Claim for a Commonwealth Seniors Health Card

 
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Claim for a Commonwealth
                                                                     Seniors Health Card

When to use this form   Use this form to claim a Commonwealth Seniors Health Card for yourself and your partner.
                        The Commonwealth Seniors Health Card provides you with access to Pharmaceutical
                        Benefits Scheme (PBS) prescription medicines, certain Medicare services and specific
                        rail travel, at the concessional rate. The card also entitles you to Seniors Supplement if
                        you qualify. State, territory and local governments, and some private providers, may offer
                        additional concessions at their own discretion.
                        You should have received the booklet Information you need to know about your claim
                        for Commonwealth Seniors Health Card, Low Income Health Care Card, Foster Child
                        Health Care Card and Ex-Carer Allowance (Child) Health Care Card with this form.
                        In this claim, this booklet will be referred to as the Information Booklet. If you do not have
                        this booklet, go to our website humanservices.gov.au/seniorshealthcard or call us on
                                                       www.

                        132 300.

Who can claim a         Note: Do not lodge this claim until you have reached age pension age (refer to the Information
Commonwealth Seniors    Booklet for the qualifying age for Commonwealth Seniors Health Card). You must be age
Health Card             pension age to make a claim for a Commonwealth Seniors Health Card.
                        You cannot receive a Commonwealth Seniors Health Card if you are already receiving any
                        of the following:
                        • Centrelink pension or benefit
                        • Department of Veterans’ Affairs Service pension
                        • Department of Veterans’ Affairs Age Pension
                        • Department of Veterans’ Affairs Income Support supplement
                        • Department of Veterans’ Affairs Commonwealth Seniors Health Card.
                        If you have been receiving any of the above assistance and it will be cancelled soon,
                        do not lodge your claim for the Centrelink Commonwealth Seniors Health Card until after
                        the cancellation date.
                        If your partner is receiving an entitlement from the Department of Veterans’ Affairs, you may
                        still be entitled to a Commonwealth Seniors Health Card from the Australian Government
                        Department of Human Services and both of you should complete this claim form. Contact
                        the Department of Veterans’ Affairs for information on what you are receiving and what
                        further entitlements you may have from them.
                        The Commonwealth Seniors Health Card does not cover dependants and/or partners, only
                        the cardholder. If you have dependants, or a partner who is not eligible for a Commonwealth
                        Seniors Health Card, it is important you read the section on ‘Low Income Health Care Card’
                        in the Information Booklet.

Online Services         Lodging your claim online is easy. By accessing our Online Services you can complete your
                        claim for the Commonwealth Seniors Health Card online in the comfort of your own home
                        and at a time that is convenient to you.
                        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      www.

                        my.gov.au

SA296.1403                                        1 of 18
For more information        Go to our website humanservices.gov.au/seniorshealthcard or call us on 132 300
                                             www.

                            or visit one of our Service Centres.
                            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       TTY service Freecall™ 1800 810 586. A TTY phone is required to use this service.
or speech impairment

Interpreters and            If you need an interpreter or translation of any documents for our business, we can arrange
translations                this for you free of charge.

What else you will          You will need to provide proof of identity. There is a complete list of acceptable documents
need to provide             in the Information Booklet.
                            This form tells you which other documents you need to provide to support your claim.
                            Depending on your circumstances, you may have to fill in other forms.

Filling in this form        • Please use black or blue pen.
                            • Print in BLOCK LETTERS.
                            • Mark boxes like this     with a   or .
                            • Where you see a box like this    Go to 5 skip to the question number shown. You do not
                              need to answer the questions in between.

Returning your form(s) Check that you have answered all the questions you need to answer and that you (and your
                            partner) have signed and dated this form.
                            If you return required documents (and your claim form):
                            • online – you can submit your documents online if you are registered for Online Services.
                            • by post – we will sight and record your documents, which may include copying, and
                                return the originals to you by registered post.
                            • in person – we will sight and record your documents, which may include copying, and
                                return the originals to you.
                            Return this form, all additional documents and any other forms you are required to complete
                            to one of our Service Centres or online within 14 days to make sure you qualify from the
                            earliest date possible. You cannot lodge your claim form before reaching age pension age
                            or while you are entitled to any of the assistance listed on page 1.
                            If you cannot return all the forms or documents within 14 days, contact us for extra time.
                            For more information on how to access Online Services or how to lodge documents online,
                            go to humanservices.gov.au/submitdocumentsonline
                                 www.

SA296.1403                                            2 of 18
Please read this before completing this claim form.
 Under social security law, claims for the Commonwealth
 Seniors Health Card cannot be lodged before a person has
 reached age pension age. Please lodge this form either on, or
 after, the date you reach age pension age. Please see the
 Information Booklet for more details on the qualifying age
 for the Commonwealth Seniors Health Card.

