9.4.4 Payments in Respect of Saved Children

Step

Action

1

In VIEW check the following details to make certain the information has not already been updated and that there is no other reassessment action that is due for processing:

• outstanding cases – if there are any outstanding cases registered, liaise with the officer that the other case is registered to so the cases can be determined and processed in the correct date of effect order
• the date of the last pension reassessment
• current financial assets

2

Manually calculate the rates of pension and allowances payable, showing all calculations on file.

3

Open PIPS and create a new worksheet.    

Select Pensioner Initiated Review (PIR), date of effect rule Apply then enter the following details:

• Notification Date is the date DVA received the initial information about the circumstances pertaining to DCAO, e.g. date of telephone call, date of letter received by DVA, or date of visit to DVA office.
• Date of Event is the date that the rate of DCAO changed.
• in the Text field, enter a brief summary of the change in circumstances to be actioned eg, “Saved child case – veteran's DCAO changed from 33% to 50% of full rate wef 1 June 2011”.

4

If required, select the Financial Assets subfolder and update the financial assets of the person using the Change, Add or Delete function for each financial product that had changed then click the save button.

5

If required, select the Personal Assets subfolder and update the assets of the person using the Change, Add or Delete function for each asset that had changed then click the save button.

6

If required, select the Property/Business subfolder and update the assets of the person using the Change, Add or Delete function for each asset that had changed then click the save button.

7

As the pension rate needs to be manually calculated, select the Manual Rates tab instead of the Calculate tab within the Calculate Pension screen.

8

From the dropdown list labelled Type, choose Miscellaneous (manual assessment).

9

For all persons in the assessment, record the manually calculated rate of service pension, income support supplement (ISS), or age pension payable and pension supplement(s).

10

If the pension payable is taxable, record the rate of pension manually calculated in the Taxable Pension field.

11

If rent assistance is payable, record the amount payable in the Rent Assistance field.

12

As the assessment has saved child payments, record the amount of dependent child add-on and guardian allowance (where applicable) in the DCAO and GA f — ields.

13

If remote area allowance is payable, record the amount payable in the RAA field.    

14

From the dropdown list labelled Test, choose whether the manually calculated pension is payable under the income or the assets test.

15

Check that the rate of payments entered on the screen has been correctly recorded, then click the Save button.

16

In the Review Historical Data screen if the assessment history after the date of effect needs to be updated, the Calculate History screen will be a mandatory screen. If the Calculate History screen is:

• not a mandatory screen then proceed to Step 17
• a mandatory screen select Calculate History screen then click Calculate. After the calculate history function has been performed click the Save button then go to Step 17.

17

If the Calculate Arrears screen is mandatory select the Arrears screen under the Calculate Arrears folder then click Calculate. After the arrears has been calculated click on the Save button then go to Step 18.

18

Select the Advices screen – the type of advice and obligations to be sent will automatically default to departmental guidelines for the type of case being processed. If additional text is required enter this text in the Free Text field then click on the Save button.

19

Select on the Worksheet Summary screen and review all of the screens that have been accessed and when the data is correct, click on the Save button. If any errors are detected return to the screen that contains the incorrect data, key in the correct data and repeat Steps 4 to 15 if required.
Note the Assessment Number shown on this screen for recording later.

20

Once satisfied that the data entered and the rate of pension is correct the case can be finalised by navigating to the Authorise screen then:

• click on the Calculate History button if it is active,
• click the Authorize button, and
• enter your password in the Password Verification dialog box then press OK to finalise the case.

Note: there is an option to register a new case after finalisation if another PIR, DIA is required.

21

Stamp the source document with the green authorisation stamp.
In the stamped area, record the Assessment Number (found on the Worksheet Summary Screen or in the VIEW Pension Outcome tab after the case has been authorised) then date and sign your name as delegate.

Step

Action

1

In VIEW check the following details to make certain the information has not already been updated and that there is no other reassessment action that is due for processing:

• outstanding cases – if there are any outstanding cases registered, liaise with the officer that the other case is registered to so the cases can be determined and processed in the correct date of effect order
• the date of the last pension reassessment
• current financial assets

2

Open PIPS and create a new worksheet.    

