Claim for Commonwealth Seniors Health Card Instructions
This form contains 273 fields organized into 62 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Account-Based Pension Income Question | ||
| No | Checkbox |
Check this box if neither you nor your partner receive income from an account-based pension.
|
| Yes | Checkbox |
Check this box if you or your partner receive income from an account-based pension.
|
| Child Entered Care Status | ||
| No | Checkbox |
Check this box if no child has entered your or your partner's care.
|
| Yes | Checkbox |
Check this box if any child has entered your or your partner's care.
|
| Number of children | Number |
Please enter the number of children who have entered your or your partner's care. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Child Left Care Status | ||
| Child's Name | Text |
Please provide the full name of the child who has left your care.
|
| No | Checkbox |
Check this box if no child has left your or your partner's care.
|
| Yes | Checkbox |
Check this box if any child has left your or your partner's care.
|
| DummyCalcQ20 | Text |
Depends on:
Yes
|
| Combined Estimated Adjusted Taxable Income | ||
| Combined Estimated Adjusted Taxable Income | Number |
Provide the combined estimated adjusted taxable income for you and your partner, including any deemed income from account-based pensions. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Combined Total Adjusted Taxable Income | ||
| Combined Total Adjusted Taxable Income | Number |
Enter the combined total adjusted taxable income for you and your partner. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Combined Total Adjusted Taxable Income Status (Question 29) | ||
| Below the income limit | Checkbox |
Check this box if your combined total adjusted taxable income is below the income limit for the Commonwealth Seniors Health Card.
|
| Income Below Limit Status | Text |
Indicate whether your combined total adjusted taxable income, including deemed income from account-based pensions, is below the income limit for the Commonwealth Seniors Health Card.
|
| Above the income limit | Checkbox |
Check this box if your combined total adjusted taxable income is above the income limit for the Commonwealth Seniors Health Card.
|
| Combined Total Adjusted Taxable Income Status (Question 30) | ||
| Below the income limit | Checkbox |
Check this box if your combined total adjusted taxable income is below the income limit for the Commonwealth Seniors Health Card.
|
| DummyCalcQ30 | Text | |
| Above the income limit | Checkbox |
Check this box if your combined total adjusted taxable income is above the income limit for the Commonwealth Seniors Health Card.
|
| Current Living Arrangement With Partner | ||
| No | Checkbox |
This box should be checked if you do not currently live in the same home as your partner. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Yes | Checkbox |
This box should be checked if you currently live in the same home as your partner. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Next Question Number | Number |
Please provide the number of the next question you should answer if you are not currently living with your partner. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Dependent Child Details Change Status | ||
| Not applicable | Checkbox |
Check this box if question 19 regarding dependent child(ren) and students' details changing is not applicable to your situation.
|
| No | Checkbox |
Check this box if the details of your dependent child(ren) and students have not changed since you were last granted a Commonwealth Seniors Health Card.
|
| Yes | Checkbox |
Check this box if the details of your dependent child(ren) and students have changed since you were last granted a Commonwealth Seniors Health Card.
|
| Documents You Are Providing | ||
| Identity documents for yourself | Checkbox |
Check this box if you are providing identity documents for yourself as part of this claim.
|
| Authorising a person or organisation to enquire or act on your behalf (SS313) form | Checkbox |
Check this box if you are providing the SS313 form to authorise a person or organisation to enquire or act on your behalf, especially if you answered Yes at question 16. Fill only if 'Do you want to authorise another person or organisation to make enquires, get payments and/or act on your behalf?' is 'Yes'.
Depends on:
Yes
|
| Original Notice of Assessment or other documents (27A) | Checkbox |
Check this box if you are providing your Original Notice of Assessment or other documents to verify the amount mentioned in question 27A, if you are not required to lodge a tax return.
|
| Tax return or other documents (27B) | Checkbox |
Check this box if you are providing your tax return or other documents to verify the amount mentioned in question 27B, if you are not required to lodge a tax return.
|
| Tax return or other documents (27C) | Checkbox |
Check this box if you are providing your tax return or other documents to verify the amount mentioned in question 27C, if you are not required to lodge a tax return.
|
| Payment summary (27D) | Checkbox |
Check this box if you are providing your payment summary as mentioned in question 27D.
|
| Payment summary and/or tax return or other documents (27E) | Checkbox |
Check this box if you are providing your payment summary, tax return, or other documents to verify the amount mentioned in question 27E, if you are not required to lodge a tax return.
|
| A Details of income stream product (SA330) form or a similar schedule | Checkbox |
Check this box if you are providing a 'Details of income stream product (SA330)' form or a similar schedule, as mentioned in question 28. Fill only if 'Do you (or your partner) receive income from an account-based pension?' is 'Yes'.
