Eligibility for Parental Leave Pay (PPL) as a secondary or tertiary claimant for children born or entering care before 1 July 2023 007-09020020
PPL details for customers with children born or entering care before 1 July 2023 only.
This document outlines the eligibility criteria for a claimant to receive Parental Leave Pay (PPL) as a secondary or tertiary claimant. PPL is paid at a rate based on the National Minimum Wage rate for up to 18 weeks to the primary carer of a newborn child (aged under 12 months) or an adopted child (aged under 16 years when adopted). It is payable for a stillborn child or a deceased child.
On this page:
Pre-requisites and eligibility for secondary or tertiary PPL claimants
Secondary claimant eligibility requirements and lodgement of PPL claim
Processing rules for PPL transfers
Exceptional circumstances and lodgement of PPL claim
Pre-requisites and eligibility for secondary or tertiary PPL claimants
Table 1
Step |
Action |
1 |
Receipt of other payments + Read more ... Has the claimant or their partner been paid Newborn Supplement (NBS) for the child with Family Tax Benefit (FTB) Part A? Note: a customer cannot have received JobKeeper Payment for the same period they are receiving PPL. For more information about processing PPL claims for customers receiving JobKeeper Payment. See Processing standalone and combined claims for family assistance and/or Paid Parental Leave scheme payments.
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2 |
Identifying a transfer situation + Read more ... Service Officers can identify a transfer situation in the following circumstances: Primary claimants A primary claimant submits a claim and:
Secondary claimant:
Tertiary claimant:
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3 |
Lodgement of the primary claimant's claim + Read more ... Before a secondary claimant's claim for PPL is possible, there must be an eligible primary claimant. The primary claimant must claim and be determined to be eligible before the secondary claimant's payability can be determined. Has the primary claimant lodged a claim and are they eligible for PPL for the child?
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4 |
Primary claimant’s claim + Read more ... Primary claimant not yet lodged a claim Attempt to contact the customer (secondary claimant). Tell them there may be a delay in processing their claim as the primary claimant (birth mother) must submit a claim for PPL before their claim can be assessed. Create and send Q999 letters to both the primary and secondary claimants. The Resources page contains example texts for Q999 letters. Place the secondary claimant's claim on 'H'old to await the primary claimant's claim. Allow extra time for mail delivery for claimants to respond after issuing the letter. For help, see Information requests for FTB and PPL claims, and Add Newborn and PPL change of circumstances activities. To invite the customer to claim, see:
If a primary claimant's claim has not been lodged within the required timeframe, the secondary claimant's claim must be manually made non-effective 'OTH'er (NEF/OTH). Code in:
Claims deemed NEF because the primary claimants claim was not lodged within the required timeframe can be re-opened when the primary claim has been lodged. See Not effective, rejection or withdrawal of claim for Parental Leave Pay (PPL) for details on re-opening claim. Procedure ends here. |
5 |
Check transfer type + Read more ... Once the primary claimant has submitted their PPL claim they will indicate if they are:
Has the primary claimant indicated that they are transferring some or all of the PPL period to a secondary claimant?
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6 |
PPL period transfer + Read more ... For a full or partial PPL period transfer, the primary claimant must meet the eligibility criteria for each day from:
The secondary claimant must then meet the eligibility criteria:
Full PPL period transfer For full transfer cases, the primary claimant is only required to meet limited eligibility criteria. The limited eligibility criteria includes meeting the:
When the transfer is:
Partial PPL period transfer If the primary claimant is transferring the balance of their PPL period:
Is the primary claimant also giving permission for another person to claim some or all of their Flexible PPL days for a child born or adopted on or after 1 July 2020?
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7 |
Flexible PPL days for child born or adopted on or after 1 July 2020 + Read more ... Primary claimants can give permission for another person to claim some or all of their Flexible PPL days. The secondary claimant must claim PPL:
Customers should be encouraged to claim as soon as possible as delaying may result in:
The secondary claimant will be asked:
Once the claim is processed and the records are linked, this will be checked against the actual number of days the primary claimant has given permission for. The secondary claimant will tell Services Australia the dates they want to claim their Flexible PPL days. They do this:
They must do this before of the child’s second birthday or anniversary of adoption. However the secondary claimant must be advised that:
Note: the online service to manage Flexible PPL days is not available for a secondary claimant until the claim status is ASSessed or CURrent. For more information about managing permission and claiming Flexible PPL days, see Claiming and managing Flexible Paid Parental Leave (PPL) days for children born or entering care before 1 July 2023. |
8 |
Eligibility to claim Flexible PPL on a day + Read more ... To be eligible to get Flexible PPL on a day the customer must:
Customers cannot be paid Flexible PPL on any day that:
Customers cannot nominate a date that is more than 42 days in the past, unless they:
For more information about claiming Flexible PPL days, see Claiming and managing Flexible Paid Parental Leave (PPL) days for children born or entering care before 1 July 2023. |
9 |
Check if further action is required + Read more ... Further action is required if:
Is further action required?
