Form SY029 - Claim for Pensioner Education Supplement Instructions
This form contains 129 fields organized into 28 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| ABSTUDY, Austudy, Youth Allowance, or Age Pension Payments Status | ||
| No | Checkbox |
Check this box if you are not currently receiving and do not intend to continue receiving any ABSTUDY, Austudy, Youth Allowance or Age Pension payments.
|
| Yes | Checkbox |
Check this box if you are currently receiving or intend to continue receiving any ABSTUDY, Austudy, Youth Allowance or Age Pension payments.
|
| Apprentice or Trainee Employment Status | ||
| No | Checkbox |
Check this box if you will not be employed as a full-time apprentice or trainee for the period of study you are claiming Pensioner Education Supplement.
|
| Yes | Checkbox |
Check this box if you will be employed as a full-time apprentice or trainee for the period of study you are claiming Pensioner Education Supplement, as this means you are not eligible.
|
| Bank Account Details | ||
| Bank Name | Text |
Please enter the full name of your bank, building society, or credit union. Fill only if 'Do you want your payment made into an account in which another payment from us is made (if applicable)?' is 'No'.
Depends on:
No
|
| Branch Number (BSB) | Text |
Please enter the Branch State Bank (BSB) number for your bank account. Fill only if 'Do you want your payment made into an account in which another payment from us is made (if applicable)?' is 'No'.
Depends on:
No
|
| Account Number | Text |
Please enter your bank account number, ensuring it is not your card number. Fill only if 'Do you want your payment made into an account in which another payment from us is made (if applicable)?' is 'No'.
Depends on:
No
|
| Account Holder Name(s) | Text |
Please enter the full name(s) of the individual(s) or entity in whose name the account is held. Fill only if 'Do you want your payment made into an account in which another payment from us is made (if applicable)?' is 'No'.
Depends on:
No
|
| Contact Details | ||
| Home Phone Number | Text |
Please enter your home phone number, including the area code.
|
| Mobile Phone Number | Text |
Please enter your mobile phone number.
|
| Alternative Phone Number | Text |
Please enter an alternative phone number, including the area code.
|
| Email Address | Text |
Please enter your email address.
|
| Course Details | ||
| Student Identification Number | Text |
Provide your student identification number issued by your education institution.
|
| Exact Course Title | Text |
Enter the full and exact title of the course you are currently studying, including any specializations.
|
| Course Code | Text |
Enter the official course code assigned to your program of study, if applicable.
|
| Year/Stage of Course | Text |
Indicate the current year or stage you are at in your course, such as '1st year' or 'Year 11'.
|
| Hours Per Week Formal Study | Number |
Enter the number of hours per week you attend formal coursework or lectures, excluding private study time.
|
| Course Start Date | Date |
Enter the date when you started studying this course.
|
| Course Completion Date | Date |
Enter the date when you expect to complete this course.
|
| Customer Reference Number | ||
| Customer Reference Number - Part 1 | Text |
Enter the first part of your customer reference number.
|
| Customer Reference Number - Part 2 | Text |
Enter the second part of your customer reference number.
|
| Customer Reference Number - Part 3 | Text |
Enter the third part of your customer reference number.
|
| Customer Reference Number - Part 4 | Text |
Enter the fourth part of your customer reference number.
|
| Date of Birth | ||
| Date of Birth | Date |
Please enter your date of birth.
|
| Declaration | ||
| Signature | Text |
Enter your full legal signature for this declaration.
|
| Declaration Date | Date |
Provide the date on which this declaration is made.
|
| Documents Provided Checklist | ||
| Identity Documents (Veterans' Affairs) | Checkbox |
Check this box if you are providing identity documents because you receive a payment from the Department of Veterans' Affairs. Fill only if 'Do you receive a pension from the Department of Veterans' Affairs?' is 'Yes'.
Depends on:
Yes
|
| Proof of Study Break (Circumstances beyond control) | Checkbox |
Check this box if you are providing a copy of proof of evidence for a study break due to circumstances beyond your control, and you answered 'Yes' at question 12 or question 16. Fill only if 'Have you attempted Year 12 before?' is 'Yes'.
Depends on:
Yes
|
| Proof of Enrolment | Checkbox |
Check this box if you are providing a copy of your proof of enrolment, as required at question 13.
|
| List of Subjects | Checkbox |
Check this box if you are providing a list of subjects because you answered 'Not sure' at question 13. Fill only if 'Are you enrolled on a full-time or part-time basis?' is 'Not sure'.
Depends on:
Not sure
|
| Proof of Startup Year enrolment and STARTUP-HELP loan selection | Checkbox |
Check this box if you are providing a copy of evidence that you are enrolled in the Startup Year course and have been selected for a STARTUP-HELP loan, and you answered 'Yes' at question 14. Fill only if 'Are you studying a Startup Year course?' is 'Yes'.
