Initial Processing of a Funeral Benefit Case

Step

Action

1

Check that the person's date of death has been recorded correctly.

This can be checked on either:

• the Client Data Base (CDB); or
• VIEW, 'Summary' tab, or select tab: 'Personal Details', folder: 'Personal Details'.

2

Check if the deceased veteran met the Australian veteran eligibility requirement, eg a prior determination of operational service with the Australian Defence Force. On VIEW, select tab: 'Personal Details', folder 'Service Details'.     

If...

Then...

no prior determination of veteran status is shown

request and check the 'M' file and then follow local procedures for a determination of veteran status

the deceased veteran is determined as not having 'Australian veteran' status

go to the procedures for rejecting a funeral benefit claim    

the deceased veteran is determined as having 'Australian veteran' status

proceed to step 3

3

Check if a funeral benefit has previously been paid for the same person. Depending on local practices, this can be checked in either:

• ATRIQ/CDBATR; or
• VIEW:

• Select tab: 'Payments', folder: 'Pensions One Time Payability History'
• Then in the Selection Parameters folder, find the Payability Category drop-down list and choose 'Funeral Benefits'
• Open the 'Payabilities' folder for a list of any previously paid funeral benefit.

If a funeral benefit...

Then...

has previously been paid for the same person

• go to the procedures for rejecting a funeral benefit claim    
  More →

  Procedure Library

  Section 8.3.5 Rejecting a Funeral Benefit Claim

  More → (go back)

has not been paid

• go to the procedures relevant to the type of claim you are about to assess    
  More →

  Procedure Library

  8.3.2/Automatic Funeral Benefit Grant for a Deceased Veteran

  8.3.2/Other Funeral Benefit Grant for a Deceased Veteran

  Section 8.3.3 Funeral Benefit for a Dependant of a Deceased Veteran

  More → (go back)