6Guidelines

6 Guidelines

(1) For subsection 17(5) of the Act, this section contains guidelines about when special circumstances apply in relation to the lodgement of a claim for pension bonus by a person who is a registered member of the pension bonus scheme when lodging a claim for age pension.

(2) A special circumstance applies in relation to a claim for pension bonus by a person if:

(a) the person lodges the claim for pension bonus within 2 years of the date of lodgement of a claim for age pension; and

(b) an invitation was not made to the person under subsection 17(3) of the Act to lodge a claim for pension bonus; and

(c) an invitation should have been made because:

(i) the person was, to the knowledge of the Secretary, registered as a member of the pension bonus scheme; and

(ii) the claim for age pension was made by the person in accordance with a form that did not require the claimant to disclose whether the claimant was registered as a member of the pension bonus scheme or the corresponding scheme under Part IIIAB of the Veterans’ Entitlements Act 1986; and

(iii) a claim for pension bonus was not attached to the claim for age pension; and

(d) the person did not knowingly give the Secretary incorrect information that led the Secretary to conclude that the making of an invitation to lodge a claim for pension bonus by the person would be inappropriate.

(3) A special circumstance applies in relation to a claim for pension bonus by a person if:

(a) the person lodges the claim for pension bonus within 2 years of the date of lodgement of a claim for age pension; and

(b) all of the following apply:

(i) the claim for age pension was made by the person in accordance with a form that required the claimant to disclose whether the claimant was registered as a member of the pension bonus scheme or the corresponding scheme under Part IIIAB of the Veterans’ Entitlements Act 1986;

(ii) the claimant did not disclose that information;

(iii) the claimant did not knowing fail to disclose that information;

(iv) the Secretary did not seek disclosure of that information before granting the claim for age pension.

Schedule 1—Repeals

Social Security (Administration) (Delayed Lodgement of Claims for Pension Bonus) Guidelines 2007

1 The whole of the instrument

Repeal the instrument