Retirement villages 065-11010000

• Yes, see Assessment of entry contributions for the required action
• No, go to Step 2

A customer and partner, if applicable, may not pay an entry contribution. When this occurs, the customer may be asked to pay rent in addition to the maintenance fees. Rent Assistance (RA) is payable on the combined amount.

Is the customer single or a member of a couple?

• If single, go to Step 5
• If a member of a couple, go to Step 3

Have both parties moved to the new accommodation?

• Yes, go to Step 5
• No, go to Step 4

If the customer no longer considers they are a member of a couple, investigate eligibility for a single rate of payment.

If the customer is entitled to a single rate of payment, adjust their record as required. They may also be illness separated.

For full details on any action required, see Change in relationship status from partnered to single.

• Yes, go to Step 6
• No, go to Step 9

• If the prior principal home is owned by the customer, and/or partner, it may be considered an asset unless the customer and/or the partner are entitled to an exemption
• If the customer enters a unit or aged care section of a retirement village as an aged care resident, to receive a substantial level of care for which ongoing government funding is being provided, the person is 'in residential care'. Customers must get this level of care for at least 14 consecutive days for it to be considered 'residential care’
• Customers that own their own principal home, and vacate permanently to enter into residential care in a retirement village, can have their former home exempt from the assets test for 2 years. That is, from the date they entered residential care

Note: the 2 year assets test exemption does not apply if the customer is already a retirement village resident moving, into residential care.

Did the customer, and/or their partner, vacate their previously owned principal home and are entitled to an exemption for this principal home?

• Yes, go to Step 8
• No, go to Step 7

If the customer, and/or their partner, vacated their principal home for reasons that do not exempt the property from the assets test, they will be considered a non-homeowner and the previous principal home is considered an asset.

Details are required for the property:

• Issue Real Estate form (Mod R) to customer and/or partner. See Requesting information (CLK)
• Update real estate details upon completion of Mod R. See Assessing and coding the Real estate details Mod R for details

Go to Step 9.

If a customer, and/or their partner, vacate their principal home and are entitled to an assets test exemption, they are still considered a homeowner.

The principal home is not recorded as an asset until the 2 year exemption period expires.

See Vacation of principal home due to illness to code a 2 year exemption onto the customer’s record.

Run the Change in Contact Details workflow update Accommodation details (AC) screen and address details.

Update customer's and partner's, if applicable, new address. See Updating address details.

Go to the customer's and/or their partner's, Accommodation (AC) screen. Using the help (?) when needed, update the new details including the following coding:

• Home Ownership: code the homeowner field as SRN - Non homeowner Lives in Special Residence
• Type of Rent: code MNT - Maintenance fees. If the customer pays rent and maintenance fees, code the entire amount as maintenance fees
• Rent Verification: code EXV - Exempt - Customer in Retirement Village. If a customer is living in a retirement village, they are not required to provide verification. See Completing the Accommodation Details (AC) screen and assessing Rent Assistance (RA)

Identify if the customer would like to nominate a person to act on their behalf. See Adding or rejecting a nominee request for details.

Finalise activity and record details on a DOC.