You are here

Processing During the Bereavement Period

Document

Last updated: 26 May 2008

Pensioner initiated reviews during the bereavement period

This topic details the policy of processing pensioner initiated reviews (PIR) during the bereavement period.    

More ?

Determining Effective Dates for Variations and Terminations

11.1.4/Effective Dates for Post-Bereavement Reviews

More ? (go back)

Single pensioners and PIR processing

Single pensioners should have any outstanding pensioner initiated reviews processed during the bereavement period, as if they had not died. This may have an impact on their pension entitlement during this period.

Partnered pensioners and PIR processing

The following guidelines apply to pensioner initiated review processing during the bereavement period for partnered pensioners.

For all events occurring within the bereavement period the...

Will be...

date of event

the day after the bereavement period ends (day 99).

notification period    

More ?

Time Frame for Response - Notification Period

Section 12.1.4

More ? (go back)

  • 14 days, or
  • 28 days (if the pensioner lives overseas or receives remote area allowance),

commencing the day immediately following the end of the bereavement period. That is, 14 (or 28) days beginning on the 99th day after the day of death.

Note: These guidelines provide consistency in the treatment of pensioners under the provisions of section 53K VEA and section 53L VEA during the bereavement period. Most importantly, for the bereaved pensioner they provide the benefit of an extended obligation period to notify of the death of their partner and any changes in circumstances that may have occurred during the bereavement period.

Lump sum amounts received during the bereavement period

Lump sum amounts received by a partnered pensioner during the bereavement period are held in the pension assessment for 12 months. The date of the event for the commencement of this 12 month period is the day after the bereavement period ends (day 99). This date of event then determines the date of effect for the pension change, depending on whether or not notification of the change is received within the allowed notification period.

Partnered pensioners and PIR effective dates

For events occurring in the bereavement period, the following table provides a guide to determining the date of effect.    

The effective date for...

That were notified...

Is the...

positive PIRs

within the bereavement period

day after the end of the bereavement period (day 99)

after the bereavement period

date of notification

negative PIRs

within the notification period or during the bereavement period

day after the end of the notification period, ie day 114
(day 128 if the pensioner lives overseas or receives remote area allowance)

outside of the notification period

day after the end of the bereavement period (day 99)

Partnered pensioners and PIRs notified in advance

The pension period provides the defining date rather than the date of death, due to the way the bereavement calculation is performed. The bereavement payment calculation is based on the rate of pension that the person and the person's partner were receiving on the last day of the last pension period that ended before the partner died.    

More ?

Pension Periods and Paydays

Section 11.1.2

Partnered Pensioner Bereavement Payment

8.1.4/Payment Arrangements for Partnered Pensioner Bereavement Payment

More ? (go back)

PIRs notified in advance of the death of a pensioner, where the date of effect occurs...

Will...

on a day prior to the pension period in which the pensioner died

be actioned as normal

either:

  • before the pensioner's death and in the pension period in which the pensioner dies, or
  • after the pensioner's death

not be actioned until:

  • day 99 for increases, and
  • day 114 (day 128 if the pensioner lives overseas or receives remote area allowance) for reductions
Partnered pensioners and retrospective reductions

Negative PIRs with a date of effect on or before the last day of the last pension period immediately prior to the death, and notified after the death, may affect either the bereavement payment or the ongoing rate of the surviving pensioner. If the bereavement payment has already been paid, the bereavement payment itself cannot be altered. However, the ongoing rate of the surviving pensioner should be reassessed and necessary adjustments made.    

Negative PIRs with a date of effect after the last day of the last pension period prior to the death and before the day of death should have an effective date of day 99 if notified within the bereavement period.


Bereavement period, as defined in section 53H of VEA, in relation to a person's death, means the period of 98 days starting on the day on which the person died.

 

 

An event is an incident or change in circumstances that may cause a change in income support entitlement. The 'date of event' is the day on which this event occurs.

The date of effect, or effective date, is the day on which a certain incident or 'event' begins affecting a pension assessment.

According to subsection 5Q(1) (b), of the VEA a pension period is a period of two weeks that starts two days before a payday (i.e. Tuesday) and ends two days before the next payday (i.e. close of business Monday).

 

 

A bereavement payment is an amount payable in respect of a deceased pensioner that represents a continuation of the pensioner's entitlement for a period following the death (the bereavement period).

The payment can be made as:

  • a lump sum in advance, or
  • a continuation of the deceased person's pension instalments, or
  • a combination of both, or
  • a portion of the rate of pension payable to the surviving member of a couple identified as a separate amount only for taxation purposes.

The date of effect, or effective date, is the day on which a certain incident or 'event' begins affecting a pension assessment.

The date of effect, or effective date, is the day on which a certain incident or 'event' begins affecting a pension assessment.

According to subsection 5Q(1) (b), of the VEA a pension period is a period of two weeks that starts two days before a payday (i.e. Tuesday) and ends two days before the next payday (i.e. close of business Monday).

 

 

A bereavement payment is an amount payable in respect of a deceased pensioner that represents a continuation of the pensioner's entitlement for a period following the death (the bereavement period).

The payment can be made as:

  • a lump sum in advance, or
  • a continuation of the deceased person's pension instalments, or
  • a combination of both, or
  • a portion of the rate of pension payable to the surviving member of a couple identified as a separate amount only for taxation purposes.