Centrelink online account help - transfer to Age Pension

Instructions on how to apply for a transfer to Age Pension with your Centrelink online account.

 

We’ll invite you to transfer to Age Pension 9 weeks before you reach pension age, if you’re:

  • getting an eligible Centrelink payment, and
  • younger than age pension age

If you’re already age pension age you can apply to transfer to Age Pension online at any time. You must be getting an eligible Centrelink payment other than Age Pension.

If you recently returned an Age Pension form to us, you don’t need to complete this online transfer.

Step 1: get started

From your homepage, select Make a claim.

Or, select MENU, followed by Apply for a Payment or Concession Card and Make a Claim.

On the Online claims page, you can View claim details, Withdraw claim, Continue claim or Cancel claim.

Select Start a new claim to begin your transfer to Age Pension claim.

On the Make a claim page, select Get started in the Seniors category.

Read the information about Assistance with retirement.

Select Transfer to Age Pension to start your claim.

We’ll ask some questions to check your eligibility and help decide if you should transfer to Age Pension.

Answer all the questions, then select Next.

If you need help, select the question mark icon.

Step 2: tell us about your situation

We’ll give you a claim number which is your Claim ID. Use your Claim ID if you need to talk to us about your claim. You can do this over the phone or in person at a service centre.

To begin your claim, select Get Started in Tell us about your situation.

Answer all the questions, then select Next.

Select:

  • Help or the question mark icon, if you need help
  • Back, to go back to the previous page
  • Save, to save your claim and finish it later

Step 3: review and submit

To review your claim, select Continue in Review your claim and submit.

If you need to go back and change any of your answers, select Change.

On the Review your claim page, we’ll give you a summary of your claim.

Select:

  • Print, to print your claim summary
  • Expand section, to see the details you gave us
  • Update, to change your details

If all of the details are correct, select my obligations to read the terms and conditions of your claim. To get your payment, you must meet your obligations.

If you understand and agree with your obligations, select I have read, understood and accept my obligations. Then select Submit.

You may need to give us extra information such as documents or forms to support your claim. You don’t have to do this unless we ask. We’ll tell you what we need and how to give it to us.

Select Continue to give us documents we ask for.

If you don’t need to give us extra information, go to Step 5 to submit your claim.

Step 4: submit supporting documents

On the Next Steps page, we’ll tell you what documents we need to support your claim.

If you’re submitting a claim after reaching age pension age, you have 14 days to give us the documents we need. This is so we can pay you from the earliest date you are eligible.

If you’re submitting a claim before reaching age pension age, you have until you turn age pension age to give us the documents we need.

If you have your documents, follow the steps below. If you don’t have your documents, go to I don't have my documents.

I have my documents

If you have your documents ready, select Upload documents.

For help, read our online guide to Submit documents with your Centrelink online account.

We’ll give you a receipt to let you know you’ve uploaded your supporting documents. Please make a note of the Receipt ID for your records. Select Return to Claim.

Select Next.

Go to Step 5 to submit your claim

I don’t have my documents

If you don’t have your documents ready, select Next.

You can give us your documents later using your Centrelink online account through myGov. Sign in and select the Upload documents button on your homepage. For help, read our online guide to Submit documents with your Centrelink online account.

Step 5: submit your claim

On the Next Steps page, read the additional Claim Information, then select Finish.

You have now submitted your claim.  

Use your Claim ID if you need to talk to us about your claim. You can do this by phone or in person at a service centre.

Select:

  • Print icon, to print a copy of your Claim ID
  • Back, to return to the Next Steps page
  • Your Online Claims, to view your claim details and withdraw your claim, if required
  • Return to Online Services, to go back to your homepage

Step 6: sign out

From your homepage you can complete other transactions or select the myGov icon to return to myGov.

For your privacy and security, sign out when you have finished using your myGov account.

If you didn’t sign in from my.gov.au, select Logout

View other online account guides and video demonstrations about using your online account.

Page last updated: 12 July 2018