Will I receive a Private Health Insurance Statement?
We’ll issue you a statement if you are:
- the policyholder
- the spouse/partner of the policyholder
- the ‘responsible person’ on a dependant-only membership
– have paid a premium toward private health insurance, and/or
– have held private hospital cover during the financial year.
Why do I need a Private Health Insurance Statement?
You’ll need it to complete the private health insurance policy section on your tax return – even if you’re not the financial contributor.
The rebate information on the statement will help the ATO to work out the level of rebate you’re entitled to depending on your annual earnings and the age of the oldest person on your policy.
It will also help you complete the Medicare Levy Surcharge related items on your tax return.
When & how will I receive my statement?
We’ll be issuing Private Health Insurance Statements on or before 15 July.
If you are the policyholder and have nominated to receive membership emails from us, you’ll receive your statement first, direct to your Members Online inbox. We’ll email you when it’s ready.
Everyone else will receive it via post which usually takes 3-7 working days longer.
How do I nominate to receive my statement electronically?
Easy – just log into or register for Members Online on our homepage. Once there, click on ‘Your mail delivery preference’ in the Your Mail section and update your preference in the membership information section.
This option is currently available to the policyholder only.
Why is my partner’s name listed on my statement?
Your statement will list any other adult (except dependent children) that was covered by your policy at the time the premium payments were made.
If they’re listed on your statement, we’ll also send them a statement of their own.
My child didn’t receive their own statement; what if they need to show they held cover?
Dependent children on your cover will not receive a statement. However, if they earned over $90,000 in the last financial year we can provide them with a letter stating the number of days they held hospital cover with Health Partners. This can be requested by calling us on 1300 113 113 or emailing firstname.lastname@example.org.
Why does my statement show $0?
A zero dollar amount in the section ‘Your premiums eligible for Australian Government Rebate’ means you didn’t make a premium payment in the 2017-18 financial year. However, your statement will show the number of days you were covered for the same period.
Why have I received an ‘adjusted’ Private Health Insurance Statement?
You’ll receive an adjusted statement if a change is made to your membership which affects any of the information required by the ATO (e.g. Your premiums eligible for Australian Government Rebate) for the previous financial year.
I’ve lost my Private Health Insurance Statement; can I get another copy?
That’s no problem – if you are the policyholder, you can generate your own statement at Members Online from 4 July. Register or login here.
Otherwise, please call us on 1300 113 113 or email email@example.com to request a reprint.
How can I find out more?
There’s plenty of information on the ATO website, or call the ATO on 13 21 61 or your tax agent.