Depends on:
Yes
|
| Documents to support the reason your income will be lower | Checkbox |
Check this box if you are providing documents to support the reason your income will be lower, as mentioned in question 31. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Documents Your Partner Is Providing | ||
| Identity documents for yourself | Checkbox |
Check this box if your partner is providing identity documents, especially if they answered 'Yes' at question 2 and are re-claiming. Fill only if 'Is your partner also claiming the Commonwealth Seniors Health Card?' is 'Yes'.
Depends on:
Yes
|
| Authorising a person or organisation to enquire or act on your behalf (SS313) form | Checkbox |
Check this box if your partner is providing an SS313 form to authorise someone to act on their behalf, particularly if they answered 'Yes' at question 16. Fill only if 'Do you want to authorise another person or organisation to make enquires, get payments and/or act on your behalf?' is 'Yes'.
Depends on:
Partner Authorises Other Party
|
| Original Notice of Assessment or other documents to verify this amount (Q27A) | Checkbox |
Check this box if your partner is providing their Original Notice of Assessment or other documents to verify the amount mentioned in question 27A, especially if they are not required to lodge a tax return.
|
| Tax return or other documents to verify this amount (Q27B) | Checkbox |
Check this box if your partner is providing their tax return or other documents to verify the amount mentioned in question 27B, especially if they are not required to lodge a tax return.
|
| Tax return or other documents to verify this amount (Q27C) | Checkbox |
Check this box if your partner is providing their tax return or other documents to verify the amount mentioned in question 27C, especially if they are not required to lodge a tax return.
|
| Payment summary (Q27D) | Checkbox |
Check this box if your partner is providing a payment summary as mentioned in question 27D.
|
| Payment summary and/or tax return or other documents to verify this amount (Q27E) | Checkbox |
Check this box if your partner is providing a payment summary, tax return, or other documents to verify the amount mentioned in question 27E, especially if they are not required to lodge a tax return.
|
| A Details of income stream product (SA330) form or a similar schedule (Q28) | Checkbox |
Check this box if your partner is providing a Details of income stream product (SA330) form or a similar schedule as mentioned in question 28. Fill only if 'Do you (or your partner) receive income from an account-based pension?' is 'Yes'.
Depends on:
Yes
|
| Documents to support the reason your income will be lower (Q31) | Checkbox |
Check this box if your partner is providing documents to support the reason why their income will be lower, as mentioned in question 31. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Financial Year for Income Details | ||
| Financial Year Start | Number |
Please enter the starting year of the financial year for which you are providing income details.
|
| Financial Year End | Number |
Please enter the ending year of the financial year for which you are providing income details.
|
| First Account-Based Pension Details | ||
| Product Provider Name (Line 1) | Text |
Enter the first line of the product provider's name, SMSF, or SAF for your first account-based pension.
|
| Product Provider Name (Line 2) | Text |
Enter the second line of the product provider's name, SMSF, or SAF for your first account-based pension. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Product Reference Number | Text |
Enter the product reference number for your first account-based pension. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Commencement Date | Date |
Enter the date your first account-based pension commenced. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Owned by You | Checkbox |
Check this box if the first account-based pension is owned by you. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Owned by Your Partner | Checkbox |
Check this box if the first account-based pension is owned by your partner. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| First Child Who Entered Care Details | ||
| First Child's Name | Text |
Please provide the full name of the first child who entered your care. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| First Child's Date of Birth | Date |
Please provide the date of birth for the first child who entered your care. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| First Child Who Left Care Details | ||
| First Child's Name | Text |
Provide the full name of the first child who has left your care. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| First Child's Date of Birth | Date |
Provide the date of birth for the first child who has left your care. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Q22 | Text | |
| DummyCalcQ23 | Text | |
| Future Combined Income Status | ||
| The same | Checkbox |
Check this box if your combined income in the current financial year will be the same as it was in the financial year indicated at question 26.
