Prepare to transfer to Age Pension

If you get Widow Allowance and you’re Age Pension age, you can apply to transfer to Age Pension.

What you need to know

We’ll invite you to apply to transfer to Age Pension 13 weeks before you’re Age Pension age. You need to tell us if you want to transfer or not, and if you have superannuation. If you don’t provide information we asked for, we may stop your current payment once you turn Age Pension age.

We’ll send the invitation to your online account, if you have one. If you don’t, we’ll post the invitation and form to you. We’ll fill in the form and the online transfer with information we already know.

Remember, if you get Age Pension, you can’t access the Pensioner Education Supplement and the Education Entry Payment.

What the benefits are

If you apply to transfer to Age Pension:

  • you may get a higher rate of payment and more generous income and assets tests
  • you’ll get a Pensioner Concession Card
  • you may get the Work Bonus
  • we exempt more land from the assets test if you live on a single land title covering more than 2 hectares.

These factors may change based on your individual circumstances.

If you intend to travel, compare the rules for Widow Allowance with those for Age Pension.

What happens if you stay on Widow Allowance

If you stay on Widow Allowance, you’ll continue to have access to both:

Once you reach Age Pension age, we’ll automatically pay you the Pension Supplement. We’ll pay this to you with your regular fortnightly payment of Widow Allowance. The supplement replaces the following allowances:

How to confirm your decision

You need to complete and return the form or online activity we send you and confirm you want to either:

  • transfer to Age Pension
  • stay on Widow Allowance.

You also have to tell us about any superannuation you have.

Read more about applying to transfer to Age Pension.

Page last updated: 9 July 2019

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