Claim for Parenting Payment When to use this form Use this form to claim Parenting Payment: • if you are single and have a dependent child under the age of 8 years in your care, OR • if you are partnered and have a dependent child under the age of 6 years in your care. What else you will need to provide You will need to provide proof of identity. There is a complete list of acceptable documents in the Information Booklet. Online Services Claiming Parenting Payment online is faster. To claim online go to humanservices.gov.au/centrelinkonline Processing this form will take longer. You should receive advice about your claim for Parenting Payment within 28 days of lodging this form and any requested documents. www. Express Plus Apps – download Express Plus Apps from the App Store or Google Play™ (App Store is a service mark of Apple Inc., registered in the U.S. and other countries. Google Play is a trademark of Google Inc.). You can do some of your Centrelink business and read important updates about payments and services we provide on-the-go. For more information about Express Plus Apps, visit humanservices.gov.au/expressplus www. You can access your Centrelink, Medicare and Child Support Online Services through myGov. myGov is a fast, simple way to access a range of government services online with one username, one password, all from one secure location. To create a myGov account, go to my.gov.au www. Filling in this form • Please use black or blue pen. • Print in BLOCK LETTERS • Mark boxes like this with a or . Go to 5 skip to the question number shown. You do not • Where you see a box like this need to answer the questions in between. Returning your form Check that all required questions are answered and that the form is signed and dated. Return this form and any supporting documents to us within 14 days so we can process your application or claim. If you cannot do this within 14 days, contact us for extra time. If extra time is required, you must contact us at the earliest possible date to make an arrangement. You can return this form and any supporting documents: • online – submit your documents online. For more information about how to access an Online Account or how to lodge documents online, go to humanservices.gov.au/submitdocumentsonline • by post – return your documents by sending them to: www. Department of Human Services Reply Paid 7802 CANBERRA BC ACT 2610 • in person – if you are unable to submit this form and any supporting documents online or by post, you can provide them in person to one of our Service Centres. To establish your identity, you will be required to attend one of our Service Centres to provide original documents. SC277.1501 1 of 35 For more information Refer to Information you need to know about your claim for Parenting Payment (Ci008) (Information Booklet) on our website humanservices.gov.au/parentingpayment or call us on 136 150 or visit one of our Service Centres. www. If you need a translation of any documents for our business, we can arrange this for you free of charge. To speak to us in languages other than English, call 131 202. Note: Call charges apply – calls from mobile phones may be charged at a higher rate. If you have a hearing or speech impairment, you can contact the TTY service on Freecall™ 1800 810 586. A TTY phone is required to use this service. SC277.1501 2 of 35 1 6 Do you need an interpreter when dealing with us? This includes an interpreter for people who have a hearing or speech impairment. No Yes Have you ever used or been known by any other name (e.g. name at birth, maiden name, previous married name, Aboriginal or tribal name, alias, adoptive name, foster name)? Go to 3 No Go to next question Go to next question Yes Give details below 1 Other name 2 What is your preferred spoken language? 3 What is your preferred written language? Type of name (e.g. name at birth) 2 Other name 4 Are you the principal carer of a dependent child under 6 years (for partnered claimants) or under 8 years (for single claimants)? Note: If you are claiming Parenting Payment as a single claimant and your youngest child is aged 6 or 7 years, you will have participation requirements. For information about participation requirements, go to our website humanservices.gov.au/parentingpayment Type of name (e.g. maiden name) www. No Yes If you have more than 2 other names, attach a separate sheet with details. You will not be entitled to Parenting Payment. Please call us on 136 150. Go to next question 7 Your sex Male Personal details 5 Female Your name Mr Mrs Miss Ms Other 8 Your date of birth / Family name 9 / Your permanent address First given name Second given name Postcode 10 Your postal address (if different to above) Postcode CLK0SC277 1501 SC277.1501 3 of 35 11 Please read this before answering the following question. 14 Are you of Australian South Sea Islander origin? No If you provide an email address or mobile phone number, you may receive electronic messages (SMS or email) from us. To read the Terms and Conditions, go to our website humanservices.gov.au/em or visit one of our Service Centres. Yes www. 15 Do you want another person or organisation to enquire or act on your behalf when dealing with us? Your contact details Home phone number ( Go to next question No ) Is this a silent number? No Whose name is the phone account in? Yes Yes You will need to complete and attach an Authorising a person or organisation to enquire or act on your behalf form (SS313). If you do not have this form or want more information about nominee arrangements, go to our website humanservices.gov.au/nominees or call us on 136 150. My name My partner’s name Another name www. Mobile phone number Is this a silent number? No Whose name is the mobile phone account in? Fax number ( ) Work phone number ( ) Alternative phone number ( ) Yes Residence details My name My partner’s name 16 Please read this before answering the following question. Another name 'Permanently' means you normally live in Australia on a long-term basis. Holidays or short trips outside Australia would not affect this. Are you living in Australia permanently? No Yes Email 17 Have you lived or travelled outside Australia since 1 September 1994, including short trips and holidays? @ The answer to this question may enable Human Services to access electronic records held by Australia’s immigration department and help verify your Australian residence. 12 Do you currently get another type of Social Security payment or Family Tax Benefit? Go to next question No Yes Your Centrelink Reference Number (if known) No Go to next question Yes Give details below Passport number Country of issue 13 Please read this before answering the following questions. Questions 13 and 14 are optional and will not affect your payment. If you do answer, the information will help us to continue to improve services to Aboriginal and Torres Strait Islander Australians and Australian South Sea Islanders. Australian South Sea Islanders are the descendants of Pacific Islander labourers brought from the Western Pacific in the 19th Century. 18 Are you an Australian citizen who was born in Australia? No Go to next question Are you of Aboriginal or Torres Strait Islander Australian origin? If you are of both Aboriginal and Torres Strait Islander Australian origin, please tick both ‘Yes’ boxes. No Yes – Aboriginal Australian You will need to provide proof of your Australian residence status (e.g. citizenship papers, passport or other documentation). Go to 29 Yes 19 What is your country of birth? Yes – Torres Strait Islander Australian 20 When did you start living in Australia? / SC277.1501 4 of 35 / 21 Did you start living in Australia before 1965? No Go to next question Yes Give details below 29 Except for short trips or holidays, have you EVER lived outside Australia? No Go to next question Yes Name of the ship or airline on which you arrived Name of the place where you first arrived/disembarked What was your name when you first arrived in Australia? 1 Country of residence From 22 What is your country of citizenship? Date granted Australia / / / To / / To / / To / / To / / To / / To / / 2 Country of residence Go to next question / List ALL countries, INCLUDING AUSTRALIA, you have lived in SINCE BIRTH. If you were born outside Australia, include the country where you were born. Include the period(s) you have lived in each country. Do NOT include short trips or holidays. Country of citizenship Other From Permanent Temporary Unknown (e.g. arrived on parent’s passport) / 3 Country of residence 23 What type of visa did you arrive on? New Zealand passport (special category visa) / Go to 25 From / / Go to next question 4 Country of residence Go to next question Go to 25 From / / 24 Your visa details on arrival Visa sub class 5 Country of residence Date visa granted / / From 25 Has your visa changed since you arrived in Australia? / 6 Country of residence No Go to next question Yes Most recent visa details Visa sub class / Date visa granted / From / / / If you require more space, attach a separate sheet with details. 