B17/1990 PROCESSING OF SUPERANNUATION CASES RECORDED ON PIPS

DATE OF ISSUE:23 April 1990

PROCESSING OF SUPERANNUATION CASES RECORDED ON PIPS

INTRODUCTION

1.Instruction B09/90 outlined changes to the the Income Screen (IN) for the recording of Superannuation.  This instruction is to advise Managers and the ADP Group of technical aspects on the new Super Selection programs and how to get them run.  Paragraph 5 is of interest to all examiners.

BACKGROUND

2.With the improved methods for the recording of Superannuation on PIPS, enhancements have been made to allow easier processing of bulk changes for individual superannuation types.  New Super Programs have been developed which allow you to:

-Process updates by tape matching with tapes supplied by the Super fund.

-Obtain a listing of clients for specific Super types.

-Select and process Super types through Keyfast.

-Produce a tape of DVA clients receiving a Super type/s for matching with a Super fund.

3.Action has already been taken to convert the old Super codes to the new codes.  The ability to take full advantage of the improved system is at the discretion of individual Branches.

4.A table of the new codes including descriptions was issued in instruction B09/90.  That listing together with the tables below will be updated as required.

GENERAL SUPER PROCESSING INFORMATION

5.It is now possible to record more than one superannuation entry of the same type for the same client.  For example a client with State super paid as two payments can be recorded under the code for State super on two or more lines of the IN screen.

GUIDE FOR AUTOMATED SUPERANNUATION PROCESSING

SUPERANNUATION FUND TAPE PROCESSING

6.This facility may be used in processing a tape supplied by the Super fund to update income details on the IN screen, and to reassess and update payment details. (It is possible to process more than one tape in a single processing run).

7.At this time the following Super types may be processed in this manner.  You may have other funds included for this type of processing.

State          Super Type      Description

SA — 32 — SA STATE

VIC — 17 — VIC STATE

WA — 38 — WA STATE

If you wish to process a Super Fund Tape which is not tabled then you should contact Benefits ADP Systems at least 8 weeks prior to the proposed effective date.  This will allow time for liaison with the fund managers on appropriate tape formatting.  You will need to supply the name of a technical contact person at the Super Authority so that the format details may be confirmed.  The Benefits contact officer is Ian Fletcher  (06) 282 5494.

8.For Super types included in this table, you should contact Benefits ADP Systems for a 'run date'.  This is to ensure that processing does not clash with other commitments.  Notification of your intentions should be given as soon as practicable so as to avoid delays.

9.Super fund tapes should be clearly marked with the following information before being sent directly to the NCC:

-Processing State

-Effective Date

-Contact Officer

-Super Fund Name

-TAPE LABEL 'SUPRDU##' (where ## is the Super code number)

-"TO BE RETURNED AFTER PROCESSING TO: $$$ BRANCH" ATTENTION: "contact officer".

10.The accompanying explanation sheet (at APPENDIX A) should also be enclosed with the tape with details set out as follows:

Eg: ...to be run on 31/03/90 using the following parameters:

STATE IDENTIFIER:S(N,V,Q,S,W,T)

SUPER TYPE CODE/S:32(up to 99 codes)

PAY PERIOD:21(01 thru 79)

PAY DATE:19/04/90(effective payday)

RUN DESCRIPTION:SA STATE SUPER (prints on top of report)

ALL REPORTS AND FUND TAPE TO BE RETURNED TO SA BRANCH ATTENTION "contact officer"

LISTING OF CLIENTS RECEIVING SUPER TYPE

11.It is now possible to produce a report of those clients recorded on the CDB as receiving payment from a particular Superannuation fund. (More than one super type may be listed if required).

12.To obtain a report a request should be made to the NCC, OIC SHIFT to run job $PPSSELX for your state ($ = N,V,Q,S,W,T).  The following additional information should be included with your request:

STATE IDENTIFIER:(N,V,Q,S,W,T)

SUPER TYPE CODE/S:(up to 99 codes)

SUPER DESCRIPTION:XXXXXXXXXX

ALL REPORTS AND FUND TAPE TO BE RETURNED TO $$$ BRANCH ATTENTION: "contact officer"

KEYFAST SUPERANNUATION PROCESSING

13.For all states except WA and TAS, you may process superannuation transactions entered through KEYFAST (WA and TAS may use Keyfast but must request the facility be set up).  It may first be necessary to obtain a report (as set out above) of clients to be processed.

14.Once the transactions are entered through Keyfast, the following ADP MESSAGE should be sent to the NCC, OIC Shift.

"Please run schedule 9.4.2 Superannuation KEYFAST Processing of the Automatic Reassessment Processing Operations Guide to run on the 31/03/90 using the following parameters:

STATE IDENTIFIER:S(N,V,Q,S,W,T)

SUPER TYPE CODE/S:32(up to 99 codes)

PAY PERIOD:21(01 thru 79)

PAY DATE:19/04/90(effective payday)

RUN DESCRIPTION:SA STATE SUPER(prints on top of report)

ALL REPORTS AND FUND TAPE TO BE RETURNED TO SA BRANCH" ATTENTION: "contact officer".

PRODUCE TAPE OF DVA SUPER CLIENTS

15.This process may be used to produce a tape of those clients recorded on the CDB as receiving a payment from specified superannuation fund/funds ( a single run may be used to produce tapes for different funds).

16.At this time the following Super types may be processed in this manner.  You may have other funds included for this type of processing.

State          Super Type     Description

TAS — 40 — TAS STATE

If you wish to produce a Super Fund tape which is not tabled then you should contact Benefits ADP Systems at least 8 weeks prior to the proposed effective date .  This will allow time for liaison with the fund managers on appropriate tape formatting.  You will need to supply the name of a technical contact Person at the Super Authority so that the format details may be confirmed.  The Benefits contact officer is Ian Fletcher  (06) 282 5494.

18.To obtain tape of selected clients you should request the NCC, OIC SHIFT to run job $PPSTAPE for your state ($ = N,V,Q,S,W,T).  The following additional information should be included with your request:

STATE IDENTIFIER:(N,V,Q,S,W,T)

SUPER TYPE CODE/S:(up to 99 codes)

FORMAT:REEL TAPE / CARTRIDGE

SUPER DESCRIPTION:XXXXXXXXXX

DATE TAPE TO BE PRODUCED:dd/mm/yy

CONTACT OFFICER:XXXXXXXXXXXXXXXXXXXX

TAPE TO BE SENT TO $$$ BRANCH, ATTENTION "contact officer"

19.The contact officer for this instruction is Ian Fletcher who may be contacted on (06) 282 5494.

JIM DALTON

ASSISTANT SECRETARY

BENEFITS PLANNING & MANAGEMENT

APPENDIX A

SUPERANNUATION FUND TAPE PROCESSING

Please run schedule 9.4.1. Superannuation Fund Tape Processing of the Automatic Reassessment Processing Operations Guide to be run on ...................................using the following parameters

              STATE IDENTIFIER:

              SUPER TYPE CODES:

              PAY PERIOD NUMBER:

              PAY DATE:

              RUN DESCRIPTION:

PLEASE RETURN ALL REPORTS AND FUND TAPE TO..............................................BRANCH

ATTENTION: