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Bulk transfer for Income Management 101-09010070

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This document outlines the process when completing a bulk transfer of customer deductions from one business to another business, or service reason to service reason within the same business.

Bulk transfers

Bulk transfers can be the result of:

  • a business has changed ownership
  • a business has ceased trading and a new Business has taken over the running of the business
  • a change in entity, for example, a sole trader enters into a partnership
  • an incorrect service reason has been used or a more appropriate service reason is available
  • the consolidation of service reason
  • changes in business account reference numbers, or
  • advice received from the programme area which may be following consultation with policy departments

Users must have the required access (PYIUPD ISP resource) to perform bulk transfers.

If an enquiry about a possible bulk transfer is received from a business in person, via email or over the phone, the enquiry should be immediately directed to the appropriate Account Manager.

The Resources page contains a link to the Services Australia website for the procedural guide, and links to Income Management Organisations on the Services Australia intranet. It also contains a list of failed transfer error codes.

Registration for Income Management deductions, Electronic Verification of Rent (EVoR) or Centrelink Confirmation eServices (CCeS)

Adding, changing or removing a service reason for Income Management

Issuing Online Advice (OLA) letters to Third Party Organisations (TPO)