Carer Payment (CP) and/or Carer Allowance (CA) inter-environment change of address 102-03020010

If change of address details are advised and the carer's new address is in a different environment, update the Address Details (AD) screen and Accommodation (AC) screens before starting the inter-environment transfer.

Go to the AD screen:

• Select Add and update:
• Start Date: Date address changed
• Address Type: Home, Temporary, Term/Semester, Postal
• Send All Mail Here: Yes/No
• Address Line 1: Auto prompt will activate
• Select Save
• Select Date of Receipt and Channel
• Select Save

Go to the AC screen:

• Select Add and update:
• Address Type: Home, Temporary, Term/Semester
• Event Date: Date accommodation details changed
• Details For: Customer/Customer and Partner
• Home Ownership:
• Type of Rent:
• Sharer Status:
• Gross and Net Rent amounts and frequency
• Rent Verification:
• Select Save

Go to the Office Code (OC) screen:

• Select Add and update:
• Contact Region Office: to the gaining office
• Update Date
• Select Save

Is the carer caring for an adult who is their partner?

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

When a person provides care for an adult who is not their partner, the records must be cancelled (which will unlink the carer and care receiver records) and then each record must be transferred separately.

• Go to the Care Receiver Benefit Action (CJBA) screen
• Select Add and update:
• Date of effect: date address changed
• Action: CAN - CANCEL
• Reason: ITO - Inter-environment Transfer Out
• Select Save
• Select Date of Receipt and Channel
• Select Save
• Select Assess and address any Warning/Errors
• Select Assess
• Select Finalise and record information in Note
• Select Finish

The customer will receive a letter stating their payment has been cancelled. Inform the customer why this will happen

No action needs to be taken to cancel the partner of the carer or any child care receivers.

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

To check, view the Benefit Status line or select the Benefit History icon.

Cancellation should automatically end date the CP link, though there may be a time delay before this is processed and displayed on the Other Customer Links (OCL) screen.

• Yes, go to Step 5
• No, cancel the payment via the Benefit Action (BA) screen by using cancellation code 'ITC'. Go to Step 5

Go to the Inter Environment Transfer (ICOA) screen:

• Select Request Transfer
• Select Gaining environment
• Select Customer's new office code & gaining region

Are there any child records linked to the carer?

• Yes, go to Step 6
• No, select Transfer. Procedure ends here

If there are child records linked to the carer, they will be displayed.

Child records which can be transferred will be marked for transfer.

Are all displayed records marked for transfer?

After an inter-environment transfer of shared care cases, there will be a shadow record in the environment of the initial non-carer. This record cannot be updated, but updates made in the other environment will be reflected on this shadow record.

• Yes, select Transfer. Procedure ends here
• No, these are shared care cases and are identified by:
• If the carer who is changing address and transferring to a different environment is the initial carer, the child care receiver's record will then be marked Y. This would only occur where the care situation had changed and there was a reason to change the carer's information, e.g. if the initial carer would be unable to access the child's doctor to obtain medical reports
• If the carer who is transferring is not the initial carer, the child record will be marked N not scheduled for transfer

Address any errors that display.

At this point the transfer can either be continued, or the Service Officer can leave the transfer process.

• Yes, when the Service Officer returns to the process, the transfer will need to be restarted. Go to Step 4
• No, select Transfer, go to Step 8

When the inter-environment transfer is complete, restore CA eligibility of each adult 'non-partner' care receiver:

• Go to the Care Receiver Benefit Action (CJBA) screen
• Select Add and update:
• Date of effect: this is the date payment is to be restored
• Action: RES - RESTORE
• Reason: ADT or TI3
• Select Save
• Select Date of Receipt and Channel
• Select Save
• Select Assess and address any Warning/Errors
• Select Assess
• Select Finalise and record information in Note
• Select Finish

The system will automatically update the CA links.

If the Carer was also receiving CP, restore payments.

Change of address details are advised and the carer's new address is in a different environment (for example, they have moved from environment R to environment K).

Run the Change in Contact Details workflow or update the Address Details (AD) screen and Accommodation (AC) screens prior to commencing the inter-environment transfer.

