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Why you need to give us documents
We need supporting documents to confirm information you give us in your claim. We can’t assess your claim without them. We may also ask you for more details after you submit your claim. We’ll let you know what you need to give us and when you need to do it by.
If you don’t give us these documents, it could delay your claim. If you miss the deadline to give us any extra documents we ask for, we may reject your claim.
Which documents you must give us
You must give us the following details before or when you submit your claim. If you’ve already provided these, you may not need to do so again. Documents that show:
- your age
- your bank account details
- your tax file number
- your Australian residence status, unless you’re an Australian citizen who was born in Australia
- if you’re member of a couple
- your income and assets.
If you claim online, we list the documents you have to provide in the required task list.
If you complete a paper claim, we’ll tell you next to the question what information or document we need.
Before you submit your claim, you may need to give us your identity documents so we can prove your identity. Having them ready will help you finish your claim and not delay the process
Which documents you may need to give us
We’ll tell you in the claim which documents to give us, as this depends on your circumstances.
|Circumstances||What you may need to provide|
|Australian residence status||
If you’re unsure what type of investment you have, please contact your financial adviser or the provider of your investment.
You may also need to provide:
An ophthalmologist report if you’re vision impaired.
When we need documents after you submit your claim
If we need more information, we’ll contact you or send a letter to your myGov Inbox, if you have one. If you don’t, we’ll send you this request in the mail.
If this happens, we’ll put your claim on hold while we wait for the information.
You need to provide the documents we request within 14 days. If you don’t, we may reject your claim. Call us on the Older Australians line if you’re having trouble providing the information we ask for.