26 Are you a refugee or former refugee? No Yes 27 Did your partner or either of your parents arrive on a refugee or humanitarian visa? No Yes 28 Did someone provide you with an Assurance of Support for your migration to Australia? No Not sure Yes SC277.1501 5 of 35 32 What is your date of marriage or relationship registration? Payment details / 30 Where do you want your payment made? The bank, building society or credit union account must be in your name. A joint account is acceptable. Do NOT include an account used exclusively for funding from the National Disability Insurance Scheme. / Go to 34 33 When did you and your partner start living together as a member of a couple? / Name of bank, building society or credit union / 34 Do you currently live in the same home as your partner? Branch where the account is held Branch number (BSB) Account number (this may not be your card number) No Go to next question Yes Go to 44 35 Why are you not living with your partner? Partner’s illness Balance of account $ Your illness Partner in prison Account held in the name(s) of Partner’s employment Other Give details below Attach proof of account balances (e.g. ATM slips, statements, passbooks). 36 Period not living with your partner Relationship status 31 Please read this before answering the following question. We recognise both opposite-sex and same-sex relationships. This includes de facto relationships and relationships registered under state or territory law. Select ONE option below that best describes your current relationship status. From / / To / / OR indefinite Go to 44 37 Did your deceased partner ever live outside Australia? No What is your CURRENT relationship status? Yes int Married Go to 32 Registered relationship (opposite-sex or same-sex relationship registered under state or territory law) Go to 32 Partnered (living together in an opposite-sex or same-sex relationship, including de facto) Go to 32 Separated (previously lived with an opposite-sex or same-sex partner, including in a marriage, registered or de facto relationship) Go to 39 Divorced Go to 40 Widowed (previously partnered with an opposite-sex or same-sex partner, including in a marriage, registered or de facto relationship) Go to 37 Never married or lived with a partner Go to 62 SC277.1501 38 Please give the following details about your deceased partner Full name Date of birth / 6 of 35 Go to 62 Date of death / / / 42 Is there any chance of a reconciliation? 39 Give the names and contact details of 2 people we can contact who can confirm your separation (who are not closely related or members of your immediate family). No 1 Full name Not sure int Yes int 43 Are there any reasons for your separation that you would like to Address discuss with a social worker? No Go to 62 Yes Postcode 44 Your partner’s name Phone number ( Mr ) Mrs Miss Relationship to you Family name How long have you known this person? First given name 2 Full name Second given name Address Ms Other 45 Has your partner ever used or been known by any other name (e.g. name at birth, maiden name, previous married name, Aboriginal or tribal name, alias, adoptive name, foster name)? Postcode Phone number ( No Go to next question Yes Give details below 1 Other name ) Relationship to you Type of name (e.g. name at birth) How long have you known this person? 2 Other name 40 Do you live in the same home as your former partner? No Go to next question Yes Go to 42 Type of name (e.g. maiden name) SS293 41 Please give the following details about your former partner If your partner has more than 2 other names, attach a separate sheet with details. Full name Date of birth / Date relationship ended / / 46 Your partner’s sex / Male Female Current address (if known) 47 Your partner’s date of birth / Postcode SC277.1501 7 of 35 / 48 Does your partner currently get another type of Social Security 55 Did your partner start living in Australia before 1965? payment or Family Tax Benefit? No Go to next question Give details below No Go to next question Yes Yes Your partner’s Centrelink Reference Number (if known) Name of the ship or airline on which your partner arrived Name of the place where your partner first arrived/disembarked 49 Your partner’s permanent address What was your partner’s name when they first arrived in Australia? Postcode 56 What is your partner’s country of citizenship? Australia 50 Please read this before answering the following question. Date granted / ‘Permanently’ means you normally live in Australia on a long-term basis. Holidays or short trips outside Australia would not affect this. Other Go to next question / Country of citizenship Is your partner living in Australia permanently? No 57 What is your partner’s current type of visa? Yes New Zealand passport (special category visa) 51 Has your partner lived or travelled outside Australia since Permanent 1 September 1994, including short trips and holidays? Temporary The answer to this question may enable Human Services to access electronic records held by Australia’s immigration department and help verify your partner’s Australian residence. No Go to next question Yes Give details below Unknown (e.g. arrived on parent’s passport) Visa sub class 52 Is your partner an Australian citizen who was born in Australia? You will need to provide proof of your partner’s Australian residence status (e.g. citizenship papers, passport or other documentation). Go to next question Go to 59 53 What is your partner’s country of birth? 54 When did your partner start living in Australia? / SC277.1501 Go to next question Go to 59 Date visa granted / Country of issue Yes Go to next question 58 Your partner’s current visa details Passport number No Go to 59 / 8 of 35 / 59 Except for short trips or holidays, has your partner EVER lived 63 Please read this before answering the following question. outside Australia? No Go to next question Yes List ALL countries, INCLUDING AUSTRALIA, your partner has lived in SINCE BIRTH. Include the period(s) your partner has lived in Australia. If your partner was born outside Australia, include the country where your partner was born. Do NOT include short trips or holidays. 1 Country of residence From / / To / Give details of each person who shares your accommodation. Do not include immediate family members. / Person 1 Name 2 Country of residence From / / To / Male / / Age When did you start sharing with this person? Sex / 3 Country of residence From The following questions are to be completed if you share your accommodation with anyone other than an immediate family member. This includes anyone who: • regularly stays any number of nights per week • uses your home as a base (e.g. truck drivers, miners, flight attendants, fishermen, members of the armed forces). We need some details about your living arrangements to work out your correct payment. The questions on this form will assist us to decide whether we need additional information. Female / / What is your relationship to this person? To / / Have you shared accommodation, at another address, with this person? 4 Country of residence No Yes From / / To / / Have you and this person previously lived together as a couple (e.g. married, partnered, de facto or in a registered relationship)? 5 Country of residence No Yes SS293 From / / To / / Do you and this person share the parent/guardianship of any children? If you require more space, attach a separate sheet with details. No Yes 60 Do you give permission for your partner to discuss your payments SS284 with us? You can change this authority at any time. Have you and this person ever had any joint financial commitments (e.g. joint bank account, mortgage or other loans)? No No Yes Yes Give details below SS284 Living arrangements 61 Are you married, in a registered relationship or partnered If you participate in activities jointly with this person, are you considered to be a couple? (including de facto)? No Go to next question Yes Go to 64 No Yes SS284 62 Do you share your accommodation with anyone other than an immediate family member? No Go to 64 Yes Go to next question SC277.1501 9 of 35 Give details below Continued Continued Person 2 Name When did you start sharing with this person? Sex Male Person 3 Name Age Female / When did you start sharing with this person? Sex / Male Age Female / / What is your relationship to this person? What is your relationship to this person? Have you shared accommodation, at another address, with this person? Have you shared accommodation, at another address, with this person? No No Yes Yes Have you and this person previously lived together as a couple (e.g. married, partnered, de facto or in a registered relationship)? Have you and this person previously lived together as a couple (e.g. married, partnered, de facto or in a registered relationship)? No No Yes Yes SS293 SS293 Do you and this person share the parent/guardianship of any children? Do you and this person share the parent/guardianship of any children? No No Yes Yes