Checklist · Personal Injury & Compensation

Services Australia information request: which official form to use

A file checklist for asking Services Australia for Medicare claims history, a notice of past benefits, or Centrelink information. It points to the official forms, does not replace them, and does not draft any declaration on them.

Kind: Checklist. Steps or checks to work through and tick off.
Where it applies: Victoria, Queensland, New South Wales, Commonwealth
AI use: Yellow You and the tool draft together, with you directing. You check every statement you rely on.
Law stated as at: 23 October 2026
Status: Maintained. Checked on 23 October 2026 against the 4 authorities it cites, for 4 jurisdictions.
Version: 1
Source: Written for this library

When to use it

Use when the claim needs Medicare history, a compensation-recovery notice of past benefits, or Centrelink payment details. Send the current official form, not a letter in its place. The client signs the official form.

Used for these tasks

Each task page says how far AI may help with the task and what the lawyer must review.

How AI may be used

The tool may tick which official form is needed from the intake and fill the covering index, and the lawyer checks the current form before the client signs it.

AI may

List whether the file needs MS031, MO026, SI039, or more than one
Record the date each official form was downloaded from Services Australia
Prepare a one-page index of what was sent and what came back

AI must not

Must not draft a substitute for MS031, MO026 or SI039
Must not write anything in a declaration or signature block on an official form
Must not email claim information to an address other than the address on the current form

The lawyer checks

The form was downloaded from Services Australia on the day it is used, not taken from an old file
The client signs the official form. A young person aged 14 to 17 cannot view Medicare claims history online and uses the claims-information form
Centrelink and Medicare information stays in the approved system (APP 11; ASCR r 9). Assess a loss under the Notifiable Data Breaches scheme

Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.

Authorities

Official form

Open the official form. Always use the current version from the issuer.

Read the full text

The full text is available after you log in. It is free. When you log in you can:

read the whole precedent, with its drafting notes beside it;
copy it, or download it as a Word file or Markdown;
add it to your firm’s knowledge base, so colleagues can find it;
let the AI tools you connect read it from that knowledge base.

The summary, the law it rests on and the AI-use guidance above stay public. Privacy.

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