Creating, updating and ending Parental Income Test (PIT) links for dependent student, Australian Apprentice and job seeker customers 108-02010100

If the PIT link update is due to a change in the parent(s)/guardian(s) marital status, check and where appropriate update the parent(s)/guardian(s) record to reflect the correct marital status, before updating the PIT link. The date of effect of the PIT link changes must align with the date of the change in circumstances.

If updating in Customer First, select the correct system, for:

• ABSTUDY, select the ISS system and key SVABY in the Next: field
• Assistance for Isolated Children (AIC), select the ISS system and key SVAIC in the Next: field
• Youth Allowance (YA), select the NSS system

If there is an outstanding PIT related activity on the Activity List (AL)/Future Activity List (FAL) screen, make updates within this activity.

Go to the PIT Parent Selection (NPPS) screen.

Check the details are correct, to view more details about the parent/guardian link, in:

• Process Direct: expand the entry on the PIT Parent Selection table
• Customer First: key X beside the parent/guardian record field and select [Enter]

Are the parent(s)/guardian(s) details complete, correct and a confirmed current PIT link?

• Yes, no updates are required:
  • Record any relevant information in a Note/DOC
  • Procedure ends here
• No, multiple PIT link changes may be required to complete an update. For example, if correcting the start date of one PIT link, the end date of the previous link may also need to be corrected, follow the steps for all required update types before finalising the update. If a link:
  • start date needs to be corrected, go to Step 3
  • end date needs to be corrected, go to Step 4
  • has an incorrect destination service reason or was made to the wrong person, go to Step 5
  • needs to be created, go to Step 6
  • needs to be ended, go to Step 7

An incorrect PIT link start date can be corrected. Make sure that changing the start date does not result in any period where the customer was dependent and has no current PIT links, or overlaps with a previous PIT link (unless the customer had 2 PIT parents for that period).

• Select Edit next to the relevant existing PIT link to open the Change PIT Parent Selection screen
• Amend the Start Date: as required
• Select Save
• If required, enter the Receipt Date, Channel and Service Reason
• Go to Step 11

• 'S'elect the record from the Current PIT Links field. The Other Customer Links (OCL) screen will display
• Amend the Start Date field: as required
• Complete the Source and DOR fields
• Key C in the Action field and select [Enter]
• The system will return to the NPPS screen
• Go to Step 11

An incorrect PIT link end date can be corrected. These updates can only be processed in Customer First. Make sure that changing the end date does not result in any period where the customer was dependent and has no current PIT links.

To correct the end date:

• Go to the Link Summary (LS) screen
• In the Display all field, key Y and select [Enter]. This will display all current and ended links of all types
• 'S'elect the relevant PIT link
• Page forward/backwards to find the page where the incorrect PIT link end date and PIT link end reason is recorded
• Amend the End Date to the last day the parent was considered a PIT parent
• Key C in the Action field
• Return to the NPPS screen
• Go to Step 11

PIT links with the wrong destination service reason/To SVC Reason Code or made to the wrong person cannot be corrected. These link must be deleted and re-created with the correct information. Take note of the start date of the link before deleting it, as this date must be used when the link is re-created. Do not delete PIT links for any other reasons.

If the destination service reason/To SVC Reason Code needs to be corrected to FSP - Foster Parent, where there are 2 PIT links, both links must be deleted and re-created as FSP links.

PIT links cannot be deleted within new claims in Process Direct. Make the updates in Customer First, then regenerate the claim and continue with claim processing.

• Select Delete next to the relevant existing PIT link
• A warning will display to confirm deletion of PIT link data
• Select Yes
• If required, enter the Receipt Date, Channel and Service Reason
• To re-create the PIT link with the correct information, go to Step 6

• 'S'elect the record from the Current PIT Links field. The Other Customer Links (OCL) screen will display
• Key the Source and DOR
• Key D in the Action field and select [Enter]
• Confirm Delete: Y

Once the link is deleted, it will display in the Other Links field on the PIT Sibling Selection (NPSS) screen. To re-create the link with the correct information, go to Step 6.

The customer cannot have more than 2 current PIT links.

If there are 2 current PIT links, end one or both based on the customer’s circumstances before creating a new PIT link.

Are there 2 current PIT links?

• Yes, determine which link(s) need to be ended, go to Step 7
• No, go to Step 8

• Select Edit next to the relevant existing PIT link to open the Change PIT Parent Selection screen
• In the End Date field, enter the last day the parent was considered a PIT parent
• In the End Reason Code field, select the appropriate reason from the drop-down menu
• Select Save
• If required, enter the Receipt Date, Channel and Service Reason

Do new links need to be created?

