Gå til side 13 i Bem rkningerne, hvis De vil læse vejledningen på dansk.

Transkript

1 Notes for claiming Australian pension Social Security Agreement between Australia and Denmark Bemærkninger vedrørende australsk pension Overenskomst om Social Sikring mellem Australien og Danmark Gå til side 13 i Bem rkningerne, hvis De vil læse vejledningen på dansk. Purpose of this form For more information Use this form to claim an Australian pension. If you are not sure if you qualify for an Australian pension call Centrelink International Services direct (free of charge) on (between 0800 and 1700 hours Australian Eastern Standard time, Monday to Friday). This service may not be available from all locations in Denmark. If this service is not available call us on You may reverse charges through your local operator if they provide this service. Note: The date from which we start paying you may depend on how soon you contact Centrelink International Services. If you call Centrelink to register your intent to claim and return your completed claim to Centrelink or your local Danish Municipal office within 14 days, Centrelink will treat your claim as being lodged on the day you called Centrelink. If you cannot return your claim within 14 days, because of a reasonable circumstance, you can request an extension, of up to 13 weeks, from Centrelink. Call Centrelink International Services direct (free of charge) on (between 0800 and 1700 hours Australian Eastern Standard time, Monday to Friday). This service may not be available from all locations in Denmark. If this service is not available call Centrelink on You may reverse charges through your local operator if they provide this service. If you call outside these hours you can leave a message and we will return your call. Please leave your name, your Australian Centrelink Reference Number (CRN) and your phone number (including country and area code). You can write to us by: mail at: Centrelink International Services GPO Box 273 Hobart TAS 7001 Australia at: international.services@centrelink.gov.au fax to: Please include your phone number (including country and area code), so we can quickly respond to your query. Information online If you would like further information on Centrelink services and payments, you can go to our website at Please keep these Notes for claiming Australian pension (PART 1), pages 1 to 24, for your future reference. Notes 1 of 24

2 Forms in your claim pack Other forms you may need to complete Your partner To claim an Australian pension In your claim pack, you should have the following forms: PART 1 PART 2 Notes for claiming Australian pension This part tells you important information about claiming, your rights and obligations. You should read this information and keep it for future reference. Claim for Australian pension You and your partner (if you have one) must answer ALL questions in the claim form. Mod (IA) Income and assets You and your partner (if you have one) must answer ALL questions in the Income and assets form. If you are claiming Disability Support Pension, you will need to complete a Job capacity Customer Information form (AUS142DK). If you do not have this form, you can download it from or contact Centrelink International Services. For Centrelink purposes a person is considered to be your partner if you and the person are living together, or usually live together, and are: married, or in a registered relationship (opposite or same-sex), or in a de facto relationship (opposite or same-sex). From 1 July 2009 Centrelink recognises all couples, opposite-sex and same-sex. A registered relationship is one that is registered under certain prescribed Australian state and territory laws that provide for registration of relationships opposite or same-sex. Same-sex marriages and relationships registered in other countries are not recognised by Australian social security law. However, you will be recognised as partnered (de facto) for Centrelink purposes. A de facto relationship is where two people who are not married are living together or usually live together and are members of a couple. A de facto relationship can be between people of the opposite or same sex. Centrelink considers a couple to be in a de facto relationship from the time they commence living together as a member of a couple. If you identify yourself as a member of a couple Centrelink will not generally undertake an assessment of your relationship. Where an assessment is required, establishing whether two people are members of a couple involves consideration of the financial and social aspects of the relationship, nature of the household, presence or absence of a sexual relationship, and nature of the commitment. Evidence relating to these factors is considered, although not all factors need to be present for a decision that a person is in a de facto relationship to be made. You can get more information from the factsheet titled Are You a Member of a Couple? from our website at The date from which we start paying you depends on how soon you contact us. Call Centrelink International Services as soon as possible (between 0800 to 1700 hours Australian Eastern Standard time, Monday to Friday). Alternatively, you can leave your contact details on the answering machine which will be available outside normal business hours on the same telephone number. Tell us you wish to claim an Australian pension and Centrelink International Service staff will provide you with advice on the best way for you to proceed with your claim for an Australian pension. You can contact Centrelink International Services by telephone, post, or fax. Notes 2 of 24

