glossary:Commission:545] to determine the claim. The claim should be investigated as far as possible under the circumstances and a decision made in accordance with normal procedures.

Who to notify of the determination of a deceased person's claim

    

Upon the death of a claimant, a copy of the will should be obtained in order to:

  • establish who is the legal personal representative, or
  • in specific circumstances, have a person approved by the Commission as the claimant's authorised representative.

These circumstances include where no legal representative exists, or the legal personal representative is not actively pursuing the claimant's entitlements.

The executor of the claimant's estate may be regarded as their legal personal representative, as they are empowered to finalise all matters following the person's death. A personal legal representative may also be separately identified in the will.

The legal personal representative is required for the purpose of:

Effect of death on an initial claim

    

Where a person lodges an initial claim for pension and dies before the proper claim is lodged, the legal personal representative or such other person as the Commission approves, may lodge the proper claim.    

It is not sufficient that the person lodging the claim was the claimant's power of attorney while they were alive. This is because power of attorney arrangements cease on the death of the claimant. The legal personal representative must be established by obtaining a copy of the claimant's will.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/215-death-or-imprisonment-claimant/death-claimant

Imprisonment of a Claimant

Effect of imprisonment on a claim

The imprisonment of a claimant for pension does not affect the obligation of the [glossary:Commission:545] to determine the claim. The claim should be investigated and a decision made in accordance with normal procedures. This applies equally, if the imprisoned person lodges a claim either:    

  • before entering prison, or
  • while in prison.
Effect of imprisonment on a pension or benefit

VEA →

Section 36A(1) VEA - Age service pension

Section 37A(1) VEA - Invalidity service pension

Section 38A(1) VEA - Partner service pension

Section 45B VEA - Income support supplement

VEA → (go back)

Upon assessment of a claim, an imprisoned person may be eligible for a pension or benefit to be granted. However, due to the imprisonment of that person, the pension or benefit may not be payable.    



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/21-claims/215-death-or-imprisonment-claimant/imprisonment-claimant

2.2 Proof of Identity

This chapter outlines the requirements of a proof of identity (POI) check

See Also



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity

2.2.1 Overview of Proof of Identity

Last amended: 26 August 2014



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/221-overview-proof-identity

Historical Background to Proof of Identity

Current policy

DVA's current categories of proof of identity documentation can be found in the CLIK Policy Library at 2.2.4 Categories of Proof of Identity. 2.2.4 Categories of Proof of Identity also provides information about the number and range of documents that must be used to establish the proof of identity of a claimant, agent or trustee.  

History to whole of government approach to proof of identity

In 2001, a whole of government approach to proof of identity led to a commitment to develop a cross agency framework which outlined different categories of acceptable proof of identity documentation. This framework was fine-tuned over time through Council of Australian Government (COAG) discussions.

This culminated in the Gold Standard Enrolment Framework, published in 2007, and adopted as the recommended whole of government framework for establishing proof of identity.     

Cross agency framework

The cross agency framework proposed four separate categories of proof of identity documentation.

Category of Documents

Evidence provided

Example

Category A documents

Provide evidence of commencement of identity in Australia

Birth certificate

Records of immigration status including foreign passport, current visa, citizenship certificate or similar

Category B documents

Provide a linkage between identity and the person (photo and signature)

Current Australian passport

Australian driver's licence

Category C documents

Provide evidence of an identity operating in the community

Medicare Card

Security Guard or crowd control licence

Category D documents

Provide evidence of residential address (this category is only used if proof of address in not provided by category B or C document)

Utilities notice

Rent details

The Repatriation Commission adopted this model and modified it to include three categories of documents to better meet the needs of DVA clients.

History of Repatriation Commission decisions over time

Departmental Instruction 41/98 outlined acceptable proof of identity documentation for income support payments. At this time, category A documents were regarded as sound because of the difficulty in obtaining them. Category B documents were regarded as acceptable because of their personal nature or because of the time they needed to have been held.

In May 2003, new proof of identity requirements were approved by the Repatriation Commission. These were based on the cross agency framework for proof of identity, with some tailoring based on consultation with DVA staff. Differences included a wider range of documents in category C than the cross agency framework. The Repatriation Commission then agreed to wait for further development of the whole of government approach to proof of identity by the Attorney General's Department.

In May 2004, the Repatriation Commission agreed to adopt the cross agency framework proposed by the Attorney General's Department, with some minor modifications. The modifications included:

  • revision and merging of cross agency framework document categories B and C. These were re-labelled category B documents, and
  • creation of new category C, for documents providing evidence of residential address. Acceptable documents in this category were also modified to cater for the needs of people living in nursing homes.

The Repatriation Commission has maintained a consistent approach to proof of identity since 2004. DVA's proof of identity document categories are now closely aligned with the whole of government Gold Standard Enrolment Framework published by the Commonwealth Attorney General's Department.

In March 2011, the Repatriation Commission and the Military Rehabilitation and Compensation Commission agreed that, to ensure alignment with Centrelink policy, an Australian passport can be provided as either a category A or a category B document for whole of department proof of identity purposes. A document which establishes commencement of identity in Australia, such as a full Australian birth certificate is preferred to a current Australian passport as a category A document as this is more consistent with the Gold Standard Enrolment Framework. However in order to remove barriers to DVA clients, particularly younger serving members, being able to establish proof of identity, a current Australian passport can be accepted as a category A document if other category A documents are difficult to access, not available, or not submitted with a claim.

Gold Standard Enrolment Framework

The cross agency framework was refined through COAG discussions and culminated in the Gold Standard Enrolment Framework published in April 2007 by the Commonwealth Attorney General's Department. DVA's approach to proof of identity is consistent with the Principles for Identifying the Applicant (principles 4 – 6) outlined in the Gold Standard Enrolment Framework.

Gold Standard Principle

Evidence provided

Equivalence to DVA document categories

Principle 4

Gold standard enrolment will need to establish evidence of a person's commencement of identity in Australia. In most cases, this will involve verifying a person's name and gender as registered with a Registrar of Births, Deaths and Marriages, or in the case of people born overseas, the Department of Immigration and Citizenship

 

Category A documents – for example, an Australian birth certificate or foreign passport and current Australian visa

Principle 5

Gold standard enrolment will need to establish evidence of a person's identity operating in the community. In most cases, this will involve verifying a person's social footprint from credentials or other information establishing a person's use of identity in Australia over time

Category B and C documents – for example, a Medicare card, ADF identity card, and a rental agreement containing the person's address.

Principle 6

Gold standard enrolment will need to establish evidence of a linkage between the applicants and the claimed identity. This will usually involve the presentation of government-issued proof of identity credentials embodying photographic or biometric identity features

Category B documents – for example, Australian passport, or Australian driver's licence

Current categories accepted by DVA

The current categories of proof of identity documentation accepted by DVA are described in the CLIK Policy Library at 2.2.4 Categories of proof of identity.   

Automatically established Proof of Identity

POI is automatically established for current and former serving members who have joined the permanent forces or commenced a period of Continuous Full-time service from 1 January 2016 and/or separated from 27 July 2016.

DVA will rely on the identification and security clearance procedures used by the ADF to satisfy DVA identity requirements.  Under this arrangement, members will not need to provide any POI documentation when making their claim.

This process acknowledges the close linkages between DVA and the Department of Defence and is designed to assist in ensuring a smoother transition between the two Departments.

Amendments for current serving members and eligible reservists

Current serving members, reservists and trainees who hold a purple or orange ADF ID card can fully satisfy DVA's POI requirements through the in-person presentation of a current, valid, purple or orange ADF ID card to a DVA staff member when making their claim

This streamlined process acknowledges the close linkages between DVA and the Department of Defence and is designed to assist in ensuring a smoother transition between the two Departments.  This is an additional POI channel available for eligible clients; it does not supplant the existing Gold Standard Enrolment Framework.

Streamlined POI for clients eligible to use MyService

Clients with a PMKeyS number are eligible to submit their claims online via MyService. Claims submitted through MyService undergo an online, streamlined POI checking process at the time an account is created. This process is Commission approved.

When a client creates an account on MyService, their POI details, such as their PMKeyS number, driver’s licence number and Medicare details, are validated online through the Department of Defence and the Attorney-General’s Department. If the details match, the account will be created. If not, the client will be notified with an error message and will not be able to proceed with their account creation until matching data is provided.

Clients will also be able to be registered in MyService through the Early Engagement Model, or as protected identity members using an approved manual upload.  These registration and identity methods have also been approved by the Commissions.

Once a client is registered in MyService, they have satisfied all POI provisions for DVA. There is no requirement to request additional documents or undertake additional POI checks for these clients. Clients who register through MyService will need to have a new notification recorded in VIEW of ‘MyService registration POI’ under ‘POI Obtained’.

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/221-overview-proof-identity/historical-background-proof-identity

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Proof of Identity Overview

Purpose of proof of identity check

The model adopted by DVA is developed in line with the Whole of Government approach adopted by Australian government agencies. A proof of identity (POI) check is made on claimants (including trustees and agents) and their dependants to ensure that payments and benefits are made to the right person and to deter the fraudulent use of identities. Mechanisms such as data matching are also in place which can detect instances of fraud, including claims based on false identity.    

 

Establishing proof of identity or relationship to a veteran

The model for establishing POI introduces a standardised framework across DVA. The model includes the requirement to produce documents proving birth or arrival in Australia and documents as evidence of the identity operating in the community. A dependant claiming on the basis of their relationship to a veteran or member is required to provide documentation as evidence of that relationship existing.    

 

Effect of proof of identity on claim

There are no specific provisions in the VEA, DRCA, MRCA or social security law requiring that the identity of the claimant must be proved when making a claim. However, a delegate needs to be satisfied in respect of all matters relating to a claim. This includes that the identity of the claimant and the claimant's relationship with the veteran or member, where appropriate, are genuine. The standard of proof is based on the standard of reasonable satisfaction. There are provisions to grant payments or benefits temporarily while awaiting for POI to be established, in emergency and hardship situations.    

 

Automatic POI for members who have joined the ADF from 1 January 2016 and/or separated from 27 July 2016.

POI is automatically established for current and former serving members who have joined the permanent forces or commenced a period of Continuous Full-time Service from 1 January 2016 and/or separated from 27 July 2016.

DVA will rely on the identification and security clearance procedures used by the ADF to satisfy DVA identity requirements.  Under this arrangement, members will not need to provide any POI documentation when making their claim.

 

Modified POI check for current serving members, reservists and trainees with a current, valid, purple or orange ADF ID card.

DVA staff are able to fully authenticate the POI of a current serving member, reservist or trainee who holds a current, valid purple (current serving members and reservists) or orange (ADF trainees) ADF ID card using just the ID card as proof of identity.

This reflects existing information sharing arrangements with Defence and allows for eligible clients to bypass the more rigorous 100 point check.

Streamlined POI for clients eligible to use MyService

Clients with a PMKeyS number are eligible to submit their claims online via MyService. Claims submitted through MyService undergo an online, streamlined POI checking process at the time an account is created. This process is Commission approved. Once a client is registered in MyService, they have satisfied all POI provisions for DVA. There is no requirement to request additional documents or undertake additional POI checks for these clients.

 

Delegate's discretion regarding proof of identity

The test is that the delegate is satisfied there are no doubts about the pensioner's identity. Therefore, there is discretion not to rigorously apply a full or modified POI check, where otherwise indicated in these guidelines. For example, if a person returns to payability immediately after being cancelled there is no need to obtain refreshed identity documents where the delegate has no cause to doubt the identity of the claimant.

 

Standard of proof of identity documentation

The POI documentation provided in respect of a DVA claim for payment or benefit is required to meet specified standards. Provisions exist for claimants who are unable to provide proof of identity documents according to the standard requirements.    

 

Proof of identity not provided

If the claimant or dependant do not provide satisfactory POI to enable their identity to be proven by either a standard or non-standard check, the claim must be rejected. The rejection is based on the grounds that the claimant's status cannot be proven because the decision maker cannot be reasonably satisfied as to the claimant's identity.    

More →

 

Recording proof of identity details on VIEW

Once a proof of identity check has been conducted, it is important to record this action in the comments tab of VIEW. The types of POI documentation sighted and verified should also be recorded. This allows a person to prove their identity to the department once, and for this information to be used for other departmental purposes where POI may be required.

If a modified POI check is subsequently conducted, where, for example, a person has reclaimed after 12 months of cancellation and the person is not in receipt of any DVA payments, then the comment should reflect this.

