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Issue of Evidentiary Certificate for the Pension Bonus Scheme (PBS) 065-07010020

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For Seniors Processing Services or authorised Smart Centre Processing staff only.

This page contains the process of issuing an Evidentiary Certificate to a registered member of the Pension Bonus Scheme (PBS).

Evidentiary Certificate

Issuing an Evidentiary Certificate

This table describes the steps for issuing an Evidentiary Certificate.

Step

Action

1

Customer contacts and requests an Evidentiary Certificate for a specified period + Read more ...

If customer is partnered, and their partner is also registered for the PBS, an Evidentiary Certificate (Q702) should be issued to both the customer and their partner if the partner is using the customer's work to meet the work test.

2

Is customer using their own work to meet the work test and are they a registered member of the PBS? + Read more ...

Check the Pension Bonus Registration (PDB) screen:

3

Is the customer's partner (whose work they are using to pass the work test) a registered member of the Centrelink or DVA Scheme? + Read more ...

There will be no new registrations taken for the Pension Bonus Scheme from 1 July 2014.

4

Have the customer's or partner's work records been provided? + Read more ...

5

Has the work test been met for the specified period? + Read more ...

  • Yes, go to Step 6
  • No, explain the work test to the customer
    • If customer/partner (if applicable) needs more work records to satisfy the work test, request them and when received go to Step 6
    • Otherwise, reject request to issue Evidentiary Certificate by sending the customer a Free Text (Q999) letter advising why unable to issue an Evidentiary Certificate. Procedure ends here

6

Calculate + Read more ...

  • The number of days when the customer was single and then the number of days partnered, if applicable. This affects the amount of the future Bonus, if payable
  • If applicable, the periods when the customer/partner was a non-accruing member and the reason they were a non-accruing member:
    • During non-accruing periods, the customer does not have to satisfy the work test and so they do not count towards bonus periods. (The only exception is post-75 members who must meet the work test when they are in a disposal preclusion period)
    • Record this information on the PBNA screen and a DOC for calculation of the bonus amount to be paid in the future

7

Access the customer's record + Read more ...

  • Check the customer's/partner's (if applicable) details (for example address) are up to date
  • Check whether this customer/partner should be claiming the bonus now rather than requesting an Evidentiary Certificate, that is, has customer finished working or ceased meeting the work test

8

Send Evidentiary Certificate letter + Read more ...

  • Send the PBS Evidentiary Certificate (Q702) to the customer and partner (if applicable). Ensure the 'AGE' service reason is used
  • Evidentiary Certificates are online 'Q702' letters. These letters are created manually. See Creating an Online Advice (OLA), including within an existing activity for more information
  • Complete the letter making sure the bonus periods are consecutive. Note: if no non-accrual periods, a bonus period runs for 12 months, for example 14 June 2007 - 13 June 2008
  • Issue the customer/partner with another work record form, if required. See the Resources page
  • Record the details on a DOC.