1    Do you need an interpreter when dealing with us?
     This includes an interpreter for people who have a hearing
     or speech impairment.
      No      Go to 3
     Yes      Go to next question

2    What is your preferred spoken language?

3    What is your preferred written language?

4    Do you have a partner?
      No      Go to 7
     Yes      Go to next question

5    Is your partner also claiming the Commonwealth Seniors
     Health Card?
      No      You will still need to give your partner's personal
              and income details. You will not be required to
              give proof of your partner’s identity.
     Yes      If you are both eligible you will both get
              Commonwealth Seniors Health Cards.

                                                                           CLK0SA296 1403

SA296.1403                                                       3 of 18
6    Please read this before answering the following questions.
      Please complete the left hand column for yourself.
      Your partner (if you have one) should complete ALL questions in the right hand column, unless instructed otherwise, even if
      they are not claiming a Commonwealth Seniors Health Card. This will enable your entitlement to be assessed.

     You                                                                   Your partner

7    Do you receive a Centrelink pension or benefit?                       Do you receive a Centrelink pension or benefit?
      No      Go to next question                                           No      Go to next question
     Yes             You cannot get a Commonwealth Seniors                 Yes      Your Centrelink Reference Number (if known)
                     Health Card.
               You need to complete this form if you have a                         You cannot get a Commonwealth Seniors Health Card.
               partner and your partner is also claiming a
                                                                                     You only need to complete this form if your
               Commonwealth Seniors Health Card.
                                                                                     partner is also claiming a Commonwealth
               If your pension or benefit will be cancelled                          Seniors Health Card.
               soon, do not lodge this claim until after the
                                                                                     If your pension or benefit will be cancelled
               cancellation date.
                                                                                     soon, do not lodge this claim until after the
                 Go to 10                                                            cancellation date.
                                                                                       Go to 10

8    Do you receive a Service Pension or income support                    Do you receive a Service Pension or income support
     supplement from the Department of Veterans’ Affairs?                  supplement from the Department of Veterans’ Affairs?
      No      Go to next question                                           No      Go to next question
                                                                           Yes      Your Department of Veterans’ Affairs Service Number
     Yes             You cannot get a Commonwealth Seniors
                     Health Card.
               You need to complete this form if you have a                         You cannot get a Commonwealth Seniors Health Card.
               partner and your partner is also claiming a
                                                                                     You only need to complete this form if your
               Commonwealth Seniors Health Card.
                                                                                     partner is also claiming a Commonwealth
               If your Service Pension or income support                             Seniors Health Card.
               supplement will be cancelled soon, do not lodge
                                                                                     If your Service Pension or income support
               this claim until after the cancellation date.
                                                                                     supplement will be cancelled soon, do not lodge
                 Go to 10                                                            this claim until after the cancellation date.
                                                                                       Go to 10

9    Do you have a Department of Veterans' Affairs                         Do you have a Department of Veterans' Affairs
     Commonwealth Seniors Health Card?                                     Commonwealth Seniors Health Card?
      No     Go to next question                                            No     Go to next question
                                                                           Yes     Your Centrelink Reference Number (if known)
     Yes             You cannot get a Commonwealth Seniors
                     Health Card.
               You need to complete this form if you have a                         Your Department of Veterans’ Affairs Service Number
               partner and your partner is also claiming a
               Commonwealth Seniors Health Card.
               If your Department of Veterans’ Affairs                              You cannot get a Commonwealth Seniors Health Card.
               Commonwealth Seniors Health Card will be
               cancelled soon, do not lodge this claim until                         You only need to complete this form if your
               after the cancellation date.                                          partner is also claiming a Commonwealth
                                                                                     Seniors Health Card.
                  Go to next question
                                                                                     If your Department of Veterans’ Affairs
                                                                                     Commonwealth Seniors Health Card will be
                                                                                     cancelled soon, do not lodge this claim until
                                                                                     after the cancellation date.
                                                                                        Go to next question

SA296.1403                                                       4 of 18
You                                                                    Your partner
10 Your name                                                                Your name
     Mr       Mrs        Miss       Ms        Other                         Mr       Mrs         Miss      Ms        Other
     Family name                                                            Family name

     First given name                                                       First given name

     Second given name                                                      Second given name

11 Have you ever used or been known by any other name                       Have you ever used or been known by any other name
     (e.g. name at birth, maiden name, previous married name,               (e.g. name at birth, maiden name, previous married name,
     Aboriginal or tribal name, alias, adoptive name, foster name)?         Aboriginal or tribal name, alias, adoptive name, foster name)?
      No      Go to next question                                            No      Go to next question
     Yes      Give details below                                            Yes      Give details below
      1 Other name                                                          1 Other name

      Type of name (e.g. name at birth)                                      Type of name (e.g. name at birth)

      2 Other name                                                          2 Other name

      Type of name (e.g. maiden name)                                        Type of name (e.g. maiden name)

      If you have more than 2 other names, attach a separate                 If you have more than 2 other names, attach a separate
      sheet with details.                                                    sheet with details.