|
| Higher | Checkbox |
Check this box if your combined income in the current financial year will be higher than it was in the financial year indicated at question 26.
|
| Lower | Checkbox |
Check this box if your combined income in the current financial year will be lower than it was in the financial year indicated at question 26.
|
| General | ||
| Instructions | Button | |
| Instructions | Button | |
| Q1GoToQ3 | Button | |
| Q11GoToQ12A | Button | |
| Q11GoToQ12B | Button | |
| Q11GoToQ12C | Button | |
| Q11GoToQ16A | Button | |
| Q11GoToQ16B | Button | |
| Q11GoToQ16C | Button | |
| Q11GoToQ16D | Button | |
| Q12GoToQ15 | Button | |
| Q14GoToQ16 | Button | |
| Q17YGoToQ19 | Button | |
| Q17YPGoToQ19 | Button | |
| Q19GoToQ23a | Button | |
| Q19GoToQ23b | Button | |
| Q23YGoToQ25 | Button | |
| Q23YPGoToQ25 | Button | |
| Q25 | Text | |
| Q28GoToQ30 | Button | |
| Q29GoToQ33 | Button | |
| Q29GoToQ31 | Button | |
| Q30GoToQ33 | Button | |
| Print button | Button | |
| Clear button | Button | |
| Page 12 | ||
| Sign | Text | |
| Your Signature Date | Date |
Provide the date when you signed the declaration.
|
| Your Signature | Text |
Enter your signature to acknowledge the declaration.
|
| Partner's Signature Date | Date |
Provide the date when your partner signed the declaration. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner Health Card Claim Inquiry | ||
| No | Checkbox |
Check this box if your partner is not claiming the Commonwealth Seniors Health Card but you will still provide their personal and income details without identity documents. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Yes | Checkbox |
Check this box if your partner is also claiming the Commonwealth Seniors Health Card, expecting both of you to be eligible for the card. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Partner Status Inquiry | ||
| No | Checkbox |
Check this box if you do not have a partner.
|
| DummyCalcQ1 | Text | |
| Yes | Checkbox |
Check this box if you have a partner.
|
| Partner's Authorisation for Another Person or Organisation | ||
| Partner Does Not Authorise Other Party | Checkbox |
Check this box if your partner does not want to authorise another person or organisation to make enquiries, get payments, or act on their behalf. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner Authorises Other Party | Checkbox |
Check this box if your partner wants to authorise another person or organisation to make enquiries, get payments, or act on their behalf. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Bank Account Details | ||
| Partner's Bank Name | Text |
Provide the full name of your partner's bank, building society, or credit union. Fill only if 'Partner Yes' is 'Yes'.
Depends on:
Partner Yes
|
| Partner's BSB | Text |
Enter your partner's Branch Number (BSB), which typically identifies the bank and branch where the account is held. Fill only if 'Partner Yes' is 'Yes'.
Depends on:
Partner Yes
|
| Partner's Account Number | Text |
Enter your partner's bank account number, which may not be the same as their card number. Fill only if 'Partner Yes' is 'Yes'.
Depends on:
Partner Yes
|
| Partner's Account Holder Name | Text |
Provide the full name(s) under which your partner's bank account is registered. Fill only if 'Partner Yes' is 'Yes'.