SS284 SS284 Have you and this person ever had any joint financial commitments (e.g. joint bank account, mortgage or other loans)? Have you and this person ever had any joint financial commitments (e.g. joint bank account, mortgage or other loans)? No No Yes Give details below Yes SS284 Give details below SS284 If you participate in activities jointly with this person, are you considered to be a couple? If you participate in activities jointly with this person, are you considered to be a couple? No No Yes Give details below Yes SS284 Give details below SS284 If you share with more than 3 people, attach a separate sheet with details. SC277.1501 10 of 35 About your dependent children or students 64 Provide details of child(ren) in your (and/or your partner's) care under 18 years of age or full-time students under 22 years of age? If you have more than 2 dependent children, copy and attach pages (11 and 12) for each additional child before completing the details for child 1. Child 1 65 Family name 71 Please read this before answering the following question. The term ‘parent’ refers to a natural parent, adoptive parent or a person who is legally responsible for a child born through an artificial conception procedure or where a surrogacy court order is in place. First given name Which of the following best describes your relationship to this child? Second given name Parent Grandparent 66 Has this child ever been known by any other names? No Go to next question Yes List the other names Step-parent Foster carer Other Give details below 72 Does this child currently live with you? No 67 Sex Yes Male 73 Do you (and/or your partner) share the care of this child with Female another person? Do not include school/day care arrangements. 68 Date of birth / / No Go to next question Yes What is the percentage of your (or your partner’s) care of this child? % 69 What is this child’s country of birth? 74 Does this child receive a payment from any Commonwealth, 70 Has this child EVER lived or travelled outside Australia, including short trips and holidays? State or Territory Government? Go to next question No Yes Give details below The answer to this question may enable Human Services to access electronic records held by Australia's immigration department and verify your child's Australian residence. No Go to next question Yes Give details below 75 Is this child 5 years or older? Passport number No Go to 78 Yes Go to next question 76 Is this child in full-time education? Country of issue No Yes 77 Does this child have any income? No Go to next question Yes Amount $ SC277.1501 11 of 35 per week Child 1 78 Do you receive Family Tax Benefit for this child? No Attach proof of birth (e.g. birth certificate) for this child if you have not previously provided it to us. Yes 79 Do you have another dependent child? No Yes SC277.1501 Go to 80 on page 15 If you (and/or your partner) have more than 2 dependent children in your care (if you have not already copied pages 11 and 12) copy and attach pages 13 and 14 for each additional child before completing the details for child 2. Go to next question in the next column 12 of 35 Child 2 65 Family name 71 Please read this before answering the following question. The term ‘parent’ refers to a natural parent, adoptive parent or a person who is legally responsible for a child born through an artificial conception procedure or where a surrogacy court order is in place. First given name Which of the following best describes your relationship to this child? Second given name Parent Grandparent 66 Has this child ever been known by any other names? No Go to next question Yes List the other names Step-parent Foster carer Other Give details below 72 Does this child currently live with you? No 67 Sex Yes Male 73 Do you (and/or your partner) share the care of this child with Female another person? Do not include school/day care arrangements. 68 Date of birth / / No Go to next question Yes What is the percentage of your (or your partner’s) care of this child? % 69 What is this child’s country of birth? 74 Does this child receive a payment from any Commonwealth, 70 Has this child EVER lived or travelled outside Australia, including short trips and holidays? State or Territory Government? Go to next question No Yes Give details below The answer to this question may enable Human Services to access electronic records held by Australia's immigration department and verify your child's Australian residence. No Go to next question Yes Give details below 75 Is this child 5 years or older? Passport number No Go to 78 Yes Go to next question 76 Is this child in full-time education? Country of issue No Yes 77 Does this child have any income? No Go to next question Yes Amount $ SC277.1501 13 of 35 per week Child 2 78 Do you receive Family Tax Benefit for this child? No Attach proof of birth (e.g. birth certificate) for this child if you have not previously provided it to us. Yes 79 Do you have another dependent child? No Yes Go to next question Attach details of each additional child. Go to next question SC277.1501 14 of 35 Accommodation Tax details 80 Please read this before answering the following questions. 83 In the last 14 days: • have you (and/or your partner) claimed or been paid a Social Security payment, and • did you (and/or your partner) provide us with your accommodation details and those details have not changed? You are not breaking the law if you do not give us your (and your partner’s) tax file number(s), but if you (and your partner) do not provide them to us, or authorise us to get them from the Australian Taxation Office, you may not be paid. In giving us your (and your partner’s) tax file number in relation to this claim you authorise us to use your (and your partner’s) tax file number for other social security payments and services in future where necessary. Go to next question Not sure Go to next question Not sure Go to next question Do not answer questions 84 to 107. Go to 108 84 Do you (and/or your partner) own a home but live elsewhere? Go to 82 Yes Go to next question Yes Have you (and your partner) given us your tax file number before? No No No Go to next question Yes What is the reason you live away from the home you own? Travelling away from your home 81 Do you (and your partner) have a tax file number? Being cared for away from your home You No Yes Caring for someone away from your home Living away from home to study Please call us on 136 150. Other Your tax file number Give details below Your partner No Yes Please call us on 136 150. Your partner’s tax file number 85 Which of the following best describes where you live? 82 Please read this before answering the following question. If your only income for this financial year is the payment you are now claiming, you may not have to pay any tax. However, you may have to pay tax if you get any other income this financial year, such as salary or wages. If you think you will have to pay tax this year, you can ask us to deduct tax instalments from your payment. You can change this at any time. If you are not sure how much tax to have taken out of your payment, contact the Australian Taxation Office. Do you want tax taken out of your payment? No Go to next question Yes Enter the amount OR percentage of tax you want taken out per fortnight. Amount Percentage (%) (must be in whole dollars) of taxable payment $ .00 per fortnight OR % per fortnight In a home which is owned by a private company or a private trust that you have an interest in Go to 108 In a home you (and/or your partner) own or you own jointly with another person, this can include: • paying it off (mortgage) • a caravan, transportable home or boat Go to 86 In a hospital or home for people with disabilities Go to 100 In accommodation which you (and/or your partner) have the right to use for life Go to 93 In public housing (e.g. housing owned by the Housing Authority. This does not include paying rent to a Community Housing organisation.) Go to 90 In a place where you (and/or your partner) pay private rent (this includes site or mooring fees) Go to 98 In a boarding house/hostel/private hotel Go to 100 In accommodation where you pay no rent Go to 107 Other (e.g. this could be where you (and/or your partner) do not have a fixed address) Give details below Go to 98 SC277.1501 15 of 35 86 Is the home you (and/or your partner) own on a block of land 94 Tick which option describes how you (and/or your partner) obtained a life interest in a home without any exchange of money or transfer of assets: Inherited the life interest Go to 108 larger than 2 hectares (5 acres)? No Go to next question Yes You will need to complete and attach a Real estate details form (Mod R). If you do not have this form, go to our website humanservices.gov.au/forms or call us on 136 150. Go to 88 Go to 108 Have a formal agreement documenting your right to accommodation for life www. Go to 98 Have an informal arrangement with children to live at their home and pay rent Go to 108 Informal arrangement, no rent paid Other 87 Does the property that you (and/or your partner) live on have Give details below more than one title document? Go to next question No Yes You will need to complete and attach a Real estate details form (Mod R). If you do not have this form, go to our website humanservices.gov.au/forms or call us on 136 150. Go to 98 www. 95 What date did you (and/or your partner) make this payment/transfer? 