Examples of recording proof of identity details on VIEW.

Where the POI check conducted was...

Then the comments may appear as...

full POI check

Summary text: POI verified by USER ID - full POI check

Text: Documents used: Certified copies of full birth certificate (cat A), Medicare card (cat B), and driver's licence (cat B)

modified POI check

Summary text: POI verified by USER ID - modified POI check

Text: Documents used - Medicare card (cat B) and current utilities notice (cat C).

Automatic POI for current and former ADF members who joined from 1 January 2016 and/or separated from 27 July 2016

Summary text : POI Verified – Early Engagement Upload dd/mm/yyyy

Streamlined check for current serving members (CSM) & reservists & ADF trainees who hold an current ADF ID card

Summary text: POI verified by USER ID – CSM/reservist/trainee streamlined  POI check

Text: Documents used – Current, valid purple or orange ADF ID Card

Streamlined check for MyService clients

Summary text: MyService Registration POI

 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/221-overview-proof-identity/proof-identity-overview

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2.2.2 Establishing Proof of Identity or Relationship to a Veteran

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/222-establishing-proof-identity-or-relationship-veteran

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Establishing Proof of Identity

Types of proof of identity

There are four types of proof of identity (POI) checks which can be carried out:

  • automatic POI (for current and former serving members who have joined the ADF from 1 January 2016 and/or separated from 27 July 2016);
  • a standard POI check (where the claimant can provide standard documents);
  • a non-standard POI check (for claimants who cannot produce standard documents); and
  • streamlined POI checking processes:
    • for current serving members, reservists and trainee who hold a current, valid purple or orange ADF ID card
    • for clients with a PMKeyS number who submit their claims via MyService.
 
Standard proof of identity documents

There are three different categories of standard POI documents:

  • documents from category A provide evidence of birth or arrival in Australia,
  • documents from category B provide evidence of identity existing in the community as well as evidence of a linkage between an identity and a person, and
  • documents from category C provide evidence of residential address, or residence in an aged care facility.  
 
Non-standard proof of identity documents

Documents not falling into categories A, B or C are classed as non-standard documents.    

 
Levels of proof of identity check

The levels of identity check are:

  • full POI check
  • modified POI check, and
  • no POI check.
 
Degree of check required

The level of POI check required varies depending on:

  • the type of claim being made
  • the type of payment (if any) already being received, and
  • what level of POI check (if any) has previously been carried out.
 
Automatic POI for members who have joined the ADF from 1 January 2016 and/or separated from 27 July 2016.

POI is automatically established for current and former serving members who have joined the permanent forces or commenced a period of Continuous Full-time Service from 1 January 2016 and/or separated from 27 July 2016.

DVA will rely on the identification and security clearance procedures used by the ADF to satisfy DVA identity requirements.  Under this arrangement, members will not need to provide any POI documentation when making their claim.  This will be accepted as full POI for DVA purposes and the POI check marked as complete for that client.

 

Streamlined POI for current serving members, reservists and orange who hold a current, valid, purple or orange ADF ID card

Current serving members, reservists and trainees who hold a current, valid ADF ID card are able to fully satisfy DVA's POI requirements by presenting their purple (for current serving members and reservists) or orange (for trainees) ADF ID card.

The DVA staff member will then authenticate the photo ID on the card and copy the card to send along with the client's claim.  If a delegate is satisfied that the information on the card aligns with personal information obtained from their ADF PMKeyS record, then this ID card is to be accepted as full POI for DVA purposes and the POI check marked as complete for that client.

 
Streamlined POI for clients eligible to use MyService

Clients with a PMKeyS number are eligible to submit their claims online via MyService. Claims submitted through MyService undergo an online, streamlined POI checking process at the time an account is created. This process is Commission approved.

When a client creates an account on MyService, their POI details, such as their PMKeyS number, driver’s licence number and Medicare details, are validated online through the Department of Defence and the Attorney-General’s Department. If the details match, the account will be created. If not, the client will be notified with an error message and will not be able to proceed with their account creation until matching data is provided.

Clients will also be able to be registered in MyService through the Early Engagement Model, or as protected identity members using an approved manual upload.  These registration and identity methods have also been approved by Commissions.

Once a client is registered in MyService, they have satisfied all POI provisions for DVA. There is no requirement to request additional documents or undertake additional POI checks for these clients. Clients who register through MyService will need to have a new notification recorded in VIEW of ‘MyService registration POI’ under ‘POI Obtained’.

 
Proof of identity for partner new claim

When a veteran or member is already in receipt of a DVA pension or benefit and their partner applies for DVA pension or benefit, the partner is required to provide POI. The level of POI check required depends on the partner's own circumstances.    

 
Dependent children of claimant

When a claim for payment or benefit is made in respect of a dependent child, POI is required of the child. Proof of the relationship to the veteran or member is also required. The documentation required differs according to the type of claim being made. For a dependant over 18 years of age, a full POI check is required.    

 
Applications made by a trustee or agent

If a claim for payment or benefit is made as part of the process of appointment of the trustee or agent, a full POI check is required.  A full POI check of the agent or trustee must be made on all applications.

 
Proof of identity and change of name

In cases where the name has changed since birth, certified copies of documents verifying the name change (e.g. deed poll, marriage certificate) are required. A statutory declaration may also be sufficient in exceptional cases.    

STATUTORY DECLARATIONS REGULATIONS 1993 Schedule 2 Persons before whom a statutory declaration may be made

http://www.comlaw.gov.au/comlaw/management.nsf/lookupindexpagesbyid/IP200400084?OpenDocument

 

More → (go back)

In cases where a person's name has not changed since birth, but they would prefer to be known by a name other than their first name, then this can be actioned as long as:

  • the delegate is reasonably satisfied that the preferred name is part of the person's full name
  • the person's VIEW record is changed to their preferred name
  • there is a note added to VIEW comments detailing the person's full name and that they prefer to be known by a name other than their first name, and
  • the person's preferred name is used for all departmental purposes, including on any cards to which the person is entitled, such as a Gold Card.

A further proof of identity check is not required where there is reasonable satisfaction that the preferred name is part of the person's full name.

In some instances a person may have been known to the department for many years, but has never provided proof of identity documentation as this was not required at the time of their initial claim. In such cases, a modified proof of identity check may be required if a delegate is unable to establish a link between the person's preferred name and their full name, and is not reasonably satisfied as to the person's identity in their preferred name.

Note: When a person prefers to be known by a name other than their first name, they should be made aware that when they receive concessions from other providers (e.g. energy companies), it is likely they will be required to have an identical name on the card as they have recorded with the other providers, otherwise they may not receive a concession.  DVA does not determine what concessions are available from concession providers nor their concession policies.

 
Proof of identity and sex affirmation surgery

If a person has undergone sex affirmation surgery (also known as sexual re-assignment surgery) and the sex on their original birth certificate no longer corresponds to their affirmed sex, one of the following forms of evidence can be accepted as verification of their sex:

  • an updated Australian birth certificate or current Australian passport indicating the affirmed sex of the person, or
  • a statutory declaration or medical report verifying the sex affirmation surgery from a medical doctor registered with a medical registration board in an Australian state or territory. This verification process can cover surgery completed either in or outside Australia.

Where a transgender person has not completed their sexual reassignment, but has had a formal change of name to match their “preferred” gender, their records should be changed to reflect their new name, but their gender should not be changed until the sex affirmation surgery is completed. The exception to this is if the person's gender, as recorded on their passport, reflects their preferred gender. From September 2011, sex affirmation surgery is no longer a prerequisite to a passport being issued in a person's preferred gender. However, a person's birth certificate cannot be altered until sex affirmation surgery has been completed. Where two different genders are recorded, the person's gender should be changed to reflect that recorded on their current passport. This is because this more accurately reflects the person's identity in the community.

Where a transgender person has not completed their sexual reassignment, but has had a formal change of name to match their preferred gender, the person's title should reflect their “preferred” gender. A note should be added to VIEW to the effect that the person's salutations on any letters from the department should reflect their “preferred” gender and identity in the community.

 
Australian Defence Force service records do not match claim details

A veteran of the Australian Defence Force, especially during World War 2, may have enlisted under a different identity or date of birth. When lodging a claim for pension or benefit, inconsistencies between the identification details provided in a claim and those recorded in the service documents are to be accounted for by the claimant.    

 

Establishing proof of identity during phone contact

Security checks must be conducted when someone contacts the department to provide information about a client or enquire about a client's personal information. The client must provide at least two client-specific pieces of information, as proof of identity. Where details of investments or accepted disabilities are provided, it is not essential that a person list all details, but more than a bare minimum of information is preferred to ensure that the delegate is able to be satisfied as to the identity of the person.

Note: For more details, see CLIK Procedure Library Part 2/Chapter 2/Section 6.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/222-establishing-proof-identity-or-relationship-veteran/establishing-proof-identity

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Satisfying Proof of Identity Requirements

Full proof of identity required

A claimant for an income support payment, Commonwealth Seniors Health Card (CSHC), Gold Card, a payment under the MRCA or DRCA or a veterans' compensation payment or benefit, is required to satisfy the full proof of identity (POI) requirements when:

  • they are not receiving a payment or allowance from DVA or Centrelink*

  • a reapplication is made where payment or benefits not previously issued

  • the income support payment has been cancelled for over 12 months, or

  • military compensation liability has been admitted and no benefits have been paid within the previous 24 months.

*The reference to Centrelink in this policy is only relevant in the circumstances where the client is a current Centrelink customer, transferring to a DVA income support payment; see Proof of Identity Check - Income Support for details.  For all other Compensation payments under the VEA, DRCA or MRCA see the summary table for examples.

Whilst full POI may not be required in certain circumstances, it is likely that at least modified POI will be required. An indication of modified POI can be found below.

Combinations of documents for full proof of identity

The following table details the types and combinations of standard documents required in order to satisfy full proof of identity requirements.    

 

If amongst the documents supplied...

Then the documents required are a total of...

At least one of the category B documents provides evidence of residential address, or residence in an aged care facility

3 different documents:    

 

  • one document from category A, and
  • two documents from category B.

Neither of the category B documents provide evidence of residential address or residence in an aged care facility

4 different documents:    

 

  • one document from category A,
  • two documents from category B, and
  • one document from category C which provides evidence of residential address or residence in an aged care facility.
Current and former serving members who joined the ADF from 1 January 2016 and/or separated from 27 July 2016

Current or former serving members who have joined the permanent forces or commenced a period of continuous full time service from 1 January 2016 and/or separated from 27 July 2016, automatically satisfy DVA’s POI requirements. 

DVA will rely on the identification and security clearance procedures used by the ADF to satisfy DVA identity requirements.  Under this arrangement, members will not need to provide any POI documentation when making their claim.  This will be accepted as full POI for DVA purposes and the POI check marked as complete for that client.

There may be limited circumstances where a DVA staff member or delegate requires a full POI check as described above.

 

Current serving members, reservists and trainees who hold a current, valid, purple or orange ADF ID card

Current serving members, reservists and trainees who hold a current, valid ADF ID card are able to fully satisfy DVA's POI requirements by presenting their purple (for current serving members and reservists) or orange (for trainees) ADF ID card.

The DVA staff member will authenticate the photo ID on the card and photocopy the card to send to the claim delegate along with the client's claim.  If a delegate is satisfied that the information on the card aligns with personal information obtained from their ADF PMKeyS record, then this ID card is to be accepted as full POI for DVA purposes and the POI check marked as complete for that client.

This single document is all that is required for these eligible clients to fully prove their identity to DVA, unless the delegate or frontline staff member cannot be reasonably satisfied that the person claiming is the person to whom the card belongs and the claim refers.  In this case, the delegate or staff member can request that the client supply full POI by the regular method.    

More →

 

Proof of Identity (POI) and Australian Defence Force (ADF) Identification Cards

TRIM Ref: 14316822E (accessible to DVA staff)

 

More → (go back)
 
Claims submitted via MyService

Clients with a PMKeyS number are eligible to submit their claims online via MyService. Claims submitted through MyService undergo an online, streamlined POI checking process at the time an account is created. This process is Commission approved.

When a client creates an account on MyService, their POI details, such as their PMKeyS number, driver’s licence number and Medicare details, are validated online through the Department of Defence and the Attorney-General’s Department. If the details match, the account will be created. If not, the client will be notified with an error message and will not be able to proceed with their account creation until matching data is provided.