12 Your sex                                                                 Your sex
       Male                                                                   Male
     Female                                                                 Female

13 Your date of birth                                                       Your date of birth
             /       /                                                             /       /

             Attach an original document as proof of your date                    If you are claiming Commonwealth Seniors Health
             of birth.                                                            Card, attach an original document as proof of your
                                                                                  date of birth.

SA296.1403                                                        5 of 18
You                                                                     Your partner
14 Your permanent address                                                    Your permanent address

                                           Postcode                                                                 Postcode

15 Your postal address (if different to above)                               Your postal address (if different to above)

                                           Postcode                                                                 Postcode

16 Please read this before answering the following question.                 Please read this before answering the following question.
      If you provide an email or mobile phone number, you                     If you provide an email or mobile phone number, you
      MUST read the Terms and Conditions for Electronic                       MUST read the Terms and Conditions for Electronic
      Messaging (SMS or email) in the Information Booklet.                    Messaging (SMS or email) in the Information Booklet.

     Your contact details                                                    Your contact details
           Home phone number (         )                                           Home phone number (          )

                      Is this a silent number? No         Yes                                 Is this a silent number? No         Yes
          Mobile phone number                                                    Mobile phone number

                    Fax number (       )                                                   Fax number (         )

             Work phone number (       )                                           Work phone number (          )

     Alternative phone number (        )                                     Alternative phone number (         )
     Email                                                                   Email

      @                                                                      @

17    Questions 17 and 18 are optional and will not affect your               Questions 17 and 18 are optional and will not affect your
      Commonwealth Seniors Health Card. If you do answer,                     Commonwealth Seniors Health Card. If you do answer,
      the information will help us to continue to improve                     the information will help us to continue to improve
      services to Aboriginal, Torres Strait Islander Australians              services to Aboriginal, Torres Strait Islander Australians
      and Australian South Sea Islanders.                                     and Australian South Sea Islanders.
      Australian South Sea Islanders are the descendants of                   Australian South Sea Islanders are the descendants of
      Pacific Islander labourers brought from the Western                     Pacific Islander labourers brought from the Western
      Pacific in the 19th Century.                                            Pacific in the 19th Century.
     Are you of Aboriginal or Torres Strait Islander Australian              Are you of Aboriginal or Torres Strait Islander Australian
     origin?                                                                 origin?
     If you are of both Aboriginal and Torres Strait Islander                If you are of both Aboriginal and Torres Strait Islander
     Australian origin, please tick both ‘Yes’ boxes.                        Australian origin, please tick both ‘Yes’ boxes.
                                         No                                                                      No
                Yes – Aboriginal Australian                                             Yes – Aboriginal Australian
     Yes – Torres Strait Islander Australian                                 Yes – Torres Strait Islander Australian

18 Are you of Australian South Sea Islander origin?                          Are you of Australian South Sea Islander origin?
      No                                                                      No
     Yes                                                                     Yes
SA296.1403                                                         6 of 18
You                                                                         Your partner
19 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.
     What is your CURRENT relationship status?

     Married                                                Go to 20
     Registered relationship
     (opposite-sex or same-sex relationship
     registered under state or territory law)               Go to 20
     Partnered
     (living together in an opposite-sex or
     same-sex relationship, including de facto)             Go to 21
     Separated
     (previously lived with an opposite-sex or
     same-sex partner, including in a marriage,
     registered or de facto relationship)                   Go to 26

     Divorced                                               Go to 26
     Widowed
     (previously partnered with an opposite-sex
     or same-sex partner, including in a
     marriage, registered or de facto relationship)         Go to 26

     Never married or lived with a partner                  Go to 27

20 What is your date of marriage or relationship registration?
             /        /                Go to 22

21 When did you and your partner start living together as a
     member of a couple?
             /        /

22 Do you currently live in the same home as your partner?
      No         Go to next question
     Yes         Go to 25

23 Why are you not living with your partner?
              Partner’s illness
                   Your illness
             Partner in prison
        Partner’s employment
                          Other        Give details below

SA296.1403                                                             7 of 18
You                                                                        Your partner
24 Period not living with your partner
     From           /           /

     To             /           /        OR indefinite
                                                            Go to 27

25 Do you give permission for your partner to discuss your                      Do you give permission for your partner to discuss your
     entitlements with us?                                                      entitlements with us?
     You can change this authority at any time.                                 You can change this authority at any time.
      No                                                                         No
                 Go to 27                                                                  Go to 27
     Yes                                                                        Yes

26 Date divorced, widowed or separated
             /          /

27 Do you want to authorise another person or organisation to                   Do you want to authorise another person or organisation to
     make enquiries and/or act on your behalf?                                  make enquiries and/or act on your behalf?
      No         Go to next question                                             No        Go to next question
     Yes                    You will need to complete and attach an             Yes              You will need to complete and attach an
                            Authorising a person or organisation                                 Authorising a person or organisation
                            to enquire or act on your behalf form                                to enquire or act on your behalf form
                            (SS313). If you do not have this form,                               (SS313). If you do not have this form,
                            go to our website
                                            www.                                                 go to our websitewww.

