Supplementary Forms and Attachments vs2

Last amended: 1 Dec 2014

Forms and information to be provided to claimant

The following forms and information should be provided to the claimant as appropriate when they initially claim, and lodged with the proper claim.

Proof of identity

The attachments required for a proof of identity check are outlined in the Policy Library.    

 

Qualifying service

If the client...

Then provide appropriate form...

And request attachment...     

More →

 

Special Note

A link will be provided to more detailed procedures in Part 1 Chapter 1 Qualifying Service when we have written them

 

More → (go back)

 

is the partner/widow/widower of a non-pensioner veteran or mariner

D0502 Qualifying Service Details: Partner/Widow/Widower of Non-Pensioner Veteran or Mariner (Australian, Commonwealth and Allied)    

More →

 

DVA Forms: D0502 Qualifying Service Details: Partner/Widow/Widower of Non-Pensioner Veteran or Mariner (Australian, Commonwealth and Allied)

http://clientforms.dva.gov.au/clientforms/Documents/D0502.pdf

 

More → (go back)

 

 

Original, certified copy or certified copy of certified copy of :

  • discharge certificate,
  • service record,
  • danger statement if veteran or mariner is Commonwealth or allied, and
  • certified translation of any non-English document

served in the Australian forces

D0506 Qualifying Service Details - Australian Veteran    

More →

 

DVA Forms: D0506 Qualifying Service Details - Australian Veteran

http://clientforms.dva.gov.au/clientforms/Documents/D0506.pdf

 

More → (go back)

 

 

danger statement if qualifying service is not conceded

D0509 Qualifying Service Details - service in the Darwin area    

More →

 

DVA Forms: D0509 Qualifying Service Details - Service in the Darwin Area

http://clientforms.dva.gov.au/clientforms/Documents/D0509.pdf

 

More → (go back)

 

 

Q1 Townsville Questionnaire    

 

 

 

Service in Cowra Form (available from NSW State Office)

a danger statement is an acceptable alternative

Service in Newcastle Form (available from NSW State Office)

served in the forces of a Commonwealth or allied country

D0507 Qualifying Service Details - Commonwealth or Allied Veteran     

More →

 

DVA Forms: D0507 Qualifying Service Details - Commonwealth or Allied Veteran

http://clientforms.dva.gov.au/clientforms/Documents/D0507.pdf

 

More → (go back)

 

 

Original, certified copy or certified copy of certified copy of :

  • discharge certificate,
  • service record,
  • danger statement, and
  • certified translation of any non-English document

D0510 Qualifying Service Details - Service with Forces in Yugoslavia    

More →

 

DVA Forms: D0510 Qualifying Service Details - Service with Forces in Yugoslavia

http://clientforms.dva.gov.au/clientforms/Documents/D0510.pdf

 

More → (go back)

 

 

Q2 Service Details Questionnaire - Service with Forces in Vietnam    

More →

 

DVA Forms: Q2 Service Details Questionnaire - Service with Forces in Vietnam

http://clientforms.dva.gov.au/clientforms/Documents/Q2.pdf

 

More → (go back)

 

 

served as a mariner

D0508 Qualifying Service Details - Mariner    

 

 

Original, certified copy or certified copy of certified copy of :

  • danger statement,
  • qualification certificates,
  • statements of wages,
  • service documents,
  • award of any campaign stars or medals, and
  • certified translation of any non-English document
Permanent incapacity

If the claimant is a...    

 

 

Then provide form...

And advise the claimant...    

More →

 

Special Note

A link will be provided to more detailed procedures in Part 3 Chapter 6 Permanent Incapacity when we have written them

 

More → (go back)

 

  • veteran and
  • not blind or [glossary:T&PI:Def Special Rate (T&PI)]

D0569 Service Pension Claim - Invalidity Details    

More →

 

DVA Forms: D0569 Service Pension Claim - Invalidity Details

http://clientforms.dva.gov.au/clientforms/Documents/D0569.pdf

 

More → (go back)

 

 

  • their treating doctor will need to complete the form, and
  • they will be contacted if further medical examinations are necessary

war widow/widower

D0571 Income Support Supplement Claim - Medical Work Details    

More →

 

DVA Forms: D0571 Income Support Supplement Claim - Medical Work Details

http://clientforms.dva.gov.au/clientforms/Documents/D0571.pdf

 

More → (go back)

 

 

  • to complete only the first two pages, and
  • an appointment for them with Health Services Australia to complete the medical details
Family and relationships

If the claimant...     

 

 

Then provide form...

is maritally separated from their partner

D0513 Separation from Partner    

 

 

is maritally separated from their partner but living under the same roof

Questionnaire – Same Roof (in the Standard Letters System, access folder [Relation])

  • is applying for a DVA pension, and
  • wishes to appoint an agent

 

  • is applying for a DVA pension, and
  • wishes to appoint a trustee

 

  • is applying for an age pension, and
  • wishes to appoint a nominee

SS313 Authority for a Nominee

Residential situation

If the claimant lives in...     

 

Then provide form...

