[Cherie Muir]

Hi there

Given fully electronic record keeping, can anyone confirm if Centrelink is ok for original (hardcopy) pension application forms to be destroyed? I note that they are fine with the softcopy record when they audit us.

Your guidance appreciated, thanks

Cherie.

[Tracey Walker]

Hi Cherie,

Its my understanding that once the hardcopy is saved into document management system (TRIM) you can then destroy the hardcopy.

We went through a process where we scanned all hardcopies into TRIM, then destroyed the hardcopies

[Cherie Muir]

Thanks Trace 🙂

[Bradley Filmer]

Hi Cherie,

We did the same as Tracey, all hard copies scanned in and then destroyed.

Thanks
Brad

[Simone Fisher]

Hi Cherie,

I asked Centrelink this prior to making our electronic application form live. The answer they provided is below.

“I can confirm that an electronic version of a customer’s consent to access Centrelink Confirmation eServices stored in Council’s records management system would be sufficient. As per clause 4.4 of the Centrelink Confirmation eServices terms a Business must retain, and securely store, each Customer consent record for a period of 2 years from the date the Business ceases to provide the Concession, Rebate or Service to the Customer, and maintain a filing system that enables efficient retrieval. This customer consent record can be an electronic record of the consent.”

We also scan, store & destroy the original for any hard applications we receive.

Thanks
Simone

[Cherie Muir]

Hey Simone … love the fine print, thanks so much for that.
Much appreciated all
Cherie 🙂

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