Postal Review on Old Age Living Allowance Cases

Transcription

1 Postal Review on Old Age Living Allowance Cases 14 September 2015 Dear Sir/Madam, The Social Welfare Department SWD regularly conducts postal review on Old Age Living Allowance OALA cases in order to verify whether the recipients continue to be eligible for the allowance. According to SWD s record as at 5 September 2015, you are currently receiving OALA and required to undergo the postal review this year to establish your continued eligibility. Please complete and sign the attached Postal Review Form for Old Age Living Allowance Cases and mail it back to Social Welfare Department, P.O. Box 2200, Kowloon East Post Office, Kowloon within one month from the date of issue of this notification letter by using the return envelope. Our staff may contact you for confirmation of the information provided when necessary. After completing the investigation, if you still meet the income and asset requirements of OALA, SWD will continue to arrange payment of OALA to you. However, if your and / or your spouse s income and / or assets has / have exceeded the prescribed limits, you will no longer be eligible for OALA. SWD will then arrange to stop payment of OALA and notify you separately in writing. If you have any enquiries, please visit SWD website at or call the OALA hotline at Social Welfare Department This is a computer-generated letter and does not require a signature Note: Please complete and return the Postal Review Form for Old Age Living Allowance Cases within the specified period. Otherwise, SWD will not be able to establish your continued eligibility for OALA and will need to consider suspending the OALA payment to you.

2 Notice to Old Age Living Allowance Recipients under the Social Security Allowance Scheme Income and Assets 1. A recipient must be having income and assets not exceeding the prescribed limits as follows: Single person Married couple Total income per month $7,340 $11,830 Case review Total assets value $210,000 $318,000 a Income includes wages from employment; income from handiwork, business, etc. including salaries, wages, monthly commissions or bonuses received, and monthly income from self-employment; retirement benefits/pensions; and net income on rentals collected. Contributions from family members, relatives or friends, and monthly payments received under reverse mortgage schemes are excluded, but any unspent and accumulated amount of savings/cash in hand generated will be treated as assets. b Assets 1 include land and non-owner occupied properties 2 ; cash in hand; bank savings; investments in stocks and shares including bonds, trust fund and accrued retirement benefits 3 ; vehicle for investment e.g. taxi and public light bus and its business licence; and gold bars and gold coins, etc. Owner occupied property, columbarium niche for self-use in future, and the cash value of insurance schemes are excluded. 1 Including those in Hong Kong, Macau, the Mainland or overseas. 2 Only the value of one residential property which is the principal place of residence in Hong Kong is disregarded. Other properties separately or jointly owned by the applicant and/or his/her spouse are regarded as non-owner occupied properties and should be taken into account for assessment of assets. 3 Accrued retirement benefits refer to the retirement benefits currently held in Mandatory Provident Fund MPF Schemes or other retirement schemes. The estimated total amount of such accrued benefits is based on information on the latest benefit statements issued by MPF trustees or other retirement schemes trustees/administrators or information obtained through other relevant documents. 2. SWD conducts data matching periodically/on need basis with other government departments, banks and organizations including the Immigration Department, Treasury, Correctional Services Department, Land Registry, Companies Registry, Hospital Authority and Transport Department, etc. to cross-check the information provided by the recipient. Besides, SWD also conducts reviews on targeted OALA cases. The recipient should cooperate fully with the officers of SWD. Permissible Limit of absence from Hong Kong during receipt of allowance 3. When a recipient has resided in Hong Kong for not less than 60 days in a payment year during receipt of allowance, his/her temporary absences from Hong Kong will not affect the payment of full year allowance. Correspondingly the total number of days of absence in the year cannot exceed 305 days or 306 days in a leap year. Otherwise, the recipient is eligible to receive the allowance only for the periods during which he/she has resided in Hong Kong. Important notes 4. The recipient must provide true, correct and complete information to SWD. A person who knowingly or wilfully provides false statement or withholds any information in order to obtain the allowance by deception commits a criminal offence. He/She is also breaking the law if he/she has the deliberate intention of not reporting changes in information provided which may cause a reduction of the amount of allowance payable or disqualification for the allowance. The recipient may be liable to prosecution. Furthermore, any overpaid allowance must be refunded to SWD