                            humanservices.gov.au/nominees or call                                humanservices.gov.au/nominees or call
                            us on 132 300.                                                       us on 132 300.

28 Please read this before answering the questions about tax.                   Please read this before answering the questions about tax.
      You are not breaking the law if you do not give us your                    You are not breaking the law if you do not give us your
      tax file number, but if you do not provide it to us, or                    tax file number, but if you do not provide it to us, or
      authorise us to get it from the Australian Taxation Office,                authorise us to get it from the Australian Taxation Office,
      you (and your partner if you have one) may not be                          you (and your partner if you have one) may not be
      granted a Commonwealth Seniors Health Card.                                granted a Commonwealth Seniors Health Card.
      In giving us your tax file number in relation to this claim                In giving us your tax file number in relation to this claim
      you authorise us to use your tax file number for other                     you authorise us to use your tax file number for other
      social security payments and services in future where                      social security payments and services in future where
      necessary.                                                                 necessary.
     Have you given us your tax file number before?                             Have you given us your tax file number before?
           No           Go to next question                                           No       Go to next question
     Not sure           Go to next question                                     Not sure       Go to next question
          Yes           Go to 30                                                     Yes       Go to 30

29 Do you have a tax file number?                                               Do you have a tax file number?
      No         Please call us on 132 300                                       No        Please call us on 132 300
     Yes         Your tax file number                                           Yes        Your tax file number

SA296.1403                                                            8 of 18
You                                                                   Your partner
30 Please read this before answering the following question.               Please read this before answering the following question.
      'Permanently' means you normally live in Australia on                 'Permanently' means you normally live in Australia on
      a long-term basis. Holidays or short trips outside                    a long-term basis. Holidays or short trips outside
      Australia would not affect this.                                      Australia would not affect this.
     Are you living in Australia permanently?                              Are you living in Australia permanently?
      No                                                                    No
     Yes                                                                   Yes

31 Have you lived or travelled outside Australia since                     Have you lived or travelled outside Australia since
     1 September 1994, including short trips and holidays?                 1 September 1994, including short trips and holidays?
      The answer to this question may enable us to access                   The answer to this question may enable us to access
      electronic records held by Australia’s immigration                    electronic records held by Australia’s immigration
      department since 1 September 1994. These records                      department since 1 September 1994. These records
      will help us to verify your Australian residence on your              will help us to verify your Australian residence on your
      behalf and assist in processing your claim.                           behalf and assist in processing your claim.

      No         Go to next question                                        No        Go to next question
     Yes         Give details below                                        Yes        Give details below
     Passport number                                                       Passport number

     Country of issue                                                      Country of issue

32 Are you an Australian citizen who was born in Australia?                Are you an Australian citizen who was born in Australia?
      No               You will need to provide proof of your              No               You will need to provide proof of your
                       Australian residence status                                          Australian residence status
                       (e.g. citizenship papers, passport or                                (e.g. citizenship papers, passport or
                       other documentation).                                                other documentation).
                         Go to next question                                                  Go to next question
     Yes         Go to 42                                                  Yes        Go to 42

33 What is your country of birth?                                          What is your country of birth?

34 When did you start living in Australia?                                 When did you start living in Australia?
             /        /                                                           /        /

35 Did you start living in Australia before 1965?                          Did you start living in Australia before 1965?
      No         Go to next question                                        No        Go to next question
     Yes         Give details below                                        Yes        Give details below
     Name of the ship or airline on which you arrived                      Name of the ship or airline on which you arrived

     Name of the place where you first arrived/disembarked                 Name of the place where you first arrived/disembarked

     What was your name when you first arrived in Australia?               What was your name when you first arrived in Australia?

SA296.1403                                                       9 of 18
You                                                                   Your partner
36 What is your country of citizenship?                                    What is your country of citizenship?
     Australia        Date granted                                         Australia      Date granted
                             /        /                                                           /        /
                                                     Go to 42                                                             Go to 42
        Other         Country of citizenship                                  Other       Country of citizenship

37 What type of visa did you arrive on?                                    What type of visa did you arrive on?
     New Zealand passport            Go to 39                              New Zealand passport           Go to 39
     (special category visa)                                               (special category visa)
                 Permanent           Go to next question                               Permanent          Go to next question
                 Temporary           Go to next question                               Temporary          Go to next question
      Unknown (e.g. arrived          Go to 39                               Unknown (e.g. arrived         Go to 39
      on parent’s passport)                                                 on parent’s passport)

