Procedure

Due to the temporary system limitations, DVA will need to manually feed retrospective income adjustment details into the data transmission file.

National Office is arranging security and TSO access for specific officers within National Office to provide this information.

The role of State Office officers will be to complete and forward to the designated officers, a spreadsheet containing the aged care resident's relevant personal details and the person's assessable income for each relevant pay period, for aged care fee purposes.  That is the person's ordinary income minus the ordinary income free area and excluding any exempt income.

Detailed procedures will be forwarded to State Offices prior to the commencement of income tested fees.

While the following process is cumbersome it is necessary in the short term in order to ensure aged care residents are reimbursed for overpaid fees.

Further information regarding the interim measures will be forwarded shortly.  In the meantime please contact Oona O'Beirne or Laurie Howell for further information.