Depends on:
Partner Yes
|
| Partner's Bank Details Provision Consent | ||
| Partner No | Checkbox |
Check this box if your partner does not wish to provide their bank details at this time. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner Yes | Checkbox |
Check this box if your partner wishes to provide their bank details to ensure timely payments. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Centrelink Reference Number | ||
| Partner's Centrelink Reference Number Part 1 | Text |
Enter the first part of your partner's Centrelink Reference Number, if known. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Partner's Centrelink Reference Number Part 2 | Text |
Enter the second part of your partner's Centrelink Reference Number, if known. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Partner's Centrelink Reference Number Part 3 | Text |
Enter the third part of your partner's Centrelink Reference Number, if known. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Partner's Centrelink Reference Number Part 4 | Text |
Enter the fourth part of your partner's Centrelink Reference Number, if known. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Partner's Date of Birth | ||
| Partner's Date of Birth Day | Date |
Enter the day of your partner's date of birth. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's First Other Name | ||
| Partner's Other Name | Text |
Enter the first other name your partner has been known by. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Partner's Other Name Type | Text |
Specify the type of the first other name, such as name at birth or previous married name. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Partner's Gender | ||
| Male | Checkbox |
Check this box if your partner identifies as male. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Female | Checkbox |
Check this box if your partner identifies as female. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Non-binary | Checkbox |
Check this box if your partner identifies as non-binary. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Income Details | ||
| Partner's Taxable Income (ATO Notice) | Number |
Enter the partner's taxable income as stated on their original Notice of Assessment from the Australian Taxation Office. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Taxable Income (Low Income/No Tax Return) | Number |
Enter the partner's taxable income if they were not required to lodge a tax return due to low income, ensuring it includes only taxable income not from sources B to E. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Foreign Income | Number |
Enter the amount of the partner's foreign income on which Australian income tax was not paid, in Australian dollars. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Total Net Investment Loss | Number |
Enter the partner's total net investment loss, which includes net rental property losses and net financial investment losses. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Employer Provided Benefits | Number |
Enter the total value of the partner's employer-provided benefits, subtracting the first $1,000 from the total. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Reportable Superannuation Contributions | Number |
Enter the total amount of the partner's reportable superannuation contributions, including both employer and personal deductible contributions. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Total Income (Sum A-E) | Number |
Enter the partner's total income, which is the sum of amounts entered for sections A, B, C, D, and E. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Name | ||
| Q4YP.Title_Mr | CheckBox |
Depends on:
Yes
|
| Mrs | Checkbox |
Check this box if your partner's title is Mrs. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Miss | Checkbox |
Check this box if your partner's title is Miss. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Ms | Checkbox |
Check this box if your partner's title is Ms. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Mx | Checkbox |
Check this box if your partner's title is Mx. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Q4YP.TitleOther | Text |
Depends on:
Yes
|
| Partner's Family Name | Text |
Please provide your partner's family name. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Partner's First Given Name | Text |
Please provide your partner's first given name. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Partner's Second Given Name | Text |
Please provide your partner's second given name. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Partner's Other Names Declaration | ||
| No | Checkbox |
Check this box if your partner has not been known by any other name(s) and you wish to go to the next question. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Yes | Checkbox |
Check this box if your partner has been known by any other name(s) and you need to provide further details below. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Permanent Address | ||
| Partner's Address Line 1 | Text |
Please enter the first line of your partner's permanent residential address. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Address Line 2 | Text |
Please enter the second line of your partner's permanent residential address. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Address Line 3 | Text |
Please enter the third line of your partner's permanent residential address, including suburb or town. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Postcode | Text |
Please enter the postcode of your partner's permanent residential address. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Permission for You to Speak on Their Behalf | ||
| No | Checkbox |
Check this box if your partner does not give permission for you to speak with the organization on their behalf. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Yes | Checkbox |
Check this box if your partner gives permission for you to speak with the organization on their behalf. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Postal Address | ||
| Partner's Postal Address Line 1 | Text |
Provide the first line of your partner's postal address. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Postal Address Line 2 | Text |
Provide the second line of your partner's postal address. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Postal Address Line 3 | Text |
Provide the third line of your partner's postal address, typically including suburb, city, or state. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Postal Postcode | Text |
Provide your partner's postal postcode. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Prior Tax File Number Submission | ||
| No | Checkbox |
Check this box if your partner has not previously given their tax file number. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Not sure | Checkbox |
Check this box if your partner is unsure whether they have previously given their tax file number. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Yes | Checkbox |
Check this box if your partner has previously given their tax file number. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Second Other Name | ||
| Partner's Second Other Name | Text |
Please enter your partner's second other name, if applicable. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Partner's Second Other Name Type | Text |
Please describe the type of your partner's second other name, for example, 'name before marriage'. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Partner's Tax File Number Details | ||
| No | Checkbox |
Check this box if your partner does not have a tax file number. Fill only if 'No', 'Not sure' is 'No' or 'Not sure' in question 17.
