Managing an existing policy

No, not automatically. We will send your private health cover information directly to the Australian Taxation Office (ATO) by 15 July.

This means you don’t need a HBF tax statement to submit your tax return if you’re lodging it online or through a registered tax agent.

Yes you can. If you’d like a copy of your HBF tax statement for your records, from 6 July you’ll be able to download it by logging in to the HBF App or myHBF.

To access your tax statement in the HBF App, follow these steps once you’ve logged in:

• Tap ‘Cover’
• Tap ‘My documents’
• Tap ‘Request a document’
• Select ‘Tax statement’
• Choose the financial year from the drop down
• Select ‘Request tax statement’

Once you’ve completed these steps, tap ‘View document’. You can save the tax statement to your device by tapping the arrow in the top right corner and choosing a location. We’ll also save a copy of your requested tax statement in your ‘My documents’.

To access your tax statement in myHBF follow these steps once you’ve logged in:

• Navigate to the drop-down arrow next to your name in top right-hand corner
• Select ‘Request a document’
• Select ‘Tax statement’ in the document type section
• Select the relevant financial year
• Select ‘Create tax statement’

Yes, the process is still the same as if you received a printed copy of your HBF tax statement. The only difference is that we will send your private health cover information directly to the ATO without you needing to do anything.

A private health insurance tax statement provides the Australian Government with a summary of the premiums you have paid in a financial year, and confirms whether or not you held hospital cover during this time (which will help you avoid or minimise the Lifetime Health Cover loading).