Clients will also be able to be registered in MyService through the Early Engagement Model, or as protected identity members using an approved manual upload.  These registration and identity methods have also been approved by Commissions.

Once a client is registered in MyService, they have satisfied all POI provisions for DVA. There is no requirement to request additional documents or undertake additional POI checks for these clients. Clients who register through MyService will need to have a new notification recorded in VIEW of ‘MyService registration POI’ under ‘POI Obtained’.

 

Modified proof of identity required

A modified POI check is required for the following:

  • a claimant reapplying for an income support payment within 12 months of cancellation if a delegate is not reasonably satisfied as to the person's identity
  • a claimant in receipt of a pension or allowance who has not contacted DVA for a number of years or for whom a full POI check has not been carried out, if there is a reason for a delegate to not be reasonably satisfied as to the person's identity
  • a claimant for service pension, or CSHC where Disability Compensation Payment or veterans supplement are in payment, but the claimant has not contacted DVA for a number of years, or a full POI check has not previously been carried out, and
  • when transferring to DVA from a Centrelink payment or benefit if the claimant has not previously provided POI to DVA.

Note: No POI is required where a person's age pension is being transferred from Centrelink to DVA. This is because the person's identity was proven at the time of the initial claim for Disability Compensation Payment from DVA. The only exception to this is where a full POI has not previously been carried out, or where the person has not contacted DVA for a number of years and the delegate is not reasonably satisfied as to their identity.

 
Documents to satisfy modified proof of identity requirements

Modified POI requirements may be satisfied as follows:

  • one document from category B which provides evidence of residential address or residence in an aged care facility, (total of 1 document), or
  • one document from category B which does not provide evidence of residential address or residence in an aged care facility and one document from category C which provides evidence of residential address or residence in an aged care facility, (total of 2 documents).
 
No proof of identity documentation required

No POI documentation is required for the following because no payment or benefit is to be made, a claim is not required, or POI has already been established:

  • client has submitted their claim via MyService and POI has been established online through the streamlined process
  • claimant reapplying for an income support payment within 12 months of cancellation if a full POI check has been previously carried out and there are no doubts about the person's identity
  • Bring Em Back cases (transfer of Centrelink age pension to DVA) where a person is in receipt of DVA Disability Compensation Payment (and therefore their identity has been accepted by DVA), and a full POI check was conducted by Centrelink as part of the process of applying for Centrelink age pension
  • non-veteran partner of a DVA Disability Compensation Payment recipient transferring Centrelink age pension to DVA, where Centrelink has already conducted a full POI check on the partner
  • pension bonus scheme registration    
  • a claim for a qualifying service determination
  • a claim for income support supplement, if the delegate is satisfied that a full POI check has been  conducted at grant of war widow's/widower's pension
  • a claim for war widow's/widower's pension where the person has already been receiving partner service pension, and
  • application for increase in Disability Compensation Payment.
New claims for age pension

The Guide to Social Security Law provides the proof of identity policy for cleanskin grants of age pension, excluding transfers from a Centrelink payment or benefit where only a modified POI check is required if the claimant has not already had their POI verified by DVA.    

More →

 

STATUTORY DECLARATIONS REGULATIONS 1993 Schedule 2 Persons before whom a statutory declaration may be made

http://www.comlaw.gov.au/comlaw/management.nsf/lookupindexpagesbyid/IP200400084?OpenDocument

 

More → (go back)

 

Emergency or Hardship

For exceptional circumstances of hardship or emergency, provisions exist to permit temporary payment of pension or allowance, or access to treatment benefits. This provision applies when a person is not able to obtain sufficient POI documents to enable immediate grant of a claim and is subject to the claimant meeting all other relevant eligibility criteria.    

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/222-establishing-proof-identity-or-relationship-veteran/satisfying-proof-identity-requirements

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Proof of Identity Check – Income Support

Summary table

The following table summarises the circumstances when a full, modified or no proof of identity (POI) check is required for claim for an income support payment.

If the application received is for a...    

 

Then the level of POI check required is...    

 

Claim for service pension (cleanskin)

Full POI

claim for partner service pension

Full POI

Claim for Commonwealth Seniors Health Card (CSHC) (cleanskin)

Full POI

Claim for Gold Card (cleanskin)

Full POI

Claim for Repatriation Pharmaceutical Benefits Card (Orange Card) (cleanskin)

Full POI

Re-claim for service pension - more than 12 months after cancellation and not in receipt of any other DVA payment. Full POI has been previously provided to DVA.

Modified POI

Claim for service pension – Disability Compensation Payment or veterans supplement already in payment, if the claimant has not been in contact with DVA for a number of years, or a full POI check has not previously been conducted

Modified POI

Re-claim for service pension – within 12 months of cancellation and not in receipt of any other DVA payment. Full POI has previously been provided to DVA.

No POI

Claim for CSHC (non-cleanskin) if the claimant has not been in contact with DVA for a number of years, or a full POI check has not previously been conducted

Modified POI

Current Centrelink customer, transferring to a DVA income support payment, where POI documentation has not previously been provided to DVA or where the person does not currently receive any payments from DVA

Modified POI

Current Centrelink age pension customer, already receiving Disability Compensation Payment from DVA and transferring age pension payments to DVA. Full POI check has previously been conducted by either DVA or Centrelink as part of the claims process.

No POI

Pension bonus scheme registration    

 

No POI

Qualifying service claim

No POI

Claim for income support supplement

No POI

Note: If the current Centrelink customer is a member of a couple and a full POI check has already been conducted on the non-veteran partner as part of the Centrelink claims process, then no POI is required for the partner. This is because their identity has already been established. If a full POI check was not conducted by Centrelink, then a modified POI check will be required for the non-veteran partner as part of the transfer process.

Note: POI is automatically established for current and former serving members who have joined the permanent forces or commenced a period of Continuous Full-time Service from 1 January 2016 and/or separated from 27 July 2016.  This is detailed elsewhere in the CLIK proof of identity policy library.

Note: A POI check for current serving members, reservists and trainees who hold a current, valid purple or orange ADF ID card can be performed using the streamlined process available to these clients and detailed elsewhere in the CLIK proof of identity policy library.

Note: Eligible clients who submit their claims via MyService will have their POI verified by the system at the time of creating their account. Additional POI checks are not required.

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/222-establishing-proof-identity-or-relationship-veteran/proof-identity-check-income-support

Last amended

Proof of Identity Check – Compensation Claims under the VEA, DRCA and MRCA

Summary table

The following table summarises the circumstances when a full (standard), modified or no proof of identity (POI) check is required for a veterans' compensation claim:

If the application received is for a...    

 

Then the level of POI check required is...    

 

Clients eligible for MyService will have their POI verified automatically by the system

DRCA or MRCA claim for liability or VEA claim for Disability Compensation Payment (DVA cleanskin - ie no previous DVA claim or payment)

Full POI

DRCA or MRCA claim for compensation for death or VEA claim for war widow(er)'s pension and orphans pension(DVA cleanskin - i.e. no previous DVA claim or payment)

Full POI

DRCA or MRCA claim for liability of VEA claim for Disability Compensation Payment

  • Full POI provided when previous claim for DRCA or MRCA liability or VEA Disability Compensation Payment submitted – but claim rejected more than 24  months ago
  • Full POI provided when previous claim for DRCA or MRCA liability or VEA Disability Compensation Payment submitted but claim rejected within the past 24 months.
  • Modified POI (more than 24 m)
  • No POI  (less than 24 m)

VEA supplementary benefits to non-veterans e.g. loss of earnings allowance for a travelling attendant

Full POI

DRCA or MRCA claim for liability or VEA claim for Disability Compensation Payment – already receiving VEA Disability Compensation Payment, an income support payment from DVA, MRCA or DRCA incapacity payments, ongoing MRCA periodic PI payments (including veterans, MRCA or DRCA supplement)

No POI

DRCA or MRCA claim for compensation for death or VEA claim for war widow(er)'s pension – already receiving VEA Disability Compensation Payment, an income support payment from DVA,  MRCA or DRCA incapacity payments, MRCA ongoing periodic PI payments (including veterans, MRCA or DRCA supplement)

No POI

Application for increase in VEA Disability Compensation Payment (i.e. already a known client of DVA and in receipt of regular DVA payments)

No POI

Claim for VEA war widow(er)'s pension and already receiving service pension or orphan's pension – (i.e. already a known client of DVA and in receipt of regular DVA payments) 

No POI

DRCA or MRCA claim for benefit (i.e. incapacity, permanent impairment, household services or attendant care). Client not in receipt of any other payment from DVA.

  • Full POI provided when claim for liability accepted within the past 24 months
  • Full POI provided when claim for liability accepted more than 24 months ago

 

  • No POI (within 24m)
  • Modified (more than 24m)
DRCA or MRCA claim for benefit (ie incapacity, permanent impairment, household services or attendant care) - already receiving VEA Disability Compensation Payment, income support payment from DVA, MRCA/DRCA incapacity payments or ongoing MRCA periodic PI (including veterans, MRCA or DRCA supplement)No POI

*for a child between 5 and 18 years of age, a certified true copy of the full birth certificate showing the names of both parents, and evidence of enrolment in full time education. For a child 18 years of age or over, full POI).

Note 1: A POI check for current serving members, reservists and trainees who hold a current, valid purple or orange ADF ID card can be performed using the streamlined process available to these clients and detailed elsewhere in the CLIK proof of identity policy library.

Note 2: Eligible clients who submit their claims via MyService will have their POI verified by the system at the time of creating their account. Additional POI checks are not required.

Note 3: POI is automatically established for current and former serving members who have joined the permanent forces or commenced a period of Continuous Full-time Service from 1 January 2016 and/or separated from 27 July 2016.  This is detailed elsewhere in the CLIK proof of identity policy library.

Circumstances that warrant non-standard POI consideration are detailed in the CLIK proof of identity policy library at Chapter 2.2.4.

 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/222-establishing-proof-identity-or-relationship-veteran/proof-identity-check-compensation-claims-under-vea-drca-and-mrca

Last amended

Establishing Proof of Relationship to a Veteran

Establishing proof of relationship to a deceased veteran or member

Evidence of a dependent partner's relationship to a deceased veteran or member is required to support a claim for payments or benefits if this has not been established by previous claims.

 
Documents required in respect of a widow/widower or de facto spouse

A widow, widower or de facto spouse claiming pension is required to provide the following documentation:

 
Documents required in respect of a child

For each child named in the claim, the following documents are required:

 
Natural or adopted or dependent child of the veteran, member or claimant

The following table shows when the child of a veteran or other person is required to be related to and/or wholly or substantially dependent on the veteran or member to be eligible (subject to other eligibility criteria also being met), for Veterans' Children Education Scheme (VCES) or orphan's pension or income support benefits.    

 

If the claim is for...

And the child, is...

Then to be eligible...

VCES or orphan's pension

the natural or adopted child of the living or deceased veteran or member

they are not required to be or to have been wholly or substantially dependent on the veteran or member at any time.

VCES or orphan's pension

not the natural or adopted child of the living veteran or member

they must be wholly or substantially dependent on the veteran or member.

VCES or orphan's pension

not the natural or adopted child of the deceased veteran or member

they must have been wholly or substantially dependent on the veteran or member immediately before their death.

Income support payment or benefit

  • the natural or adopted child of the claimant, or
  • not the natural or adopted child of the claimant

they must be wholly or substantially dependent on the claimant, (whether veteran, widow/widower or partner).

 

Establishing authorisation to contact on behalf of a pensioner

When contact is made on behalf of a pensioner it is important to check the client record to see whether the person is authorised to act on behalf of the pensioner and the extent or limits of the authority. Once a delegate is satisfied that the person is authorised, a security check must be conducted to check the identity of the caller.

In some circumstances, where written authorisation of the third party does not already exist, it may still be possible for a notified event to be recorded and actioned, subject to authorisation subsequently being obtained from the client. A security check must be conducted in these circumstances, so that the delegate may be satisfied that the caller does have a relationship to the veteran.

Note: For more details, see CLIK Procedure Library - 2.2.6.

 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/222-establishing-proof-identity-or-relationship-veteran/establishing-proof-relationship-veteran

2.2.3 Effect of Proof of Identity on Claim

Last amended: 26 August 2014

Emergency or hardship situations

Situations may arise in both standard and non-standard proof of identity (POI) cases where an immediate payment of pension or grant of treatment is necessary, subject to other relevant qualification criteria.