3 Filling in this form Returning your form(s) Please use black or blue pen. Mark boxes like this with a tick 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. If you need more space for answers, use a separate sheet. Take your completed Claim for Australian pension form (PART 2), Income and assets form (Mod (IA)) and any supporting documentation to your local Danish Municipal office. Your Danish Municipal office will stamp PART 2, and copy original documents and return them to you. The claim forms do not need to be copied. If you do copy the claim form, please ensure you keep the copy, not the original. The Danish Municipal office will forward PART 2, Mod (IA) and any supporting documentation to Pensionsstyrelsen for processing and mailing to Centrelink International Services in Australia. If you later wish to contact Pensionsstyrelsen in Denmark their telephone number is OR Post PART 2, Mod (IA) and any supporting documentation to: Centrelink International Services GPO Box 273 Hobart TAS 7001 AUSTRALIA If you send original documents Centrelink International Services will copy these and return the original documents to you. If you need advice call Centrelink International Services direct (free of charge) on (between 0800 and 1700 hours Australian Eastern Standard time, Monday to Friday). This service may not be available from all locations in Denmark. If this service is not available call Centrelink on You may reverse charges through your local operator if they provide this service. If you call outside these hours you can leave a message and we will return your call. Notes 3 of 24

4 Australian pension what you can claim Requirements If you have never lived in Australia you cannot be paid an Australian pension. The amount of pension you get paid will depend on how long you have lived in Australia between the ages of 16 and age pension age. The amount of pension usually also depends on your (and/or your partner s) income and assets. You should claim Age Pension if: you are male and over 65 years of age, OR you are female and over age pension age (please refer to the table below), AND you have lived in Australia for more than 10 years, OR the period of time you have lived in Australia and the period of time that you lived in Denmark after 1 April 1957 adds up to more than 10 years. Pension age and claim lodgement rules You can lodge your claim for Age Pension up to 13 weeks before you reach age pension age. A claim lodged more than 13 weeks before you reach age pension age does not meet Australian legislation provisions and another claim will be required. Date of birth Qualifying age Earliest age claim can be lodged Males: 65 years 64 years 9 months Females: Before: 1 nuary 1946 You are age pension age now Lodge immediately On or between: 1 nuary 1946 and 30 June years 63 years 9 months 1 July 1947 and 31 December years 6 months 64 years 3 months On or after: 1 nuary years 64 years 9 months Notes 4 of 24

5 Australian pension what you can claim continued You should claim Disability Support Pension if: you are aged between 16 and age pension age, AND you are unable to work because of a disability or are permanently blind, AND your disability occurred while you were living in Australia, OR you have lived in Australia for more than 10 years, OR the period of time you have lived in Australia and the period of time you lived in Denmark after 1 April 1957 add up to more than 10 years. Work means any type of work which is over 8 hours per week. This is not limited to your usual occupation. If you are claiming a Disability Support Pension you may be required to undergo a medical examination. We will advise you if an examination is necessary. If you are claiming Disability Support Pension, you will need to complete a Job capacity Customer Information form (AUS142DK). If you do not have this form, you can download it from or contact Centrelink International Services. Notes 5 of 24

6 Information about claiming Australian pension What you will need When claiming an Australian pension you will need to prove your identity. If you, and/or your partner, are a resident of Denmark, this will normally be done by the Danish authorities. If you, and/or your partner, are not a permanent resident of Denmark or are going to send your claim directly to Centrelink and not take it to your local Danish Municipal office, you must provide documents to show proof of birth in Australia (e.g. Australian birth certificate) OR proof of arrival in Australia (e.g. port and date stamp in your passport) AND any other documents listed below which add up to 100 points. (This list is not complete, other documents may be accepted). Original documents will be copied and the originals returned to you. Note: You cannot use the same documents to make up the 100 points if you are using them for proof of birth in Australia or proof of arrival in Australia. Australian documents Points Passport (current) 70 Citizenship Certificate 70 Birth Certificate 70 Certificate of Evidence of Resident Status 70 Australian Entry Visa 70 Driver s Licence 40 Marriage Certificate 40 Divorce Papers 40 Birth Certificate(s) of any of your child(ren) 40 Education Examination Certificates 40 Bank Card or Statements 40 Mortgage Papers 40 Certificate of Name Change 40 Rates Notices 20 Financial Papers (inc. share or superannuation statements) 10 Taxation Assessment Notice 10 Non-Australian documents Points Passport stamped with an entry into Australia 40 Identity Card 20 Other non-australian documents that match the Australian documents listed above (e.g. marriage certificate, birth certificate, driver s licence etc.) 20 Note: Only a maximum of 3 non-australian documents (excluding a current passport) can be used. Notes 6 of 24

