Centrelink online account help - Transfer to Age Pension online

Instructions on how to apply to transfer to Age Pension using your Centrelink online account.

 

The screenshots in this guide are from a computer. The screen layout will look different if you’re using a mobile device.

If you get an eligible payment, we’ll write to you 13 weeks before you reach Age Pension age. The letter will invite you to apply to transfer to Age Pension. If you get Centrelink letters online, your letter will go to your myGov Inbox. Our invitation to apply to transfer doesn’t mean you’re eligible for Age Pension. You’ll have to complete an eligibility check.

Step 1: get started

There are 2 ways to transfer to Age Pension. You can start the process from either your:

  • myGov Inbox messages
  • Centrelink online account homepage.

myGov Inbox messages

From your myGov Inbox messages, select Centrelink - You can apply to transfer to Age Pension to open the message.

Tell us you want to transfer to Age Pension by the date in the What you need to do section.

Select Let us know your Age transfer Pension choice. This will take you to the Step 2 so you can check your eligibility.

Centrelink online account homepage

From your Centrelink online account homepage, select Start task in the Transfer to Age Pension task. This will take you to Step 2 so you can check your eligibility.

Step 2: check if you're eligible

We’ll ask you some screening questions to check if you may be eligible for Age Pension. Select Begin.

If you understand the eligibility information is a guide only, select Next.

Answer all the questions by selecting either:

  • Yes
  • No.

After you answer each question, select Next to move to the next one.

When you’ve answered all the questions, we’ll tell you if you may be eligible to transfer to Age Pension.

If you’re not eligible, you can continue. However, if you don’t meet eligibility requirements we’ll reject your claim.

Select Begin to apply to transfer to age pension.

Step 3: start your claim and answer online questions

The next page will remind you to submit your claim as soon as possible. Select Next to continue.

Read about what to expect during the claim process and select Next. The next page will tell you to save your changes and proceed. Select Continue on this page.

If you need help, select Launch the digital assistant.

To apply, you need to complete:

  • Your personal details
  • Your circumstances
  • Review and confirm
  • Next steps.

Answer the questions in each section and select Next to continue.

You can:

  • select Edit to make changes to an answer or information displayed on the page
  • use the dropdown menu to select different answers where appropriate
  • select Next to confirm information displayed on the page
  • select Add to enter your financial details if required
  • select Continue to save your progress and move to the next step.

In this step, we’ll go through Your personal details and Your circumstances.

Your personal details

Select Start when you’re ready.

Select Begin to update or confirm your personal details.

Update or confirm your personal details, then select Continue to save your changes and go back to the claim page.

Your circumstances

Select Start when you’re ready.

Select Begin to tell us about your circumstances including residence and superannuation.

Answer the questions about your circumstances, then select Continue to save your changes and go back to the claim page.

Step 4: review and confirm your claim

Select Start when you’re ready to review and confirm your claim.

Select Begin to review the details you’ve given us.

We’ll give you a summary of your claim. Please review each section to check your details are correct.

If you need to make any changes, select the relevant Update button. For example, select Update About Me, to change your personal details.

If all the details are correct, select Next.

Read your obligations and the terms of the claim. You’ll need to agree to both before you can submit your claim.

If you understand and agree with your obligations, select I understand and agree to the above terms. Then select Next.

If you understand and agree with the terms and conditions, select I understand and agree to the above terms. Then select Next.

Select Confirm Information to save all the information you've given us. You won’t be able to make any changes to your answers beyond this point.

Step 5: complete extra tasks

Before you submit your claim you’ll need to complete some extra tasks.

Select Start when you’re ready to do the next steps and submit your claim.

Select Begin to complete the additional tasks for your claim.

Your tasks will show as either Required or Supplementary.

If a task is Required you must complete it before you can submit your claim.

We’ll let you know if you can submit your claim before completing all Required tasks.

If the task is Supplementary, you don’t need to give us these documents with your claim. But if you do, it’ll help us work out if you can get other payments and services.

Select Upload next to the task you need to complete. You’ll need to do this for each required task and each supplementary task. Read more about how to Upload your Centrelink documents online.

When you’ve completed the task, the status changes to Done.

If you’ve completed a task and you need to change it, select Edit.

When you’ve completed all required tasks, select Next.

Step 6: submit your claim

If you’ve completed all required tasks and you’re ready to submit your claim, select Submit.

We’ll let you know if you've successfully submitted your claim.

We’ll give you an estimated completion date of when we'll process your claim.

Use your Claim ID if you need to talk to us about your claim. You can do this by calling the Older Australians line  or visiting a service centre.

Select either:

  • Home to go back to your online account homepage
  • View claim history to see the history of your claim, including any documents or tasks you’ve completed
  • View claim answers to check the information you’ve given us.

You can track the progress of your claim from your homepage. Select View to check what stage your claim is at.

Step 7: sign out

From your homepage, you can complete other transactions or select the myGov icon to return to myGov.

For your privacy and security, sign out when you’ve finished using your myGov account.

Page last updated: 4 December 2020