Depends on:
No, Not sure
|
| Yes | Checkbox |
Check this box if your partner does have a tax file number. Fill only if 'No', 'Not sure' is 'No' or 'Not sure' in question 17.
Depends on:
No, Not sure
|
| Partner's Tax File Number Part 1 | Text |
Enter the first part of your partner's tax file number. Fill only if 'Yes' is 'Yes' for question 18.
Depends on:
Yes
|
| Partner's Tax File Number Part 2 | Text |
Enter the second part of your partner's tax file number. Fill only if 'Yes' is 'Yes' for question 18.
Depends on:
Yes
|
| Partner's Tax File Number Part 3 | Text |
Enter the third part of your partner's tax file number. Fill only if 'Yes' is 'Yes' for question 18.
Depends on:
Yes
|
| Period Not Living With Partner | ||
| Period From Date | Date |
Provide the date your period of not living with your partner started. Fill only if 'No' is 'No'.
Depends on:
No
|
| Period To Date | Date |
Provide the date your period of not living with your partner ended, if applicable. Fill only if 'No' is 'No'.
Depends on:
No
|
| Indefinite | Checkbox |
Check this box if the period of not living with your partner is indefinite. Fill only if 'No' is 'No'.
Depends on:
No
|
| Go To Page Number | Text |
Enter the page number or section to navigate to based on the form's instructions. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Reason for Lower Future Income | ||
| DummyCalcQ31 | Text |
Depends on:
Lower
|
| Reason for Lower Income | Text |
Please explain why your income will be lower, providing details such as stopped working, previously sold significant assets, medical expenses, or ceased business operations. Fill only if 'Lower' is selected.
Depends on:
Lower
|
| Reason For Not Living With Partner | ||
| Partner's illness | Checkbox |
Check this box if you are not living with your partner because of your partner's illness. Fill only if 'No' is 'No'.
Depends on:
No
|
| Your illness | Checkbox |
Check this box if you are not living with your partner because of your own illness. Fill only if 'No' is 'No'.
Depends on:
No
|
| Partner in prison | Checkbox |
Check this box if you are not living with your partner because your partner is in prison. Fill only if 'No' is 'No'.
Depends on:
No
|
| Partner's employment | Checkbox |
Check this box if you are not living with your partner due to your partner's employment. Fill only if 'No' is 'No'.
Depends on:
No
|
| Other reason | Checkbox |
Check this box if you are not living with your partner for a reason not listed above and provide details in the space provided. Fill only if 'No' is 'No'.
Depends on:
No
|
| Other Reason (Brief) | Text |
Provide brief details for the 'Other' reason why you are not living with your partner. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Detailed Reason for Not Living with Partner | Text |
Provide a detailed explanation of why you are not living with your partner. Fill only if 'Other reason' is 'Yes'.
Depends on:
Other reason
|
| Relationship Status | ||
| Married | Checkbox |
Check this box if your current relationship status is married. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| DummyCalcQ11 | Text | |
| Date Married or Reconciled | Date |
Please provide the date you were married or last reconciled with your partner if your current relationship status is married. Fill only if 'Married' is 'Yes'.
Depends on:
Married
|
| Registered relationship | Checkbox |
Check this box if your relationship is currently registered under Australian state or territory law. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Date Registered or Reconciled | Date |
Please provide the date your relationship was registered or you last reconciled with your partner if your current relationship status is a registered relationship. Fill only if 'Registered relationship' is 'Yes'.
Depends on:
Registered relationship
|
| De facto | Checkbox |
Check this box if your relationship is similar to a married couple but you are not married or in a registered relationship. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Date Started or Reconciled (De Facto) | Date |
Please provide the date you started your de facto relationship or last reconciled with your partner if your current relationship status is de facto. Fill only if 'De facto' is 'Yes'.
Depends on:
De facto
|
| Separated | Checkbox |
Check this box if you were previously in a marriage, registered, or de facto relationship and are now separated. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Date of Last Separation | Date |
Please provide the date of your most recent separation if your current relationship status is separated. Fill only if 'Separated' is 'Yes'.