7 Information about claiming Australian pension continued Your rights If you think we have made a wrong decision, contact us and we will check the facts and explain the decision. If you still do not agree you may ask for Centrelink s Authorised Review Officer (ARO) to look at it. The ARO is an officer who has no previous involvement in your case and, if the decision is wrong, the ARO can correct it. The ARO can also tell you how you can appeal to the Social Security Appeals Tribunal (SSAT) if you still do not agree. Both the ARO review and the SSAT appeal are free. If you do not ask for the decision to be reviewed within 13 weeks of being told about it, you can only get back payment from the date you ask. Personal information is treated as confidential and can only be released to someone else in special circumstances, where the law requires or where you give permission. If you have concerns about your personal information contact us. We will look into the matter and tell you about your rights to see and amend your information. If you are still not satisfied, you can contact the Privacy Commissioner at GPO Box 5218, Sydney NSW 2001, AUSTRALIA. Your obligations Australian pension is paid subject to an income and assets test. Most forms of income will affect the amount of Australian pension that you can be paid. The income test allows you to receive an amount of income before your Australian pension will be affected. You are required to tell us about all of the income that you receive and we will work out how it affects the amount of Australian pension that you can be paid. The assets test allows you to have a certain level of assets before your Australian pension will be affected. As with income, you are required to tell us of all of your assets and we will tell you how they affect your Australian pension. Notes 7 of 24

8 Australian pension income and assets Income The amount of payment you can get from Centrelink may depend on your (and your partner s) total income. Income includes money received from employment and money deemed to be earned from investments. It also includes money from sources inside and outside Australia. You can have income up to certain limits without having your Australian pension reduced. These income limits are known as allowable income limits. For more information, please contact Centrelink. Income can include: gross income from pensions (before tax and other deductions) e.g. age, retirement, invalid, widows pension, rent supplement, income support or others gross money earned from employment (before tax or other deductions) rent (or board) paid to you compensation or damages payments income replacement insurance (personal accident and sickness insurance) profit from withdrawal of money from superannuation or rollover investments income from allocated pensions and allocated annuities income from immediate annuities (including investments in a country other than Australia) income from superannuation pensions income from life interests gratuities, tips, honoraria other payments from Australian government departments (e.g. DVA pensions) other payments from the country you live in income from any other country income from trusts income from a business deemed income deeming assumes that bank accounts and other financial investments are earning a certain amount of income regardless of what income they are actually earning deemed income can include money from financial investments such as: bank accounts cash term deposits cheque accounts managed investments listed shares, securities, futures loans and debentures shares in unlisted public companies. Notes 8 of 24

9 Australian pension income and assets continued Assets The amount of payment you can get from Centrelink may depend on the total net value of your (and your partner s) assets (inside or outside Australia). Calculating your Australian pension rate is more complicated if you have an interest in a farm, a business, a trust or if you own real estate, other than the house in which you live. Generally, any debt owing on an asset is deducted from the value of the asset. Assets can include: cars boats and caravans (unless it is where you live) real estate other than your home (e.g. holiday homes, land, farms) some of the money you receive from a loan secured against your home (as long as you did not use it to purchase your home) home furniture jewellery stamp collections money in the bank shares, bonds or debentures money in trust or insurance accounts money in other financial institutions money you have loaned gold and other bullion. Assets DO NOT include: the family home (i.e. the home in which you live and up to 2 hectares of surrounding land on the same title document as the home that is used for domestic purposes). If your home and adjacent land is on a single title block, larger than 2 hectares, the whole property may be exempt from the assets test. To be eligible: you must be of age pension age you must qualify for Age Pension, Carer Payment or Service Pension (from the Department of Veterans' Affairs) the pension must be payable you must have a long term (20 years) continuous attachment to the land and the principal home, and you must be making effective use of productive land to generate an income, given your capacity to do so. If you are unsure about what counts as an asset, please check with Centrelink International Services. The value of your assets should be the MARKET VALUE. This means money that you would get if you sold the asset, but not counting any money that you still owe on the asset. We use the current market value not the replacement cost or the insurance value. Notes 9 of 24

