Follow the steps to successfully complete the AU DHS SA330 form online

1. Press the ‘Get Form’ button to access and open the form in your chosen editor.
2. Begin by filling in your details in the 'Customer’s details' section. This includes your Centrelink Reference Number if known, family name, and your percentage share if applicable.
3. Provide details about the income stream provider, including their name and Australian Business Number (ABN). Indicate the type of income stream and complete any necessary questions regarding joint ownership.
4. In the 'Product details' section, describe the income stream product you are using, including the name of the product and its reference number. Specify whether it is account-based, defined benefit, market-linked, or other types as relevant.
5. Answer questions regarding whether the income stream has reverted, the date of purchase, and any commutations that have occurred since the commencement of this income stream.
6. For account-based income streams, accurately report the gross annual payment, account balance, purchase price, and any applicable details related to recent payment changes.
7. Complete any relevant checklist items provided at the end of the form to ensure all conditions for asset test exempt status are met, depending on the type of income stream.
8. After completing the form, carefully review all the details entered for accuracy and completeness.
9. Finally, save your changes, download or print the completed form, and submit it as instructed, along with any required supporting documents.

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