  • Emergency:
  • the claimant requires immediate treatment in circumstances where there may be serious threat to the person's health, or
  • applications for treatment benefits under section 85(2) VEA or section 88A VEA, e.g. cancer treatment or hospital admission for a psychiatric illness.
  • Hardship for veterans' compensation and Military Compensation Scheme (MCS) claims:
  • the claimant is unable to earn a sufficient livelihood to support themselves and their dependants as a result of reasons beyond their control, and they are not receiving income support from DVA or Centrelink
  • Hardship for income support claims:
  • the claimant must demonstrate they would suffer financial hardship if the granting of payment were to be delayed. Hardship is considered when a claimant is entitled to the maximum rate of income support and has liquid assets of less than $1,000 if not a member of a couple and less than $2,000 if a member of a couple.    
Liquid assets

Liquid assets are any readily available funds which can be accessed within 28 days. Liquid assets include a partner's assets and any jointly owned assets. Examples include:

  • cash on hand,
  • shares and debentures, bonds, loans, term deposits,
  • other money available at short notice,
  • payments made or due to be made within 28 days by an employer (except a qualifying eligible termination payment as defined in the Income Tax Assessment Act 1936),
  • amounts borrowed from the bank for a specific purpose such as overseas travel that may not have been used for the said purpose,
  • monies in trust funds, bank accounts including mortgage offset accounts, and
  • compensation payments.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/223-effect-proof-identity-claim

2.2.4 Proof of Identity Documentation

Last amended: 26 August 2014



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/224-proof-identity-documentation

Categories of Proof of Identity

 

The following table provides a list of acceptable standard proof of identity (POI) documents

by category.    

 

 

Category A documents

These documents provide evidence of commencement of identity in Australia.

  • Australian passport (current) – not to be recognised concurrently as a

    Category B document *
  • full Australian birth certificate
  • record of immigration status
  • foreign passport and current Australian visa
  • travel document and current Australian visa
  • certificate of evidence of residential status
  • Australian citizenship certificate

Category B documents

These documents provide evidence of a linkage between identity and person. For example, by providing a link between a photo and a person, or a signature and a person.

These documents also provide evidence of an identity operating in the community.

  • Australian driver's licence (current and original)    
  • Australian passport (current) – not to be recognised concurrently as a Category A document
  • firearms licence (current and original)    
  • current overseas passport with valid entry stamp or visa
  • Medicare card
  • change of name certificate (for marriage or legal name change – showing link with previous name/s)
  • credit or bank account card
  • DVA card
  • security guard / crowd control licence
  • ceremonial marriage certificate
  • Australian marriage certificate issued by a government department
  • tertiary identification card
  • Australian Defence Force (ADF) identification (ID) card**

Category C documents

These documents provide evidence of residential address.

  • utilities notice, eg. gas, electricity or telephone accounts
  • rental details
  • document from nursing home or residential care facility that provides evidence of residence

 

In most cases, at least three different documents are needed to establish POI – one document from category A and two documents from category B.

If the documents produced to satisfy category A or B do not provide evidence of the current residential address, then a document from category C must also be produced (i.e. four different documents).

The above list is instructive rather than exhaustive. For POI documents not listed above, the Delegate may need to determine whether the POI documents provided are considered as non-standard, which will require approval at the EL1 level or above. See CLIK Policy Library Non-Standard Proof of Identity for further information.
 

 

* Use of the Australian passport as a POI document

A full birth certificate is preferred to a current Australian passport as a category A document. This would then allow the passport to be used as a category B document.

However, a current Australian passport can be accepted as a category A document if other category A documents are not available, or are difficult for the person to access. Not available can be taken to mean that the person does not have the other category A documents with them, or that they were not provided with the claim.

An Australian passport may only be used as a category A OR a category B document.  It cannot be used for proof of identity purposes in both categories concurrently.

 

** Use of the ADF ID card as a POI document

As well as its use as a category B document, current serving members, reservists and trainees who hold a current, valid ADF ID card are able to fully satisfy DVA's POI requirements by presenting their purple (for current serving members and reservists) or orange (for trainees) ADF ID card.

The DVA staff member will then authenticate the photo ID on the card and copy the card to send along with the client's claim.  If a delegate is satisfied that the information on the card aligns with personal information obtained from their ADF PMKEYS record, then this ID card is to be accepted as full POI for DVA purposes and the POI check marked as complete for that client.

This single document is all that is required for these eligible clients to fully prove their identity to DVA, unless the delegate or frontline staff member cannot be reasonably satisfied that the person claiming is the person to whom the card belongs and the claim refers.  In this case, the delegate or staff member can request that the client supply full POI by the regular method.

 Proof of Identity (POI) and Australian Defence Force (ADF) Identification Cards

 TRIM Ref: 14316822E (accessible to DVA staff)

 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/224-proof-identity-documentation/categories-proof-identity

Non-Standard Proof of Identity

History of use of identity

Non-standard proof of identity (POI) is where the claimant cannot provide the standard POI documents as required but can collectively demonstrate a continued history of the exclusive use of an identity over a reasonable period of time, generally considered to be 2 years. An example of this is a veteran or war widow/widower who is living overseas and cannot satisfy the category A documents.

Acceptable non-standard proof of identity documents

Non-standard POI should be considered in cases where a claimant is unable to produce sufficient categorised documents. The claimant is required to provide details such as name, address, next of kin, to enable verification of their identity. Any combination or number of documents listed in the category A, category B and category C lists and other documents not listed, may serve to identify the claimant and confirm their current residential address. The non-standard POI provided should demonstrate the exclusive use of the claimant's stated identity during the preceding two years. The delegation for approval or refusal of non-standard POI checks is at the EL1 level or above.    

Veterans of the forces of the Republic of Vietnam

There are various documents that may be used to identify these veterans, such as a visa for travel to Australia, Selection and Interview Report and Application for Resettlement in Australia issued by the Department of Immigration and Multicultural Affairs. These documents relate to people who came to Australia from Vietnam via a refugee camp and as such they may also have documentation relating to refugee status. Vietnamese veterans may not have any documents relating to their military service. If they were interned by the new regime in a 're-education' camp, they may have retained the related documents. They will also have, or have access to, civilian documentation such as birth and marriage certificates or driver's licences.    



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/224-proof-identity-documentation/non-standard-proof-identity

Acceptable Proof of Identity Documentation

Original documents

It is preferable that the claimant provides original documents. Certified and true copies of documents are acceptable as proof of identity (POI).    

 

Verification of original documents

Verification of POI documentation is needed to protect claimants and the department from fraud. Therefore, it is preferable that an employee of DVA sights and copies an original POI document. Original documents may be forwarded to the department to be photocopied and immediately returned to the claimant by certified mail.

Document copies

If original documents are unavailable, true and certified copies of these documents may be accepted. A true and certified copy must be signed by a person before whom a statutory declaration may be made. Australian, State or Local Government officials with 5 years continuous service, or with a separately listed authorisation are able to certify copies of POI documents as a public service, at no cost to the claimant. For this reason clients should be encouraged to have their copies of POI documents certified by a government official in preference to people with other accepted qualifications.

The person certifying the copy must write on the copy CERTIFIED TRUE COPY, sign and date the copies and insert their name, address, and profession or occupation group as qualification to sign, as certification, on the documents. An official stamp of the certifying person's organisation should also be affixed, if appropriate. If the certifying officer is a Justice of the Peace, they must list their registration number and state/territory of registration.    

More →

 

Proof of identity document categories

2.2.4/Categories of Proof of Identity

 

STATUTORY DECLARATIONS REGULATIONS 1993 Schedule 2 Persons before whom a statutory declaration may be made

http://www.comlaw.gov.au/comlaw/management.nsf/lookupindexpagesbyid/IP200400084?OpenDocument

 

More → (go back)

 

The model adopted by DVA for the certification of copies of POI documents is in line with the Whole of Government approach adopted by Australian government agencies. The accepted qualifications for the certification of these documents are based in legislation.

It is important that each page of a document is certified, as this provides reassurance that the copy is a true copy of an original. For example, where certification appears on the back of a document (which is blank) or only on the first page of a three page document, then a delegate should request to see the original, in preference to accepting the incompletely certified copy. The test is that a delegate should be reasonably satisfied that a certified copy is a true copy of an original.

Certified copies of certified copies

In some instances, particularly where a person has paid for a document to be certified, they may not be willing to lodge the certified copy. In these circumstances, it is acceptable for a delegate to take a photocopy of the certified copy, for placement on file. The delegate should write on the copy CERTIFIED TRUE COPY OF A CERTIFIED COPY. This provides reassurance that the certified copy was sighted. The copy should be signed and dated.

Copies of certified copies, which have been certified by a person before whom a statutory declaration can be made, can also be accepted.

A copy of a certified copy can be regarded in the same way as a copy of an original. It is therefore not necessary for the original to be re-presented.

Copies of certified copies of documents can only be used for internal purposes, that is for placement on file to support a claim. A claimant may not remove the copy and use it for any other purpose.     

 

Translated documents

Documents in a foreign language must have their originals sighted and a copy placed on file. A written translation must be provided. The translation of any documents must be done at the claimant's expense by an authorised translation service e.g. Department of Immigration and Citizenship, an appropriate embassy or professional translation service. This is usually recognisable by the document being stamped with the translator's details.    

More →

 

Reference Library

DI/C41/1998

 

Veterans of the forces of the Republic of Vietnam

2.2.4/Non-Standard Proof of Identity

 

 

More → (go back)

 

 


 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/22-proof-identity/224-proof-identity-documentation/acceptable-proof-identity-documentation

2.3 Standard and Onus of Proof

This chapter covers the standard of proof imposed by the VEA, and the onus on claimants and the department to prove matters relevant to the determination of income support claims or applications.

See Also



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/23-standard-and-onus-proof

2.3.1 Overview of Standards and Onus of Proof

Standard of Proof required for income support decisions under the VEA

The VEA contains provisions specifying the standard of proof required before a decision on a case involving pension can be made. The standard required is known as reasonable satisfaction.

Description of reasonable satisfaction

To be reasonably satisfied, a delegate must consider a fact is more likely than not to be true.

Commission not bound by rules of evidence

When making decisions, the Commission does not have to act in a formal manner, nor is it bound by rules of evidence. Evidence that would not be permitted in a court of law (for example hearsay evidence) is therefore able to be used by a delegate when determining a case.

No onus of proof imposed

The VEA does not impose any responsibility (onus) on any particular party to prove any matter relevant to a claim or application.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/23-standard-and-onus-proof/231-overview-standards-and-onus-proof

2.3.2 Standards of Proof

This section outlines the:

  • treatment of evidence,
  • protocol for making decisions based on that evidence, and
  • level of satisfaction, or standard of proof

required for decisions made on Income Support issues by a delegate of the Repatriation Commission.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/23-standard-and-onus-proof/232-standards-proof

Treatment of Evidence

VEA

What is evidence

Evidence is material that tends to satisfy an inquirer that a fact exists. For evidence to be relevant, there must be a relationship between the material provided and the facts in issue.

Entitlement cannot be granted without supporting evidence

VEA

Commission cannot grant a claim or application without evidence to support it. A case must always be established on the balance of probabilities by relevant evidence for acceptance by a delegate.

Difficulties in providing information to be taken into account

VEA

The Commission is required to take into account difficulties that may inhibit, or obstruct the gathering of information or evidence of any fact, matter, cause or circumstance including:

  •  the effects of the passage of time and its effects on the availability of witnesses, and
  •  the lack of relevant official records.
Example of where difficulties may be taken into account

If a veteran's statement concerning an alleged encounter with hostile forces cannot be confirmed by a witness because a witness cannot be found, it does not mean that the veteran's statement should be automatically discounted.

All relevant material to be considered

When gathering evidence for a case all material that is relevant to the matter to be decided must be considered. Equally, material that is not relevant must be disregarded.



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/23-standard-and-onus-proof/232-standards-proof/treatment-evidence

Making Decisions Under the VEA

Last updated: 25 November 2008

Commission not bound by rules of evidence

VEA

The Commission does not have to act in a formal manner, nor is it bound by rules of evidence when making decisions in relation to pensions. Evidence such as hearsay evidence which would not be admissible in a court of law, may be used by a delegate to establish reasonable satisfaction in a case.

Example where rules of evidence need not apply

If a widow relates stories that her late husband told her about his experiences during his war service in an attempt to illustrate that he incurred danger, this evidence may be accepted, whereas it would be inadmissible in court.

