Family Tax Benefit (FTB) reconciliation or lump sum claim pending 007-11010020

To check Calculation Status for FTB reconciliation and FTB lump sum claims, in Customer First:

• Select Workspace>Families Benefits>FTB and CCB Reconciliation>Family Tax Benefit (FTB) and Child Care Benefit (CCB) Reconciliation workflow
• select the relevant financial year from the Reconciliation Year drop down menu

To view manual screens via the FAO Reconciliation and Claim Summary (FRCS) screen, See FTB reconciliation and lump sum calculation screens.

'S'elect the FTB reconciliation pending or Lump sum claim pending line to go to the LRPF screen.

The LRPF screen displays:

• the reason FTB instalment or lump sum claim reconciliation has not been finalised
• the deferred debt amount if the reconciliation pending reason is Debt Deferral

The pending reason may not indicate all the information required for reconciliation or the lump sum claim to be finalised.

Only 1 reason can display.

The reason displayed is based on a priority order. This means that other information may be needed as well as the reason identified.

For example, if the pending reason is Timing because the last FTB payment for the relevant financial year has not yet been made, actual income details may also be required before reconciliation can occur. In that case, the pending reason will be updated to Income once the last FTB payment has been made.

For more information on pending reason, see Table 2

For more information on pending reasons for lump sum claims only, see Table 3

• Timing, go to Item 2
• Income, go to Item 3
• Debt Deferral (DDE), go to Item 4
• Blend - No reconciliation attempt for ex-partner (XRA), go to Item 5
• Cross Year FIGP, go to Item 6
• Non-Taxable pensions and benefits check review, go to Item 7

Check if other information is also required, for example, actual income details.

Reconciliation has been attempted but not completed because the last FTB payment for the relevant financial year has not yet been made. Check the Payment Summary (PS) screen.

Tell the customer that reconciliation will automatically be attempted once their final payment for the previous financial year has been paid.

Advise the customer that reconciliation will occur when this information and all other required information is available.

Procedure ends here.

Actual income details have not been received.

If the customer and/or partner advise they:

• are required to lodge a tax return, advise the customer this must be done through to the Australian Taxation Office (ATO), see Non-lodger and late lodger process for FTB reconciliation
• are not required to lodge a tax return, they should notify Services Australia using their Centrelink online account through myGov or the Express Plus Centrelink mobile app. See Recording not required to lodge advice and previous year income
• have already lodged a tax return, see ATO information not received for family assistance reconciliation or lump sum claim

Procedure ends here.

This pending reason should no longer display.

For disaster events declared prior to August 2022, the agency temporarily stopped raising debts for customers in affected Local Government Areas.

Impacted customers FTB reconciliation outcomes remained pending Debt Deferral (DDE) where a debt was calculated.

This process is no longer utilised for new events declared from August 2022.

If the pending reason is DDE, please escalation via Local Peer Support.

Procedure ends here.

If a customer was paid as a member of a blended family during the relevant financial year and separated from their partner before the end of that financial year, reconciliation will remain pending until reconciliation has been attempted (not necessarily finalised) on the ex-partner's record. This pending reason will only exist until bulk reconciliation is finalised, as all records will have had reconciliation attempted by the end of the bulk reconciliation period.

If reconciliation remains pending due to this reason, a review will be automatically set up to attempt reconciliation in 2 weeks' time. This process will repeat until the bulk reconciliation process has attempted reconciliation on the ex-partner's record.

Procedure ends here.

From 1 July 2018, an FTB Part A rate reduction is applied to a customer's rate of FTB Part A for children that do not meet immunisation requirements. The rate reduction commences after a 63 day FTB immunisation grace period.

If a customer is serving an FTB Part A immunisation grace period on 30 June, FTB reconciliation will not occur until the child meets the immunisation requirements or the FTB immunisation grace period ends (whichever occurs first).

Procedure ends here.

Reconciliation/lump sum claim will remain pending if the customer/partner/ex-partner received a non-taxable pension or benefit and the non-taxable pension/benefit information is not yet available from the Taxation History file.

The system will use the higher of either the estimate or the amount recorded as being paid by Services Australia.

Check if other information is also required, for example, actual income details.

Advise the customer that reconciliation/lump sum claim assessment will occur when this information and all other required information is available.

Procedure ends here.

• Await partner claim, go to Item 2
• Care/Income/Awaiting Link with AIR (CC1 or CC2), go to Item 3
• Care/Income (CI1 or CI2), go to Item 4
• Care (CA1 or CA2), go to Item 5
• Income/Awaiting Link with AIR (IAA), go to Item 6
• Awaiting Link with AIR (AWA), go to Item 7

This pending reason only applies to blended families.

The customer has lodged an FTB lump sum claim, but the claim cannot be assessed until a claim is received from their partner.

Check with the customer about whether their partner has lodged a claim and invite claim if appropriate.

Procedure ends here.

Claim assessment is pending because the following information is required:

• Adequate care details
• On their claim the customer advised that they (or their partner) had a child support assessment during the relevant financial year
• Care assessment data is required from Child Support but had not yet been received. It generally takes 3-5 days from when the request was made
• Child not linked with AIR
• A link between Centrelink and the Australian Immunisation Register (AIR) has not been established

On the LRPF screen the results code will be one of the following:

• CC1 if the claim has been pending for any reason for less than 32 days
• CC2 if the claim has been pending for any reason for 32 days or longer

Procedure ends here.

Claim assessment is pending because the following information is required:

• Adequate care details
• On their claim the customer advised that they (or their partner) had a child support assessment during the relevant financial year
• Care assessment data is required from Child Support but has not yet been received. It generally takes 3-5 days from when the request was made

On the LRPF screen, the results code will be 1 of the following:

• CI1 if the claim has been pending for any reason for less than 32 days
• CI2 if the claim has been pending for any reason for 32 days or longer. The claim will remain pending until adequate care details are available

Procedure ends here.

Claim assessment is pending because adequate care details are not available for a child (or children).

The customer advised on their lump sum claim that they (or their partner) had a child support assessment during the relevant financial year. Care assessment data is required but has not yet been electronically transferred. It generally takes 3-5 days from when the request was made.

On the LRPF screen, the results code will be one of the following:

• CA1 if the claim has been pending for any reason for less than 32 days
• CA2 if the claim has been pending for any reason for 32 days or longer. The claim will remain pending until adequate care details are available

Claim assessment is pending because the following information is required:

• Child not linked with AIR
• A link between Centrelink and the Australian Immunisation Register (AIR) has not been established
• Income details and/or Maintenance information
• On their claim the customer authorised the agency to obtain child support data from Child Support and this has not yet been received

On the LRPF screen, the results code will be IAA.

Procedure ends here.

Claim assessment is pending because the following information is required:

• Child not linked with AIR
• A link between Centrelink and the Australian Immunisation Register (AIR) has not been established.

On the LRPF screen, the results code will be AWA.

If a link with the AIR is not established after 14 days, the claim will be assessed and the FTB Part A rate reduction due to immunisation applied to the entire claim period.

Procedure ends here.