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Part 2 Applying for a Pension
2.1 Income Support Claims procedures
2.1.3 Lodging or Withdrawing a Claim
- 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
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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
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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
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Original, certified copy or certified copy of certified copy of :
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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
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danger statement if qualifying service is not conceded |
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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
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Q1 Townsville Questionnaire
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Service in Cowra Form (available from NSW State Office) |
a danger statement is an acceptable alternative | |
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Service in Newcastle Form (available from NSW State Office) | ||
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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
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Original, certified copy or certified copy of certified copy of :
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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
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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
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served as a mariner |
D0508 Qualifying Service Details - Mariner More →
DVA Forms: D0508 Qualifying Service Details http://clientforms.dva.gov.au/clientforms/Documents/D0508.pdf
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Original, certified copy or certified copy of certified copy of :
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Permanent incapacity
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If the claimant is a...
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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
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D0569 Service Pension Claim - Invalidity Details More →
DVA Forms: D0569 Service Pension Claim - Invalidity Details http://clientforms.dva.gov.au/clientforms/Documents/D0569.pdf
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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
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Family and relationships
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If the claimant... More →
Guide to Social Security Law: Correspondence Nominees http://www.fahcsia.gov.au/guides_acts/ssg/ssguide-8/ssguide-8.5/ssguide-8.5.2.html
Guide to Social Security Law: Payments to a Third Party http://www.fahcsia.gov.au/guides_acts/ssg/ssguide-8/ssguide-8.4/ssguide-8.4.1/ssguide-8.4.1.30.html
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Then provide form... |
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is maritally separated from their partner |
D0513 Separation from Partner More →
DVA Forms: D0513 Separation from Partner http://clientforms.dva.gov.au/clientforms/Documents/D0513.pdf
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is maritally separated from their partner but living under the same roof |
Questionnaire – Same Roof (in the Standard Letters System, access folder [Relation]) |
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SS313 Authority for a Nominee |
Residential situation
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If the claimant lives in...
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Then provide form... |
And request attachment... |
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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
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on their own block larger than 2 hectares (5 acres)
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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
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Tax file number
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If the claimant...
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Then provide one form per client... |
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Does not know their tax file number |
NAT 1432 Application or Enquiry for a Tax File Number - Individual More →
Download NAT 1432 from Australian Taxation Office - http://www.ato.gov.au/content.asp?doc=/content/forms/form_1432.10.99.htm
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Employment
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If the claimant is...
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Then provide form... |
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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
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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
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Property other than principal residence
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If the claimant...
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Then provide form... |
And request attachments... |
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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
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owns a:
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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
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Business – private trust or private company
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If the claimant is involved in a...
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Then provide form... |
And attachment... |
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Business – partnership or sole trader
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If the claimant is involved in a...
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Then provide form... |
And request attachments... |
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D0525 Details of Business
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Pension bonus scheme
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If the claimant is...
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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
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and/or
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already registered for the pension bonus scheme |
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Retirement assistance for farmers scheme
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If the claimant... |
Then provide form... |
And request attachments... |
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transferred a farm property to the younger generation before 30 June 2001
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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
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Compensation and damages
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If the claimant... |
Then provide form... |
And request attachments... |
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has received, is receiving or able to claim compensation, insurance or damages as the result of injury, illness or accident
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D0541 Compensation and Damages More →
DVA Forms: D0541 Compensation and Damages http://www.dva.gov.au/sites/default/files/dvaforms/d0541.pdf
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copies of all documents relating to grant and/or payment |