38 Your visa details on arrival                                            Your visa details on arrival
     Visa sub class                    Date visa granted                   Visa sub class                   Date visa granted
                                                /    /                                                               /    /

39 Has your visa changed since you arrived in Australia?                   Has your visa changed since you arrived in Australia?
      No      Go to next question                                           No      Go to next question
     Yes      Most recent visa details                                     Yes      Most recent visa details
     Visa sub class                Date visa granted                       Visa sub class                Date visa granted
                                                /    /                                                               /    /

40 Are you a refugee or former refugee?                                    Are you a refugee or former refugee?
      No                                                                    No
     Yes                                                                   Yes

41 Did either of your parents arrive on a refugee or                       Did either of your parents arrive on a refugee or
     humanitarian visa?                                                    humanitarian visa?
      No                                                                    No
     Yes                                                                   Yes

SA296.1403                                                      10 of 18
You                                                                  Your partner
42 Please read this before answering the following question.              Please read this before answering the following question.
      We need to know if you have lived in countries other                 We need to know if you have lived in countries other
      than Australia from birth through to the present.                    than Australia from birth through to the present.
      ‘Lived’ means where you/your family made your home                   ‘Lived’ means where you/your family made your home
      or spent a long period of time – it does not include                 or spent a long period of time – it does not include
      places you visited.                                                  places you visited.
     Except for short trips or holidays, have you EVER lived              Except for short trips or holidays, have you EVER lived
     outside Australia?                                                   outside Australia?
      No      Go to next question                                          No      Go to next question
     Yes      List ALL countries, INCLUDING AUSTRALIA, you                Yes      List ALL countries, INCLUDING AUSTRALIA, you
              have lived in SINCE BIRTH.                                           have lived in SINCE BIRTH.
              If you were born outside Australia, include the                      If you were born outside Australia, include the
              country where you were born.                                         country where you were born.
              Include the periods you have lived in each country.                  Include the periods you have lived in each country.
              Do NOT include short trips or holidays.                              Do NOT include short trips or holidays.
      1 Country of residence                                              1 Country of residence

      From         /       /         To        /       /                   From         /       /         To        /       /

      2 Country of residence                                              2 Country of residence

      From         /       /         To        /       /                   From         /       /         To        /       /

      3 Country of residence                                              3 Country of residence

      From         /       /         To        /       /                   From         /       /         To        /       /

      4 Country of residence                                              4 Country of residence

      From         /       /         To        /       /                   From         /       /         To        /       /

      5 Country of residence                                              5 Country of residence

      From         /       /         To        /       /                   From         /       /         To        /       /

      If you require more space, attach a separate sheet                   If you require more space, attach a separate sheet
      with details.                                                        with details.

SA296.1403                                                     11 of 18
43 Please read this before answering the following questions.
      The applicable Commonwealth Seniors Health Card income limit is increased by $639.60 for each dependent child you have.
      For the purposes of the Commonwealth Seniors Health Card income test ‘dependent child’ means:
      For a young person under 16 years of age
      • a young person for whom you have legal responsibility, either alone or jointly, for their day-to-day care, welfare and
        development. Or, if you are not legally responsible, the young person is not a dependent child of someone else and is wholly
        or substantially in your care, and
      • if the young person is not in full-time education, they must not be in receipt of income above a certain limit, called the
        dependency limit, and
      • the young person is not receiving a social security pension or benefit, and
      • if the young person is not an Australian resident, they are living with you.
      For a young person between 16 and 21 years of age
      • the young person is wholly or substantially dependent on you, and
      • the young person's financial year income does not exceed the personal income limit, and
      • the young person is not receiving a social security pension or benefit, and
      • if the young person is not an Australian resident, they are living with you.
      Please refer to the Information Booklet for more information about dependent children.
      Go to humanservices.gov.au/seniorshealthcard or call 132 300 for the current dependency limits and personal income limits.
              www.

     Do you (and/or your partner) have any dependent children?
      No      Go to next question
     Yes      Give the following details of each child
                     If you have more than 2 dependent children, attach a separate sheet with details.

      Child 1                                                                        Child 2
      A Family name                                                                  A Family name

             First given name                                                           First given name

             Second given name                                                          Second given name

      B Has this child ever been known by any other names?                           B Has this child ever been known by any other names?
              No          Go to C for this child                                         No        Go to C for this child
             Yes          List the other names                                          Yes        List the other names

      C Sex                                                                          C Sex
               Male                                                                       Male
             Female                                                                     Female

      D Date of birth                                                                D Date of birth
                      /        /                                                               /        /

      E Do you receive Family Tax Benefit for this child?                            E Do you receive Family Tax Benefit for this child?
             No                    Attach proof of birth (e.g. birth                     No                 Attach proof of birth (e.g. birth
                                   certificate) for this child if you have not                              certificate) for this child if you have not
                                   previously provided it to us.                                            previously provided it to us.
             Yes                                                                        Yes
SA296.1403                                                                12 of 18
You                                                                     Your partner

