Most useful information for Retirement years

1. Top payments
2. Financial Information Service

How to contact the Financial Information Service

We have Financial Information Service (FIS) Officers to help you.

1. Top payments
2. Age Pension

How to prepare to claim Age Pension

There are several things to consider when you’re preparing to claim Age Pension.

1. Retirement years
2. Most useful information

Income and assets form (SA369)

Use this form if you’re claiming a payment and need to tell us about your income and assets.

1. Home Equity Access Scheme
2. How much you can get

Choosing your loan payments under the Home Equity Access Scheme

You can choose the amount of the loan you get under the Home Equity Access Scheme.

1. Age Pension
2. How to claim

Other forms you may need to complete - Age Pension

When you make your claim for Age Pension, we may ask you to give us more information.

1. Retirement years
2. Most useful information

Claim for Age Pension and Pension Bonus form (SA002)

Use this form to claim Age Pension and Pension Bonus.

Lump sums while on income support

A lump sum is a one off amount of money. They can count in your income test and may affect your payment from us.

1. Top payments
2. Commonwealth Seniors Health Card

How to claim a Commonwealth Seniors Health Card

You can claim a Commonwealth Seniors Health Card once you’re Age Pension age. Complete the following steps to claim.

1. Home Equity Access Scheme
2. Who can get it

Qualifying pensions for the Home Equity Access Scheme

You must be eligible for a qualifying pension to access the Home Equity Access Scheme.

1. Financial Information Service
2. What it is

Financial Information Service Officers

Our Financial Information Service Officers can help you plan for your future financial needs.