Where a service pensioner or ISS recipient in aged care advises DVA of a change to their income and assets, their pension assessment will be updated.
Because any change to the amount of income held in their pension assessment ( together with a date of effect) will automatically be passed on to DH&FS, there is no need for any additional action to ensure that their aged care fees are revised in accordance with the new income figure.
If a self funded retiree who receives disability pension has qualifying service, his or her disability pension is exempt from assessment as income.
To enable the exemption of disability pension, DVA is responsible for providing income figures to DH&FS for this small group of aged care residents (approximately 150 to 170 are expected Australia wide).
Because these people are not receiving an income support pension from DVA, they do not have an income support pension assessment with DVA.
Consequently, the procedure outlined below must be followed to update the income figure on the database and transmitted to DH&FS for these people.
The procedure to update the income assessed for a self funded retiree with disability pension and qualifying service, is set out below.
1.Calculate income using the “What If” screen
Access the “What If” screen on PIPS PC and enter the self-funded retiree's income details and financial asset details. Take note of the prescribed rate of income listed at the bottom of the screen.
2.Access the Residents current income details
Select the Residential Care Details screen. This screen is available from PIPS PC main menu under the “Other” menu item. Then enter the self-funded retiree's file number to bring up his or her current income details.
3.Enter the revised excess income and date of effect
In the “Income Amount” field, enter the person's excess income. That is the prescribed rate of income calculated using the “What If” screen, less the income free area applicable to the person. Also enter the date of effect.
Links
[1] https://clik.dva.gov.au/user/login?destination=node/32667%23comment-form
[2] https://clik.dva.gov.au/user/login?destination=node/32731%23comment-form
[3] https://clik.dva.gov.au/user/login?destination=node/32707%23comment-form
[4] https://clik.dva.gov.au/user/login?destination=node/32790%23comment-form