Centrelink online account help - Transfer to Age Pension online

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

 

The screenshots in this guide are for 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
  • your Centrelink online account homepage.

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 Eligibility check page.

Or, from your Centrelink online account homepage, select Start task in the Transfer to Age Pension task. This will take you to the Eligibility check page.

Step 1a illustration

Step 2: check your eligibility

We’ll ask you some questions to check if you’re eligible for Age Pension.

Answer the all the questions by selecting either:

  • Yes
  • No.

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

You may be able to use our digital assistant for help. You can do this be selecting Click here to launch the digital assistant.

We’ll let you know on the page if you may not be eligible. You can continue, but if you don’t meet eligibility requirements we’ll reject your claim.

To continue and check your eligibility, select Begin.

step 1b illustration

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

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Step 3: start your claim and answer online questions

To transfer to Age Pension, select Begin. The next page will remind you to submit your claim as soon as possible. Select Next on this page.

Step 3a illustration

Read about what to expect during the claim process and select Next.

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Get the information you need ready and select Next to begin providing claim details.

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You’ll have some steps to complete in your claim.

If you’re suitable to transfer to Age Pension, you will have 4 steps:

  1. Your personal details
  2. Your circumstances
  3. Review and confirm
  4. Next steps.

Each step will ask some questions.

Answer each question and select Next to continue.

You can:

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

Select Start when you’re ready to complete Step 1.

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Select Begin to update or confirm your personal details.

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Update or confirm your personal details and select Continue to save your changes and return to the claim page.

Select Start when you are ready to complete Step 2.

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

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Answer the questions about your circumstances and select Continue to save your changes and return to the claim page.

Step 4: review and confirm your claim

Select Start when you’re ready to review and confirm your claim. If you’re transferring to Age Pension, this will be Step 3.

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

Step 4b illustration

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 income details.

Step 4c illustration

If all the details are correct, select Next.

Step 4d illustration

Read your obligations for the claim and the terms of the claim. You will need to agree to both 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.

step 4e illustration

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

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

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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 complete your claim. If you’re transferring to age pension, this will be Step 4.

step 5a illustration

Select Begin to complete the additional tasks for your claim.

step 5b illustration

These 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 will help us work out if you can get any more payments and services.

Select Upload next to the task you need to complete.

Step 5c illustration

When you’ve completed the task, the status will change from Required or Supplementary to Done.

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

When you have completed all required tasks, select Next.

If you need to give us documents to confirm your identity, we’ll tell you this is a Required task. Select servicesaustralia.gov.au/identity or View to read more about how you can confirm your identity.

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If all your required tasks show as Done, you can submit your claim.

Step 6: submit your claim

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

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We’ll let you know if you have 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 us on your regular payment line or visiting a service centre.

Select:

  • 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 see the information you’ve given us.

Step 6b illustration

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

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Step 7: sign out

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

Step 7 illustration

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

View other online account and video demonstrations about using your online account and the Express Plus Centrelink mobile app.

Page last updated: 21 February 2020