Depends on:
Separated
|
| Divorced | Checkbox |
Check this box if your current relationship status is divorced. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
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| Date of Divorce | Date |
Please provide the date your divorce was finalized if your current relationship status is divorced. Fill only if 'Divorced' is 'Yes'.
Depends on:
Divorced
|
| Widowed | Checkbox |
Check this box if you were previously in a marriage, registered, or de facto relationship and your partner has passed away. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Date of Partner's Death | Date |
Please provide the date of your partner's death if your current relationship status is widowed. Fill only if 'Widowed' is 'Yes'.
Depends on:
Widowed
|
| Never married or lived with a partner | Checkbox |
Check this box if you have never been married or lived with a partner. Fill only if 'Do you have a partner?' is 'No'.
Depends on:
No
|
| Second Account-Based Pension Details | ||
| Product Provider Name (Second Account) | Text |
Enter the name of the product provider, Self Managed Superannuation Fund (SMSF), or Small APRA Fund (SAF) for the second account-based pension. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Product Reference Number (Second Account) | Text |
Enter the product reference number for the second account-based pension. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Commencement Date (Second Account) | Date |
Enter the date the second account-based pension commenced. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| You | Checkbox |
Check this box if the second account-based pension is owned by you. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Your partner | Checkbox |
Check this box if the second account-based pension is owned by your partner. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Second Child Who Entered Care Details | ||
| Second Child's Name | Text |
Please provide the full name of the second child who entered your care. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Second Child's Date of Birth | Date |
Please provide the date of birth for the second child who entered your care. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Second Child Who Left Care Details | ||
| Second Child's Name | Text |
Please enter the full name of the second child who has left care. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Second Child's Date of Birth | Date |
Please provide the date of birth for the second child who has left care. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Your Authorisation for Another Person or Organisation | ||
| No | Checkbox |
Check this box if you do not want to authorise another person or organisation to make enquiries, get payments and/or act on your behalf.
|
| Yes | Checkbox |
Check this box if you want to authorise another person or organisation to make enquiries, get payments and/or act on your behalf.
|
| Your Bank Account Details | ||
| Bank Name | Text |
Enter the name of your bank, building society, or credit union. Fill only if 'You - Yes' is 'Yes'.
Depends on:
You - Yes
|
| Branch Number (BSB) | Text |
Enter the branch number (BSB) for your bank account. Fill only if 'You - Yes' is 'Yes'.
Depends on:
You - Yes
|
| Account Number | Text |
Enter your bank account number. Fill only if 'You - Yes' is 'Yes'.
Depends on:
You - Yes
|
| Account Holder Name(s) | Text |
Enter the full name(s) in which the bank account is held. Fill only if 'You - Yes' is 'Yes'.
Depends on:
You - Yes
|
| Your Bank Details Provision Consent | ||
| You - No | Checkbox |
Check this box if you, the applicant, do not wish to provide your bank details at this time.
|
| You - Yes | Checkbox |
Check this box if you, the applicant, wish to provide your bank details to ensure timely payments.
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| Your Centrelink Reference Number | ||
| Part 1 | Text |
Please enter the first part of your Centrelink Reference Number.
|
| Part 2 | Text |
Please enter the second part of your Centrelink Reference Number.
|
| Part 3 | Text |
Please enter the third part of your Centrelink Reference Number.
|
| Part 4 | Text |
Please enter the fourth and final part of your Centrelink Reference Number.
|
| Your Contact Details | ||
| Home Phone Number | Text |
Enter your primary home phone number.
|
| No | Checkbox |
The user should check this box if their home phone number is not a silent number.
|
| Yes | Checkbox |
The user should check this box if their home phone number is a silent number.
|
| Mobile Phone Number | Text |
Enter your mobile phone number.
|
| Fax Number | Text |
Enter your fax number.
|
| Work Phone Number | Text |
Enter your work phone number.
|
| Alternative Phone Number | Text |
Enter an alternative phone number where you can be contacted.
|
| Email Address | Text |
Enter your email address.
|
| Your Date of Birth | ||
| Your Date of Birth | Date |
Please enter your date of birth.
|
| Your First Other Name | ||
| First Other Name | Text |
Please provide the first other name you have been known by, such as a name at birth, name before marriage, previous married name, Aboriginal or skin name, alias, adoptive name, or foster name. Fill only if 'Yes (You)' is 'Yes'.
