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Pension Bonus Bereavement payment

The Pension Bonus Bereavement payment is a payment to the surviving partner of a deceased member of the Pension Bonus Scheme who did not make their claim for the bonus before their death.

Pension Bonus Bereavement Payment is a tax-free, lump sum payment for the surviving partner of a deceased Pension Bonus Scheme member who did not make their claim for Age Pension and Pension Bonus before they died. It helps the surviving member of a couple adjust to their changed financial circumstances.

Note: The Pension Bonus Scheme is closed to new entrants from 20 September 2009. However, the surviving partner of a deceased member of the Pension Bonus Scheme may still claim and be paid a Pension Bonus Bereavement Payment after that date.

You may be eligible for Pension Bonus Bereavement payment if before your partner died, they were:

  • a registered member of the Pension Bonus Scheme
  • not granted Age Pension or Pension Bonus.

The payment is asset and means tested and residence requirements apply.

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