10 Changes you must tell us about As soon as you have lodged your claim for Australian pension, you must tell us within 28 days if any of these things happen or may happen. You can tell us by writing to us, by telephoning us on or direct (free of charge) on or by contacting us by at international.services@centrelink.gov.au or by facsimile on Income if you and/or your partner start to receive a pension from a country, other than Australia, or you are already getting one and it increases e.g. annual reviews if you and/or your partner claim or receive compensation for work related accidents or illnesses if you and/or your partner start work or recommence work, or start any form of profession, trade, business or self employment if you and/or your partner receive a private pension or superannuation pension, or the private pension or superannuation pension you are already getting increases if you and/or your partner start to receive rent, or the rent you are getting increases if you and/or your partner s combined income from any source other than investments increases if you and/or your partner buy or sell any shares or managed investments if you and/or your partner receive any bonus shares. Assets if you and/or your partner s combined assets other than financial investments increase if you and/or your partner s combined financial investments increase by more than $A 1,000 if you and/or your partner open any new accounts if you and/or your partner give away assets or sell them for less than their value. Other things you must tell us if you marry; are in or commence an opposite or same-sex registered or de facto relationship; reconcile with a former partner; start living with someone as their partner if you separate from your partner if you divorce if your partner dies if you and/or your partner move into or out of a nursing home, hostel or retirement village if you and/or your partner or any of your dependent children/students are charged with an offence and are in custody or remanded in a psychiatric institution or in jail if you and/or your partner partner sell, rent out or dispose of the home you live in if you and/or your partner leave your home for more than 12 months if you change your address you should tell us straight away. If mail is returned to us because you are not at the last address you gave us, your payments may be delayed or stopped if you are paid by direct deposit, you must advise us before you close or change your bank account if you and/or your partner return to Australia, as your rate will probably change from the date you arrive you must also tell us if you and/or your partner leave the country you live in, either permanently or temporarily, as your Australian pension may no longer be payable. Notes 10 of 24

11 About the information you give Privacy and your personal information Personal information is protected by law, including the Privacy Act The authority to collect this information is contained in the Social Security (Administration) Act The information you provide on this form will be used to determine your eligibility for, and provide payments and services to you, and where relevant, third parties. This information may also be used to detect or prevent fraud and/or recover overpayments. Centrelink may give some or all of your information to the Department of Families, Housing, Community Services and Indigenous Affairs (FaHCSIA), the Department of Education, Employment and Workplace Relations (DEEWR) and Job Services Australia members or service providers working on behalf of DEEWR. Centrelink may disclose limited information (for example, income and assets) about you to other individuals when your circumstances affect their entitlement to payments and services. In order to collect relevant immigration records, Centrelink will disclose information needed to identify you, and where applicable your partner and child(ren), to the Department of Immigration and Citizenship. Limited personal information collected from you may be used to conduct customer research run by the Department of Human Services, Centrelink, the Department of Families, Housing, Community Services and Indigenous Affairs (FaHCSIA), or by research organisations on their behalf. Your participation in customer research is valued, however if you do not wish to take part please call Centrelink International Services, or refer to the factsheet Market research and you for more information. Centrelink can give your information to other persons, bodies or agencies without your permission in circumstances where Commonwealth legislation requires or authorises the disclosure. For example, Centrelink usually gives some or all of your information about income and taxation matters to the Australian Taxation Office and the Child Support Agency for their use. Information is also data matched with other government agencies, and in some cases with the social security authorities in countries with which Australia has international social security agreements, to ensure you are receiving your correct entitlement. You can get more information from the factsheet titled Your right to privacy on the Centrelink website, or you can call Centrelink International Services to request a copy. Notes 11 of 24

12 This page has been left blank intentionally. Please keep these Notes for claiming Australian pension (PART 1), pages 1 to 24, for your future reference. Notes 12 of 24