Depends on:
Yes (You)
|
| Type of First Other Name | Text |
Please specify the type of the first other name provided, for example, name at birth or name before marriage. Fill only if 'Yes (You)' is 'Yes'.
Depends on:
Yes (You)
|
| Your Gender | ||
| Male | Checkbox |
Check this box if your gender is male.
|
| Female | Checkbox |
Check this box if your gender is female.
|
| Non-binary | Checkbox |
Check this box if your gender is non-binary.
|
| Your Income Details | ||
| Your Taxable Income | Number |
Enter your taxable income as per your original Notice of Assessment issued by the Australian Taxation Office.
|
| Your Alternative Taxable Income | Number |
Enter your taxable income if your income was too low and you were not required to lodge a tax return.
|
| Your Foreign Income | Number |
Enter the amount of foreign income you received on which you did not pay Australian income tax, in Australian dollars.
|
| Your Total Net Investment Loss | Number |
Enter your total net investment loss, which includes net rental property losses and net financial investment losses.
|
| Your Employer Provided Benefits | Number |
Enter the total amount of your employer provided benefits exceeding $1,000.
|
| Your Reportable Super Contributions | Number |
Enter the sum of your reportable employer superannuation contributions and personal deductible superannuation contributions.
|
| Your Total Income | Number |
Enter your total income, calculated as the sum of taxable income, foreign income, total net investment loss, employer provided benefits, and reportable superannuation contributions.
|
| Estimated Taxable Income | Number |
Enter the estimated taxable income you expect to receive in the current financial year. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Estimated Taxable Income (Low Income) | Number |
Enter the amount of income you expect to receive if your income is too low and you are not required to lodge a tax return. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Foreign Income (You) | Number |
Enter the amount of foreign income you received on which you do not pay Australian income tax. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Total Net Investment Loss (You) | Number |
Enter your total net investment loss, which includes net rental property losses and net financial investment losses. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Employer Provided Benefits (You) | Number |
Enter the total amount of your employer provided benefits, less the first $1,000. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Reportable Superannuation Contributions (You) | Number |
Enter the sum of your reportable employer and personal deductible superannuation contributions. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Total Income (You) | Number |
Enter your total income, which is the sum of components A, B, C, D, and E. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Your Name | ||
| Mr | Checkbox |
Check this box if your title is Mr.
|
| Mrs | Checkbox |
Check this box if your title is Mrs.
|
| Miss | Checkbox |
Check this box if your title is Miss.
|
| Ms | Checkbox |
Check this box if your title is Ms.
|
| Mx | Checkbox |
Check this box if your title is Mx.
|
| Other Title | Text |
Enter your title if it is not Mr, Mrs, Miss, Ms, or Mx. Fill only if 'Mr', 'Mrs', 'Miss', 'Ms', 'Mx' are all 'No'.
Depends on:
Mr, Mrs, Miss, Ms, Mx
|
| Family Name | Text |
Enter your family name.
|
| First Given Name | Text |
Enter your first given name.
|
| Second Given Name | Text |
Enter your second given name if you have one.
|
| Your Other Names Declaration | ||
| No (You) | Checkbox |
Check this box if you have not been known by any other name(s).
|
| Yes (You) | Checkbox |
Check this box if you have been known by other name(s) and need to provide details below.
|
| Your Other Names Declaration | Text |
Please provide any other names you have been known by, such as names at birth, names before marriage, previous married names, Aboriginal or skin names, aliases, adoptive names, or foster names.