88 Is any part of the home property used for income producing / / purposes? Do NOT include rent from boarders or lodgers. 96 Details of the payment/transfer How much did you (and/or your partner) pay? Go to next question No Yes $ You will need to complete and attach a Business details form (Mod F) and a Real estate details form (Mod R). If you do not have these forms, go to our website humanservices.gov.au/forms or call us on 136 150. AND/OR What assets were transferred? www. 89 Do you pay site, ground or mooring fees for the home you own Market value of assets transferred? (this could be for a caravan, transportable home or boat)? No Do not answer questions 90 to 107. Go to 108 Yes Go to 98 $ 97 Details of the person or organisation the payment/transfer was made to Full name (of the person or organisation) 90 Are you (and/or your partner) the primary tenant(s)? That is, your (and/or your partner’s) name is on the tenancy agreement (lease) with the public housing authority. No Go to next question Yes Do not answer questions 91 to 107. Go to 108 Address 91 Does the primary tenant pay rent at the market rate? No Go to next question Not sure Go to next question Yes Postcode 98 What type of accommodation do you (and your partner) live in? Go to 99 Private house or townhouse/unit/flat 92 Do you (and/or your partner) live with the primary tenant AND your (and/or your partner’s) income has been taken into account by the public housing authority when calculating the rent? No Yes Community housing Defence housing Caravan/cabin/mobile home Do not answer questions 93 to 107. Go to 108 Go to 99 Boat Boarding house/hostel/private hotel Other 93 Did you (and/or your partner) pay a sum of money and/or transfer assets to another person in return for this accommodation for life? No Go to next question Yes Go to 95 SC277.1501 Go to next question Go to next question 16 of 35 Go to 100 Give details below 99 Do you (and your partner) share your accommodation with 100 Do you (and/or your partner) pay board and/or lodgings? other people? Board means you (and/or your partner) are provided with some regular meals. Lodgings means no meals are provided to you (and/or your partner). Sharing your accommodation means that you have the right to use a kitchen, bedroom or bathroom with one or more persons. This includes ALL family members (except children which you are paid family assistance for), people who regularly stay at your accommodation and people who work away from home (e.g. truck drivers, miners, flight attendants, fishermen, members of the armed forces). No Go to next question Yes Give details below No Go to 102 Yes Go to next question 101 Can you separate the amounts you (and/or your partner) pay for 1 Person’s name board and/or lodgings? No Total board and lodgings charged per day, week, fortnight, 4 weeks or calendar month Age $ When did they move in? / Relationship to you Yes Amount paid for board (meals) per day, week, fortnight, 4 weeks or calendar month / Their share of the rent/lodgings $ $ Do they own the home? No per 2 Person’s name per Yes per Amount paid for lodgings (accommodation only) per day, week, fortnight, 4 weeks or calendar month $ Age per Go to 103 When did they move in? / Relationship to you 102 How much do you (and/or your partner) pay per day, week, / Their share of the rent/lodgings $ per fortnight, 4 weeks or calendar month (e.g. rent, maintenance or site fees)? Do they own the home? No 3 Person’s name Yes This would be the total you (and/or your partner) pay for the property minus any subsidy/rebate or contribution from another person or organisation. Age $ When did they move in? / Relationship to you 103 When did you (and/or your partner) start paying this amount? / Their share of the rent/lodgings $ per Do they own the home? No per / / Yes 104 Do you (and your partner) live in a boarding house, hostel, private 4 Person’s name When did they move in? / Relationship to you / per Do they own the home? No Yes Go to next question Yes Go to 106 per day, week, fortnight, 4 weeks or calendar month? per If you share with more than 4 people, attach a separate sheet with details. SC277.1501 No 105 What is the total amount of rent charged for the property Their share of the rent/lodgings $ hotel, hospital or disability housing? Age 17 of 35 106 Details of your landlord, authorised agent or person you (and/or 109 Please read this before answering the following question. your partner) pay rent to Full name The current market value of an item is what you would get if you sold it. It is not the replacement or insured value. Include: • all furniture (including soft furnishings such as curtains), antiques and works of art • electrical appliances such as televisions and fridges • jewellery for personal use and hobby collections (e.g. stamps, coins). Do NOT include: • fixtures such as stoves and built-in items. Address Postcode Contact phone number ( What is your estimate of the current market value of your (and/or your partner’s) household contents and personal effects? ) 107 Do you (and/or your partner) have a current lease or tenancy agreement with written evidence of the CURRENT amount of rent, fees, lodgings or board and lodgings you (and/or your partner) pay? Current market value Amount owed $ $ Your share % Partner’s share % Go to next question No Yes 110 Do you (and/or your partner) own, partly own or have a financial Attach a full copy of your signed lease or tenancy agreement. interest in any motor vehicles, motor cycles or trailers? Go to next question No Yes Assets, Income and other financial information Give details below 1 Type of asset (e.g. car) Make (e.g. Ford) 108 In the last 14 days: • have you (and/or your partner) claimed or been paid a Centrelink payment, and • did you (and/or your partner) provide us with your assets, income and other financial information details and those details have not changed? No Go to next question Not sure Go to next question Yes Model (e.g. Focus) Current market value Amount owed $ $ Your share Do not answer questions 109 to 151. Go to 152 Year 2 Type of asset (e.g. car) % Partner’s share Make (e.g. Holden) Model (e.g. Astra) Year Current market value Amount owed $ $ Your share % % Partner’s share % If you (and/or your partner) have more than 2 motor vehicles, motor cycles or trailers, attach a separate sheet with details. SC277.1501 18 of 35 111 Do you (and/or your partner) own, partly own or have a financial 114 Give details below of any OTHER accounts held by you (and/or interest in any boats or caravans/motor homes? your partner) in banks, building societies or credit unions. Do NOT include a boat or caravan that is your principal home. No Go to next question Yes Give details below 1 Type of asset (e.g. boat) Make (e.g. Quintrex) Model (e.g. Coastrunner) Year Current market value Amount owed $ $ Your share Include savings accounts, cheque accounts, term deposits, joint accounts, accounts you hold in trust or under any other name, or money held in church or charitable development funds. Accounts and term deposits outside Australia should be included, with the current balance in the type of currency in which it is invested. We will convert this into Australian dollars. Do NOT include shares, managed investments or an account used exclusively for funding from the National Disability Insurance Scheme. Attach proof of all account balances (e.g. ATM slips, statements, passbooks). Copies can be provided. 