13 Bemærkninger vedrørende australsk pension Overenskomst om Social Sikring mellem Australien og Danmark Formål med denne blanket Få flere oplysninger De skal anvende denne blanket for at ansøge om en australsk pension. Hvis De ikke er sikker på, om De er berettiget til en australsk pension, kan De ringe direkte til Centrelink International Services (gratiskald) på (mellem 0800 og 1700 australsk tid, mandag til fredag). Det er muligt, at gratiskald ikke kan foretages fra alle områder i Danmark. Hvis De ikke kan benytte Dem af denne service, kan De ringe til Centrelink på De kan bede Deres lokale telefonselskab om at lade opkaldet betale af modtageren, hvis de tilbyder denne mulighed. Bemærk: Startdatoen for udbetaling kan afhænge af, hvor hurtigt De kontakter Centrelink International Services. Hvis De ringer til Centrelink for at meddele, at De har til hensigt at indgive en ansøgning, og De indsender Deres udfyldte ansøgningsskema til Centrelink eller Deres lokale kommunekontor inden for 14 dage, vil Centrelink behandle Deres ansøgning som værende modtaget den dato, De kontaktede Centrelink. Hvis De, på grund af rimelige omstændigheder, ikke kan indsende Deres ansøgning inden for 14 dage, kan De bede Centrelink om en udsættelse på op til 13 uger. Ring direkte til Centrelink International Services (gratiskald) på (mellem 0800 og 1700 australsk tid, mandag til fredag). Det er muligt, at gratiskald ikke kan foretages fra alle områder i Danmark. Hvis De ikke kan benytte Dem af denne service, kan De ringe til Centrelink på De kan bede Deres lokale telefonselskab om at lade opkaldet betale af modtageren, hvis de tilbyder denne mulighed. Hvis De ringer udenfor normal ekspeditionstid, kan De indtale en besked og vi vil kontakte Dem. Deres kontaktoplysninger bør indeholde Deres navn, Deres australske Centrelink journalnummer (CRN) og et telefonnummer (med landekode og områdenummer). De kan kontakte os skriftligt på følgende måder: pr brev til: Centrelink International Services GPO Box 273 Hobart TAS 7001 Australien pr international.services@centrelink.gov.au pr fax: De bedes oplyse Deres telefonnumer (med landekode og områdenummer), så vi hurtigt kan besvare Deres henvendelse. Online oplysninger Hvis De ønsker yderligere oplysninger om Centrelinks serviceydelser og pensioner, kan De læse mere på vores hjemmeside Gem disse bem rkninger vedr rende ans gning om australsk pension (SEKTION 1), side 1 til 24, til evt. senere brug. Notes 13 of 24

14 Blanketter i ansøgningspakken Andre blanketter, som De eventuelt skal udfylde Deres partner Fremgangsmåde ved ansøgning om australsk pension Der skal være følgende blanketter i ansøgningspakken: SEKTION 1 Bem rkninger vedr rende ans gning om australsk pension Denne sektion indeholder vigtige oplysninger vedrørende ansøgning, rettigheder og forpligtelser. Det anbefales, at De læser oplysningerne igennem og gemmer dem til evt. senere brug. SEKTION 2 Ans gning om australsk pension De og Deres evt. partner skal besvare ALLE spørgsmål på ansøgningsblanketten. Mod (IA) Indt gt og formue De og Deres evt. partner skal besvare ALLE spørgsmål på blanketten Indtægt og Formue. Hvis De søger om Invalidepension, skal De udfylde blanketten Arbejdsevne Personlige oplysninger (AUS142DK). Hvis De ikke har denne blanket, kan De downloade den fra eller De kan kontakte Centrelink International Services. Centrelink anser en person for at være Deres partner, hvis De og denne person bor sammen eller sædvanligvis bor sammen og: er gift, eller har registreret et partnerskab (med partner af samme eller modsat køn), eller lever i et fast parforhold (med partner af samme eller modsat køn). Fra 1. juli 2009 anerkender Centrelink parforhold mellem personer af samme eller modsat køn. Et registreret parforhold er et parforhold, der er registreret i henhold til særlig lovgivning vedtaget i de enkelte australske stater og territorier, der tillader registrering af parforhold mellem personer af samme eller modsat køn. Ægteskab og parforhold mellem personer af samme køn registreret i andre lande anerkendes ikke under den australske socialsikringslovgivning. Men for så vidt angår Centrelink, anses De for at leve i et fast parforhold (de facto). Et fast parforhold defineres som et forhold, hvor to personer, der ikke er gift, bor sammen eller sædvanligvis bor sammen og indgår i et parforhold. Et fast parforhold kan være mellem personer af samme eller modsat køn. Centrelink anser et par for at være i et fast parforhold fra det tidspunkt, hvor de begynder at leve sammen og udgør et par. Såfremt De angiver, at De lever i et parforhold, vil Centrelink normalt ikke foretage en vurdering af Deres parforhold. Hvis en vurdering er påkrævet for at fastslå, om to personer lever i et fast parforhold, vil vurderingen tage forholdets økonomiske og sociale aspekter i betragtning samt husstandens art, tilstedeværelse eller fravær af et seksuelt forhold og parternes tilknytning til hinanden. Bevis for de forskellige faktorer vil blive vurderet, dog uden at alle faktorer nødvendigvis skal være til stede, før der kan træffes en beslutning om, hvorvidt en person lever i et parforhold. De kan få yderligere oplysninger fra faktaarket Are You a Member of a Couple? (Er De del af et parforhold?) fra vores netsted Startdatoen for udbetaling til Dem afhænger af, hvor hurtigt De kontakter os. Ring til Centrelink International Services snarest muligt (mellem 0800 og 1700 australsk tid, mandag til fredag). Alternativt kan De indtale Deres kontaktoplysninger på telefonsvareren på samme telefonnummer uden for normal ekspeditionstid. Sig, at De ønsker at ansøge om australsk pension, og personalet hos Centrelink International Services vil vejlede Dem om den bedste fremgangsmåde for ansøgning om australsk pension. De kan kontakte Centrelink International Services pr. telefon, post, eller fax. Notes 14 of 24

