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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.
Mobile Users Click Here
Your Details
Business Name
*
Your Name
*
Your Email Address
*
Your Contact Number
Fund and Member Details
Name of SMSF
*
Member's Name
*
Date of Schedule
*
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+
Centrelink or DVA CRN (Optional)
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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?
Yes
No
Reversionary Beneficiaries Name
Pension Relevant Number / Pension Term
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
.
Gross Annual Payment
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Payment Frequency
*
Weekly
Fortnightly
Monthly
Quarterly
Half-Yearly
Yearly
Gross Periodic Payment
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Other Items
Any other notes or comments regarding this request?