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10 |
Additional information required - Manual NEF coding + Read more ... If a primary claimant indicates in their claim they want to transfer their full PPL entitlement to a secondary claimant and there is no claim for the secondary claimant, ‘H’old primary claimants claim and send Q999 to both the primary and secondary claimant. See Resources for Q999 text. Allow extra time for mail delivery for claimants to respond after issuing the letter. For help, see Information requests for FTB and PPL claims, and Add Newborn and PPL change of circumstances activities. If the primary claimant’s claim is not received within the required timeframe, the secondary claim must be manually made non-effective 'OTH'er (NEF/OTH). If the secondary claimant’s claim is not received and the primary claimant is transferring the full PPL period, the primary claim must be manually made non-effective 'OTH'er (NEF/OTH). Code in:
If the secondary claimant’s claim is not received and the primary claimant is transferring a partial entitlement of the PPL period, the primary claim should still be assessed. This is the only circumstance where PPL is being transferred to a secondary claimant and the claims are not required to be lodged and assessed 'at the same time'. See Processing standalone and combined claims for family assistance and/or Paid Parental Leave scheme payments. If the secondary claimant’s claim is not received and the primary claimant is transferring some or all of their Flexible PPL days, the primary claimant can remove permission for them to be claimed by another person. The primary claimant can do this using self service or by contacting us. See Claiming and managing Flexible Paid Parental Leave (PPL) days for children born or entering care before 1 July 2023. Procedure ends here. |
Secondary claimant eligibility requirements and lodgement of PPL claim
Table 2
Step |
Action |
1 |
Secondary claimant’s eligibility + Read more ... To be a secondary claimant, a primary claimant must first be eligible. If no primary claimant is identified, a determination must be made if:
The eligibility criteria for a secondary claimant in normal circumstances, require the person to:
Additionally, to be eligible for:
Exceptions to the return to work or working rule apply. Go to Step 8 for exceptions. Is the secondary claimant:
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2 |
Primary care - secondary claimants + Read more ... To be eligible, the secondary claimant must be the primary carer of the PPL child and have become the primary carer on the day after the primary claimant ceased to be the primary carer, unless:
Note: for a child who was stillborn or has died, the secondary claimant meets the primary carer rules if they would have been the primary carer had the child not been stillborn or had died. Customers could not receive PPL for the same period they receive:
There have not been any changes to the PPL rules regarding return to work for bereavement cases. A bereavement customer can return to work and continue to receive PPL, but it is the customer’s responsibility to advise their employer when their PPL period starts and ends, so the employer is aware of impacts to JobKeeper Payment. Are primary care requirements met?
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3 |
PPL work test - secondary claimants + Read more ... Secondary claimants in normal circumstances must meet the PPL work test. The customer may be requested to provide evidence to support the PPL work test. Does the claimant satisfy the PPL work test?
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4 |
PPL income test + Read more ... Secondary claimants in normal circumstances must have an adjusted taxable income (ATI) below the relevant financial year income limit. If the actual adjusted taxable income exceeds the income test in the financial year prior to the date of claim, a second claim may be lodged. For example, if a claimant lodged before the child's birth in the current financial year and the baby is born in a new financial year, eligibility can be tested for both financial years. The customer may be required to provide evidence to support the PPL income test. Note: if the customer indicates on their online claim they have other income components, for example foreign income, negatively geared investments, net rental property losses etc. then a tax notice of assessment (NOA) issued by the Australian Taxation Office (ATO) will not be sufficient as evidence. The customer will need to provide additional evidence such as their full income tax return (ITR). For more information, see Paid Parental Leave income test and previous financial year income estimate. Does the claimant satisfy the PPL income test?