1 % Partner’s share % 2 Type of asset (e.g. caravan) Make (e.g. Jayco) Name of bank, building society or credit union Account number (this may not be your card number) Model (e.g. Heritage) Branch number (BSB) Year Type of account Current market value Amount owed $ $ Your share % Partner’s share Balance of account $ % Currency if not AUD If you (and/or your partner) have more than 2 boats, caravans or motor homes, attach a separate sheet with details. Your share % Partner’s share % % Partner’s share % 2 112 Do you (and/or your partner) have an interest in any other real estate in and/or outside Australia? Go to 114 No Yes Go to next question Name of bank, building society or credit union Account number (this may not be your card number) Branch number (BSB) 113 How many other properties in and/or outside Australia do you Type of account (and/or your partner) own or have an interest in? Balance of account $ You will need to complete and attach a Real estate details form (Mod R) for each property. If you do not have this form, go to our website humanservices.gov.au/forms or call us on 136 150. Currency if not AUD www. SC277.1501 19 of 35 Your share 115 Do you (and/or your partner) have a life insurance policy that can Continued be cashed in? 3 Include: • policies with a surrender value (e.g. whole of life, paid up and endowment policies). Do NOT include: • friendly society bonds or life insurance bonds • details of home, contents, car, mortgage or similar policies. Name of bank, building society or credit union Account number (this may not be your card number) Branch number (BSB) Type of account No Go to next question Yes Give details below Balance of account $ Attach the policy document and the latest statement for each policy. Currency if not AUD Your share % Partner’s share 1 Name of insurance company % 4 Policy number Name of bank, building society or credit union Account number (this may not be your card number) $ Your share Type of account Policy number Your share Currency if not AUD % Partner’s share % % Partner’s share % 5 Name of bank, building society or credit union Account number (this may not be your card number) Branch number (BSB) Type of account Balance of account $ Currency if not AUD If you (and/or your partner) have more than 5 accounts, attach a separate sheet with details. SC277.1501 % Surrender value $ Balance of account $ Your share % Partner’s share 2 Name of insurance company Branch number (BSB) Your share Surrender value 20 of 35 % Partner’s share If you (and/or your partner) have more than 2 insurance policies, attach a separate sheet with details. % 116 Do you (and/or your partner) have any bonds or debentures? 117 Do you (and/or your partner) have any funeral bonds/funeral investments? Bonds refer to government and semi-government bonds. Include: • investments in and/or outside Australia. Bonds or debentures outside Australia should be included, with the current balance in the type of currency in which it is invested. We will convert this into Australian dollars. Do NOT include: • friendly society bonds, funeral bonds or life insurance bonds • accommodation bonds for residing in an aged care facility. No Go to next question Yes Give details below Including a pre-paid funeral. No Go to 119 Yes Give details below 1 Name of company Name of product Attach a document which gives details for each bond or debenture. 1 Name of company APIR code Purchase price incl. instalments but not interest Current value as per latest statement Your share $ Type of investment Partner’s share % % 2 Name of company Current amount invested Currency if not AUD Name of product Your share % Partner’s share % 2 Name of company Type of investment Current amount invested APIR code Purchase price incl. instalments but not interest Current value as per latest statement Your share $ Currency if not AUD Partner’s share % % If you (and/or your partner) have more than 2 funeral bonds/ funeral investments, attach a separate sheet with details. Your share % Partner’s share % 3 Name of company 118 Have you (and/or your partner) a contract to have funeral services provided for which an agreed sum has already been paid to the provider or used to buy funeral bonds assigned to the provider? No Type of investment Yes Current amount invested Your share Currency if not AUD % Partner’s share % If you (and/or your partner) have more than 3 bonds or debentures, attach a separate sheet with details. SC277.1501 21 of 35 Go to next question Attach a copy of each contract. 119 Do you (and/or your partner) have money on loan to another 120 Do you (and/or your partner) own any shares, options, rights, person or organisation? Include all loans, whether they are made to family members, other people or organisations or trusts. Do NOT include loans to get accommodation in a hostel. No Go to next question Yes Give details below Attach a document which gives details for each loan (if available). 1 Who did you lend the money to? convertible notes or other securities LISTED on an Australian Stock Exchange (e.g. ASX, NSX, APX or Chi-X) or a stock exchange outside Australia? Include shares traded in exempt stock markets. Do NOT include: • managed investments • investments purchased with a margin loan. No Go to next question Yes Give details below Attach the latest statement for each share holding. Date lent / Amount lent / Current balance on loan 1 Name of company $ Lent by you $ % Lent by your partner % 2 Who did you lend the money to? Number of shares or other securities ASX code (if known) Country if not Australia Your share Partner’s share % Date lent / Amount lent / Current balance on loan 2 Name of company $ Lent by you $ % % Lent by your partner % 3 Who did you lend the money to? Number of shares or other securities ASX code (if known) Country if not Australia Your share Partner’s share % Date lent / Amount lent / Current balance on loan $ 3 Name of company $ Lent by you % % Lent by your partner % If you (and/or your partner) have more than 3 loans, attach a separate sheet with details. Number of shares or other securities ASX code (if known) Country if not Australia Your share Partner’s share % % If you (and/or your partner) have more than 3 share holdings, attach a separate sheet with details. SC277.1501 22 of 35 121 Do you (and/or your partner) own any shares, options or rights in 122 Do you (and/or your partner) have any managed investments in PUBLIC companies, NOT listed on a stock exchange? and/or outside Australia? Do NOT include: • managed investments • investments purchased with a margin loan. No Go to next question Yes Give details below Attach the latest statement detailing your share holding for each company (if available). 1 Name of company Type of shares Current market value Number of shares Your share $ Include: • investment trusts • personal investment plans • life insurance bonds • friendly society bonds. Do NOT include: • conventional life insurance policies • funeral bonds, superannuation or rollover investments. APIR code – is commonly used by fund managers to identify individual financial products. No Go to next question Yes Give details below Attach a document which gives details (e.g. certificate with number of units or account balance) for each investment. Partner’s share % % 1 Name of company 2 Name of company Type of shares Current market value $ Name of product (e.g. investment trust) Type of product/option (e.g. balanced, growth) Number of units APIR code (if known) Current market value Currency if not AUD Number of shares Your share Partner’s share % % If you (and/or your partner) have more than 2 share holdings, attach a separate sheet with details. $ Your share % Partner’s share % 2 Name of company Name of product (e.g. investment trust) Type of product/option (e.g. balanced, growth) Number of units APIR code (if known) Current market value Currency if not AUD $ Your share % Partner’s share If you (and/or your partner) have more than 2 managed investments, attach a separate sheet with details. SC277.1501 23 of 35 % 123 Do you (and/or your partner) own any managed investments or securities purchased with a margin loan? No Go to next question Yes Give details below 124 Continued 3 What you gave away or sold for less than its market value (e.g. money, car, second home, land, farm) Attach the latest statement detailing your margin loan(s) for each investment. Date given or sold / 1 Name of margin loan company What it was worth / $ Your share What you got for it Partner’s share % $ % Current portfolio APIR code (if known) Was this gift to a Special Disability Trust (SDT)? No Current margin loan balance Your share If you (and/or your partner) have given away or sold for less than its market value more than 3 items, attach a separate sheet with details. $ Partner’s share % % 2 Name of margin loan company Yes 125 In the last 12 months have you (and/or your partner) borrowed an amount which is secured against your home? Current portfolio APIR code (if known) Current margin loan balance Your share $ Partner’s share % % If you (and/or your partner) have more than 2 margin loans, attach a separate sheet with details. Include: • Home Equity Conversion Loan • Reverse Equity Mortgage. Do NOT include: • a mortgage taken out to purchase your home. No Go to next question Yes Give details below Attach a copy of the loan agreement or contract. 124 In the last 5 years have you (and/or your partner) given away, sold for less than their market value, or surrendered a right to, any cash, assets, property or income? Name of the organisation agreement entered into with Include forgiven loans and shares in private companies. Address of the organisation No Go to next question Yes Give details below 1 What you gave away or sold for less than its market value (e.g. money, car, second home, land, farm) Postcode Entered into by: Date given or sold / / What you got for it What it was worth Partner’s share % $ % Was this gift to a Special Disability Trust (SDT)? No Yes 2 What you gave away or sold for less than its market value (e.g. money, car, second home, land, farm) Date given or sold / / What you got for it $ What it was worth $ Your share Partner’s share % Was this gift to a Special Disability Trust (SDT)? No SC277.1501 Your partner If you (and/or your partner) have more than 2 margin loans, attach a separate sheet with details. $ Your share You % Yes 24 of 35 126 Please read this before answering the following question. 