Depends on:
Yes
|
| Education Institution Details | ||
| Institution Name | Text |
Provide the full name of the school, college, university, or campus where you are currently studying.
|
| Address Line 1 | Text |
Enter the first line of the education institution's address.
|
| Address Line 2 | Text |
Enter the second line of the education institution's address.
|
| Address Line 3 | Text |
Enter the third line of the education institution's address, which may include suburb or city.
|
| Postcode | Text |
Provide the postcode of the education institution's address.
|
| Enrollment Basis | ||
| Full-time 75-100% | Checkbox |
Check this box if your enrollment is full-time, representing 75-100% of the full-time studyload.
|
| Q13.Enrolled_PT | CheckBox | |
| Full-time Study Load Percentage | Number |
Please enter the percentage of your full-time study load. Fill only if 'Full-time 75-100%' is 'Yes'.
Depends on:
Full-time 75-100%
|
| Part-time 66-74% | Checkbox |
Check this box if your enrollment is part-time, representing 66-74% of the full-time studyload. Fill only if 'Q13.Enrolled_PT' is 'Yes'.
Depends on:
Q13.Enrolled_PT
|
| Part-time 50-65% | Checkbox |
Check this box if your enrollment is part-time, representing 50-65% of the full-time studyload. Fill only if 'Q13.Enrolled_PT' is 'Yes'.
Depends on:
Q13.Enrolled_PT
|
| Part-time 25-49% | Checkbox |
Check this box if your enrollment is part-time, representing 25-49% of the full-time studyload. Fill only if 'Q13.Enrolled_PT' is 'Yes'.
Depends on:
Q13.Enrolled_PT
|
| Part-time 0-24% | Checkbox |
Check this box if your enrollment is part-time, representing 0-24% of the full-time studyload. Fill only if 'Q13.Enrolled_PT' is 'Yes'.
Depends on:
Q13.Enrolled_PT
|
| Not sure | Checkbox |
Check this box if you are unsure of your enrollment basis and need to provide a list of your subjects.
|
| External/Distance Education Status | ||
| No | Checkbox |
Check this box if you are not studying as an external student or by distance education.
|
| Yes | Checkbox |
Check this box if you are studying as an external student or by distance education.
|
| First Past Post Secondary Study | ||
| Years of Study | Text |
Please provide the years during which you undertook this study, for example, 2016-2018.
|
| Full-time | Checkbox |
Check this box if your first past post-secondary study was full-time.
|
| Part-time | Checkbox |
Check this box if your first past post-secondary study was part-time.
|
| Institution Name | Text |
Please provide the name of the institution or campus where you undertook this study, for example, Melbourne University.
|
| Course Name | Text |
Please provide the name of the course you undertook, for example, Bachelor of Arts.
|
| No | Checkbox |
Check this box if you did not complete the first past post-secondary course.
|
| Yes | Checkbox |
Check this box if you completed the first past post-secondary course.
|
| Flexible Learning Course Enrollment | ||
| No, not enrolled in flexible learning course | Checkbox |
Check this box if you will not be enrolled in a flexible learning course.
|
| Yes, enrolled in flexible learning course | Checkbox |
Check this box if you will be enrolled in a flexible learning course, such as an open learning or self-paced course.
|
| Fourth Past Post Secondary Study | ||
| Fourth Study Years | Text |
Enter the years during which the fourth past post-secondary study took place, for example, 2016-2018.
|
| Full-time Study | Checkbox |
Check this box if the fourth past post-secondary study was undertaken on a full-time basis.
|
| Part-time Study | Checkbox |
Check this box if the fourth past post-secondary study was undertaken on a part-time basis.
|
| Fourth Study Institution/Campus Name | Text |
Provide the name of the institution or campus where the fourth past post-secondary study was undertaken.
|
| Fourth Study Course Name | Text |
Enter the full name of the course for the fourth past post-secondary study, for example, Bachelor of Arts.
|
| Did Not Complete Course | Checkbox |
Check this box if you did not complete the fourth past post-secondary course.
|
| Completed Course | Checkbox |
Check this box if you completed the fourth past post-secondary course.
|
| Full Course Period | ||
| Official Start Date | Date |
Enter the official start date of the full course.
|
| Official End Date | Date |
Enter the official end date of the full course.
|
| General | ||
| Instructions | Button | |
| Instructions | Button | |
| Q6.Address1 | Text | |
| Q6.Address2 | Text | |
| Q7.Address1 | Text | |
| Q7.Address2 | Text | |
| Q9GoToQ11 | Button | |
| Q14GoToQ17 | Button | |
| Q15GoToQ17 | Button | |
| Print button | Button | |
| Clear button | Button | |
| 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 |
Please specify your title if it is not listed among the standard options. Fill only if 'Mx' is checked.
