Where a ❏ is displayed enter a ✓ as applicable.
1.Has the employer advised about retirement details for the employee, including the date of separation and which superannuation fund the employee used?
YES❏NO ❏
2.Has the superannuation fund been written to (Appendix 12) regarding:
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how the employee elected to have his or her superannuation entitlement paid (lump sum and/or pension or deferral);
-
the likelihood of an overpayment of compensation;
-
superannuation monies already paid to the employee from the fund;
-
holding payment until Comcare is able to recoup any overpayment directly from the fund?
YES❏NO ❏
3.Has the employee concurrently been advised that his or her superannuation fund has been contacted (letter at Appendix 13) for details as outlined at point 2?
YES❏NO ❏
4.Was a diary created for generation within the month on PRACSYS, using the 'FLOC.CM' (Amend Claim File Location) function as a reminder to follow up the fund letter where no reply has been received by that time?
YES❏NO ❏
5.Has the employee received his or her first superannuation payment or has the full benefit been deferred?
YES❏NO ❏
If yes, go to point 6. If no, go to point 10.
6.If yes, has the employee been advised that he or she has incurred an overpayment, if applicable (letter at Appendix 15)? Has he or she been clearly advised about:
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the amount of overpaid monies;
-
recovery processes; and
-
options he or she has in exceptional circumstances?
YES❏NO ❏
7.Is the debt able to be repaid? If yes, commence recovery action, following negotiation with the employee.
YES❏NO ❏
8.If not, have all the options associated with write off or waiver been considered and have the necessary procedures been undertaken in relation to each of those options?
YES❏NO ❏
9.Follow checklists relating to write off or waiver.
10.If the employee has not received his or her first superannuation payment and superannuation has not been deferred, has the overpayment (if any) been calculated and the superannuation fund been advised within 2 working days either that:
-
no overpayment has occurred; or
-
an overpayment has occurred, its amount and that payment of the amount should be recouped by the fund from monies owed to the employee (letter at Appendix 14)?
YES❏NO ❏
11.Has the employee been notified that the overpayment is being recovered from superannuation (letter at Appendix 15)?
YES❏NO ❏
12.Have superannuation details been entered onto the 'CSUP.CM' (Change Super Details) screen and has any existing incapacity determination been updated to reflect the employee's correct entitlement? This action will create an overpayment and automatically set up a recovery account.
YES❏NO ❏
13.Has the 'AORA.RC' (Amend Overpayment Recovery Account) function on PRACSYS been activated, with the 'scheme of arrangement' set to 'money in'?
YES❏NO ❏
14.Has a diary been created in 'FLOC.CM' on PRACSYS, as a reminder to follow up within a month whether payment has been received from the fund?
YES❏NO ❏