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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