Qualification and assessment of Pension Bonus Bereavement Payment 065-07030050

Customer has lodged SA388.

Is the customer a surviving partner of a deceased member of the Pension Bonus Scheme (PBS) who did not lodge a successful claim for their Pension Bonus Payment (PBP)?

• Yes, go to Step 2
• No, go to Step 3

Index the claim in the Centrelink system on the Name Search (IN) screen.

Code the following fields:

• ServRsn: field 'PBB'
• Act: field 'NCL'
• Srce: field 'SA388'
• DOR: Date of receipt

Does the customer meet the qualifications to receive a PBBP?

• Yes, go to Step 4
• No, customer does not qualify for PBBP. Procedure ends here

At the Customer Details Task (CDTS) screen select any other relevant screens that have not already been preselected (for example, Legal Residence Information (RSLEG) screen, TFN Details (TFN) screen, Payment Destination Details (PASB) screen).

Check if Identity Confirmation is required. For more information, see Identity Confirmation.

Has the customer supplied all the relevant information for their claim?

• Yes, go to Step 7
• No, go to Step 6

Request the information. See Requesting information (CLK). Select Information to be supplied within 14 Days + Delivery option.

Procedure ends here until the information has been provided and/or the review for the return of information has matured.

Record data required for checking the PBBP qualification of the deceased person.

Follow the NCL screen flow to record the information required for the system to calculate the PBBP amount. See Step 1 in Table 2.

Ensure details on the PBBP Qualification Details (PBBQD) screen are correct. Information contained on the deceased customer's and claimant's records may be out of date as PBS members who are not Commonwealth Senior Health Card (CSHC) holders are not required to inform Services Australia of changes in their circumstances.

Press [Enter] to continue the screen flow.

Itemise the assessable income and assets of the deceased, homeowner status and dependent child/ren information on the PBBP Combined Income and Assets (PBBIA) screen.

An email to the DVA Clearance Team is recommended to ensure that only DVA income that leads to payment of the Defence Force Income Support Allowance (DFISA) is recorded in the Net DVA DP Payments: field on the PBBIA screen. Any other DVA income that does not lead to a DFISA payment should be included in the Other Govt Payments: field.

Note: H/H Contents & P.Effects: field will default to $10,000 if no data is entered.

Press [Enter] to continue the screen flow.

A change in marital status during the pension deferment period will affect the PBBP amount payable.

Update any change in the deceased marital history on the PBBP Marital History of Deceased (PBBMH) screen, if the change occurred during the qualifying bonus period. Information contained on this screen may be out of date as PBS members who are not CSHC holders are not required to inform Services Australia of changes in their circumstances.

Press [Enter] to continue the screen flow.

Non-discretionary, non-accrual periods must be excluded from the overall bonus period in calculating the PBBP amount.

Non-discretionary, non-accrual periods must be coded on the PBBP Non-Accrual Period of Deceased (PBBNA) screen.

Discretionary non-accrual periods should be coded on the PBBNA screen if the customer would have otherwise failed the work test. Be careful to only record the minimum period necessary to ensure the customer meets the work test requirements. Where the claim was lodged more than 26 weeks after date of death of the registered member it may be appropriate to record a period of discretionary non-accrual, if one exists.

Since 6 September 2008 non-accruing periods longer than 13 weeks due to bereavement are unable to be recorded on the system.

Press [Enter] to continue the screen flow.

Confirm calculation results displayed on the PBBP Calculation Result (PBBCR) screen are correct.

Press [Enter] to continue the screen flow.

• check assessment before finalising activity on the Assessment Results (AR) screen
• if the claim is granted an automatic grant letter is issued to the customer
• if the claim is rejected a manual follow-up (MFU) will be created to prompt the completion of a Q704 letter
• select the MFU from the Activity List (AL) screen
• select the appropriate rejection reason or complete the free text paragraph for the relevant rejection reason/s
• to complete the letter, code 'FIN' in the Command: field and press [Enter]
• create a file for the PBBP claim. PBBP files should be stored in same area of RMU as Age Pension files

Record details on a DOC.