|
| Your Partner's Contact Details | ||
| Partner's Home Phone Number | Text |
Enter your partner's home phone number. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Silent number No | Checkbox |
Check this box if your partner's home phone number is not a silent number. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Silent number Yes | Checkbox |
Check this box if your partner's home phone number is a silent number. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Mobile Phone Number | Text |
Enter your partner's mobile phone number. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Fax Number | Text |
Enter your partner's fax number. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Work Phone Number | Text |
Enter your partner's work phone number. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Alternative Phone Number | Text |
Enter your partner's alternative phone number. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Partner's Email | Text |
Enter your partner's email address. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Your Partner's Income Details | ||
| Partner's Estimated Taxable Income (Option 1) | Number |
Enter your partner's estimated taxable income for the current financial year. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Partner's Estimated Income (No Tax Return) | Number |
If your partner's income is too low and they are not required to lodge a tax return, enter the amount of income they expect to receive, excluding income from sources requested in Parts B to E. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Partner's Foreign Income | Number |
Enter your partner's foreign income on which Australian income tax is not paid, in Australian dollars. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Partner's Total Net Investment Loss | Number |
Enter your partner's total net investment loss, which is the sum of net rental property losses and net financial investment losses, adding this amount even though it is a loss. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Partner's Employer Provided Benefits Above $1,000 | Number |
Enter the total amount of your partner's employer-provided benefits that are above the first $1,000. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Partner's Reportable Superannuation Contributions | Number |
Enter your partner's total reportable superannuation contributions, including reportable employer superannuation contributions and personal deductible superannuation contributions. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Partner's Total Income | Number |
Enter your partner's total income, which is the sum of their estimated taxable income, foreign income, total net investment loss, value of employer provided benefits above $1,000, and reportable superannuation contributions. Fill only if 'Will your (and your partner's) combined income in the current financial year be the same, higher or lower than it was in the financial year you indicated at question 26?' is 'Lower'.
Depends on:
Lower
|
| Your Permanent Address | ||
| Q8Y.Address1 | Text | |
| Q8Y.Address2 | Text | |
| Q8Y.Address3 | Text | |
| Q8Y.Postcode | Text | |
| Your Permission for Partner to Speak on Your Behalf | ||
| No | Checkbox |
Check this box if you do not give permission for your partner to speak with us on your behalf. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Yes | Checkbox |
Check this box if you give permission for your partner to speak with us on your behalf. Fill only if 'Do you have a partner?' is 'Yes'.
Depends on:
Yes
|
| Your Postal Address | ||
| Postal Address Line 1 | Text |
Please enter the first line of your postal address.
|
| Postal Address Line 2 | Text |
Please enter the second line of your postal address.
|
| Postal Address Suburb/City/State | Text |
Please enter the suburb, city, or state for your postal address.
|
| Postal Address Postcode | Text |
Please enter the postcode for your postal address.
|
| Your Prior Tax File Number Submission | ||
| No | Checkbox |
Check this box if you have not given us your tax file number before.
|
| Not sure | Checkbox |
Check this box if you are unsure whether you have given us your tax file number before.
|
| Yes | Checkbox |
Check this box if you have previously given us your tax file number.
|
| DummyCalcQ17 | Text | |
| Your Second Other Name | ||
| Second Other Name | Text |
Please provide your second other name. Fill only if 'Yes (You)' is 'Yes'.
Depends on:
Yes (You)
|
| Second Other Name Type | Text |
Please specify the type of your second other name, such as name before marriage, name at birth, or an alias. Fill only if 'Yes (You)' is 'Yes'.
Depends on:
Yes (You)
|
| Your Tax File Number Details | ||
| No | Checkbox |
Check this box if you do not have a tax file number. Fill only if 'No', 'Not sure' is 'No' or 'Not sure' in question 17.
Depends on:
No, Not sure
|
| Yes | Checkbox |
Check this box if you have a tax file number and will provide it. Fill only if 'No', 'Not sure' is 'No' or 'Not sure' in question 17.
Depends on:
No, Not sure
|
| DummyCalcQ18 | Text |
Depends on:
Yes
|
| Tax File Number Part 1 | Text |
Enter the first three digits of your Australian Tax File Number. Fill only if 'Yes' is 'Yes' for question 18.
Depends on:
Yes
|
| Tax File Number Part 2 | Text |
Enter the second three digits of your Australian Tax File Number. Fill only if 'Yes' is 'Yes' for question 18.
Depends on:
Yes
|
| Tax File Number Part 3 | Text |
Enter the last three digits of your Australian Tax File Number. Fill only if 'Yes' is 'Yes' for question 18.
Depends on:
Yes
|