on this page
Required documents and information
As you complete your claim, we’ll ask you for certain documents or information. If they show as required in your claim, you must give us the required documents on the Next steps page in your online account. You need to provide these before you can submit your claim. Having them ready will help you finish your claim and speed up the process.
Documents and information we usually ask for include:
Information | Details |
---|---|
Tax file number | You’ll need your tax file number (TFN). If you have a partner, we’ll also need their TFN. If you don’t have a TFN, you can apply to get a TFN free on the Australian Taxation Office (ATO) website. |
Financial | You’ll need to give details of your finances. If you have a partner, we may need information about their financial assets. You may need to provide the following documents to complete your claim:
If you have a Self-Managed Superannuation Fund (SMSF) or Small APRA fund (SAF), you may need to give us the latest annual member statement for each fund. |
Relationships | You may need to tell us your:
|
Residence details if you’ve lived outside Australia | You may need to tell us your:
|
Employment or work | If you’ve stopped working you may need to give us an employment separation certificate and payslips. You may also need to tell us about any income you’re paid from:
You may be able to get some documents through your ATO online account. Read more about using ATO online services on the ATO website. |
You may not need all of these. Your partner or nominee may also need to give us some of these documents to support your claim.
If you have any questions, or are having trouble getting the information, you can call us on the Older Australians line.
Supplementary documents and information
You may need to give us other documents. These show as supplementary in the claim. You should try to give us your supplementary documents at the same time as the required documents. You have up to 14 days after you submit your claim to give us these documents. We might be able to process your claim quicker if you give them to us at the same time.
We may ask you for more information as we work through your claim and assess your circumstances. We’ll try and call you first, but if we can’t call you we’ll write you a letter. This letter may come to you through myGov or by post. You’ll have 14 days to get back to us, or we may reject your claim. We’ll put your claim on hold while we wait.
Submit your supporting documents
If your Centrelink online account is linked to myGov, sign in now to upload your supporting documents.
You can also submit them to us by:
- using the Express Plus Centrelink mobile app
- sending them through mail or fax
- visiting a service centre.
Read more about how to upload your Centrelink documents online.