15 Udfyldelse af blanketten Indgivelse af ansøgning Brug en sort eller blå kuglepen. Marker afkrydsningsfelter med eller. Hvis De ser et afkrydsningsfelt, som siger G til 5, skal De gå ned til det angivne spørgsmål. De skal ikke besvare de mellemliggende spørgsmål. Hvis De har brug for mere plads til Deres besvarelser, kan De bruge et ekstra ark papir. Indgiv Deres udfyldte blanketter Ans gning om australsk pension (SEKTION 2), Indt gter og Formue (Mod (IA)) samt eventuelle bilag til Deres lokale kommunekontor i Danmark. Det danske kommunekontor vil stemple SEKTION 2 og tage kopier af originale dokumenter og give dem tilbage til Dem. Ansøgningsblanketten skal ikke kopieres. Hvis De kopierer ansøgningsblanketten, skal De sørge for at beholde kopien og ikke originalen. Kommunekontoret i Danmark vil fremsende SEKTION 2, Mod (IA) tillige med eventuelle bilag til Pensionsstyrelsen til behandling og videresendelse til Centrelink Internatonal Services i Australien. Skulle De senere ønske at kontakte Pensionsstyrelsen i Danmark, er telefonnummeret ELLER Send SEKTION 2, Mod (IA) samt eventuelle bilag til: Centrelink International Services GPO Box 273 Hobart TAS 7001 AUSTRALIEN Hvis De fremsender originaldokumenter, vil Centrelink International Services kopiere disse og returnere originalerne til Dem. De kan få råd og vejledning ved at ringe direkte til Centrelink International Services (gratiskald) på (mellem 0800 og 1700 australsk tid, mandag til fredag). Det er muligt, at gratiskald ikke kan foretages fra alle områder i Danmark. Hvis De ikke kan benytte Dem af denne service, kan De ringe til Centrelink på De kan bede Deres lokale telefonselskab om at lade opkaldet betale af modtageren, hvis de tilbyder denne mulighed. Hvis De ringer udenfor normal ekspeditionstid, kan De indtale en besked og vi vil kontakte Dem. Notes 15 of 24