44    Seniors Supplement is paid quarterly to help with                       Seniors Supplement is paid quarterly to help with
      household costs.                                                        household costs.
      A quarterly Clean Energy Supplement will also be paid                   A quarterly Clean Energy Supplement will also be paid
      to people who get the Seniors Supplement to help manage                 to people who get the Seniors Supplement to help manage
      the impact on the cost of living from the carbon price.                 the impact on the cost of living from the carbon price.
      If you wish to receive Seniors Supplement, and therefore,               If you wish to receive Seniors Supplement, and therefore,
      the Clean Energy Supplement you must provide details                    the Clean Energy Supplement you must provide details
      of a bank account into which the payments can be made.                  of a bank account into which the payments can be made.
      You may choose not to receive Seniors Supplement and                    You may choose not to receive Seniors Supplement and
      therefore, not receive the Clean Energy Supplement, but                 therefore, not receive the Clean Energy Supplement, but
      this will not affect your eligibility for a Commonwealth                this will not affect your eligibility for a Commonwealth
      Seniors Health Card.                                                    Seniors Health Card.
      If at any time in the future you change your mind and                   If at any time in the future you change your mind and
      wish to receive these payments, they will commence                      wish to receive these payments, they will commence
      from when you provide your bank account details.                        from when you provide your bank account details.
      Refer to the Information Booklet for more information.                  Refer to the Information Booklet for more information.
     Do you wish to receive Seniors Supplement and the                       Do you wish to receive Seniors Supplement and the
     Clean Energy Supplement?                                                Clean Energy Supplement?
      No           Go to 46                                                   No         Go to 46
     Yes           Go to next question                                       Yes         Go to next question

45    You must give your bank account details to get Seniors                  You must give your bank account details to get Seniors
      Supplement and the quarterly Clean Energy Supplement.                   Supplement and the quarterly Clean Energy Supplement.
     Where do you want your payment made?                                    Where do you want your payment made?
     The bank, building society or credit union account must be              The bank, building society or credit union account must be
     in your name. A joint account is acceptable.                            in your name. A joint account is acceptable.
             Name of bank,                                                          Name of bank,
         building society or                                                    building society or
                credit union                                                           credit union
         Branch where your                                                      Branch where your
            account is held                                                        account is held
      Branch number (BSB)                                                    Branch number (BSB)
             Account number                                                          Account number
             (this may not be                                                        (this may not be
           your card number)                                                       your card number)
     Account held in the name(s) of                                          Account held in the name(s) of

46 Please read this before answering the following question.                 Please read this before answering the following question.
      To register for the Pension Bonus Scheme, you must                      To register for the Pension Bonus Scheme, you must
      have met the age and residence requirements for Age                     have met the age and residence requirements for Age
      Pension before 20 September 2009.                                       Pension before 20 September 2009.
      Refer to the Information Booklet for more information                   Refer to the Information Booklet for more information
      on how this scheme can help you.                                        on how this scheme can help you.
     If you are still working, would you like information and a              If you are still working, would you like information and a
     registration form for the Pension Bonus Scheme?                         registration form for the Pension Bonus Scheme?
      No                                                                      No
     Yes                                                                     Yes
             SA319 and RT002                                                       SA319 and RT002

SA296.1403                                                        13 of 18
You                                                                    Your partner

47    News for Seniors                                                       News for Seniors
      News for Seniors is a free publication produced by                     News for Seniors is a free publication produced by
      us that keeps you informed of issues concerning                        us that keeps you informed of issues concerning
      government benefits, services and other associated                     government benefits, services and other associated
      support arrangements.                                                  support arrangements.
     Would you like to receive News for Seniors?                            Would you like to receive News for Seniors?
      No      Go to 50                                                       No      Go to 50
     Yes      Go to next question                                           Yes      Go to next question

48 How would you like to receive News for Seniors?                          How would you like to receive News for Seniors?
     Online       Go to next question                                       Online      Go to next question
      Mail        Go to 50                                                   Mail       Go to 50

49 How would you like to be notified that the latest edition of             How would you like to be notified that the latest edition of
     News for Seniors is available?                                         News for Seniors is available?
             Email                                                                  Email
              SMS                                                                    SMS
     Online letters                                                         Online letters

50    The Low Income Health Care Card offers concessions for
      your dependents as well as yourself. You may be eligible
      for a Low Income Health Care Card if your income is
      below the applicable limit.
      Refer to the Information Booklet for more information.
     Do you wish to apply for a Low Income Health Care Card?
      No      Go to next question
     Yes             You will need to complete and attach a
                     Claim for a Health Care Card form
                     (SS050). If you do not have this form,
                     go to our website  www.

                     humanservices.gov.au/healthcarecard
                     or call us on 132 490.