127 Please read this before answering the following question. YOU should answer this question ONLY if you are over age pension age. YOUR PARTNER should answer this question ONLY if they are over age pension age. From 1 July 2017, the qualifying age for Age Pension will increase from 65 years to 65 years and 6 months. The qualifying age will then rise by 6 months every 2 years, reaching 67 years by 1 July 2023. See table below. Date of birth Qualifying age at 1 July 1952 to 31 December 1953 1 January 1954 to 30 June 1955 1 July 1955 to 31 December 1956 From 1 January 1957 65 years and 6 months 66 years 66 years and 6 months 67 years Do you (or your partner) have any money invested in superannuation where the fund is still in accumulation phase and not paying a pension? Include: • superannuation funds such as, retail, industry, corporate or employer and public sector • retirement savings accounts • Self Managed Superannuation Funds (SMSF) and small APRA Funds (SAF) if the funds are complying. No Go to next question Yes Give details below An income stream product is a regular series of payments which may be made for a lifetime or a fixed period by: • a financial institution • a retirement savings account • a superannuation fund • a Self Managed Superannuation Fund (SMSF) • a small APRA Fund (SAF). Types of income streams include: • account-based pension (also known as account-based income stream or allocated income stream) • market-linked pension (also known as term allocated pension) • Annuities • defined benefit pension (e.g. ComSuper pension, State Super pension) • superannuation pension (non-defined benefit). Do you (and/or your partner) receive income from any income stream products? No Go to next question Yes Give details below You will need to attach a schedule, Details of income stream product form (SA330) or a similar schedule, for each income stream product. The form or similar schedule must be completed by your product provider or the trustee of the Self Managed Superannuation Fund (SMSF) or small APRA Fund (SAF) or the SMSF administrator. If you do not have this form, go to our website humanservices.gov.au/forms or call us on 136 150. Attach the latest statement for each superannuation investment. If you have a SMSF or SAF, attach the financial returns and member statement for the fund. 1 Name of product provider/SMSF/SAF 1 Name of institution/fund manager Type of income stream Name of fund Date of joining/investment / Owned by: www. Product reference number Current market value / $ You Your partner Commencement date / Owned by: You Your partner 2 Name of institution/fund manager 2 Name of product provider/SMSF/SAF Name of fund Type of income stream Date of joining/investment / Owned by: Current market value / $ You Your partner Product reference number If you (and/or your partner) have more than 2 superannuation investments, attach a separate sheet with details. SC277.1501 Commencement date / Owned by: 25 of 35 You / / Your partner If you (and/or your partner) have more than 2 income stream products, attach a separate sheet with details. 128 Do you (and/or your partner) have any money invested in, or do 129 Do you (and/or your partner) have any other assets (in or outside you (and/or your partner) receive income from, any other investments not declared elsewhere on this form? Australia) that you have not already advised us about on this form? Include taxi plates, time shares, racehorses, greyhounds, travellers cheques, cyber currency (e.g. bitcoin), collectables (e.g. stamps, coins, wine, art, antiques), commercial licences (e.g. fishing, hunting). Do NOT include an account used for funding from the National Disability Insurance Scheme. Include: • all investments from outside Australia (including superannuation) not declared elsewhere on this form Do NOT include: • income from real estate in or outside Australia, private trusts, private companies or business • social security payments • an account used exclusively for funding from the National Disability Insurance Scheme. No Go to next question Yes Give details below No Go to next question Yes Give details below 1 Description of asset Attach a document which gives details for each investment. 1 Type of investment Current market value Amount owed Currency if not AUD Your share Partner’s share % 2 Description of asset Name of organisation/company Current value of investment Income received in last 12 months Currency if not AUD Your share Current market value Amount owed Currency if not AUD Your share Partner’s share % Partner’s share % % % If you (and/or your partner) have more than 2 other assets, attach a separate sheet with details. 2 Type of investment 130 Do you (and/or your partner) receive payments from an income Name of organisation/company Current value of investment % protection policy? Income received in last 12 months No Go to next question Yes Give details below Attach the policy document and the latest statement for this policy. Currency if not AUD Your share Partner’s share % % 131 Do you (and/or your partner) CURRENTLY receive any income from work other than self employment? 3 Type of investment GROSS income from eomployment includes amounts voluntarily salary sacrificed into superannuation and the value of employer provided fringe benefits. Name of organisation/company Current value of investment Income received in last 12 months Currency if not AUD Your share % If you (and/or your partner) have more than 3 investments, attach a separate sheet with details. SC277.1501 Go to 133 Give details in the next column Attach payslip(s) for the last 8 weeks from each employer. Partner’s share % No Yes 26 of 35 131 Continued 132 Do you (and/or your partner) get any fringe benefits provided by an employer (e.g. use of a car as part of a salary package, rent/mortgage paid)? 1 Employer’s name Fringe benefits – means a benefit received as part of earned income but not as a wage or salary. Address Go to next question No Yes Attach details that indicate the type of fringe benefit and its value, and whether or not the amount provided is ‘grossed up’ or not ‘grossed up’. Postcode Phone number ( ) 133 In the last 12 months, have you (and/or your partner) stopped Australian Business Number (ABN) working for any employers (including self-employment)? Who works for this employer? You Is this work: Full-time Seasonal Part-time Your partner No Go to next question Yes Give details below Attach documents which confirm that you stopped work (e.g. letter from employer or Employment Separation Certificate form (SU001)). If you do not have this form, go to our website humanservices.gov.au/forms or call us on 136 150. Casual Personnel, service or clock-card number www. Hours worked per fortnight GROSS amount earned per fortnight before tax and other deductions Is this the usual wage? per fortnight $ per fortnight No Yes 1 Employer’s name Address 2 Employer’s name Postcode Address Phone number ( Who worked for this employer? Postcode Phone number ( You Your partner 2 Employer’s name ) Australian Business Number (ABN) Address Who works for this employer? You Is this work: Full-time Seasonal Part-time Your partner Postcode Casual Phone number Personnel, service or clock-card number ( Hours worked per fortnight GROSS amount earned per fortnight before tax and other deductions Is this the usual wage? per fortnight $ No per fortnight Yes If you (and/or your partner) currently get income from more than 2 jobs, attach a separate sheet with details. SC277.1501 ) 27 of 35 ) Who worked for this employer? You Your partner If you (and/or your partner) stopped working for more than 2 employers, attach a separate sheet with details. 134 In the last 12 months, have you (and/or your partner) received or 134 Continued do you (and/or your partner) expect to receive, any leave entitlement payments from an employer you have worked for? 2 Type of leave entitlement payment Include: • annual leave • maternity leave • long service leave or sick leave you received when you stopped work • redundancy payments • entitlements that you cashed in before you stopped work • money in a long-service leave fund or scheme that you have not cashed in. Number of working days covered by the payment $ Date paid or date payable / Yes / Leave entitlement for You Your partner Employer’s details Name of business Go to next question No Amount (before tax and other deductions) Attach documents which confirm each leave entitlement payment (e.g. letter from employer or Employment Separation Certificate form (SU001)). If you do not have this form, go to our website humanservices.gov.au/forms or call us on 136 150. Australian Business Number (ABN) Address www. 1 Type of leave entitlement payment Postcode Number of working days covered by the payment Phone number Amount (before tax and other deductions) ( $ Date paid or date payable / / ) Job description Leave entitlement for You Your partner If you (and/or your partner) have more than 2 entitlements, attach a separate sheet with details. Employer’s details Name of business 135 Have you (and/or your partner) received a redundancy payment Australian Business Number (ABN) in the last 2 years? No Go to next question Address Yes Attach documents which confirm any redundancy payment (e.g. letter from employer or Employment Separation Certificate form (SU001)). If you do not have this form, go to our website humanservices.gov.au/forms or call us on 136 150. www. Postcode Phone number ( ) Job description SC277.1501 28 of 35 136 Please read this before answering the following question. 