Check Eligibility Before Issuing Form

1

In VIEW, open the Summary folder and check that the applicant is receiving a DVA pension that can be advanced or an age pension paid by DVA.

2

In VIEW, open the Summary folder and find the LSA Payable From field.

If...

then...

2(a)

the LSA Payable From field shows...the current date

• the pensioner is currently eligible for a LSA.
• go to step 5

2(b)

the LSA Payable From field shows...“Ineligible until debt(s) repaid”

• the pensioner is not eligible for a LSA grant until their outstanding debt is repaid
• go to step 3

2(c)

the LSA Payable From field shows...“Ineligible whilst LSA outstanding over 12 months”

• the pensioner is not eligible for a LSA whilst they have another LSA outstanding which was made more than 12 months ago
• go to step 3

2(d)

the LSA Payable From field shows...”Minimum amount of LSA available not reached”

• the pensioner is not eligible for a LSA because their Maximum LSA available is less than their Minimum LSA
• go to step 4

3

In VIEW, open the Debt Management folder and identify the outstanding debt(s) or LSA(s).

Check the Recovery Plan/s for the outstanding amounts and ascertain when they are  likely to be repaid.

Inform the pensioner when the debt/s which are preventing them from receiving a LSA are likely to be repaid. The pensioner may wish to consider repaying any minor debts owing.

4

Work out why the pensioner's Maximum LSA available is less than their Minimum LSA. Note: The reason could be any one of, or a combination of, the following.

If  ...

then ...

4(a)

the pensioner has received a LSA in the last 13 fortnights

• the full amount of the LSA is deducted from the LSA currently available
• in most cases the person will become eligible for a LSA when the 13 fortnights following their previous LSA has elapsed

4(b)

the pensioner has not repaid a LSA that was made over 13 fortnights ago

• the outstanding amount of the LSA is deducted from the LSA currently available
• the person may become eligible for a new LSA after repaying the outstanding LSA, or repaying enough of the outstanding LSA to allow payment of the minimum LSA

4(c)

the pensioner has a low rate of pension

• if the person receives an income support pension only, the person will not be entitled to a LSA if their income support pension (not including the Minimum Pension Supplement) is less than 0.513 of the Minimum LSA
• if the person receives a disability pension or war widow's/war widower's pension only, the person will not be entitled to a LSA if 13 x their pension rate is less than the Minimum LSA
• if the person receives both an income support pension and disability pension or war widow's/widower's pension, the person will not be entitled to a LSA if both of the above apply

5

If the applicant appears to be eligible or if they decide that they still want to apply, issue Form D0556 Application for Lump Sum Advance Payment of a Pension to applicant.