And request attachment...

a property owned by a designated private trust or designated private company    

More →

 

Procedure Library - Determining Security of Tenure - Home owned by a Private Company or Trust

10.3.9/Determining Security of Tenure - Home owned by a Private Company or Trust

 

More → (go back)

 

 

 

 

  • rates notice
  • copy of trust deed or company constitution
  • trust or company income tax return
  • full financial statements
  • copy of personal income tax return of claimant (preferably with personal tax file numbers removed)

on their own block larger than 2 hectares (5 acres)    

 

D0526 Income Support Pension Claim - Farm/Hobby Farm     

More →

 

DVA Forms: D0526 Income Support Pension Claim Farm/Hobby Farm

http://clientforms.dva.gov.au/clientforms/documents/d0526.pdf

 

More → (go back)

 

 

  • copy of a recent rates notice for the property
  • documentation for encumbrances on the property
Tax file number

If the claimant...     

 

 

Then provide one form per client...

Does not know their tax file number

NAT 1432 Application or Enquiry for a Tax File Number - Individual    

 

 

Employment

If the claimant is...     

 

Then provide form...

Continuing with work

D0518 Service Pension Claim - Employment Report    

More →

 

DVA Forms: D0518 Service Pension Claim - Employment Report

http://clientforms.dva.gov.au/clientforms/documents/d0518.pdf

 

More → (go back)

 

 

Ceasing or has ceased work

D0531 Income Support Pension - Retirement Benefits    

More →

 

DVA Forms: D0531 Income Support Pension - Retirement Benefits

http://clientforms.dva.gov.au/clientforms/documents/d0531.pdf

 

More → (go back)

 

 

Property other than principal residence

If the claimant...

    

 

Then provide form...

And request attachments...

owns a residential or rental property

D0524 Income Support Pension Claim - Real Estate    

More →

 

DVA Forms: D0524 Income Support Pension Claim - Real Estate

http://www.dva.gov.au/dvaforms/Documents/d0524.pdf

 

More → (go back)

 

 

  • rates notice for each property held
  • documentation for encumbrances on the property
  • owns a farm or
  • holds a lease over a farm
  • rates notice for each property held
  • documentation for encumbrances on the property

owns a:

  • hobby farm or
  • block larger than 2 hectares (5 acres)
  • rates notice for each property held
  • documentation for encumbrances on the property

has an interest in a property owned by a:    

More →

 

Procedure Library - Valuation of the Assets of a Designated Private Trust & Company

10.3.9/Valuation of the Assets of a Designated Private Trust & Company

 

More → (go back)

 

or

  • rates notice for each property held
  • documentation for encumbrances on the property
  • copy of trust deed or company constitution
  • trust or company income tax return
  • full financial statements
  • copy of personal income tax return of claimant (preferably with personal tax file numbers removed)
Business – private trust or private company

If the claimant is involved in a...    

More →

 

Procedure Library – Business Structures and Trusts

Chapter 10.3 Business Structures and Trusts

 

More → (go back)

 

Then provide form...

And attachment...

designated private trust

  • copy of trust deed or company constitution
  • trust or company income tax return
  • full financial statements
  • copy of personal income tax return of claimant (preferably with personal tax file numbers removed)

designated private company

Business – partnership or sole trader

If the claimant is involved in a...     

More →

 

Policy Library - Assessing the Income and Assets of Sole Traders and Partnerships

Section 10.3.2

 

More → (go back)

 

Then provide form...

And request attachments...

D0525 Details of Business    

 

  • copy of personal income tax return

    (preferably with personal tax file numbers removed)
  • for partnership, copy also of partnership tax return
  • balance sheet
  • profit and loss statement
  • depreciation schedule
  • rates notice for any property owned by the business
Pension bonus scheme

If the claimant is...    

More →

 

Policy Library – Pension Bonus Scheme

Chapter 5.6

 

More → (go back)

 

Then provide form...

And fact sheet...

And request attachment    

More →

 

Policy Library – work Requirements of the Pension Bonus Scheme

5.6.5/Work Requirements of the Pension Bonus Scheme

 

More → (go back)

 

  • born in 1938 or later, and
  • has been supplied with a pre-2003 claim form, or
  • wishes to register for the pension bonus scheme

 

 

  • evidentiary certificates

and/or

  • proof of passing the work test for any period not covered by the evidentiary certificates

already registered for the pension bonus scheme

 

 

Retirement assistance for farmers scheme
Forms required for Retirement assistance for farmers scheme

If the claimant...

Then provide form...

And request attachments...

transferred a farm property to the younger generation before 30 June 2001     

More →

 

Policy Library – Retirement Assistance for Farmers Scheme

Chapter 5.5

 

More → (go back)

 

 

D2586 Application for the Retirement Assistance for Farmers Scheme

    

More →

 

DVA Forms: D2586 Application for the Retirement Assistance for Farmers Scheme

http://www.dva.gov.au/sites/default/files/dvaforms/d2586.pdf

 

More → (go back)

 

 

  • Evidence of ownership of the property that was transferred
  • Copy of rates notice for property
  • Evidence of any debt secured against the transferred property
  • Full personal and business income tax returns for the three years immediately prior to the date the property was transferred
  • Authority to inspect property transferred, signed by the current owner of the property
Compensation and damages
Forms required for Compensation and damages

If the claimant...

Then provide form...

And request attachments...

has received, is receiving or able to claim compensation, insurance or damages as the result of injury, illness or accident     

More →

 

Policy Library - Compensation Recovery Guidelines Part IIIC

Chapter 9.11

 

More → (go back)

 

 

D0541 Compensation and Damages    

 

copies of all documents relating to grant and/or payment

 

 

Source URL: https://clik.dva.gov.au/compensation-and-support-procedure-library/part-2-applying-pension/21-income-support-claims-procedures/213-lodging-or-withdrawing-claim/supplementary-forms-and-attachments