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5 |
Transferred PPL entitlement + Read more ... If the secondary claimant is claiming because someone has transferred some or all of their:
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6 |
Secondary claimant’s PPL period start date + Read more ... The PPL period start date for a secondary claimant is determined by the primary claimant. Secondary claimants cannot nominate a start date for the PPL period. The primary claimant must nominate the start date for the PPL period in their claim. Partial transfer If the primary claimant has or will transfer some of their PPL period, the secondary claimant's PPL period start date is the day after the primary claimant’s PPL period end date. There cannot be a break in the PPL period. Full transfer If the primary claimant is transferring all of their PPL period to the secondary claimant, the start date for the secondary claimant depends on the following factors: The primary claimant's nominated start date (NSD):
Date the child enters the secondary claimant's primary care:
When processing full transfer claims where a reduction of the secondary claimant's PPL period is likely due to the primary claimant’s NSD, the Service Officer must contact the primary claimant and suggest changing the nominated start date to avoid the PPL period reduction. |
7 |
Full or partial PPL period transfer - eligibility period + Read more ... Full Transfer of PPL period Either the primary or secondary claimant must be eligible for each day from the child’s date of birth or entry into care to the PPL period start date. If the secondary claimant is not eligible for any day from when they gain primary care until the maximum PPL period end date, their PPL period will end on the day they cease to be eligible. Partial transfer of PPL period The secondary claimant can receive the balance of the remaining PPL period that has been transferred to them until the end of the maximum PPL period, or until they lose eligibility before the end of this period. If the secondary claimant loses eligibility before the end of the maximum entitlement period, their PPL period ceases on the day they lose eligibility. The secondary claimant must be eligible for each day beginning on the date they become the primary carer (transfer date) and ending at the maximum PPL period end date. Has the secondary claimant been given permission to claim Flexible PPL days?
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8 |
Secondary claimant - Flexible PPL days + Read more ... Primary claimants can give permission for another person to claim some or all of their Flexible PPL days. These days will then be available in the balance of unclaimed days for any secondary claimants linked to the child. The secondary claimant must claim these days before the child’s second birthday or anniversary of adoption. Note: PPL claims that include a full or partial transfer of the PPL period must be lodged before the child’s first birthday or anniversary of adoption. There are time limits for claiming the maximum PPL period. The primary claimant can remove this permission at any time:
Once permission is removed, the day is returned to the primary claimant’s balance of unclaimed days. Secondary claimant has also been transferred some or all of the PPL period If the secondary claimant has also been transferred the full or partial PPL period, they can connect some or all of these Flexible PPL days to the PPL period. They must do this before the PPL period commences. If the secondary claimant’s PPL period ends early, (such as due to returning to work or other change in circumstances) they can still claim Flexible PPL days after the end of the PPL period end date. If they have already claimed these days, they may be reassessed, based on the new PPL period end date. Multiple secondary claimants If there are multiple secondary claimants for a child (for example, the child’s other parent and partner of the birth mother), the primary claimant cannot split the number of days between them. The number of days that have been given permission will be available to claim by any of the secondary claimants. Eligibility for Flexible PPL on a day The eligibility requirements for primary and secondary claimants to get Flexible PPL on a day are the same. |
9 |
Claim information + Read more ... Is the claimant claiming PPL:
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10 |
Return to work - secondary claimants + Read more ... If the secondary claimant has returned to work since becoming the child's primary carer, eligibility for the PPL period ceases from the date of the return to work. This will result in a PPL period level cancellation. The customer may still be eligible to claim Flexible PPL days after they have returned to work, provided they are not working on the day they want to be paid Flexible PPL. Note: Flexible PPL days are not available for children born or adopted before 1 July 2020., this will result in a PPL claim level cancellation. See Parental Leave Pay (PPL) customer, for a child born before 1 July 2023, returns to work. Exceptions Work that is performed on a day is not considered to be a return to work or working for the purposes of PPL:
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11 |
Residence requirements + Read more ... The claimant must meet the Australian residence requirements. PPL can be paid while the claimant is overseas only during a temporarily absence. PPL period eligibility will cease if the claimant is absent from Australia for 56 weeks or more or they cease to be an Australian resident. For children born or adopted on or after 1 July 2020, the customer may be eligible for Flexible PPL if they return to Australia and meet residence requirements again within 2 years of the child’s birth or adoption. Note: the customer is required to have both:
Secondary claimants claiming Flexible PPL days only have up to the day before the child’s second birthday/anniversary of adoption. Does the claimant satisfy the residence requirements for PPL?