Commission's decisions are to be made on substantial justice of cases

VEA

The Commission, when considering, hearing, determining or making a decision in relation to:

  • claims,
  • applications,
  • reviews,
  • variations,
  • suspensions, and
  • cancellations;

shall act according to substantial justice and the substantial merits of the case, without regard to legal form and technicalities.

Meaning of substantial justice

Substantial justice implies that the decision maker must accord the claimant procedural fairness (or natural justice) in the manner in which the decision-making process is conducted. The decision maker must:

  • afford an opportunity to be heard to a person who will be adversely affected by the decision,
  • be disinterested or unbiased in the matter to be decided,
  • ensure that similar cases are dealt with in the same way, and
  • ensure that similar outcomes occur for similar cases.
Delegate required to examine all bases

A delegate must examine all apparently valid bases before rejecting a claim. If a claimant's main argument is not substantiated by the evidence they provided, but supported by other evidence they may have omitted, a decision may still be made in their favour.

Administrative decision making

When making a determination based on a ruling in the VEA, decision makers must comply with the general principles of administrative law. Section 5(1) of the Administrative Decisions (Judicial Review) Act 1977 provides for circumstances in which an administrative decision may be judicially reviewed. The Administrative Review Council (ARC) Best Practice Guide 2 - Natural Justice explains the implications of natural justice (or procedural fairness) for decision makers and its connection with public service values and standards of conduct. .     

Natural justice

Natural justice requires that administrators adhere to a fair decision-making procedure. Although fair procedures tend to result in better decisions, the concern is not whether the decision itself is fair, it is the decision-making process that must be fair. Statutes sometimes require administrators to make a decision that could be regarded as unfair—for example, to require someone to repay an overpaid allowance. For legal purposes, however, a fair decision is one that is properly made, in accordance with the statute and the rules of natural justice.     

Rules of natural justice

There are two primary rules of natural justice. The 'hearing rule' is that people who will be affected by a proposed decision must be given an opportunity to express their views to the decision maker. The 'bias rule' is that the decision maker must be impartial and must have no personal stake in the matter to be decided.      

More →

Federal Court and Income Support Matters - Administrative Decisions (Judicial Review) Act 1977

Section 12.5.4 Federal Court and Income Support Matters

More → (go back)



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/23-standard-and-onus-proof/232-standards-proof/making-decisions-under-vea

Reasonable Satisfaction

Legal definition of reasonable satisfaction

The term reasonable satisfaction is the civil standard of proof that applies in Australian courts on matters other than criminal proceedings. To be reasonably satisfied, a delegate must consider that a piece of evidence is more likely than not to be true. The reasonable satisfaction standard of proof is also referred to as the balance of probabilities.

Example where delegate is reasonably satisfied

If it is more likely than not that a claimant has qualifying service, the delegate can be said to be reasonably satisfied that the claimant is a veteran as defined.

Reasonable satisfaction standards apply to all decisions

VEA

The reasonable satisfaction standard of proof applies to all decisions and matters relating to service pension and income support supplement (ISS) including:

  • claims for qualifying service;
  • claims for service pension or ISS;
  • applications for review of a service pension or ISS matter;
  • hardship applications;
  • determining the rate of pension payable;
  • deciding that a couple are illness-separated; and
  • deciding that a person undertook a course of action for the primary purpose of obtaining a pension, an increase in pension or fringe benefits eligibility.    

    More →

    However, the Commission must make certain determinations in respect of incapacity from injury unless it is satisfied, beyond reasonable doubt, that there is no sufficient ground for making the determination (for example, determinations about whether an injury was defence-caused under s120(2))

     

Application of balance of probabilities

If a situation arises where a delegate has doubts about a fact relating to a case, while still being reasonably satisfied about the matter as a whole, a decision can still be made on the balance of probabilities.

Making a decision where evidence is insufficient to be clear

In situations where the delegate has insufficient evidence to decide on the balance of probabilities, the claim cannot be accepted until further evidence is provided. If further evidence cannot be obtained, the delegate must reject the claim.


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/23-standard-and-onus-proof/232-standards-proof/reasonable-satisfaction

2.3.3 Onus of Proof

No onus of proof imposed

VEA

No provision of the VEA may impose any onus on a claimant, applicant, the Commonwealth, or Department to prove or disprove any matter relevant to the determination of a claim or application.

Impact on investigation and determination of claims

The lack of an onus of proof does not remove from the Secretary the duties imposed by investigating a claim. Nor does it remove from the Commission the duty to satisfy itself on all matters relevant to determining a claim.    

Impact on claimant

The absence of any onus of proof does not mean that a claimant or applicant is not required to assist in the investigation of his or her claim or application for review by providing any relevant evidence or information. Indeed, it is in the claimant's best interests to provide evidence to substantiate their claim.

Example from Federal Court

The Federal Court case of East (1987) 16 FCR 517 atp534 refers:

"the practical situation remains that it will often be in the interest of a [claimant]... to adduce particular evidence; the reason being that, in the absence of that evidence, the [delegate] will not be free to make the decision sought by [the claimant]".

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Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/23-standard-and-onus-proof/233-onus-proof

2.4 Gender X Policy

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/gender-x-policy

2.4.2. Gender X POI requirements.

Gender X Proof of Identity policy

The Australian Government recognises that some people may identify with a gender other than the sex they were assigned at birth or infancy. There are Government wide guidelines, which direct that this recognition should be reflected in individuals’ personal records held by Australian Government departments. These guidelines are referred to as the Gender X policy and specify that clients must be able to update or amend their gender on their personal records help by the Government, and that they should have the option to identify with a third, non-binary gender, Gender X.

Gender incongruence affects only two percent of the population and proof is required if a client wishes to correct or amend a previously indicated sex and/or gender, or where it is necessary to verify a person’s sex and/or gender to determine eligibility for a service or entitlement.

 

The following documents are considered to be sufficient evidence of a person’s sex and/or gender:

      • a statement from a Registered Medical Practitioner or a Registered Psychologist;
      • a valid Australian Government travel document, such as a Valid Passport, which specifies their preferred gender; or
      • a State or Territory birth certificate, which specifies their preferred gender. A State or Territory Gender Recognition Certificate or recognised details certificate showing a State or Territory Registrar of Birth Deaths and Marriages has accepted a change in sex will also be seen as sufficient evidence.

 

Claimants are required to provide one or more of the documents considered sufficient evidence of sex and/or gender to record their gender as X or amend their gender on personal records held by the Department.

 

The standard of proof for this is ‘reasonable satisfaction’. Where conflicting information has been provided, delegates have a legislative right to make further enquiries until they are satisfied with respect to all matters of a claim. However, a beneficial approach should be taken when assessing request to change gender or identify as Gender X. Where it is reasonable to find, on the basis of the evidence provided, that the person identifies with the gender they claim to, this should be accepted as sufficient proof of their sex/gender.

 

Where delegates are unsure how to apply the standard of proof requirements or any other requirements under the Gender X policy, they should contact Policy Support Branch, who will provide advice based on guidance from the AGD.

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-2-applying-pension/gender-x-policy/242-gender-x-poi-requirements

Part 3 Income Support Eligibility



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility

3.1 Service Pension Eligibility

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/31-service-pension-eligibility

3.1.1 Overview of Service Pension Eligibility

Last amended: 14 March 2024

    

 

What is a service pension?

[glossary:Service pension:245] is a [glossary:means tested:108] [glossary:income support payment:99], that provides a regular income for people with limited means. Service pension is broadly equivalent to the [glossary:Centrelink:441] age and [glossary:disability support pensions:48]. Although similar to such pensions, service pension has a certain advantage over the equivalent Centrelink payments in that Service Pension is payable from the age of 60 compared to 67 years of age for Social Security Age Pension. 

When is it paid?

Service pension is paid fortnightly, based on daily entitlements. The rate of service pension is adjusted twice-yearly, in March and September, in line with movements in the cost of living and/or average wages.

Who is eligible for service pension?

Service pension is primarily payable to veterans. However, the [glossary:VEA:373] also provides for payment of service pension to certain [glossary:partners:370] and certain widows/widowers of veterans.

Different types of service pension

There are three different forms of service pension:

Factors that affect the rate of service pension

There are a number of factors that determine the rate of service pension, such as:    

 

Allowances and benefits accessed by a service pensioner

There are a number of allowances and benefits that can be accessed by a service pensioner, if the person meets the relevant eligibility criteria.     

 

Restrictions on dual pensions

    

VEA ?

 

Restrictions on Dual Pensions

Section 38C VEA

 

VEA ? (go back)

 

Restrictions exist on the payment of dual pensions.    

More ?

 

Restrictions on Dual Pensions

Chapter 3.8

 

More ? (go back)

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/31-service-pension-eligibility/311-overview-service-pension-eligibility

3.1.2 Age Service Pension

Last amended: 8 September 2006

    

Eligibility criteria

A person is eligible for age service pension if the person:

Lodging a claim

Although a person may meet the eligibility criteria for age service pension, such a person will not be granted age service pension unless they lodge a [glossary:proper claim:555].    

Payability

There are a number of situations where a person may be eligible for age service pension, but not payable. For example:

War widows/widowers

A [glossary:war widow or widower:364] who is also a veteran may be paid age service pension if they meet the eligibility criteria. However, the maximum rate of that pension may be limited to a ceiling.    

Pension age and permanently incapacitated

If a veteran is eligible for age service pension, but is below [glossary:age pension age:469] and incapacitated for work, they may be eligible for invalidity service pension. The advantage of this is that invalidity service pension is not subject to income tax.    

Taxation

Age service pension is subject to income tax.     

Restrictions on dual pensions

    

VEA →

Restrictions on Dual Pensions

Section 38C VEA

VEA → (go back)

Restrictions exist on the payment of dual pensions.    

More →

Restrictions on Dual Pensions

Chapter 3.8

More → (go back)



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/31-service-pension-eligibility/312-age-service-pension

3.1.3 Invalidity Service Pension

Last amended: 1 July 2013

    

 

Eligibility criteria

A person is eligible for invalidity service pension if the person:

Note: The veteran does not need to be [glossary:pension age:316] and the incapacity does not need to be related to their service.

 

The eligibility criteria for invalidity service pension were amended effective from 1 January 2000. Eligible veterans who were in payment immediately prior to this date retain their eligibility under the old criteria (85% permanent incapacity). This savings provision is provided for in the Veterans' Affairs Legislation (Permanent Incapacity – Transitional) Regulations 1999 No. 358.

Lodging a claim

Although a person may meet the eligibility criteria for invalidity service pension, such a person will not be granted invalidity service pension unless they lodge a [glossary:proper claim:555].     

 

A veteran may not claim invalidity service pension if the veteran has reached age 65.

Payability

There are a number of situations where a person may be eligible for invalidity service pension, but not payable. For example:

War widows/widowers paid invalidity service pension

A [glossary:war widow or war widower:364] who is also a veteran, may be paid invalidity service pension if they meet the eligibility criteria. However, the rate of that pension may be limited to a ceiling.     

 

Taxation

Invalidity service pension is not subject to income tax when paid to a pensioner who is under [glossary:age pension age:469]. When an invalidity service pensioner reaches [glossary:age pension age:469], the pension becomes taxable.     

 

Invalidity service pensioners participating in the Veterans' Vocational Rehabilitation Scheme (VVRS)

    

 

[glossary:VVRS:527] assists invalidity service pensioners and other eligible veterans to find, or continue in, suitable paid employment. Whilst participating in VVRS, invalidity service pensioners receive the income protection benefits of the scheme and retain section 37 invalidity service pension eligibility.    

More ?

Legislation Library

Veterans' Vocational Rehabilitation Scheme - Operational Guidelines

 

More ? (go back)

 

Compensation recovery provisions may apply

If the pensioner receives (or is eligible to receive) compensation payments for economic loss, such as incapacity payments, the compensation recovery rules may apply. Compensation recovery will reduce ongoing invalidity service pension payability or, if a lump sum compensation payment is received, will prevent payment of invalidity service pension for a calculated period of time known as the lump sum preclusion period.     

More ?

 

Compensation Recovery

Chapter 9.11

 

More ? (go back)

 

MRCA payments and invalidity service pension

Former members who are eligible for Special Rate Disability Pension (SRDP) under the MRCA are taken to satisfy the permanent incapacity for work eligibility test for invalidity service pension. SRDP is an ongoing payment that can be made to a former member in lieu of incapacity payments. The maximum weekly amount of SRDP under the MRCA is one half of the fortnightly rate of Special Rate pension under the VEA.     