16 Australsk pension - hvad De kan søge om Betingelser Hvis De aldrig har haft bopæl i Australien, kan De ikke få udbetalt australsk pension. Størrelsen af det pensionsbeløb, De vil få udbetalt afhænger af, hvor længe De har haft bopæl i Australien mellem det fyldte 16. år og pensionsalderen. Pensionsbeløbets størrrelse afhænger også normalt af Deres, og/eller Deres partners, andre indtægter og formue. De bør søge Folkepension hvis: De er en mand og er fyldt 65 år, ELLER De er en kvinde og har nået pensionsalder (se nedenstående skema), OG De har boet i Australien i mere end 10 år, ELLER Den periode, De har boet i Australien og den periode, De har boet i Danmark efter den 1. april 1957 tilsammen udgør mere end 10 år. Regler vedrørende pensionsalder og indgivelse af ansøgning De kan indgive Deres ans gning om Folkepension op til 13 uger, inden De n r pensionsalderen. En ansøgning, der indgives mere end 13 uger før pensionsalderen, opfylder ikke de australske lovbestemmelser, og det vil være nødvendigt at indgive en ny ansøgning. Fødselsdato Pensionsberettigende alder Tidligste tidspunkt for ansøgning Mænd: 65 år 64 år og 9 måneder Kvinder: Før: 1. januar 1946 De har nu nået Indgiv ansøgning pensionsberettiget alder med det samme Eller mellem: 1. januar 1946 og 30. juni år 63 år og 9 måneder 1. juli 1947 og 31. december år og 6 måneder 64 år og 3 måneder Efter: 1. januar år 64 år og 9 måneder Notes 16 of 24

17 Australsk pension - hvad De kan søge om fortsat De bør søge om invalidepension, hvis: De er mellem 16 år og pensionsalderen, OG De er uarbejdsdygtig på grund af invaliditet, eller er permanent blind, OG Deres invaliditet indtraf, mens De boede i Australien, ELLER De har boet i Australien i mere end 10 år, ELLER Den periode, De har boet i Australien og den periode, De har boet i Danmark efter den 1. april 1957 tilsammen udgør mere end 10 år. Med arbejde menes enhver form for arbejde i mere end 8 timer om ugen. Det er ikke begrænset til Deres sædvanlige beskæftigelse. Hvis De s ger om Invalidepension, kan De muligvis blive bedt om at f foretaget en helbredsunders gelse. Vi vil meddele Dem, hvis en unders gelse er p kr vet. Hvis De søger om Invalidepension, skal De udfylde blanketten Arbejdsevne Personlige oplysninger (AUS142DK). Hvis De ikke har denne blanket, kan De downloade den fra eller De kan kontakte Centrelink International Services. Notes 17 of 24

18 Oplysninger vedrørende australsk pension Nødvendige oplysninger Hvis De ansøger om australsk pension, er det nødvendigt at bevise Deres identitet. Hvis De og/eller Deres partner har fast bopæl i Danmark, vil de danske myndigheder normalt sørge for det. Hvis De og/eller Deres partner ikke har fast bopæl i Danmark eller har til hensigt at indgive ansøgningen direkte til Centrelink og ikke gennem Deres lokale kommunekontor, skal De fremlægge dokumenter til bevis for, at De er født i Australien (f.eks. australsk fødselsattest) ELLER bevis for ankomst til Australien (f.eks. stempel i Deres pas) OG andre dokumenter som nævnt nedenfor, som tilsammen udgør 100 point. (Listen er ikke udtømmende, andre dokumenter kan eventuelt accepteres.) Originale dokumenter vil blive kopieret og returneret til Dem. Bemærk: De kan ikke bruge de samme dokumenter til at nå 100 point, som De bruger til bevis for fødsel i Australien eller ankomst til Australien. Australsk dokumentation Point Pas (gyldigt) 70 Borgerskabsbrev 70 Fødselsattest 70 Bevis for opholdsstatus 70 Australsk indrejsevisa 70 Kørekort 40 Vielsesattest 40 Skilsmissepapirer 40 Fødselsattest/er for et af Deres børn 40 Eksamensbeviser for uddannelse 40 Bankkort eller kontoudtog 40 Huslånsdokumenter 40 Bevis for navneændring 40 Besked om kommuneafgift 20 Skatteopgørelse 10 Finansielle dokumenter (inkl. opgørelse over aktier eller privatpension) 10 Ikke-australsk dokumentation Point Pas stemplet med indrejse i Australien 40 ID-kort 20 Andre ikke-australske dokumenter, der svarer til ovenstående australske dokumenter (f.eks. vielsesattest, fødselsattest, kørekort, osv.) 20 Bemærk: Der kan kun anvendes maksimalt 3 ikke-australske dokumenter (udover et gyldigt pas). Notes 18 of 24