Select Pensioner Initiated Review (PIR), SP-ISS-AP Notification Rules Apply then enter the following details:

• Notification Date is the date DVA received the initial information about the circumstances pertaining to GA or DCAO eg, date of telephone call, date of letter received by DVA, or date of visit to DVA office.
• Date of Event is the date that the pensioners either separated (relationship or illness/respite) for GA cases and the date of the saved child's 13 — th or 16 — th birthday for DCAO cases
• in the Text field, enter a brief summary of the change in circumstances to be actioned e.g. "Change to rate of payment of DCAO for saved child turning 13 years of age" or "Illness separated couple with saved child now eligible for guardian allowance wef 1 June 2008".

Note: for DCAO cases, the notification date will be the date of event as it is an event that the pensioner is not required to notify of.

3

If the pensioner with a saved child:

• becomes a member of an illness separated couple or respite care couple, select the Adult Details screen from the Eligibility/Assessment subfolder and tick the Illness Separated box.
• ceases to be a member of an illness separated couple or respite care couple, select the Adult Details screen from the Eligibility/Assessment subfolder and untick the Illness Separated box.    
  More →

  Procedure Library – Investigating illness separated and respite care couple

  9.3.2/Investigatin — g Illness Separated and Respite Care Couple

  More → (go back)

4

If the pensioner has had a change to their residential circumstances, select the Residential Situation screen from the Eligibility/Assessment subfolder and update the residential circumstances.    

5

If required, select the Financial Assets subfolder and update the financial assets of the person using the Change, Add or Delete function for each income type that had changed then click the save button.

6

If required, select the Direct Income subfolder and update the income of the person using the Change, Add or Delete function for each financial product that had changed then click the save button.

Note: P — ayments made with respect to a dependent child are not income for the purpose of the pension assessment.

7

If required, select the Personal Assets subfolder and update the assets of the person using the Change, Add or Delete function for any non-financial assets that had changed, then click the save button.

8

If required, select the Property/Business subfolder and update the assets of the person using the Change, Add or Delete function for each asset that had changed then click the save button.

9

Select the Calculate Pension screen and check that the payment rates for the various payments are correct, then:.

• i — f the payment rate is correct go to Step 10
• If the payment rate is incorrect, repeat from step 3 and change the data tha — t was entered incorrectly, click the Save button, then go to Step 10.

10

In the Review Historical Data screen if the assessment history after the date of effect needs to be updated, the Calculate History screen will be a mandatory screen. If the Calculate History screen is:

• not a mandatory screen then proceed to Step 11
• a mandatory screen select Calculate History screen then click Calculate. After the calculate history function has been performed click the Save button, then go to Step 11

11

If the Calculate Arrears screen is mandatory, select the Arrears screen listed under the Calculate Arrears folder, then click Calculate. After the arrears has been calculated click on the Save button then go to Step 12.

12

Select the Advices screen – the type of advice and obligations to be sent will automatically default to departmental guidelines for the type of case being processed. If additional text is required enter it into the text field on the Opening Text tab, then click on the Save button.

13

Select on the Worksheet Summary screen and review all of the screens that have been accessed and when the data is correct, click on the Save button. If any errors are detected return to the screen that contains the incorrect data, key in the correct data repeating Steps 3 to 12 if required.
Note the Assessment Number shown on this screen for recording later.

14

Once satisfied that the data entered and the rate of pension is correct the case can be finalised by navigating to the Authorise screen then:

• click on the Calculated History button if it is active
• click the Authorize button
• enter your password in the Password Verification dialog box then press OK to finalise the case.

Note: there is an option to register a new case after finalisation if another PIR or DIA is required.

1 — 5

Stamp the source document with the green authorisation stamp.
In the stamped area, record the Assessment Number (found on the Worksheet Summary Screen or in the VIEW Pension Outcome tab after the case has been authorised) then date and sign your name as delegate.