Enter the office code of the gaining office on the Office Code (OC) screen.

Is the carer caring for an adult who is their partner?

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

When a person provides care for an adult who is not their partner, the records must be cancelled (which will unlink the carer and care receiver records) and then each record must be transferred separately.

• Complete the following steps:
• 'S'elect the care receiver from the Care Receiver Summary (CRS) screen
• Go to the Care Receiver Benefit Action (CJBA) screen. Code 'CAN' in the Assessment Action: field and 'ITO' in the Reason: field
• For more information, see Cancellation and suspension of Carer Payment (CP) and/or Carer Allowance (CA)
• Finalise the cancellation on the AR screen

The customer will receive a letter stating their payment has been cancelled. Inform the customer why this will happen

No action needs to be taken to cancel the partner of the carer or any child care receivers.

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

To check, view the status line or the Service Reason Status (SRS) screen.

Cancellation should automatically end date the CP link, though there may be a time delay before this is processed and displayed on the Other Customer Links (OCL) screen

• Yes, go to Step 5
• No, cancel the payment via the Benefit Action (BA) screen by using cancellation code 'ITC'. Go to Step 5

On this screen, code:

• Customer Reference Number (CRN) and
• Losing environment code
• Press [Enter]

Are there any child records linked to the carer?

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

If there are child records linked to the carer, the Inter-environment transfer child selector (ITTC) screen will be displayed.

Child records which can be transferred will be marked for transfer.

Are all displayed records marked for transfer?

After an inter-environment transfer of shared care cases, there will be a shadow record in the environment of the initial non-carer. This record cannot be updated, but updates made in the other environment will be reflected on this shadow record.

• Yes, go to Step 7
• No, these are shared care cases and are identified by:
• If the carer who is changing address and transferring to a different environment is the initial carer, the child care receiver's record will then be marked Y. This would only occur where the care situation had changed and there was a reason to change the carer's information, e.g. if the initial carer would be unable to access the child's doctor to obtain medical reports
• If the carer who is transferring is not the initial carer, the child record will be marked N not scheduled for transfer.

The region defaults to the Service Officer's region.

The Inter-environment Transfer Edit (ITED) screen will appear if any edits are found during the transfer activity.

'S'elect edits for more information. The ITED screen shows whether an edit relates to the customer, their partner or child.

At this point the transfer can either be continued, or the Service Officer can leave the transfer process.

Leave the transfer process?

• Yes, when the Service Officer returns to the process, the transfer will need to be restarted. Go to Step 4
• No, press [Enter] and go to Step 8

• Update the details on the following screens for the customer and their partner as required:
• Address Details (AD) screen
• Payment Destination Details (PA/PAS) screen
• Office Code (OC) screen
• The Confirm Transfer Out (ITTO) screen is now presented. This will confirm whether updates are complete in the losing environment and will prompt for the transfer to proceed.
• The ITED will appear again if there are any edits that need to be actioned in the losing environment.

The system will then flow to the gaining environment

• The ITED screen will display
• Code 'Y' to proceed with the transfer
• Code 'N' to abort transfer (edits will need to be fixed up and then restart the transfer process)
• The interstate transfer will be scheduled.

Note: inter-environment transfers may take some time to complete. Use a RESUB DOC to note that the restoration (Step 9) will need to be completed in the new environment.

To check if the transfer has been completed, check the Scheduled Transfers (ITSC) screen, or access the record in the gaining environment.

The completed inter-environment transfer activity will also transfer the partner of the carer and any child care receivers other than those in shared care.

If the customer provides care for an adult care receiver who is not their partner, the care receiver record will not be transferred. To transfer, access the care receiver's record and then go to Step 5.

When the inter-environment transfer is complete, restore CA eligibility of each adult 'non-partner' care receiver:

• 'S'elect the care receiver from the CRS screen. Go to the Care Receiver Benefit Action (CJBA) screen and code the following:
• Action: field - RES
• Reason: field - Use ADT or TI3
• Effect Date: field - this is the date payment is to be restored
• Go to the Assessment Results (AR) screen and finalise the activity. The system will automatically update the CA links.
• If the Carer was also receiving CP, restore payments.
• Record the details on a DOC.