3 Enquiries 5. Enquiries about OALA can be made to the OALA hotline at during office hours. Personal Information Collection Statement Please read this notice before you provide any personal data to the Social Welfare Department Purposes of Collection 1. The personal data supplied by you will be used by SWD to provide appropriate assistance or service from SWD which is relevant to your/the recipient s needs, including but not limited to monitoring and review of services and conducting of research and surveys, and for discharging statutory duties. The provision of personal data to SWD is voluntary. If you do not provide sufficient personal data, we may not be able to process your application/case or provide assistance/service to you/the recipient. Classes of Transferees 2. The personal data you provide will be made available to persons working in SWD on a need-to-know basis. Apart from this, they may only be disclosed to the relevant parties or in the circumstances listed below : a Other parties such as government bureaux/departments, non-governmental organizations and public utility companies if they are involved in the assessment of application from or provision of service/assistance to you/the recipient; b Where such disclosure is authorized or required by law; or c Where you have given consent to such disclosure. Access to Personal Data 3. Except where there is an exemption provided under the Personal Data Privacy Ordinance, you have a right of access to and correction of personal data held on you when the data have not been erased. However, data will usually be erased after fulfilling the purposes of collection. Your right of access under the Ordinance means the right to obtain a copy of your personal data subject to payment of a fee. Applications for access to data should be made either on application form or by a letter. Application forms for access to data are available at offices/centres of SWD. Enquiries, Access to and Correction of Personal Data 4. Please ensure that the data you provide to SWD are accurate. If you have enquiries concerning your application for assistance/service or if there are changes in the data you provide, please contact the office which collected the data from you. 5. Requests for access to personal data collected by SWD and correction of data obtained from a data access request should be addressed to: Post Title : Officer-in-charge Social Security Field Unit Address : Room, Floor, Street, District / - 3 -

4 男 女 * A B C - S * 注 意 : 填 寫 前, 請 先 詳 閱 公 共 福 利 金 計 劃 長 者 生 活 津 貼 受 惠 人 須 知 請 用 黑 色 或 藍 色 原 子 筆, 以 正 楷 填 寫 如 書 寫 錯 檔 誤 案, 請 號 用 碼 旁 簽 署 作 實, 切 勿 使 用 塗 改 液 筆 劃 線 刪 改, 並 在 Casefile Reference : 長 者 津 貼 ABC-S Old Age Living Allowance 郵 遞 覆 檢 表 格 Postal Review Form 第 一 部 份 申 請 人 的 個 人 資 料 Note: Please read carefully the Notice to Old Age Living Allowance Recipients under the Social Security Allowance Scheme and complete all items in this form in 姓 block 名 中 英 letters 文 身 份 證 明 文 件 號 碼 with a blue or black pen. Please cross out any 婚 出 生 日 期 incorrect 姻 狀 況 entries and 已 sign against 同 居 the 請 填 amendment. 寫 第 二 部 份 Do not use correction fluid. Part 1 Personal Particulars of Applicant 現 * 未 婚 / 離 婚 / 分 居 / 喪 偶 Name 通 時 訊 地 in Chinese Identity document number Date of birth *Married/Cohabited Please fill Part 2 如 與 住 址 不 同, 始 須 填 寫 住 流 宅 動 電 話 號 碼 Marital *Never married/divorced/separated/widowed Name in English status 第 二 部 份 申 請 人 配 偶 的 個 人 資 料 Present residential address 姓 名 中 文 英 文 Correspondence address Telephone number 性 別 身 份 證 明 文 件 號 碼 Only if different from residential address Mobile phone number Part 住 出 生 日 期 年 月 日 2 Spouse s personal data 如 址 與 申 請 人 住 址 不 同, 始 須 填 寫 Name in Chinese Name in English Identity document number 第 三 部 份 申 請 人 及 其 配 偶 的 入 息 及 資 產 Male Female 甲 Sex. 每 月 入 息 以 港 幣 計 算 Date of birth Year Month Day Residential address Only 工 資 if different 手 工 業 申 請 人 配 偶 from 或 生 applicant s 意 上 的 入 residential 息 等 address Part 3 Monthly income and assets value of the applicant and spouse 退 A. Income per month in Hong Kong dollars 收 休 租 金 所 得 長 的 俸 淨 收 益 Applicant Spouse 1. Wages from employment, income from handiwork, business, etc. 沒 有 有 沒 有 有 2. * 請 刪 在 去 適 每 月 總 入 息 / 不 當 適 方 用 格 字 內 句 填 上 號 合 計 合 計 Retirement benefits/pensions 3. Net income on rentals collected Monthly total income Tick as appropriate. Delete whichever is inappropriate. 性 別 Sex - 4 -