 

SRDP is exempt from the income test when assessing whether invalidity service pension may be payable. In contrast, incapacity payments paid under the MRCA are regarded as assessable income.

Special Rate Disability Pension offsets and assessment of Commonwealth superannuation as income

    

 

SRDP payments under MRCA are offset to the extent that permanent impairment payments have already been made to the pensioner under the VEA, SRCA or MRCA. Where Commonwealth superannuation is also received, then the remaining SRDP payment is further offset at 60 cents in the dollar. The amount of superannuation that is applied to offset the SRDP payment (to nil payment, but not below nil rate) at the offset rate of 60 cents in the dollar is not assessable as income, for invalidity service pension purposes. Any remaining superannuation after the offset calculation is applied is assessable as income. An example calculation is included in the MRCA Policy Manual, at Chapter 13.8 Invalidity Service Pension.     

 

The offset Commonwealth superannuation amount is known as the Special Rate Disability Pension reduction amount

It is not assessed as it is an excluded income amount for VEA income support purposes.

Excel spreadsheet for calculation purposes

An Excel spreadsheet which assists in calculating the SRDP Commonwealth Superannuation Corporation (CSC) reduction, to determine the assessable and excluded amounts of Commonwealth superannuation for income support purposes, is available on the Income Support Intranet web-page.    

More ?

 

Calculating the SRDP Commonwealth Superannuation Corporation (CSC) reduction amounts - TRIM reference 11185018E

http://sharepoint/servingourcustomers/incomesupport/Documents/BL_DI/2011-2012/11185018E.tr5

 

More ? (go back)

 

Restrictions on dual pensions

    

VEA ?

 

Restrictions on Dual Pensions

Section 38C VEA

 

VEA ? (go back)

 

Restrictions exist on the payment of dual pensions.    

More ?

 

Restrictions on Dual Pensions

Chapter 3.8

 

More ? (go back)

 

Transfer from invalidity service pension to age service pension

An invalidity service pensioner may transfer to age service pension where the age requirement is met, and where the test of being permanently incapacitated for work is no longer satisfied.  Transferring between invalidity service pension and age service pension may be initiated by a pensioner providing medical evidence of fitness to work, or where there is evidence that the veteran has commenced working for periods adding up to more than 8 hours per week.

 


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/31-service-pension-eligibility/313-invalidity-service-pension

3.1.4 Partner Service Pension

    

VEA →

Eligibility for Partner Service Pension

Section 38 VEA

VEA → (go back)



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/31-service-pension-eligibility/314-partner-service-pension

Eligibility for Partner Service Pension

Partner Service Pension

Partner service pension may be paid to a person who is the partner, widow/widower or former partner of a veteran who has qualifying service.

Eligibility for partners of veterans

A partner of a veteran may be eligible for partner service pension if:

  • the veteran receives service pension, or would receive service pension but for a disqualifying provision; or
  • the veteran has rendered qualifying service and the partner is qualified for an age pension from Centrelink; or
  • the veteran is registered as a member of the pension bonus scheme.

A partner of a veteran must also meet, or be exempt from, the age requirements set out on the page Age Requirements for partner service pension.

Note: Service records can be obtained without breaching the Privacy Act 1988 to determine qualifying service for a veteran in order to establish partner service pension eligibility (including eligibility of a non-illness separated spouse or a widow/er) Information Privacy Principle 10 provides that personal information obtained for a particular purpose may be used for another purpose, where the other purpose is required by or authorised in law.

Eligibility for partners where the veteran is not yet eligible
Where a veteran has qualifying service, but is not yet eligible for a service pension, the partner may be eligible for partner service pension if:
  • the partner is age pension age, and
  • the partner meets all of the other qualifying criteria for age pension from Centrelink

Examples where this may occur include where a veteran has not yet reached pension age, but does have qualifying service, or an Allied or Commonwealth veteran does not meet the ten-year residency requirement. The partner will only be eligible for partner service pension if they meet the ten-year residency requirement. The partner will only be eligible for partner service pension if they meet all of the qualifying criteria for Centrelink age pension. This means that in the second example, the Allied or Commonwealth veteran's partner would need to qualify for Centrelink age pension (be age pension age and meet, or be exempt from the ten-year residency requirement) to be eligible for partner service pension.

The intent of this legislative provision is to extend DVA services to the veteran's family where possible. This enables a partner who would qualify for an age pension from Centrelink to instead receive a partner service pension from DVA.

Eligibility for widows/widowers of deceased veterans

A widow/widower is someone who either:

  • was the current partner of a deceased veteran immediately before the veterans' death; or
  • was legally married to a deceased veteran immediately before the death of the veteran.

A widow/widower of a deceased veteran may be eligible for partner service pension if:

  • the veteran was receiving service pension at the time of death, or would have been receiving service pension but for a disqualifying provision; or
  • the veteran was receiving service pension at the time of death, or had prior to death made a claim for service pension that would have been granted, and the widow/widower had made a claim for service pension prior to the veteran's death; or
  • the veteran rendered qualifying service and the widow/widower is qualified for an age pension; or
  • the veteran was registered as a member of the pension bonus scheme, and the widow/widower was registered as a member of the pension bonus scheme (including under the Social Security Act) or was receiving partner service pension or a social security pension; or
  • the veteran was registered as a member of the pension bonus scheme, and the widow/widower had made a claim for a partner service pension which had not been determined at the date of the death. 

A widow/widower of a deceased veteran must also meet the age requirements set out on the page Age Requirement for Partner Service Pension.

Widow/widowers who are granted a war widow's/widower's pension are no longer eligible to receive partner service pension.

War widow/widowers are also eligible for Income Support Supplement.

Eligibility for widows/widowers and other partners who were separated from the veteran at the time of the veteran's death, and the circumstances under which they become ineligible, is set out on the page Eligibility for partner service pension when separated from the veteran.

Eligibility for former partners of veterans

Eligibility for former partners of veterans, and the circumstances under which they become ineligible, is set out on the page Eligibility for partner service pension when separated from the veteran.

Date of effect for loss of partner service pension

If a person loses eligibility for partner service pension, the date of effect for cancellation of partner service pension depends on whether the person notified the Department of the event or change in circumstances which caused the loss of eligibility within the notification period. 

If notification obligations are met, then the date of effect for cancellation of partner service pension is the day after the end of the notification period. If the person fails to notify the department of an event or change of circumstances which would result in the loss of eligibility for partner service pension within the notification period, then the date of effect is the date of the event or change of circumstances. This policy is outlined in Departmental Instruction C31/99.

Lodging a claim

Although a person may meet the eligibility criteria for partner service pension, such a person will not be granted partner service pension unless they lodge a proper claim.     

More →

 

Note: Provisions for backdating may apply where the person's partner is a special rate disability pensioner.    

More →

 

Restrictions on dual pensions

    

VEA →

 

Restrictions exist on the payment of dual pensions.    

More →

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/31-service-pension-eligibility/314-partner-service-pension/eligibility-partner-service-pension

Age Requirement for Partner Service Pension

Age requirement and exemptions for partners

The following table is provided as a guide to the age requirements for a partner, widow/widower or former partner who meets the eligibility criteria for partner service pension:    

 

 

If the veteran:

Then the partner's age requirement for partner service pension is:

    

 

is receiving Disability Compensation Payment at the [glossary:special rate:Def Special Rate (T&PI)] under the VEA, or

 

is receiving, or eligible to receive a special rate disability pension under the MRCA,

any age

    

 

is receiving a pension which enables eligibility for partner service pension for their partner, and

the partner has a [glossary:dependent child:379] at the time of claim

any age

    

 

is receiving an [glossary:above general rate:45] (AGR) Disability Compensation Payment, or

 

has at least 80 impairment points under the MRCA,

50 years of age

    

 

is eligible for service pension, and

is over pension age

[glossary:qualifying age:635]

    

 

has qualifying service, and

is not yet eligible for a service pension

 

(eg. does not satisfy the ten year residency requirement for Commonwealth veterans, Allied veterans or Allied mariners, or has not yet reached pension age)

[glossary:age pension age:469] and the partner must meet all the qualifying criteria for a [glossary:Centrelink:441] [glossary:age pension:675]

    

 

is deceased and

the partner was not receiving partner service pension immediately before the veteran's death

[glossary:age pension age:469] and the partner must meet all of the qualifying criteria for a [glossary:Centrelink:441] [glossary:age pension:675], unless the [glossary:widow:354]/[glossary:widower:153] circumstances are such that this age requirement does not apply.

   

 

Age requirement for certain widow(er)s and former partners of deceased veterans

    

VEA →

 

Eligibility for Partner Service Pension

Section 38(1) VEA

 

VEA → (go back)

 

To be eligible to be granted partner service pension, a [glossary:widow:354]/[glossary:widower:153] or former partner who was not receiving a pension at the time of the veteran's death must be qualified for [glossary:Centrelink:441] [glossary:age pension:675], which means he/she must be [glossary:age pension age:469] rather than qualifying age.

This age requirement does not apply if:

  • the widow/widower or former partner was in receipt of partner service pension or a social security income support pension immediately before the veteran's death, or
  • there was a partner service pension claim pending immediately before the veteran's death that is later determined as able to be granted, or
  • the widow/widower or former partner and veteran were both registered for the Pension Bonus Scheme immediately before the veteran's death, or
  • the widow/widower or former partner had lodged a partner service pension claim before the veteran's death, which is not determined at the date of death, and the veteran was registered with the Pension Bonus Scheme before his or her death.
Qualifying age

    

VEA →

 

Age Requirement

Section 38(1B) VEA

 

Pre-1 October 1995 cases

Section 38(1C) VEA

 

VEA → (go back)

 

Where a veteran is receiving, or is eligible for service pension, the partner must be [glossary:qualifying age:635] to be eligible for partner service pension, unless the exemption categories apply.

For partners in receipt of partner service pension immediately before 1 October 1995, there was no minimum age required at the time pension was granted.  For partners granted between 1 October 1995 and 30 June 2008, the eligible age was 50 years at the time pension was granted.  These people are 'saved' from the application of the qualifying age requirement, unless they lose eligibility for partner service pension and wish to reclaim.

Partner of a veteran on special rate Disability Compensation Payment or SRDP

    

VEA →

 

Partner of Special Rate veteran

Section 38(1D) VEA

 

VEA → (go back)

 

No age requirement applies if the person is the partner of a veteran entitled to the special rate of Disability Compensation Payment (T&PI) or SRDP under MRCA at the time of claim. However, if at some time the veteran loses entitlement to either of these rates, the partner will need to meet the age or dependent child requirement to continue to be eligible for partner service pension.

Partner of a veteran on an above general rate Disability Compensation Payment

    

 

A person who is the partner of a veteran entitled to an [glossary:above general rate:45] (AGR) Disability Compensation Payment must be age 50 or above at the time of claim to be eligible for partner service pension. However, if at some time the veteran loses entitlement to this rate, the partner will need to meet the age or dependent child requirement to continue to be eligible for partner service pension.

This eligibility category applies from 9 December 2008.  During the period 1 July 2008 to 8 December 2008 partners of AGR veterans were required to be qualifying age to be eligible for partner service pension.

AGR Disability Compensation Payment for the purposes of partner service pension eligibility refers to:

  • extreme disablement adjustment (EDA);
  • Intermediate Rate;
  • Temporary special rate (TTI);
  • pensions increased by Specific Disability Allowance items 1–6; or
  • 80 or more impairment points under the MRCA.
Dependent children

    

VEA →

 

Partner with Dependent Child

Section 38(1B) VEA

 

VEA → (go back)

 

No age requirement applies if the person has a dependent child/young person at the time of claim. However, if at some time they lose eligibility for partner service pension, and later reclaim that pension, they will need to meet the age requirement if, at the time of claim, the child is no longer a dependent child/young person.

A child/young person receiving a social security pension or benefit (e.g. Youth Allowance) is not considered a dependent child under the VEA.    

 

Child ceases to be dependent

Where a person is eligible for partner service pension because they have a dependent child, their eligibility will not be lost if the child ceases to be dependent - for example, if a dependent child turns 23, or claims a social security pension or benefit (e.g. Youth Allowance) after partner service pension has been granted.

Payability

    

VEA →

 

Restrictions on dual pensions

Section 38C(1) VEA

 

Pension not payable if rate is nil

Section 38A(2) VEA

 

VEA → (go back)

 

There are a number of situations where a person may be eligible for partner service pension, but not payable. For example:

  • the person is receiving another income support payment, or
  • the rate of pension is nil.