51 Please read this before answering the following
     questions.
      The income details you provide can be for either of the
      2 financial years preceding the current financial year.
      They should be the most recent verifiable details. You
      and your partner MUST provide income details for the
      same financial year.

       Go to next page

SA296.1403                                                       14 of 18
52 For which financial year are you (and your partner) providing                                              /
     income details?

53     Give the following income details for the financial year you have                 You                        Your partner
       indicated in question 52.
     A Taxable income
       Attach an original Notice of Assessment issued by the Australian
                                                                                         $                          $
       Taxation Office.
       OR                                                                                          OR                         OR
       If your (and/or your partner’s) income was too low and you are not
       required to lodge a tax return give the amount of income you (and/or
       your partner) received. Only include income that is taxable and is not
       income from sources requested in Parts B to E of this question.                   $                          $

     B Foreign income you did not pay Australian income tax on                                     +                           +
             (write the amount in Australian dollars).
             Attach your tax return or other documents to verify this amount.            AUD                        AUD

     C Total net investment loss
             Total net investment loss is the sum of:
             Net rental property losses (see the Income tests section of your tax
             return)—the amount by which the expenses incurred for a rental
             property exceed the gross rental income from that property.
             AND                                                                                   +                           +
             Net financial investment losses (see the Income tests section of your
             tax return)—the amount by which allowable deductions in respect of
             financial investments exceed the gross income from those investments.
             For Commonwealth Seniors Health Card purposes most deductions
             allowed by the Australian Taxation Office are allowed as a deduction.
             Note: You must ADD this amount even though it is a loss because such
             a loss will have reduced your taxable income.
             Refer to the Information Booklet.
             Attach your Tax Return.                                                     $                          $

     D Value of employer provided benefits above $1,000. Write the total                           +                           +
             amount of your employer provided benefits less the first $1,000.
             Refer to the Information Booklet.
             Attach relevant document(s).                                                $                          $

     E Reportable superannuation contributions are the sum of your:                                +                           +
             • reportable employer superannuation contributions (see the Income
                tests section of your tax return), for example, salary sacrifice
                contributions, and
             • personal deductible superannuation contributions (see the
                Supplementary section of your tax return). Contributions for which an
                individual can claim a deduction on their individual tax return.
             Attach payment summary and/or tax return.                                   $                          $

                                                                                                   =                           =
     F Total income (A + B + C + D + E = F)                                              $                          $

     G Your own and your partner’s COMBINED TOTAL INCOME.
             This is the adjusted taxable income we will use to work out your eligibility.           $

54 Is the COMBINED TOTAL INCOME at question 53G, below or above the income limit for the Commonwealth Seniors Health Card?
     Refer to the Information Booklet for the income limits.
     Below the income limit           Do not complete 55 and 56.
                                      Go to 57
     Above the income limit           You may still be eligible if your income will be below the income limits in the current financial year.
                                      Go to next question
SA296.1403                                                         15 of 18
55 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 52?
     The same
                               You are not eligible for a Commonwealth Seniors Health Card because your income is too high.
         Higher                Do NOT continue with this claim.

         Lower          Why will your income be lower (e.g. stopped working, previously sold significant asset(s) to pay for medical
                        expenses, ceased operating a business)?

                               You will need to attach evidence to support the reason your (and your partner’s) income will be lower.

             Note: If your income is below the income limit at question 54,             You                      Your partner
             you are not required to give an estimate. Go to 57
56           Give an estimate of the income you (and your partner) expect to
             receive in the current financial year.
     A       Estimated taxable income                                                   $                        $
             OR                                                                                 OR                         OR
             If your (and/or your partner’s) income will be too low and you are not
             required to lodge a tax return give the amount of income you (and/or
             your partner) expect to receive. Only include income that is taxable and
             is not income from sources requested in Parts B to E of this question.     $                        $

     B       Foreign income you do not pay Australian income tax on (write the                   +                         +
             amount in Australian dollars).                                             AUD                      AUD

     C       Total net investment loss
             Total net investment loss is the sum of:
             Net rental property losses—the amount by which the expenses
             incurred for a rental property exceed the gross rental income from
             that property.
             AND                                                                                 +                         +
             Net financial investment losses—the amount by which allowable
             deductions in respect of financial investments exceed the gross
             income from those investments.
             For Commonwealth Seniors Health Card purposes most deductions
             allowed by the Australian Taxation Office are allowed as a deduction.
             Note: You must ADD this amount even though it is a loss because
             such a loss will have reduced your taxable income.
             Refer to the Information Booklet.                                          $                        $

     D       Value of employer provided benefits above $1,000. Write the total                   +                         +
             amount of your employer provided benefits less the first $1,000.
             Refer to the Information Booklet.                                          $                        $