139 Do you receive payments from sources other than Centrelink Seasonal work is work that is available for part or parts of the year at approximately the same time each year. Contract work is any intermittent work that is performed under a contract for a specific function and/or period including sub-contract work. Intermittent work is work that is available from time to time, can reasonably be predicted to end or not be available for a period, is less than a year in duration and does not accrue leave entitlements. In the last 6 months have you (and/or your partner) done any seasonal, contract, or intermittent work? income support payments? For example: • a payment from Department of Veterans' Affairs (DVA), or • New Enterprise Incentive Scheme (NEIS) Allowance, or • Community Development Employment Projects (CDEP) wages. No Go to next question Yes Give details below Attach a letter or other document(s) that shows the reference number and details for each payment (other than payments made by us). Go to next question No Yes You will need to complete and attach a Seasonal, Contract and Intermittent Work Details form (SU496). If you do not have this form, go to our website humanservices.gov.au/forms or call us on 136 150. 1 Type of payment www. Who pays it? 137 In the last 12 weeks have you become voluntarily unemployed? No Go to next question Yes Date employment ceased Int / Reference number (if known) Date commenced (if known) / Paid to: / You / Your partner 2 Type of payment Reason you became voluntarily unemployed Who pays it? Reference number (if known) Date commenced (if known) 138 In the last 12 weeks have you been dismissed from employment due to misconduct? No Go to next question Yes SC277.1501 Paid to: Date employment ceased Int / / You / Your partner If you (and/ or your partner) receive more than 2 payments, attach a separate sheet with details. / 29 of 35 140 Do you (and/or your partner) receive payments from an authority 141 Do you (or your partner) receive money from any boarders or or agency outside Australia? lodgers living with you? Include pensions from other countries, benefits, allowances, superannuation, compensation and war related payments. Note: You must include details of pensions, allowances and other payments even if they are not taxable in the country of payment. No Go to next question Yes Give details below Include boarders or lodgers who live with you or in accommodation at the property you live in (e.g. granny flat). Do NOT include immediate family members (son, daughter, parent). No Go to next question Yes Give details below 1 Name of person Attach a document from the issuing authority or agency which gives details including the amount in the foreign currency (e.g. latest pension certificate) for each payment. Number of meals you provide each day Relationship to you 1 Type of payment Amount paid per fortnight Country which pays it? Date started paying / $ Your share / % Partner’s share % Authority or agency which pays it? 2 Name of person Date commenced (if known) / / Paid to: You Number of meals you provide each day Your partner Relationship to you 2 Type of payment Amount paid per fortnight Date started paying / $ Country which pays it? Your share % Partner’s share / % Authority or agency which pays it? If you (and/or your partner) receive money from more than 2 people living with you, attach a separate sheet with details. Date commenced (if known) / / Paid to: You Your partner 142 Please read this before answering the following question. 3 Type of payment Country which pays it? Authority or agency which pays it? Date commenced (if known) / / Paid to: You Your partner If you (and/or your partner) receive more than 3 payments from an authority or agency outside Australia, attach a separate sheet with details. SC277.1501 30 of 35 You may be, or have been involved in a trust as: • a trustee • an appointor • a beneficiary OR have: • made a loan to a private trust • made a gift of cash, assets, or private property to a private trust in the last 5 years • relinquished control of a private trust in the last 5 years • a private annuity • a life interest • an interest in a deceased estate. A private trust includes a non-complying Self Managed Superannuation Fund or a non-complying Small APRA Fund. Are you or have you (and/or your partner) been involved in a private trust in any of the ways detailed above? No Go to 147 Yes Go to next question 143 Is the private trust now vested? No 149 Have you (and/or your partner) made any type of gift involving a private company (either registered or deregistered) in the last 5 years? Go to next question Yes You will need to provide evidence of the vesting. Go to next question No Yes 150 Have you told us about this private company before? 144 Have you (and/or your partner) made any type of gift involving a No private trust (either active or vested) in the last 5 years? No Go to 147 Yes Go to next question You will need to complete and attach a Private Company form (Mod PC). If you do not have this form, go to our website humanservices.gov.au/forms or call us on 136 150. Go to next question www 145 Have you told us about this private trust before? No Go to next question Yes Go to 147 Yes 151 Are you (and/or your partner) involved in any type of business? Include: • farming • self-employed • sole trader • partnership • sub-contractor. 146 Is the private trust a Special Disability Trust (SDT)? No You will need to complete and attach a Private Trust form (Mod PT). If you do not have this form, go to our website humanservices.gov.au/forms or call us on 136 150. www. Yes www. Go to next question No You will need to complete and attach a Special Disability Trust form (Mod SDT). If you do not have this form, go to our website humanservices.gov.au/forms or call us on 136 150. Yes Go to next question You will need to complete and attach a Business details form (Mod F). If the business owns real estate you will also need to complete and attach a Real estate details form (Mod R) for each property. If you do not have these forms, go to our website humanservices.gov.au/forms or call us on 136 150. www. 147 Please read this before answering the following question. You may be, or have been in the last 5 years: • a director of a company • a shareholder of a company OR have: • made a loan to a private company • transferred shares in a private company • made a gift of cash, assets or property to a private company. 152 Please read this before answering the following questions. Are you or have you (and/or your partner) been involved with a private company in any of the ways detailed above? No Go to 151 Yes Go to next question Have you (or your partner) ever CLAIMED or are you (or your partner) ABLE TO CLAIM compensation, insurance and/or damages? 148 Is the private company now deregistered with the Australian Securities and Investments Commission (ASIC)? No Yes SC277.1501 Include: • workers’ compensation/damages as a result of a work injury • third party damages as a result of a motor vehicle accident • personal accident and sickness insurance or income replacement insurance • sporting injury compensation • public liability compensation • medical negligence compensation • damages paid to victims of crime or as a result of criminal injuries. No Go to next question Yes You will need to provide evidence of deregistration. Go to next question 31 of 35 Go to next question You will need to complete and attach a Compensation and damages form (Mod C). If you do not have this form, go to our website humanservices.gov.au/forms or call us on 136 150. www. 153 Are you (and/or your partner) RECEIVING or have you (and/or 156 Do you (and/or your partner) receive any payments from other your partner) EVER BEEN PAID compensation, insurance and/or damages? No Go to next question Yes You will need to complete and attach a Compensation and damages form (Mod C). If you do not have this form, go to our website humanservices.gov.au/forms or call us on 136 150. www. 154 Do you have a disability that prevents you from using public transport without substantial assistance for the next 12 months or longer, or need to travel to and from your home as part of your work, training or job seeking? sources that you have