Centrelink, Medicare, the ATO, and the Electoral Commission all need to be notified when someone dies. Here's exactly what to do, what to say, and what you may be entitled to.
This is one area where timing matters. Centrelink must be notified within 14 days to avoid overpayments you'll be required to repay. And the bereavement payment — which can be worth several thousand dollars — has a 14-week claim window.
Call Centrelink on 132 300 (the bereavement line) as soon as possible. Have the deceased's full name, date of birth, date of death, and Centrelink Customer Reference Number (CRN) if available. You do not need the death certificate to make the initial call.
The Bereavement Payment is a lump sum equivalent to 14 weeks of the deceased's Centrelink payment rate. It is available to surviving partners of people receiving Age Pension, DSP, Carer Payment, or JobSeeker. Ask the Centrelink officer during your notification call — they can assess eligibility on the spot. It must be claimed within 14 weeks of the death.
Yes. Call the ATO on 13 28 61 to register the death. A final individual tax return must be lodged for the period 1 July to the date of death. If the estate earns income, a separate estate tax return may also be required.
Payments stop from the date of death. If you were the surviving partner receiving a coupled pension rate, your rate will be reassessed to the higher single rate — which is something to look forward to financially. Centrelink handles this automatically but confirm it on the call.
Yes — the executor or administrator of the estate is responsible for lodging a final individual income tax return on behalf of the deceased. The return covers the period from 1 July of the relevant tax year through to the date of death. A tax agent can assist with this; the ATO also provides guidance at ato.gov.au.