Where the partner has previously been determined to be eligible for partner service pension and loses payability only, their partner service pension eligibility continues and is not lost. Any later request for resumption of their partner service pension needs to satisfy the payability aspect only.

Example: A 30 year old partner was receiving PSP because they met the dependent child eligibility. The partner returned to work when the child started school and PSP was no longer payable due to their earnings. At the age of 53, the partner leaves work to provide full time care for a relative and PSP is payable again. The partner is not required to meet the qualifying age requirement because there was no loss of eligibility during the period of nil payability.     

 

Taxation

Partner service pension is a taxable payment, unless paid to a pensioner who is:

  • a partner of a veteran, where the veteran is paid service pension on the grounds of invalidity, and both the partner and the veteran have not reached [glossary:age pension age:469], or
  • below age pension age and is the widow/widower or former partner of a veteran who was receiving invalidity service pension immediately prior to their death.     

 


 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/31-service-pension-eligibility/314-partner-service-pension/age-requirement-partner-service-pension

Eligibility for partner service pension when separated from veteran

Last amended: 19 August 2011

Separation from a veteran

    

 

Partner service pension eligibility for former partners of veterans depends on certain conditions being met.

In all cases the person must be the former partner of a veteran who:

  • receives service pension, or would receive service pension but for a disqualifying provision; or
  • is registered as a member of the pension bonus scheme.

A partner of a veteran must also meet, or be exempt from, the age requirements set out on the page Age Requirements for Partner Service Pension. 

In all instances, a former partner will lose eligibility for partner service pension immediately on entering into a de facto relationship, or marrying, a person other than the veteran.

Eligibility for former partners

For the purposes of partner service pension eligibility, a former partner of a veteran is considered to be:

  • a person who is legally married to a veteran but living separately and apart on a permanent basis from the veteran,
  • a person who was in a registered relationship under State or Territory law with a veteran but is living separately and apart on a permanent basis from the veteran, or
  • a person who was in a de facto relationship with a veteran but living separately and apart on a permanent basis from the veteran, or 
  • a person who is divorced from a veteran, or
  • a person whose registered relationship under State or Territory law with a veteran ceases whilst living separately and apart from a veteran.

A former partner of a veteran remains eligible for partner service pension for a period of 12 months following separation from the veteran, unless they enter into a new relationship before the end of this time. 

A former partner will lose eligibility for partner service pension after this 12 month period, unless:

  • the former partner reaches age pension age before the end of the 12 months following separation, or
  • the veteran dies before the end of the 12 months following separation, or
  • special domestic circumstances apply.

An additional 14 days after the 12 month period may be allowed before cancellation, consistent with the notification periods under the date of effect rules.

Special domestic circumstances

A former partner of a veteran remains eligible for partner service pension if special domestic circumstances apply.

Special domestic circumstances are:

  • where the former partner and the veteran are not living in the same residence, and
  • the veteran has a mental health condition recognised by DVA, and
  • there was an unsafe or abusive domestic environment in respect of the partner or the partner's family prior to separation. 
Eligibility for former partners when the veteran dies

Former partners of veterans may continue to be eligible for partner service pension if they were:

  • legally married to the veteran at the time of the veteran's death; or
  • receiving partner service pension at the time of the veteran's death.

Eligibility for former partners of deceased veterans is lost if the person enters into a de facto relationship with, or marries, another person.

Separated couple reconcile

A person may regain eligibility for partner service pension  when there is a reconcilitation and the partner returns to live permanently with the veteran.

2019 Budget measure to align partner service pension eligibility

A 2019 Budget measure aligned partner service pension eligibility for former partners of veterans, regardless of marital status. The changed arrangements apply to separations, divorces and deaths that occur on or after 20 September 2019. 

For separations that took place prior to 20 September 2019, a former partner may be eligible for partner service pension if:

  • they are legally married to a veteran; and
  • they are not in a de facto relationship with another person. 

Where the former veteran partner died prior to 20 September 2019, a former partner may be eligible for partner service pension if:

  • they were legally married to the veteran at the time of the veteran's death; and
  • they are not in a de facto relationship with, or married to, another person.
New eligibility criteria must be met for new claims

If eligibility for partner service pension is lost, any subsequent new claim for partner service pension must meet the eligibility requirements current at the time of the new claim.

Loss of eligibility for partner service pension occurs in the following situations:

  • divorce from the veteran, where separation occurred prior to 20 September 2019
  • a non-married partner separating from a veteran prior to 20 September 2019
  • a former partner starting a new de facto relationship or marrying
  • 12 months after separation where a former partner is under age pension age and special domestic circumstances do not apply
  • the veteran is no longer eligible for Special Rate or Above General Rate disability pension, and the partner does not meet age or dependent child requirements. 

Where the claimant is a former partner who separated from the veteran within the last 12 months, and who will not reach pension age within 12 months from the date of separation, partner service pension may be granted or recommenced. However, if special domestic circumstances do not apply, the former partner must be advised that partner service pension will cease 12 months from the date of separation.     

More →

Departmental Instruction – Changes to Partner Service Pension Eligibility

DI C11/2009

 

More → (go back)

Note: Service records can be obtained without breaching the Privacy Act 1988 to determine qualifying service for a veteran in order to establish partner service pension eligibility (including eligibility of a non-illness separated spouse or a widow/er). Information Privacy Principle 10 provides that personal information obtained for a particular purpose may be used for another purpose, where the other purpose is required by or authorised in law.

 

 


 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/31-service-pension-eligibility/314-partner-service-pension/eligibility-partner-service-pension-when-separated-veteran

3.2 Income Support Supplement (ISS) Eligibility

This chapter outlines the eligibility requirements for the income support supplement.

See Also



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/32-income-support-supplement-iss-eligibility

3.2.1 Overview of Income Support Supplement (ISS)

Last amended: 1 October 2009

ISS payment

    

 

[glossary:Income support supplement:118] (ISS), is an [glossary:income support payment:99] paid only to certain [glossary:war widow/widowers:364]. The rate of ISS payable is limited to a [glossary:ceiling rate:507], and is indexed each March and September in line with movements in the cost of living and average wages.    

More →

 

Income Support Supplement Rates and Limits – Reference Library

PRC/View

 

Indexation of pensions in line with CPI

Section 9.7.3

 

More → (go back)

 

Eligibility for higher maximum rate

A higher maximum rate may apply if the person has been in continuous receipt of a [glossary:social security pension:594], from 1 November 1986 and became a war widow/widower on or before that date. A higher maximum may also apply where a person's rate of war widow's/widower's pension has been reduced due to the receipt of certain forms of compensation.    

 

Eligibility criteria for ISS

There is no age restriction on eligibility for income support supplement. Once a person gains eligibility for income support supplement, that eligibility cannot be lost (unless the eligibility was acquired through fraud). It may be to the person's tax advantage to apply for invalidity income support supplement if they are permanently incapacitated for work and are under [glossary:age pension age:469]. 

 

Allowances and benefits accessed by ISS recipient

The following allowances and benefits, can be accessed by a person receiving income support supplement, if the person meets the relevant eligibility criteria:

Assessment of ISS rate

The rate of income support supplement is assessed with reference to the following:

Other issues to be considered

Other issues that need to be taken into account:

 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/32-income-support-supplement-iss-eligibility/321-overview-income-support-supplement-iss

Last amended

3.2.2 ISS Eligibility

Last amended: 20 September 2011

Eligibility criteria

To be eligible for [glossary:Income Support Supplement:118] [glossary:(:][glossary:ISS:118][glossary:),:] the person must be eligible for a war widows' pension or a war widowers' pension paid under the VEA, or be a wholly dependent partner eligible to receive compensation under the Military Rehabilitation and Compensation Act 2004 (MRCA).

Foreign war widow/ers are not eligible for ISS

    

VEA →

HOTWORD "xlib-LEGIS-section 5Q(1)">Section 5Q(1) VEA

Section 5E(1) VEA

VEA → (go back)

ISS eligibility is limited to war widow/ers receiving a dependant's payment under Part II or Part IV of the VEA, or the equivalent wholly dependant partner payment under the MRCA. This is because the VEA Rate Calculator refers to the restricted definition of “war widow/war widower – pensioner” as provided in section 5Q(1) of the Act.

There is another definition of war widow/er within the VEA which also includes a person receiving a pension from a foreign country which is similar in character to a payment under the VEA or MRCA. This definition is used for other assessment purposes, including recognising the similar overseas payment for WWP offsetting and for ineligibility for partner service pension.  This wider definition, including foreign war widow/ers, does not however apply for ISS eligibility purposes.

Lodging a claim

Although a person may meet the eligibility criteria for ISS, the payment cannot be made until a [glossary:proper claim:555] is lodged.

When a claimant has indicated on a Form D2663 Claim for pension by a war widow/widower or other dependant of a deceased veteran form that they wish to claim for ISS in addition to war widows/widowers pension, this may be considered as a proper claim for ISS. The formal ISS claim form D0529 Claim for Income Support Supplement is not separately required where the delegate is satisfied that the information necessary to determine ISS eligibility is available through the war widows/widowers claim form.

While further information (such as income and assets details) may still be required to finalise the claim, the war widow/widower claim form may be recognised as a proper ISS claim for the purposes of determining the date of ISS grant.

Additional forms must still be lodged for invalidity ISS to assist in establishing whether the war widow/widower meets the [glossary:permanent incapacity:58] criteria, when a claimant has advised they are claiming ISS on the basis of invalidity.    

Payability

There are a number of situations where a person may be eligible for Income Support Supplement but that pension is not payable to them.    

Pension Bonus Scheme

    

While there is no age restriction on eligibility for income support supplement, for the purpose of participating in the pension bonus scheme under the VEA, a war widow/widower must have reached [glossary:qualifying age:635] to defer their income support supplement. To be eligible for the bonus all other requirements of the scheme must be met.    

Income support supplement pre 1/7/2008 – age restriction

The eligibility criteria for income support supplement changed on 1 July 2008.  Prior to this date, a VEA war widow/widower or MRCA wholly dependent partner was only eligible for ISS if they had reached [glossary:qualifying age:635], had a dependant child, were permanently incapacitated for work, or were the partner of an income support recipient.  An eligible war widow/widower may still be granted invalidity ISS after 1 July 2008 on the grounds of being permanently incapacitated for work.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/32-income-support-supplement-iss-eligibility/322-iss-eligibility

3.2.3 Invalidity ISS

Last amended: 20 September 2011

Eligibility criteria

A person may be granted [glossary:Income Support Supplement:118] [glossary:(:][glossary:ISS:118][glossary:):] on the basis of invalidity if:

  •       the person is eligible for a war widows' pension or a war widowers' pension paid under the VEA, or eligible for compensation as a MRCA wholly dependant partner; and
  • is [glossary:permanently incapacitated:58] for work.

A war widow/widower may be automatically accepted as being permanently incapacitated for work for ISS purposes without the need for medical investigation if they:

Change in incapacity status

A war widow or war widower granted income support supplement on the grounds of permanent incapacity will retain payability if they regain their health or reach [glossary:age pension age:469], however, the tax exempt status of the income support supplement will be lost.

Lodging a claim

    

Although a person may meet the eligibility criteria for invalidity ISS, the payment cannot be made until a [glossary:proper claim:555] is lodged.

When a claimant has indicated on a Form D2663 Claim for pension by a war widow or other dependant of a deceased veteran form that they wish to claim for the ISS in addition to war widows/widowers pension, this may be considered as a proper claim for ISS. They will still however need to lodge form D0648 Claim for service pension or income support supplement Part B – Income and Assets before payability can be determined.     

Form D0571 Invalidity Income Support Supplement Claim – Medical and Work details must also be lodged for invalidity ISS to establish whether the war widow/widower meets the [glossary:permanent incapacity:58] criteria. This applies unless the person:

There is no advantage to a person claiming ISS on the basis of [glossary:permanent incapacity:58] for work if they are over [glossary:age pension age:469]. This is because the tax exempt status of the payment is lost once the person reaches age pension age. Therefore, where an ISS claimant is over age pension age, they should be advised to lodge a claim for ISS, rather than invalidity ISS.

Payability

There are a number of situations where a person may be eligible for invalidity income support supplement but that pension is not payable to them.     

