Submit Online
Please login to the Intello Adviser Portal and access the Centrelink Schedule Request via Online Forms.
The form can be accessed directly here.
Information Required
The following mandatory information required to submit this form is as follows:
Your name and contact details
Name of SMSF
Pension Member Name
Date of Schedule (e.g. 30/06/20XX)
The following information is not mandatory, but will ensure the completeness and accuracy of the form:
Centrelink of DVA Customer Reference Number
Pension reversionary status and Reversionary beneficiary name
Pension Relevant Number / Pension Term
Gross Payment Details
The form also provides the a section for any other notes / details.
Once submitted Intello will process the request and send the completed schedule to you. If there are outstanding tasks or information required, we will need to have these provided to enable the fund to be brought up to date for the schedule to be accurate.