     E       Reportable superannuation contributions are the sum of your:                        +                         +
             • reportable employer superannuation contributions, for example,
               salary sacrifice contributions, and
             • personal deductible superannuation contributions. Contributions for
               which an individual can claim a deduction on their individual tax
               return.                                                                  $                        $

                                                                                                 =                         =
     F       Total income (A + B + C + D + E = F)
                                                                                        $                        $

     G       Your own and your partner’s COMBINED TOTAL INCOME.
             This is the adjusted taxable income we will use to work out your eligibility.             $

SA296.1403                                                         16 of 18
You                                                                      Your partner
57 Which of the following forms, documents and other                          Which of the following forms, documents and other
     attachments are you providing with this form?                            attachments are you providing with this form?
     If you are not sure, check the question to see if you should             If you are not sure, check the question to see if you should
     attach the documents.                                                    attach the documents.
      Where you are asked to supply documents, please attach                   Where you are asked to supply documents, please attach
      original documents.                                                      original documents.
                                               Proof of identity                                If you are claiming, proof of identity
             There is a complete list of acceptable documents                      There is a complete list of acceptable documents
                                   in the Information Booklet                                            in the Information Booklet
                                    Proof of your date of birth                        If you are claiming, proof of your date of birth
                                            (see question 13)                                                       (see question 13)
                      Authorising a person or organisation                                   Authorising a person or organisation
              to enquire or act on your behalf form (SS313)                         to enquire or act on your behalf form (SS313)
                        (If you answered Yes at question 27)                                    (If you answered Yes at question 27)
                          Proof of Australian residence status                                   Proof of Australian residence status
                         (If you answered No at question 32)                                    (If you answered No at question 32)
                              Dependent children proof of birth
                                            (see question 43E)
                 Claim for a Health Care Card form (SS050)
                        (If you answered Yes at question 50)
                        Original Notice of Assessment issued                                   Original Notice of Assessment issued
                               by the Australian Taxation Office                                    by the Australian Taxation Office
                                           (see question 53A)                                                    (see question 53A)
               Documents verifying amount of foreign income                          Documents verifying amount of foreign income
                    you do not pay Australian income tax on                               you do not pay Australian income tax on
                                        (see question 53B)                                                    (see question 53B)
                                                  Tax return                                                           Tax return
                                         (see question 53C)                                                   (see question 53C)
             Payment summary or a letter from your employer                       Payment summary or a letter from your employer
                                         (see question 53D)                                                   (see question 53D)
                        Payment summary and/or tax return                                    Payment summary and/or tax return
                                         (see question 53E)                                                   (see question 53E)
               Documents to support the reason your income                            Documents to support the reason your income
                                               will be lower                                                          will be lower
                                          (see question 55)                                                      (see question 55)

SA296.1403                                                         17 of 18
You                                                                   Your partner

58    IMPORTANT INFORMATION                                                 IMPORTANT INFORMATION
      Privacy and your personal information                                 Privacy and your personal information
      Your personal information is protected by law, including              Your personal information is protected by law, including
      the Privacy Act 1988, and is collected by the Australian              the Privacy Act 1988, and is collected by the Australian
      Government Department of Human Services for the                       Government Department of Human Services for the
      assessment and administration of payments and                         assessment and administration of payments and
      services. This information is required to process your                services. This information is required to process your
      application or claim.                                                 application or claim.
      Your information may be used by the department or given               Your information may be used by the department or given
      to other parties for the purposes of research,                        to other parties for the purposes of research,
      investigation or where you have agreed or it is required              investigation or where you have agreed or it is required
      or authorised by law.                                                 or authorised by law.
      You can get more information about the way in which the               You can get more information about the way in which the
      Department of Human Services will manage your                         Department of Human Services will manage your
      personal information, including our privacy policy at
                                                         www.               personal information, including our privacy policy at
                                                                                                                               www.

      humanservices.gov.au/privacy or by requesting a copy                  humanservices.gov.au/privacy or by requesting a copy
      from the department.                                                  from the department.

59 Statement                                                               Statement
     I declare that:                                                       I declare that:
     • the information provided in this form is complete and               • the information provided in this form is complete and
        correct.                                                              correct.
     I understand that:                                                    I understand that:
     • giving false or misleading information is a serious                 • giving false or misleading information is a serious
        offence.                                                              offence.
     • I may need to give further information if requested.                • I may need to give further information if requested.
     • the Australian Government Department of Human                       • the Australian Government Department of Human
        Services can make relevant enquiries to make sure I                   Services can make relevant enquiries to make sure I
        receive the correct entitlement.                                      receive the correct entitlement.
     • I must notify the Australian Government Department of               • I must notify the Australian Government Department of
        Human Services of any changes to this information                     Human Services of any changes to this information
        within 14 days of the change occurring.                               within 14 days of the change occurring.

     Your signature                                                        Your signature

     Date                                                                  Date
             /        /                                                           /         /

SA296.1403                                                      18 of 18
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