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Processing rules for PPL transfers
Table 3
Step |
Action |
1 |
Primary claimants claim must be assessed first + Read more ... The primary claimant’s claim must be assessed before the secondary claimant’s claim. Failure to process the claims in this order will produce an incorrect assessment result. If the primary claimant's claim has not been assessed or is not eligible for PPL, the secondary claimant’s post birth claim will be ‘REJected’ REJ-ACN (additional circumstances not met). Note: in cases of adoption, ensure the secondary claimant's relationship to the child is recorded as ‘partner of adoptive parent’ in the PPL circumstance workflow. Is the primary claimant transferring the:
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2 |
Full Transfer of PPL period + Read more ... When a primary claimant requests a full PPL period transfer to a secondary claimant, the Service Officer must process the secondary claim immediately after processing the primary claim. This applies to both pre-birth claims and post birth claims. Primary and secondary claimants who lodged a pre-birth claim will display a PPL claim status PPL/ASS-PCB for both claimants once finalised. Once the proof of birth is received and post birth claim/add child has been completed on the primary claimant’s record and the NSD is:
See Eligibility for Parental Leave Pay (PPL) as a primary claimant for children born or entering care before 1 July 2023 for more information. If the primary claimant has also given permission for another person to claim some or all of their Flexible PPL days, go to Step 4. |
3 |
Partial Transfer of PPL period + Read more ... Where the primary claimant has advised in their claim that they intend to transfer the balance of their PPL period to a secondary claimant, the primary claimant’s claim must be assessed before the secondary claimant’s claim. Once the secondary claimant's claim is assessed, their PPL claim level status will be ASS-ASD. Then once the primary claimants end date has been reached:
The secondary claimant's status will become current. Where PPL is current and the primary claimant advises that they want to transfer the remaining PPL, see Customer notifies a change of circumstances for Parental Leave Pay (PPL). If the secondary claimant’s claim is finalised in error before the primary claimant's status is changed, the secondary claimant's entitlement may be incorrectly assessed and incorrect payments generated. If the primary claimant has also given permission for another person to claim some or all of their Flexible PPL days, go to Step 4. |
4 |
Flexible PPL days available for children born/adopted on or after 1 July 2020 + Read more ... Where the primary claimant has advised in their claim that they are giving permission for another person to claim some or all of their Flexible PPL days, their claim must be assessed before the secondary claimant’s claim. The secondary claimant can only claim up to the number of Flexible PPL days that have been given permission to be claimed. PPL claim status The primary claimant’s PPL claim level status will be CZR-FLX until all Flexible PPL days have been claimed. Note: this includes where the primary claimant has transferred their full entitlement. This allows the primary claimant access to remove permission given to others to claim Flexible PPL days, as long as those days have not already been claimed by a secondary claimant. If the number of Flexible PPL days claimed by the secondary claimant is less than the number of days that have been given permission to be claimed, the additional days will be included in the unpaid days balance for all PPL claimants that are linked to the PPL child. These days can then be claimed:
Number of claimed days is more than the number provided by primary claimant The secondary claimant can only be granted Flexible PPL days up to the number of days the primary claimant has given permission to be claimed. Any days over this number will be rejected. The days will be granted in calendar order. For example: If a secondary claimant claims 5 Flexible PPL days on 6 to 10 November, and the primary claimant only grants permission for 3 days to be claimed, the claims for Flexible PPL days on
The Resources page of Claiming and managing Flexible Paid Parental Leave (PPL) days for children born or entering care before 1 July 2023 contains Flexible PPL day level rejection codes. |
Exceptional circumstances and lodgement of PPL claim
Table 4
Step |
Action |
1 |
Exceptional circumstances - secondary claimants + Read more ... A person may also be eligible as a secondary claimant if:
Are exceptional circumstances met?
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2 |
Eligibility criteria (exceptional circumstances) - secondary claimants + Read more ... The person must also:
Additionally, to be eligible for:
Exceptions apply A return to work or working on a day does not apply:
See Parental Leave Pay (PPL) customer, for a child born before 1 July 2023, returns to work for more information Note: when claiming PPL as a secondary claimant under exceptional circumstances the claimant is not required to meet the PPL work test or the PPL income test. Are these criteria met?
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3 |
PPL eligibility + Read more ... Does the secondary claimant also meet all the PPL eligibility criteria?
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