Aged Care Placement | Senior Relocation

New Aged Care Financial Assessment Forms Released - SA456, SA457, SA485

Posted: 13th July 2019

New Aged Care Financial Assessment Forms Released - SA456, SA457, SA485

The Aged Care Forms Taskforce has released new forms and procedure for financial assessment for home care and residential care.

Forms SA456 , SA457 and SA485 are used for means testing of home care and residential care have been completely overhauled with a view to making the process much more simpler.

What has changed?

The forms themselves have been changed


The main differences in the forms/process?

For Home Care it hasn’t really changed;

  • If you do get a means tested income support payment (ie. Age pension) you don’t need to complete any forms
  • If you don’t get a means income support payment (ie. Age pension) – you need to complete the revised SA456 form in full

For Residential Aged Care the changes are quite significant;

  • If you get a means tested income support payment (ie. Age pension) and you don’t own a home – you don’t need to complete any forms
  • If you get a means tested income support payment (ie. Age pension) and you do own a home – you can complete a much smaller form (SA485) which looks at key aspects of the property and also incorporates the protected person questions (spouse, carer, relative)
  • If you don’t get a means tested income support payment (ie. Age pension) – you need to complete the SA457 form in full

Previously in order to receive information regarding the assessment, the AC019 Appointment Of Aged Care Nominee form needed to be completed, this NO LONGER needs to be done as the components of the AC019 form are being included in each of the 3 x forms – SA456, SA457, SA485

If a client is on the cusp of the partially and non-supported thresholds, the automatic assessment method (ie. Using SA485 form) will mean that updating Centrelink PRIOR to entering permanent care with updated information is going to be critical. Eg. Gifting, funeral prepayments, home renovations, etc.

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