not already advised us about on this form? Include: • gratuities • match or sporting payments • other income or payment from other countries • payment in kind, such as non-monetary payments for services • scholarships, educational assistance or allowance • any other income. Do NOT include funding from the National Disability Insurance Scheme. No Go to next question Yes Give details below Attach the most recent statement/certificate that gives details for each type of payment. You may qualify for an additional payment of Mobility Allowance. No 1 Type of payment Go to next question Yes You will need to complete and attach a Claim for Mobility Allowance form (MA001). If you do not have this form, go to our website humanservices.gov.au/mobilityallowance or call us on 136 150. Who pays it? www. Amount per fortnight 155 In the last 12 months, have you (or your partner) received a lump sum payment that you have not already advised on this form? Do NOT include: • compensation, insurance or damages lump sum payments • funding from the National Disability Insurance Scheme. No Go to next question Yes Give details below Your share $ % % 2 Type of payment Who pays it? Amount per fortnight Your share $ 1 Type of lump sum Partner’s share Partner’s share % % 3 Type of payment Who paid it? Who pays it? Amount paid Date paid $ Who received this lump sum payment? / You / Amount per fortnight Your partner $ Partner’s share % If you (and/or your partner) receive more than 3 types of payments, attach a separate sheet with details. If you (and/or your partner) have received more than 1 lump sum payment, attach a separate sheet with details. SC277.1501 Your share 32 of 35 % 157 Are you a single principal carer who is currently undertaking 161 Have you stopped or completed primary or full-time secondary studies? full-time or part-time study? You may qualify for an additional payment of Pensioner Education Supplement. Go to next question No Yes No Go to next question Yes Give details below Date stopped studying You will need to complete and attach a Claim for Pensioner Education Supplement (PES) form (SY004). If you do not have this form, go to our website humanservices.gov.au/pensionereducation or call us on 136 150. / / Name of School/College/Campus (including Australian Technical College) www. 158 Are you under 20 years of age? No Go to 162 Yes Go to next question Checklist 162 Which of the following forms, documents and other attachments are you (and/or your partner) providing with this form? If you are not sure, check the question to see if you should attach the documents. 159 Are you currently studying? No Go to next question Yes Give details below Date started study / Where you are asked to supply documents, please attach original documents. / Proof of identity for you (and your partner) (refer to the Information Booklet for more information) Type of study Authorising a person or organisation to enquire or act on your behalf form (SS313) (If you answered Yes at question 15) Primary education Full-time secondary study Proof of Australian residence status (If you answered No at question 18 and/or question 52) Indicate if you are studying by one of the following methods Tick box if it applies to you Documents showing balances for bank, building society and credit union accounts (Required at question 30) Home schooling Special education Dependent children proof of birth (If you answered No at question 78) Study outside Australia 160 Have you been granted an exemption from studying by your state Real estate details form (Mod R) (If you answered Yes at question 86 and/or question 87) or territory education authority? No Go to next question Yes Give details below Details of additional children (If you answered No at question 79) Business details form (Mod F) and Real estate details form (Mod R) (If you answered Yes at question 88) Full copy of your signed lease or tenancy agreement (if you answered Yes at question 107) Real estate details form (Mod R) (If you answered Yes at question 113) Start date / Documents showing balances for bank, building society and credit union accounts (Required at question 114) Date this circumstance will cease / / Insurance policy documents and latest statements (If you answered Yes at question 115) / Investment bond/debenture documents (If you answered Yes at question 116) Funeral bond contract(s) (If you answered Yes at question 118) Money on loan documents (if available) (If you answered Yes at question 119) SC277.1501 33 of 35 162 Continued 162 Continued Private Company form (Mod PC) (If you answered Yes at question 150) Latest statement for each shareholding LISTED on a stock exchange (If you answered Yes at question 120) Business details form (Mod F) and Real estate details form (Mod R) (If you answered Yes at question 151) Latest statement for each shareholding NOT Listed on a stock exchange (If you answered Yes at question 121) Compensation and damages form (Mod C) (If you answered Yes at question 152 and/or question 153) Managed investment certificates or similar documents (If you answered Yes at question 122) Claim for Mobility Allowance form (MA001) (If you answered Yes at question 154) Latest statement for margin loans for each investment (If you answered Yes at question 123) Documents with details of other payments (If you answered Yes at question 156) Copy of the loan agreement or contract (If you answered Yes at question 125) Claim for Pensioner Education Supplement form (SY004) (If you answered Yes at question 157) Latest statements for approved deposit funds, deferred annuities, rollover funds and superannuation funds, tax returns and member’s statements for SMSF and SAF funds, and latest council rates notices for real estate held by those funds (If you answered Yes at question 126) Latest schedules for income stream products OR Details of income stream product form (SA330) (If you answered Yes at question 127) Questions continue Documents with details of investments (If you answered Yes at question 128) Income protection policy documents and latest statements (If you answered Yes at question 130) Payslip(s) for the last 8 weeks from each employer (If you answered Yes at question 131) Fringe Benefit details (If you answered Yes at question 132) Documents which confirm you stopped work OR Employment Separation Certificate form (SU001) (If you answered Yes at question 133) Documents which confirm leave entitlement payment OR Employment Separation Certificate form (SU001) (If you answered Yes at question 134) Documents which confirm redundancy payment OR Employment Separation Certificate form (SU001) (If you answered Yes at question 135) Seasonal, Contract & Intermittent Work Details form (SU496) (If you answered Yes at question 136) Letters/documents with details of other Australian government payments (If you answered Yes at question 139) Documents with details of payments by authorities or agencies outside Australia (If you answered Yes at question 140) Evidence of the vesting of the private trust (If you answered Yes at question 143) Private Trust form (Mod PT) (If you answered No at question 146) Special Disability Trust form (Mod SDT) (If you answered Yes at question 146) Evidence of the deregistration of the private compnay (If you answered Yes at question 148) SC277.1501 34 of 35 163 IMPORTANT INFORMATION Privacy and your personal information Your personal information is protected by law, including the Privacy Act 1988, and is collected by the Australian Government Department of Human Services for the assessment and administration of payments and services. This information is required to process your application or claim. Your information may be used by the department or given to other parties for the purposes of research, investigation or where you have agreed or it is required or authorised by law. You can get more information about the way in which the Department of Human Services will manage your personal information, including our privacy policy at humanservices.gov.au/privacy or by requesting a copy from the department. www. Your (and your partner's) statement 164 Statement This statement must be read and signed by you (and your partner). I declare that: • the information I have provided in this claim is complete and correct. I understand that: • giving false or misleading information is a serious offence. • the Australian Government Department of Human Services can make enquiries necessary to make sure I receive the correct entitlement. • I may be required to enter into an Employment Pathway Plan/ Individual Participation Plan with the Australian Government Department of Human Services and will take all reasonable steps to meet the terms of this Plan. • I must notify the Australian Government Department of Human Services of any changes to this information, within 14 days of the change(s) occurring. Your signature Date / / Partner’s signature Date / / OFFICE USE ONLY CRN Date of receipt / SC277.1501 35 of 35 /
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