Depends on:
Mx
|
| Family Name | Text |
Please enter your family name, also known as your surname or last name.
|
| First Given Name | Text |
Please enter your first given name.
|
| Second Given Name | Text |
Please enter your second given name, if applicable.
|
| Payment Account Details | ||
| No | Checkbox |
Check this box if you do not want your payment made into an account where you currently receive other payments from Services Australia.
|
| Yes | Checkbox |
Check this box if you want your payment made into an account where you already receive other payments from Services Australia.
|
| Previous Payment Name | Text |
Please provide the name of a payment that was previously made into this account. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Additional Payment Name | Text |
Please provide another name of a payment that was previously made into this account, if applicable. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Permanent Address | ||
| Street Address | Text |
Please provide the street number, street name, and any other relevant address details for your permanent residence.
|
| Suburb/City/State | Text |
Please provide the suburb, city, and state of your permanent residence.
|
| Postcode | Text |
Please provide the postcode of your permanent residence.
|
| Postal Address | ||
| Postal Address Line 1 | Text |
Please provide the first line of your postal address.
|
| Postal Address Line 2 | Text |
Please provide the second line of your postal address.
|
| Postal Postcode | Text |
Please provide the postcode for your postal address.
|
| Previous Year 12 Attempt Details | ||
| No | Checkbox |
Check this box if you have not attempted Year 12 before. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Yes | Checkbox |
Check this box if you have attempted Year 12 before. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Year 12 First Attempt Date | Date |
Provide the date when you first attempted Year 12. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Year 12 Second Attempt Date | Date |
Provide the date when you made a second attempt at Year 12. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Other Year 12 Attempt Date | Date |
Provide the date of any other attempt at Year 12. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Second Past Post Secondary Study | ||
| Second Study Years | Text |
Please enter the years during which the second past post-secondary study was undertaken.
|
| Full-time | Checkbox |
Check this box if the second past post-secondary study was undertaken on a full-time basis.
|
| Part-time | Checkbox |
Check this box if the second past post-secondary study was undertaken on a part-time basis.
|
| Second Study Institution Name | Text |
Please enter the name of the institution or campus where the second past post-secondary study took place.
|
| Second Study Course Name | Text |
Please enter the name of the second past post-secondary course undertaken.
|
| No | Checkbox |
Check this box if you did not complete the second past post-secondary course.
|
| Yes | Checkbox |
Check this box if you completed the second past post-secondary course.
|
| Startup Year Course Study | ||
| No | Checkbox |
The user should check this box if they are not studying a Startup Year course.
|
| Yes | Checkbox |
The user should check this box if they are studying a Startup Year course.
|
| DummyCalcQ14 | Text |
Depends on:
Yes
|
| Study Break Information | ||
| No | Checkbox |
Check this box if you are not returning to study after a break of more than one semester in a full year course.
|
| Yes | Checkbox |
Check this box if you are returning to study after a break of more than one semester in a full year course.
|
| Last Study Date (Day Month) | Text |
Please enter the day and month you last studied.
|
| Last Study Date (Year) | Text |
Please enter the year you last studied. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Third Past Post Secondary Study | ||
| Study Years | Text |
Please enter the years during which this post-secondary study was undertaken.
|
| Full-time (Study 3) | Checkbox |
Check this box if the third past post-secondary study was undertaken on a full-time basis.
|
| Part-time (Study 3) | Checkbox |
Check this box if the third past post-secondary study was undertaken on a part-time basis.
|
| Institution Name | Text |
Please provide the name of the institution or campus where this post-secondary study was undertaken.
|
| Course Name | Text |
Please enter the name of the course for this post-secondary study.
|
| Did you complete this course? No (Study 3) | Checkbox |
Check this box if you did not complete the third past post-secondary course.
|
| Did you complete this course? Yes (Study 3) | Checkbox |
Check this box if you completed the third past post-secondary course.
|
| Veterans' Affairs Pension Details | ||
| No | Checkbox |
Check this box if you do not receive a pension from the Department of Veterans' Affairs.
|
| Yes | Checkbox |
Check this box if you receive a pension from the Department of Veterans' Affairs.
|
| Name of Payment | Text |
Enter the name of the pension payment received from the Department of Veterans' Affairs.
|
| Payment Description | Text |
Provide a detailed description of the Veterans' Affairs pension payment. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Veterans Affairs Reference Number | Text |
Enter the reference number associated with your Veterans' Affairs pension. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Payment Start Date | Date |
Enter the date when the Veterans' Affairs pension payment began. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Year 12 Study Claim | ||
| No | Checkbox |
Check this box if this claim is not for Year 12 study.
|
| DummyCalcQ15 | Text | |
| Yes | Checkbox |
Check this box if this claim is for Year 12 study.
|