Taxation

Invalidity income support supplement is non taxable when paid to a person who is under [glossary:age pension age:469]. When the invalidity income support supplement recipient reaches age pension age, the pension become taxable.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/32-income-support-supplement-iss-eligibility/323-invalidity-iss

3.3 Service Pension and Income Support Supplement Payability

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/33-service-pension-and-income-support-supplement-payability

3.3.1 Overview of Service Pension and Income Support Supplement Payability

Payability is distinct from eligibility

Although a person may be eligible for [glossary:income support supplement:118] or [glossary:service pension:245], that pension may not be payable to them because:

  • the pension has not commenced to be payable,
  • a proper claim has not been lodged,
  • the person is in gaol,
  • the person is receiving another pension,
  • the rate of pension is nil,
  • the pension is cancelled or suspended, or
  • the person has not provided their or their partner's tax file number. This does not apply where an exemption applies or the requirement to provide the tax file number is waived by the Secretary.

In the case of service pension, the pension is not payable if the rate of pension would be nil.

Although a war widow/widower may be eligible for a partner service pension, that pension is not payable. Income support supplement may, however, be payable.    

Compensation affected pension payability

Although a person may be eligible for a [glossary:compensation affected pension:474], that pension may not be payable to them because:



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/33-service-pension-and-income-support-supplement-payability/331-overview-service-pension-and-income-support-supplement-payability

3.3.2 Payment of Service Pension and Income Support Supplement

Last amended: 13 January 2014

Commencement date for pension payability

    

VEA ?

 

Service pension or ISS may not be payable in some circumstances

Section 36A VEA

Section 37A VEA

Section 38A VEA

Section 45B VEA

Section 59M VEA

Section 59P VEA

 

Partner service pension not payable to war widowers

Section 38C(2) VEA

 

VEA ? (go back)

 

[glossary:Service pension:245] or [glossary:income support supplement:118] will not be payable to a person before the person's provisional commencement day. A person's provisional commencement day is usually the day on which the person claims a service pension or income support supplement. If an [glossary:informal claim:380] is made prior to making a [glossary:proper claim:555] then the pension will be payable from the day the informal claim is made, providing the proper claim is:

  • made within three months of being notified that the initial claim was not a proper claim, or
  • if the person was not notified, made at any time.    
Backdating pension payability

It is DVA policy and the intention of the legislation to allow a claim to be lodged before the claimant reaches [glossary:pension age:316] or [glossary:qualifying age:635] so that the new claim can be processed and ready for payment from the date the claimant becomes eligible. Backdating pension payability to the date of the informal claim requires that the claimant be eligible on the day the [glossary:informal claim:380] is lodged. This means that if an informal claim is lodged, for example, before a claimant reached pension age or qualifying age or attained invalidity status; the eligibility conditions are not satisfied and backdating is not permitted. This rule does not apply to [glossary:proper claims:555], which may be lodged at any time. A legislative change is being sought to remove the requirement that for backdating to occur, a veteran must be eligible at the time of lodging an informal claim.

Assisting applicants to lodge valid claims

Members of the veteran community should be assisted to lodge either a proper claim, or at least an initial incorrect claim by their earliest eligibility date. Proper claims should preferably be encouraged before the person attains the applicable pension age or qualifying age. This practice is particularly important where veterans are encouraged to lodge claims early, for example where a veteran's [glossary:qualifying service:498] [glossary:(:][glossary:QS:498][glossary:):] status may be determined in advance.

Earlier commencement date for pension payability may apply

In some cases, a person may have a different provisional commencement day to the day on which the person claims a service pension or income support supplement.    

More ?

 

Effective Dates for Grants

Section 11.1.3

 

More ? (go back)

 

Earlier commencement date for income support supplement

Where a person starts to receive a [glossary:war widow's/widower's pension:705] from a particular day (the pension receipt day), and

  • immediately before the pension receipt day a [glossary:social security pension:594] or [glossary:social security benefit:422] was payable to the person, and
  • as a result of becoming a war widow/widower the social security pension or benefit is no longer payable from the pension receipt day, and
  • the person makes a claim for income support supplement after the pension receipt day, and
  • would have been eligible for income support supplement from the pension receipt day, then

the determination takes effect on the pension receipt day, and income support supplement is payable to the person on and from that day.

Note: War widows/widowers receiving a partner service pension or a social security [glossary:age pension:675] from [glossary:DVA:306] immediately prior to becoming a war widow/widower, are not required to claim income support supplement. Their entitlement to income support supplement will be automatically assessed and paid from date of grant of war widow's/widower's pension.

Earlier commencement date for partner service pension

Where a person applies for a partner service pension, and

  • the claim has been refused, and
  • the person's partner has subsequently been notified that he or she has been granted a disability compensation payment at the special rate, and
  • the person makes another claim for partner service pension within 3 months of the notification to the veteran,

then the provisional commencement day for the payment of partner service pension will be the later of:

  • the day that the original claim for partner service pension was made, or
  • the day that the veteran became eligible for the special rate of disability compensation payment.
Lodgement of a proper claim

    

VEA ?

 

Payability before a claim is made

Section 45C VEA

Section 36B VEA

Section 37B VEA

Section 38B VEA

 

VEA ? (go back)

 

A service pension or income support supplement is not payable unless a proper claim has been made or is deemed to have been made.     

 

Pension payment arrangements if the person is in gaol

    

VEA ?

 

Payability when pensioner in gaol

Section 55 VEA

Section 55A VEA

 

VEA ? (go back)

 

While a person is imprisoned, their payments may be forfeited or suspended if a pension instalment is payable after the day on which the person goes to gaol and before the day the person is released. If the person has a partner or child/ren then the [glossary:Commission:545] may direct that the payment or part of the payment be paid to:

  • their partner,
  • their child, or
  • someone else approved by the Commission.

In such a case the payment is taken, for all purposes, to be a payment made to the person in gaol.    

More ?

 

Effect of imprisonment on a person's pension instalment

Chapter 11.7 Imprisonment

 

More ? (go back)

 

Restrictions on dual pensions

    

VEA ?

 

Restrictions on Dual Pensions

section 45D VEA

section 36C VEA

section 37C VEA

section 38C VEA

 

VEA ? (go back)

 

A service pension or an income support supplement is not payable to a person if they are receiving:

Loss of eligibility

If a person's eligibility for service pension or income support supplement is lost, any subsequent new claim from that person for an [glossary:income support pension:79] needs to meet the eligibility requirements current at the time of the new claim.

Loss of payability

If the pensioner's payability for the service pension or income support supplement is lost, their eligibility for that pension continues. Any later request for resumption of the pension will need to satisfy the payability aspect.

Pension is cancelled or suspended

    

 

Service pension or income support supplement may be cancelled or suspended where a person:

  • has a change of circumstances, which causes eligibility for the pension to cease,
  • fails to comply with a section 54A VEA or section 54AA VEA notice,
  • requests that their pension be cancelled,
  • cannot be contacted and their whereabouts are unknown,
  • fails to take reasonable action to claim a comparable foreign pension to which they may be entitled,     
    More ?

     

    Comparable foreign pension

    Chapter 3.7

     

    More ? (go back)
  • fails to draw their pension payments for a continuous period of six months. This would apply if a person has closed a bank account and cannot be contacted to make new arrangements. It is not intended for a situation where a person is accumulating pension instalments in a bank account, or
  • where the Commission is satisfied that it is being, or has been paid to a person to whom it is not, or was not payable (e.g. where there is evidence the person had failed to declare significant income or assets).

The service pension or income support supplement may also be cancelled where the pension has been determined to be nil. Note: Cancellation where the pension has been reduced to nil is not normal practice and would only occur in special circumstances where this was considered appropriate.     

More ?

 

Recipient obligations

Chapter 12.1

 

More ? (go back)

 

Provision of tax file number

    

 

A person in receipt of service pension or income support supplement is required to provide DVA with their and their partner's [glossary:tax file number:191][glossary:.:] The provision of a tax file number is necessary for the purposes of the data matching program. If the tax file number is not provided, the pension is not to be paid, unless the requirement to provide the number is waived by the Secretary, or an exemption applies.    

More ?

 

The provision of tax file number

Chapter 12.3 Data Matching

 

More ? (go back)

 

Pension rate is nil

    

 

Where a person's service pension rate would be reduced to nil, the pension is not payable. However, where the service pension rate is nil only because an advance payment of pension has been paid to the person, the pension remains payable.    

 

Minimum amount

    

 

Where a person's service pension or income support supplement (ISS) rate including pension supplement would be reduced to less than the minimum amount, the minimum amount is payable.  Once the rate is reduced to nil the pension/ ISS is not payable.

Impact of pension no longer being payable

    

VEA ?

 

Eligibility for treatment

Section 85 VEA

 

Advance Payments

Section 79J VEA

 

Eligibility for Pensioner Concession Card

Section 53A VEA

 

VEA ? (go back)

 

Loss of payability may mean loss of:

 


 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/33-service-pension-and-income-support-supplement-payability/332-payment-service-pension-and-income-support-supplement

3.3.3 Compensation Affected Pension Payability

Compensation to be claimed

    

VEA →

Compensation to be claimed

Section 59M VEA

Section 59P VEA

VEA → (go back)

Compensation affected pensions may not be payable if the person or their partner fail to take reasonable action to claim, or obtain the compensation to which they may be entitled.    

Compensation in the form of a lump sum

    

VEA →

Section 59Q VEA

Determining lump sum preclusion period

Section 59Q VEA

VEA → (go back)

If a person receives [glossary:compensation:208] in the form of a lump sum, a [glossary:compensation affected pension:474] is not payable to the person for the [glossary:lump sum preclusion period:659][glossary:.:] If the person is a member of a couple and that person, or their partner, received the compensation before 20 March 1997, a compensation affected pension is not payable to the person or their partner for the lump sum preclusion period.     



Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/33-service-pension-and-income-support-supplement-payability/333-compensation-affected-pension-payability

3.4 Age

A person's age is primarily important in determining whether they are eligible for [glossary:service pension:245] and veteran payment. [glossary:Pension age:316] and [glossary:qualifying age:635] are also used to determine eligibility for other payments and schemes run by DVA.

 

See Also


 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-policy-library/part-3-income-support-eligibility/34-age

Last amended

3.4.1 Age Requirements

 

Overview of age requirements

[glossary:Pension age:316] and [glossary:qualifying age:635] are criteria used in determining eligibility for specific categories of [glossary:service pension:245].  Pension age is also used in determining eligibility of a current or former member of the ADF for veteran payment. Pension age also has application in relation to certain assessment issues, taxation issues and eligibility to participate in certain schemes.

Further information on Veteran Payment eligibility can be found at Eligibility requirements for Veteran Payment.

 

Age equalisation for females

    

 

The pension age for females has progressively increased since 1 July 1995 in six-month increments every two years. By 1 January 2014 the pension age for females reached the same as the pension age for males. Note: Age equalisation applies to veteran pension age, qualifying age and [glossary:age pension age:469].    

More ?

 

Age Equalisation for Females

Section 3.4.2

 

More ? (go back)

 

Increase to pension age for persons other than veterans

    

 

From 1 July 2017 pension age for non-veterans commenced being increased by six-months every two years and will reach 67 in 2023.  The increases do not apply to veteran pension age.  The following table provides a guide to the gradual increase to pension age for male and female non-veterans.

 

Male and female non-veterans

Date of birth (both dates inclusive)

Pension age

1 July 1952 to 31 December 1953

65 years and 6 months

1 January 1954 to 30 June 1955

66 years

1 July 1955 to 31 December 1956

66 years and 6 months

On or after 1 January 1957

67 years

Age requirement for age service pension

    

VEA ?

 

Age Service Pension

Section 36(1) VEA

 

Pension Age for veterans

Section 5QA VEA

 

VEA ? (go back)

 

[glossary:Pension age:316] for a [glossary:veteran:424] is specified in section 5QA of the VEA. The age service pension is similar to the [glossary:Centrelink:441] [glossary:age pension:675]. However, in recognition of the effects of their service, pension age for a veteran is less than pension age for other persons.      

 

Age requirement for partner service pension

    

VEA ?

 

Qualifying age definition

Section 5Q(1) VEA

 

VEA ? (go back)

 

An eligibility criteria for [glossary:partner:370] service pension is that the partner is required to have attained [glossary:qualifying age:635]. However, under specified circumstances partners may not need to meet this age requirement.     

 

Impact of age on ISS recipients

There are no age restrictions on a person's eligibility for [glossary:ISS:118]. However, for certain assessment rules, taxation and eligibility to participate in certain schemes, pension age or qualifying age for an ISS recipient may be applicable.