19 Oplysninger vedrørende australsk pension fortsat Deres rettigheder Hvis De mener, at vi har foretaget en forkert afgørelse, kan De kontakte os, og vi vil så efterkontrollere fakta og forklare afgørelsen. Hvis De herefter stadig ikke er indforstået hermed, kan De anmode Centrelinks Authorised Review Officer (ARO) om at efterprøve sagen. Denne person (ARO) har ikke tidligere været involveret i Deres sag og kan, såfremt afgørelsen er forkert, ændre den. Denne person (ARO) kan ligeledes give vejledning om, hvorledes De kan appellere sagen til Det Sociale Ankenævn (The Social Security Appeals Tribunal - SSAT), såfremt De stadig ikke er tilfreds. Såvel efterprøvning gennem ARO som appel til ankenævnet er gratis. De skal anmode om efterprøvelse af afgørelsen indenfor 13 uger efter at være blevet bekendtgjort med denne - i modsat fald vil De kun være berettiget til efterbetaling fra datoen for begæring om efterprøvelse. Personlige oplysninger behandles i fortrolighed og kan kun frigives til trediemand i særlige tilfælde i henhold til lovhjemmel eller med Deres tilladelse. De er velkommen til at kontakte os, hvis De har spørgsmål vedrørende Deres personlige detaljer. Vi vil undersøge sagen og oplyse Dem om Deres rettigheder med hensyn til at se og ændre Deres personlige detaljer. Hvis det ikke er tilfredsstillende, kan De kontakte kommissæren for private oplysninger (Privacy Commissioner), GPO Box 5218, Sydney NSW 2001, Australien. Deres forpligtelser Udbetaling af australsk pension baseres på en indtægts- og formuetest. De fleste former for indtægter vil have indvirkning på det australske pensionsbeløb, De er berettiget til at modtage. I henhold til indtægtstesten kan De have en vis indtægt, uden at Deres australske pension påvirkes. De er forpligtet til at oplyse os om enhver form for indtægter, De har, og vi vil så beregne, hvorledes det vil påvirke det australske pensionsbeløb, De er berettiget til at modtage. I henhold til formuetesten kan De have en vis formue, inden det påvirker Deres australske pension. Som det er tilfældet med indtægter, kræves det, at De giver os oplysning om al Deres formue, og vi vil så meddele Dem, hvordan det påvirker Deres australske pension. Notes 19 of 24

20 Australsk pension - indtægt og formue Indtægter Størrelsen af det beløb, De kan modtage fra Centrelink, kan afhænge af Deres (og Deres partners) totale indtægt. Indtægter omfatter penge, der modtages fra en arbejdsgiver og penge, der anses for tjent ved investering. Det omfatter også penge fra kilder i og uden for Australien. De kan have indtægter op til en vis grænse, uden at Deres australske pension bliver reduceret. Disse indtægtsgrænser kaldes tilladte indtægtsgrænser. Kontakt Centrelink for yderligere oplysninger. Indtægter kan omfatte: bruttoindtægt fra pensionsordninger (før skat og andre fradrag) (f.eks. folke-, førtids-, invalideog længstlevendepension eller huslejetilskud, sociale sikringsydelser eller andet) bruttoindtægter fra erhvervsarbejde (før skat og andre fradrag) leje (eller kost og logi), som betales til Dem kompensations- eller skadeserstatninger indkomstforsikring (personlig skades- eller sygeforsikring) indtjent profit ved udbetaling af penge fra pensionsopsparingsordning eller roll-over investeringer indtægter fra reservefonds og renteforsikringer indtægter fra direkte annuiteter (herunder investeringer i udlandet, bortset fra Australien) indtægter i forbindelse med pensionsopsparingsordninger indtægter fra livsvarige rettigheder gratialer, drikkepenge, frivillige ydelser andre betalinger fra australske myndigheder (f.eks. DVA pensioner) andre betalinger fra det land, hvor De nu er bosat indtægter fra et andet land indtægter fra båndlagt kapital indtægter fra et forretningsforetagende anslåede indtægter - anslåede henviser til at bankkonti og andre finansielle investeringer skønnes at indtjene en vis indtægt uden hensyntagen til, hvilken indtægt de reelt indtjener - anslåede indtægter kan omfatte penge fra finansielle investeringer som f.eks.: bankkonti kontanter aftalekonti checkkonti bestyrede investeringsfonds børsnoterede aktier, værdipapirer, futures lån og obligationer aktier i unoterede aktieselskaber. Notes 20 of 24