Centrelink Schedule Request

Use this form to request a Centrelink Schedule for a client.
 
We will provide generate the document via Class and provide via our administration platform.

Your Details

Fund and Member Details

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Pension Details

This optional information when provided assists us to ensure we have the correct details on file.  These details only need to be provided once.  In future years we will be able to generate the schedules without this information being provided.
Is the pension(s) reversionary?
Where no reversionary beneficiary is specified then the relevant number is based on the life expectancy of the primary beneficiary at the commencement day, refer here.
 
Relevant numbers for life-expectancy tables can be found here.
 
Payment Frequency *

Other Items