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

To add, edit or delete a PIT link for a dependent Youth Allowance (YA), ABSTUDY and Assistance for Isolated Children (AIC) customer, in:

• Process Direct, go to Step 2
• Customer First, go to Step 3

Check and, if required, update the parent(s)/guardian(s) record to reflect the correct marital status before updating the link. The date of a change in circumstances will be the date of effect of the PIT link update.

View or update PIT links, on the PIT Parent Selection (NPPS) screen:

To update/end date an existing PIT link:

• select Edit next to the relevant existing PIT link to open the Change PIT Parent Selection screen
• End Date: the last day the parent was considered a PIT parent
• End Reason Code: select the appropriate reason from the drop down menu

To delete a PIT link:

Only delete PIT links that have been created in error. For example, link has been created to the incorrect person or with the incorrect SVC reason code.

Note: 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
• go to the Parental Income (NHI) screen
• confirm:
• the deleted parent/guardian no longer appears on NHI, and
• the correct parental income is recorded
• if the parent/guardian needs to be linked again correctly or a new PIT link is required see To create a new PIT link below

To create a new PIT link:

• select Add to open Create PIT Parent Selection
• open Search and Select CRN
• enter relevant search parameters, and select Go
• 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
• 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

Once all relevant actions have been taken, finalise the claim or review via ELD.

Record details of the update in a Note.

Procedure ends here.

Check and, if required, update the parent(s)/guardian(s) record to reflect the correct marital status before updating the link. The date of a change in circumstances will be the date of effect of the PIT link update.

In Customer First, updating PIT links is carried out via the PIT Parent Selection (NPPS) screen. For:

• ABSTUDY and Assistance for Isolated Children (AIC), ensure the ISS system is selected
• Youth Allowance (YA), ensure the NSS system is selected

If there is an outstanding PIT related activity from the Activity List (AL)/Future Activity List (FAL) screen make updates within this activity; otherwise, go to the NPPS screen. Go to Step 4

To obtain more details for each parent listed, key 'X' beside the parent/guardian record to expand it.

To swap to the parent/guardian record and display the Link Summary (LS) screen, Key 'L' beside the parent/guardian record and press [Enter].

Are the parent(s)/guardian(s) details complete and correct under the Current PIT Links field and are the details current/confirmed?

• Yes, select Continue, see Table 2 > Step 6
• No, and:
• an existing record needs to be modified with a different PIT link start date, go to Step 5
• link end date needs to be corrected, go to Step 6
• an existing link has an incorrect destination service reason, and needs to be corrected, go to Step 7
• a link needs to be created, see Table 2 > Step 1
• a link needs to be end dated (ceased), see Table 2 > Step 2

Note: only one record can be actioned at a time.

To modify an existing record:

• '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 press [Enter]

The system will return to the NPPS screen.

Go to Table 2 > Step 6.

To correct the link end date:

• Go to the Link Summary (LS) screen
• In the Display all field, key 'Y' and press [Enter]. This will display all current and ended links of all types
• 'S'elect the PIT link which has been ended from the incorrect date]
• Page forward/backwards to find the page where the incorrect PIT link end date and PIT link end reason is recorded
• Over key this with the correct date. Key 'C' (change) in the Action field. Note: the correct date is the day before the event date. For example, if the parent separated today, the PIT link end date is the previous day
• Return to the NPPS screen

Do other links need to be created?

• Yes, see Table 2 > Step 3
• No, procedure ends here

If the PIT link destination service reason is incorrect, it cannot be modified. The link will need to be deleted and re-created (take note of the start date of the link before deleting, as this date must be used when the link is re-created):

• 'S'elect the record from the Current PIT Links field. The Other Customer Links (OCL) screen will display
• Key 'D' in the Action field and press [Enter]

Once the link is deleted, it will then display in the Other Links field on the NPSS screen. Re-create the link from the start date, using the correct PIT link service destination reason.

Note: if the destination service reason needs to be corrected to Foster Parent (FSP), where there are two PIT links, both links must be deleted and re-created as FSP links.

See Table 2 > Step 4.

Are there already 2 entries in the Current PIT Links field?

• Yes, one of the records must be end dated (ceased) before a new record can be created as the customer cannot have more than 2 current PIT links. Go to Step 2
• No, go to Step 3

'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 to update the details and select Continue

Do other links need to be created?

• Yes, go to Step 3
• No, go to Step 6

If a link is to be created with a:

• person listed in the Other links section of the PIT Parent Selection (NPPS) screen, go to Step 4
• person not listed on the NPPS screen, go to Step 5

To create the link:

• Key 'I' against the record (do not press 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

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 for another record, if required
• No, select Continue. Go to Step 6

• Enter a valid reason 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 because a PIT parent in a PIT review 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 not already completed)
• Select Continue
• Other Customer Links (OCL) screen, make sure the start date is correct
• Select Continue
• Complete 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
• PIT information will need to be recorded on the Household Income and Assets (NHI) screen for each new parent

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

Finalise activity on the Assessment Results (AR) screen.

Record details of the action on a DOC.

Procedure ends here.