5 乙 資 產 包 括 在 香 港 澳 門 內 地 或 海 外 所 擁 的 資 產 以 港 幣 計 算 土 現 地 金 非 自 住 物 業 申 請 人 配 偶. B. Assets including those in Hong Kong, Macau, the Mainland or overseas in Hong Kong dollars 及 銀 股 累 行 票 算 儲 退 蓄 股 休 份 權 的 益 投 資 包 括 債 券 基 金 Applicant Spouse 1. / Land/non-owner occupied property 2. Cash in hand 3. Bank savings 4. 營 金 商 業 條 牌 及 車 照 金 輛 幣 例 等 如 的 士 及 公 共 小 其 Investments in stocks, shares 沒 有 No 有 Yes $ 沒 有 No 有 Yes $ including bonds, trust fund and accrued retirement benefits 5. Gold bars and gold coins, etc. 6. 第 四 部 即 份 下 方 簽 聲 署 人 明 總 及 現 值 保 聲 證 明 據 本 所 知, 本 表 以 上 合 計 合 計 Vehicle for investment e.g. taxi and 所 列 各 項 資 料 是 正 確 No 無 訛 Yes $ No Yes $ public light bus and its business licence Total value / 如 本 以 上 表 內 所 列 的 資 料 有 任 何 改 變, 或 * 本 / 申 請 人 離 開 香 港 被 拘 禁, 本 人 將 從 速 向 社 會 福 利 署 申 報 資 和 人 料 配 同 及 偶 意 記 的 社 錄 個 會 提 人 福 供 資 利 予 料 署 社 及 就 會 記 * 錄 本 人 署 例 / 申 如 請 * 人 本 領 人 取 / 申 公 請 共 人 福 的 利 出 金 入 事 境 而 電 進 腦 行 資 有 料 關 的 用 調 來 查 進, 行 包 資 括 料 向 核 入 對 境 程 事 序 務 處 本 人 各 亦 政 同 府 意 部 該 門 等 政 銀 府 行 部 及 門 其 他 銀 團 行 體 及 其 人 他 士 團 索 體 取 * 本 人 士 / 申 將 請 所 人 需 Part 4 Declaration and undertaking I, the undersigned, DECLARE that to the best of my knowledge and belief, the information in the above items is true. I undertake to report immediately to the Social Welfare Department any changes in the particulars contained herein. I further undertake to report immediately to the Social Welfare Department *my/the applicant s departure from Hong Kong or imprisonment. 已 閱 讀 夾 附 的 公 共 福 利 金 計 劃 長 者 生 活 津 貼 受 惠 人 須 知, 包 括 收 集 個 人 資 料 聲 明 書, 並 明 白 其 內 容 I consent to any investigations into the circumstances relating to *my/the applicant s receipt of Social Security Allowance being carried out by the Social Welfare Department, including but not limited to asking the Immigration Department, other government departments, banks and other parties to match *my/the applicant s personal 明 同 白 意 data 社 會 relating 福 利 署 有 to 從 權 **my/the 本 從 人 * 本 / 申 人 applicant s 請 / 人 申 請 / 代 人 理 每 人 月 receipt 所 可 指 得 定 的 of 領 津 Social 取 貼 公 金 共 中 Security 福 扣 利 除 金 經 Allowance 的 社 銀 會 行 福 帳 利 戶 署 with 取 核 回 實 *my/the 任 的 何 多 領 applicant s 款 項 本 personal 人 亦 同 意 data 所 指 held 定 領 by 取 such 公 共 other 福 利 金 departments 的 銀 行, 從 or * 本 such 人 other parties such as travel records held on the computer and those of *my/the applicant s spouse. I also consent to such government departments, banks and parties providing the requested data and records to the Social Welfare Department. I have read the enclosed Notice to Old Age Living Allowance Recipients, including the Personal Information Collection Statement therein and understand its 本 / 申 請 人 / 代 理 上 述 的 銀 行 帳 戶, 扣 除 經 社 會 福 利 署 核 實 的 多 領 款 項 content. I understand that the Social Welfare Department has the right to deduct from *my/the applicant s monthly entitlements any amount certified by the Social Welfare 以 人 Department 上 明 聲 白 明 如, as 本 人 蓄 overpayment. 已 意 詳 或 細 存 閱 心 讀 提, 供 本 不 人 正 亦 確 完 資 全 料 明 或 白 隱 瞞 任 何 事 項, 或 錯 誤 引 導 社 會 福 利 署, 以 圖 獲 得 現 金 援 助, 將 有 被 檢 控 的 可 能 I agree to the Social Welfare Department to recover any overpayment received for *me/the applicant directly from *my/the applicant s/the agent s bank designated for receiving Social Security Allowance payment. I also agree to that designated bank for receiving Social Security Allowance payment to debit *my/the applicant s/the agent s bank account from time to time with any amount certified by the Social Welfare Department as overpayment. I understand that if I knowingly or wilfully make any false statement or withhold any information, or otherwise mislead the Social Welfare Department for the purpose of obtaining payments, it will render me liable to prosecution. 日 見 期 證 人 姓 名 收 表 格 日 期 蓋 印 The above statement has been read by me and well understood by me. * 請 刪 在 去 適 不 當 適 方 用 格 字 內 句 填 上 號 witness 此 欄 供 本 署 填 寫 Official chop for Name of witness receipt of this form Date Tick as appropriate. Delete whichever is inappropriate. Applicable if there is a witness. For office use 申 見 請 證 人 人 * 簽 * 簽 名 名 / 指 / 指 模 模 *Signature/Thumbprint of applicant 如 有 見 證 人 則 須 簽 署 及 填 寫 *Signature/Thumbprint of 巴 及 - 5 -