External
Departmental Instruction

DATE OF ISSUE:  30 October 1998

TITLE OF INSTRUCTION

Subject

HOW TO USE THE PENSION BONUS SCHEME SYSTEM

Purpose of instruction

The purpose of this Departmental Instruction is to provide user notes on the procedure for recording a person's pension bonus details on the Pension Bonus System.

Contents of instruction

This instruction contains the process to be followed to allow the recording of details on the Pension Bonus System.

Authorised by

R. J. HAY

BRANCH HEAD

INCOME SUPPORT


Claims Management System (CMS)

Introduction

To register a pension bonus case on the CMS the following action should be taken.

Classify Pension

Proceed to the CM.CP screen within CMS.

  • Select one of the following two registration types.

-Pension bonus rego

-Pension bonus review

  • Enter action officer

  • Enter receipt date

  • Press ENTER

Attributes

Pension Bonus Registration

Proceed to the CM.UA screen and select one of the mandatory attributes

[9]

Note: A future system change will remove the need for  mandatory attributes for pension bonus scheme.

[9] (go back)
.

The mandatory attributes are:

  • Success accruing;

  • Success Non-accruing; or

  • Failed.

You will then be given the choice of selecting the manual action

[10]

Please note, at this stage there are no circumstances that we can ascertain that may require the manual action attribute for pension bonus.  The need for this attribute for pension bonus purposes is therefore to be reviewed.

[10] (go back)
attribute if required.

Pension Bonus Review

Select one of the two attributes for this class type on CM.UA screen.  The attributes are:

  • Success Accruing; and

  • I/S Transfer in.

Stage Complete

Use the CM.SC screen if the case needs to be withdrawn.  This is the only option available for pension bonus or all cases on this screen.


Pension Bonus Scheme System

Introduction

The pension bonus scheme system is a separate system incorporated into PIPS/PC.

The following instructions on how to use the system do not cover any policy aspects of the scheme.  For help with any policy inquiries refer to Departmental Instruction number C34/98 titled:  Pension Bonus Scheme.

Processing Pension Bonus Claim

The following step/action table will demonstrate how to process a pension bonus claim.

STEP

ACTION

SCREEN SHOT

1

Open PIPS/PC.

2

Select case on the Menu title bar.

3

Select Pension Bonus Claim.

A

4

Type in file number and press enter.

B

  • The Select Case and/or Persons in case screen will appear.

  • If the file number you are processing is for a single person with only one registration, this screen will not appear.  Go to STEP 7

C

5

Select case details.

C

6

Select persons to be included in the case.

  • The Pension Bonus Registration screen will appear.  There are two versions of this screen, a single client version and a partnered version.

D and E

7

A number of fields within this screen will have defaulted.  It will not be possible to change these fields.

If at any stage you do not want to continue press the BACKOUT button.

If you are processing a case with two clients you must fill out both clients details.

Enter type of pension deferred by clicking on the drop box and selecting one of the four options:

  • Service pension

  • Partner service pension

  • Income support supplement; or

  • DSS age pension.

D and E

Continued on next page


STEP

ACTION

SCREEN SHOT

8

Enter Eligibility for Pension by clicking on the drop box and selecting one of two options:

  • Eligible; or

  • Ineligible.

9

Enter Date Application Lodged.

10

Enter previous pension history by clicking on the drop box and selecting on of three options:

  • No Previous Pension Paid

  • Previous DVA Pension Paid

  • Previous DSS Pension Paid.

11

Enter Registration date.

12

Click on the Details button.

13

This screen gives you the option to ADD, DELETE or SORT the following:

·Work History

·Disposal of Assets and

·Periods of Non Accrual

After performing this function select Update followed by Close.

F

14

If you wish to add Notes click on the notes button.  This will take you to a free text screen where any notes can be added.  Click OK when finished.

15

Press update

16

Press Close if you wish to do further work on the case later.

Press Finalise to complete the case.


Pension Bonus Scheme – Transfers in

Processing a Transfer In.

The following steps should be followed to process a transfer in.

STEP

ACTION

SCREEN SHOT

1

Open PIPS/PC.

2

Select Case on the menu title bar.

3

Select Pension Bonus Claim.

A

4

Type in file number and press enter.

B

5

Select case details.

C

6

Select persons to be included in case.

7

Enter file number in the Transfer from Interstate screen and press enter.

G

8

If the details copied to this screen are correct, click on the Finalise button.

G


SCREEN SHOTS

Screen shot A

Screen shot B

Screen shot C

Screen shot D

Screen shot E

Screen shot F

Screen Shot G