• Instructions

    Who completes this application

    You should complete this application if you want to request a direct payment of superannuation co-contribution and/or low income superannuation contribution.

    You can only apply for a direct payment if one of the following applies:

    • you have retired and don't have an active, eligible account
    • you have retired due to permanent incapacity or invalidity
    • you are the legal personal representative authorised to apply on behalf of a person who is eligible for the reason listed above
    • you are the legal personal representative authorised to apply on behalf of a deceased person.
    Attention

    An eligible account is an account in a complying superannuation fund or a retirement savings account that can accept government super contributions. 'Risk only' accounts that just provide a death benefit, defined benefit interests and accounts from which you receive a super income stream are all examples of accounts for which your super fund cannot accept government super contributions.

    End of attention

    If you do not meet the eligibility criteria, we can't make a direct payment - we can only pay your government superannuation contribution to your super fund or retirement savings account.

    Further information

    To transfer your government super contributions to a complying superannuation fund, you need to provide us with the fund and account details. You can do this by:

    End of further information

    Manage your super online

    You can view and actively manage your super accounts online at ato.gov.au/superseeker.

    This service will provide you with details of the accounts held by super funds, including account number and contact details of the fund holding your account in addition to any accounts held by the Australian Taxation Office (ATO) on your behalf. This service will also enable you to:

    • complete and submit a fund nomination form enabling the transfer of any ATO held money to your super fund
    • consolidate your super fund-held accounts.

    How to complete this application

    Section A: Reason for application

    Question 1

    Why are you applying for direct payment?

    Place an 'X' in the applicable box.

    Attention

    Before we can pay the super co-contribution for a deceased person, a final tax return must be lodged on their behalf. We pay the super co-contribution directly to the deceased person's legal representative.

    Your low income superannuation contribution payment will still be assessed if you do not lodge an income tax return.

    End of attention

    Question 2

    Indicate which government superannuation contribution you are requesting a direct claim for.

    Place an 'X' in the applicable box. Both low income superannuation contribution and co-contribution boxes can be marked.

    Section B: Retired or deceased person's details

    Attention

    The retired or deceased person is the individual the government superannuation contribution relates to. Provide your details as they appear on your account, statement or correspondence from us.

    End of attention

    For more information about making this application on behalf of a retired or deceased person, see section D on page 3 of these instructions.

    Question 3

    Tax file number (TFN)

    Provide your TFN.

    You don't have to provide your TFN to us - however, if you do, it will help us process your claim.

    Question 4

    Name

    Provide your full name.

    Have you changed your name?

    If you have changed your name, you need to provide proof of this change - for example, a marriage certificate, deed poll or change of name certificate from the births, deaths and marriages registration office of an Australian state or territory, or equivalent in your country.

    Question 5

    Residential address

    Provide your residential address.

    Question 6

    Postal address

    Provide your postal address.

    If this is the same as your residential address, write 'AS ABOVE'.

    Question 7

    Daytime phone number

    Provide your daytime phone number, including the area code.

    Question 8

    Date of birth

    Provide your date of birth.

    Question 9

    Correspondence reference number

    Provide your correspondence reference number, if possible.

    You will find the reference number on your request for super fund nomination letter.

    Your reference number is in the top right-hand corner.

    Section C: Retired or deceased person's supporting documentation

    Place an 'X' in the applicable boxes.

    You must provide certified copies of the relevant documents to support your application.

    Attention

    Do not send original documents, and do not use pins or staples.

    End of attention

    All copied pages of original documents must be certified as true and correct copies by one of the following:

    • barrister
    • doctor
    • judge
    • Justice of the Peace
    • minister of religion who is authorised to celebrate marriages
    • police officer
    • bank, building society or credit union officer with at least five years service
    • sheriff's officer
    • solicitor.

    They must sight the original document and the copy and certify that each page is a true copy by writing or stamping 'CERTIFIED TRUE COPY', followed by:

    • their signature
    • their printed name
    • their qualification (for example, Justice of the Peace) and relevant reference number
    • the date.

    Note: if the person certifying the documents also acts as a Commissioner for Declarations, they should also write their qualification according to the approved list above, and not in their role as a Commissioner for Declarations - otherwise, we won't be able to accept your application.

    Attention

    If you are outside Australia, you can take the original documents to an Australian Embassy, High Commission or Consulate. The staff can certify copies of these documents.

    If you are unable to reach an Australian Embassy, High Commission or Consulate, your documents can be certified by a notary public, Justice of the Peace, judge of the court, or registrar or deputy registrar of the court.

    If neither of the above options is available to you, you can send us copies bearing an apostille (certificate of authenticity) if the issuing country is a signatory to the Hague Apostille Convention. For more information on copies bearing an apostille, refer to Copies of documents - applicants outside Australia.

    End of attention

    Section D: Authorised person's details

    Attention

    If you are applying because you have retired, you don't need to complete this section.

    End of attention

    Only complete this section if you are authorised to act as a legal personal representative on behalf of a retired or deceased person.

    Question 10

    Authorisation

    Provide details of your authority to make this application on behalf of the retired or deceased person - for example, if you have a power of attorney, a probate, a notice of public trustee or you are an estate trustee.

    Question 11

    Name

    Provide your full name.

    Question 12

    Residential address

    Provide your residential address.

    Question 13

    Postal address

    Provide your postal address.

    If this is the same as your residential address, write 'AS ABOVE'.

    Question 14

    Daytime phone number

    Provide your daytime phone number, including the area code.

    Section E: Authorised person's supporting documentation

    Attention

    If you are applying because you have retired, you don't need to complete this section.

    End of attention

    Place an 'X' in the applicable boxes.

    If you are authorised to act on behalf of the retired or deceased person, you must provide certified copies of the documents you have marked on the list on page 3 of the application.

    Attention

    Do not send original documents, and do not use pins or staples.

    End of attention

    Have you changed your name since taking on this role?

    If you have changed your name, you need to provide proof of this change - for example, a marriage certificate, deed poll or change of name certificate from the births, deaths and marriages registration office of an Australian state or territory, or equivalent in your country.

    For more information about certifying copies of documents, see section C on page 3 of these instructions.

    Section F: Electronic funds transfer (EFT)

    Direct refund

    It's faster and simpler to have your refund paid directly to your Australian financial institution account. Complete your account details on the form, even if you have provided them to us previously. If you have changed your registered tax agent or have a new account, check that you have completed the item with the new details.

    Attention

    If you do not complete this item or do not have an Australian financial institution account, a cheque will be mailed to you.

    End of attention

    When completing the EFT details, please ensure that you are the claimant or eligible to receive the payment. If the claim is for a deceased person, the EFT details must match the deceased person, or their estate, or that of the executors. The EFT details for an executor should only be provided if the correct paperwork has been provided to support the claim.

    Complete the following:

    • print the bank state branch (BSB) number. This six-digit number identifies the financial institution. Do not include spaces, dashes or hyphens in the number
    • print the account number. You cannot use an account number with more than nine characters. Do not include spaces in the account number
    • print the account name, as shown on the account records. Do not print the account type - for example, savings, cheque or mortgage offset. Joint accounts are acceptable. The account name must not exceed 32 characters. If your account name exceeds 32 characters, provide the first 32 characters of your account name in the spaces provided - this figure includes spaces between each word and between the initials in the account name.

    Section G: Declaration

    You need to complete one declaration - if you are applying because you have retired, complete the retired person declaration; if you are applying because you are authorised to act on behalf of a retired or deceased person, complete the authorised person declaration.

    Last modified: 24 Nov 2014QC 17740