Centrelink online account help - Complete an income stream review

Complete your income stream review with your Centrelink online account or use the secure One Time Access Code (OTAC).

 

We review account-based and market-linked income streams in August and February each year. When we send you a letter depends on how you’re paid your income stream.

The letters will ask you to review your income stream. We’ll send you a letter in August if you’re paid by either:

  • a self-managed super fund
  • a small Australian Prudential Regulation Authority (APRA).

If other super funds pay you, we’ll get your details from them. In this case, you won’t get a review letter unless we can’t get these details. If we can’t get these details we’ll send you a review letter in October and April.

If you can’t complete the review using your Centrelink online account, use the OTAC included in your review letter. The OTAC is secure and easy to use. You can complete the review online and ensure the right person is giving us income stream details.

You’ll need to have all your income stream details to do your review.

Read more about Income Stream Reviews.

The screenshots in this guide are from a computer. The screen layout will look different if you are using a mobile device.

Step 1: get started

Sign into myGov and select Centrelink.

From your homepage, select the Complete your income stream review task. Then go to Step 2 to start your income stream review.

Alternatively, to use your OTAC go to the Income Stream Reviews page. Then select How it works.

Select the One Time Access Code (OTAC) link.

Enter your Customer Reference Number (CRN) and One Time Access Code (OTAC) then select Log In.

Step 2: income stream review

We’ll show the income stream reviews for you and your partner, if you have one.

Select Get started for the review detail you want to update.

If you need help, select the question mark icon.

Enter details about the income stream, then select Next.

The income stream details we ask for will depend on:

  • the details you’ve given us before
  • the details you update.

Step 3: review and submit

We’ll summarise the details you’ve given us. Read the summary and make sure it’s correct.

If it’s not correct, you can select either:

  • Back to change any details
  • Cancel if you don’t want to continue or need to start again.

If all the details are correct, read the declaration. If you understand and agree with the declaration, select I accept this declaration, then Submit.

Get your receipt

We’ll give you a receipt when you submit your update. Please make a note of the Receipt ID for your records.

We’ll also tell you if we need further details. If we do, you’ll need to give us the details within 14 days of when we contact you.

Upload Documents

You may need to upload documents to give us extra details we ask for. You can select Upload documents. If you need help, read our online guide about submitting documents with your Centrelink online account.

You can submit documents later by selecting the Upload documents link on your homepage. You can also take photos of your documents and upload them using the Express Plus Centrelink mobile app.

You won't need to contact us unless we ask you to.

Select either:

  • Information you provided to view a summary of the information you’ve given us
  • Complete another review if you need to do another income stream review and go to step 2.

Or you can select Return home to go back to:

  • your account homepage if you used your Centrelink online account to complete your income stream review
  • the Department of Human Services homepage if you used your OTAC to complete your income stream review.

Step 4: sign out

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

Page last updated: 30 May 2019

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