Foreign Pension System (FPS) status and reviews 106-08010040
Expand allForeign Pension Systems (FPS) status (A to F)
Explanation of Foreign Pension System (FPS) status and action
Table 1: this table describes the FPS screen codes for Comparable Foreign Payment (CFP) statuses, A to F, their meanings, use and action to be taken.
|
Status |
Reason |
Purpose |
Letter Issued |
Review action |
|
DEF (Deferred) |
FGA (Deferred - granted future date) |
Obsolete code - deferral no longer applicable Note: this code is used for approved manual workaround where system problem screens too early. When review matures, set status to 'ISS' for relevant Country/Payment Type on the Foreign Claim Details (FGD) screen |
n/a |
Review set to create MFU after 6 months for manual action Review action: International to check requirement to claim. See Assisting customers to claim a foreign pension |
|
DEF |
FDB (Deferred - Future bonus claim) |
Obsolete code - deferral no longer applicable |
n/a |
n/a |
|
FIN (Finalised) |
GRA (Granted) |
Used to record advice of grant of a CFP Note: generally coded automatically when a new ongoing CFP is recorded on FPD |
No |
No review* *MFU (I040FP/I036FP) created for CIS to follow up any debt action due to the arrears of foreign pension |
|
FIN |
REJ (Rejected) |
Used to record advice of rejection of a CFP |
No |
No |
|
FIN |
EXE (Exempt) |
Used to exempt customer from requirement to claim a CFP |
Yes |
No |
|
FIN |
NOM (Not entitled-Manual) |
Used to indicate a manual decision has been made that a CFP claim should not proceed |
Yes |
No |
|
FIN |
NOA (Not entitled – Auto) |
Used when CFP screening has occurred and indicate a customer will not qualify for reasons other than contributions - auto Notes:
|
No |
No |
|
FIN |
NOC (Not entitled–Inadequate/ insufficient contributions) |
Used when CFP screening has occurred and indicate a customer has insufficient contributions to qualify - auto Notes:
|
No |
No |
|
FIN |
NLA (Cannot lodge) |
Used when CFP screening has occurred and a CFP claim cannot be lodged from the country in which the customer lives – auto Notes:
|
No |
No |
|
FIN |
TFR (Transfer to other pension) |
Used to indicate a customer has transferred from one CFP to another (e.g. INV to AGE) |
No |
No |
Foreign Pension Systems (FPS) status (G to Z)
Explanation of Foreign Pension System (FPS) status and action
Table 2: this table describes the screen codes Comparable Foreign Payment (CFP) statuses, G to Z, their meanings, use and action to be taken.
|
Status |
Reason |
Purpose |
Letter Issued |
Review action |
|
GEP (Granted embargo pending) |
Used to indicate a CFP has been granted and embargo processing is not yet complete Notes:
|
Yes |
Review set to create MFU (I035FP) after set period (varies by country) Review action: CIS to follow up embargo of arrears with customer and/or foreign pension authority. See Comparable foreign payment lump sum arrears debts. |
|
|
ISS (Issued) |
Used to issue a customer a compulsory CFP claim |
Yes |
Series of automated reviews set to:
Cancel payment (CAN-CFP) after 91 days |
|
|
ISS |
VOL (Voluntary) |
Used to issue a customer a voluntary CFP claim |
Yes |
No |
|
OVS (Overseas) |
Used to indicate that International Services has sent the CFP claim to the foreign pension authority for processing |
Yes |
Review set to mature after set period (varies by country). Review will either:
Review action: International to follow up claim outcome with customer. See Assisting customers to claim a foreign pension |
|
|
OVS |
DIR (Direct) |
Used to indicate the customer has sent the CFP claim to the foreign pension authority for processing |
Yes |
Review set to mature after set period (varies by country). Review will either:
Review action: International to follow up claim outcome with customer. See Assisting customers to claim a foreign pension |
|
REI (Reissued) |
Used to reissue a compulsory CFP claim to a customer Notes:
|
Yes |
Series of automated reviews set to:
Cancel payment (CAN-CFP) after 91 days |
|
|
REI |
VOL (Voluntary) |
Used to reissue a voluntary CFP claim to a customer Notes:
|
Yes |
No |
|
RET (Returned) |
CSC (Service Centre) |
Record receipt of a foreign pension claim in Service Centre |
No |
Review set to create MFU (I044FP) after seven days for manual action Review action: CIS to follow up non-receipt of foreign pension claim with Service Centre |
|
RET |
CIS (International Services) |
Record receipt of a foreign pension claim in CIS |
No |
Review set to create MFU (I034FP) after 21 days (91 for INV) for manual action Review action: CIS to follow up processing of foreign pension claim to send overseas |