• Yes, go to Step 8
• No, go to Step 11

• 'S'elect the parent record. The Other Customer Links (OCL) screen will display
• In the End Date field, enter the last date the person was considered to be a parent/guardian of the customer
• In the Rsn field, enter the most applicable reason for the end dating
• Complete the Source and DOR fields if these are blank
• Key I in the Action field
• Select Continue

Do other links need to be created?

• Yes, go to Step 8
• No, go to Step 11

If a link is to be created with a:

• person listed as an Other link, go to Step 9
• person not listed on the NPPS screen in:
  • Process Direct, go to Step 9
  • Customer First, go to Step 10

• Select Add to open Create PIT Parent Selection
• Select the CRN box to open Search and select CRN
• Enter relevant search parameters, and select Go
• If the parent:
  • displays in the search results, select the parent
  • does not display in the search results, see Searching for a customer on the system to identify the parent record. If the parent does not have a record, select Create CRN, see Adding a customer to the system to create a record for the parent
• Create PIT Parent Selection will display:
  • Start Date: the start date of the claim in new claim activities, or the date the person became a PIT parent in a PIT review/change of circumstances
  • Link Type Code: PIT - Parental Income Test
  • From SVC Reason Code: PIT - Parental Income Test
  • To SVC Reason Code: (as appropriate) PAR - Parent/Guardian(link), STP Step Parent or FSP - Foster Parent (link) for ABSTUDY customers in state care
• Select Save
• If required, enter the Receipt Date, Channel and Service Reason
• If another link is required, repeat this step

Once all parent(s)/guardian(s) have been linked, go to Step 11.

• Key I against the record (do not select enter)
• New link destination SVC rsn, select from:
  • PAR - parent
  • STP - step parent
  • FSP - foster parent (ABSTUDY customers in state care only)
• Link Start Date - the start date of the claim in new claim activities, or the date the parent became an appropriate parent for the purposes of PIT in a PIT review. Note: the date cannot be in the future
• Key the Source and DOR fields (if not already completed)
• Select Continue, the Link Confirmation (LC) screen will display
• To confirm the link, key Y in the Confirm Selection? Field
• If another link is required, key Y in the Add another link of this type? Field and repeat this step

Once all parent(s)/guardian(s) have been linked, go to Step 11.

• In the New link destination SVC rsn field, select from:
  • PAR - parent
  • STP - step parent
  • FSP - foster parent (ABSTUDY customers in state care only)
• Link Start Date - the start date of the claim in new claim activities, or the date the person became a PIT parent in a PIT review or change of circumstance. Note: the date cannot be in the future
• Key Y in the Add link to CRN not on this screen field
• Complete the Source and DOR fields if required
• Select Continue
• on the Other Customer Links (OCL) screen, make sure the start date is correct
• Select Continue
• On the Link Person (LP) screen:
  • Surname of Person: surname of parent/guardian
  • First Name or Initial: first name or initial of parent/guardian. Note: this field is not mandatory but recommended to filter search results
  • Date of Birth: date of birth of parent/guardian
  • Select Continue
• Select the parent/guardian from the National Index Name List (IL) screen. If the parent/guardian does not have a Centrelink record select Add Person. Note: follow Searching for a customer on the system before proceeding)
• Where a parent/guardian does not have a Centrelink record, see Adding a customer to the system. On the Link Confirmation (LC) screen, confirm the link by keying Y in the Confirm Selection? field

Does another PIT parent need to be linked?

• Yes, key Y in the Add another link of this type? field. The system will return to the NPPS screen. Repeat this step
• No, select Continue

New entries will populate on the Household Income and Assets (NHI) screen based on the NPPS updates. Make sure the correct PIT parents display from the correct dates.

PIT information needs to be recorded on the NHI screen for each linked parent. If PIT information is:

• not required or already recorded:
  • Take the activity to the Entitlements (ELD) or Assessment Results (AR) screen
  • Make sure the outcome is correct
  • Finalise the activity
  • Record details of the update in a Note/DOC
  • Procedure ends here
• required and not recorded but available:
  • Update the NHI screen, see Assessing and coding parental income for ABSTUDY, Assistance for Isolated Children (AIC) and Youth Allowance (YA) for coding information
  • Take the activity to the Entitlements (ELD) or Assessment Results (AR) screen
  • Make sure the outcome is correct
  • Finalise the activity
  • Record details of the update in a Note/DOC
  • Procedure ends here
• required, not available and PIT information has already been requested:
  • Finalise the activity
  • A Youth Allowance claim/payment will reject/cancel PIA – Parental Income and Assets Not Provided
  • ABSTUDY and AIC claims/payments can be granted/paid without PIT information. Only non means tested allowances will pay
  • Record details of the update in a Note/DOC
  • Procedure ends here
• required, not available and PIT information has not been requested:
  • Request the information, see Requesting information (CLK)
  • Hold the NPPS update activity until the request due date
  • Record details of the update in a Note/DOC
  • Procedure ends here