Deferring or discontinuing study before end of course for Pensioner Education Supplement (PES) 102-07020060
Processing is undertaken by PES Processing staff only.
This document outlines the process for Pensioner Education Supplement (PES) students who have deferred or withdrawn from full-time studies prior to the end of their course.
On this page:
Assessing students who defer or discontinue study before end of course
Coding when a student defers or discontinues study
Assessing students who defer or discontinue study before end of course
Table 1: This table describes the process for a Service Officer to determine whether the customer is still eligible for payment, when a Pensioner Education Supplement student either defers or discontinues study before the end of the course.
Step |
Action |
1 |
Initial contact + Read more ... A student who is currently in receipt of Pensioner Education Supplement (PES) advises they:
Is the service officer skilled in PES Processing?
|
2 |
Study ceased due to medical condition + Read more ... Has the student ceased studying due to a medical condition?
|
3 |
Australian Apprenticeship + Read more ... Has the customer started an Australian Apprenticeship?
|
4 |
Part time study + Read more ... Is the student studying part-time?
|
5 |
University student + Read more ... Is the customer studying at a university, other than Bond University or Open Universities Australia, which has a period of enrolment of a year?
|
6 |
Aggregation of Study load + Read more ...
can be added together to reach an aggregated EFTSL of 0.750 over the academic year to meet the 75% requirement or their approved concessional study load
Could the student still be considered to be meeting their study load requirements if their study load is aggregated over the full academic year?
|
7 |
Customer remains eligible for PES as a full-time student due to aggregation of study load + Read more ... Update the student and course dates in either: Process Direct
Customer First
Was the student assessed as:
|
8 |
Aggregation of study load rules + Read more ... Student has either not commenced by the second Friday, not enrolled at all, or have not enrolled in the required study load, in the next study period, to be considered full-time under the aggregation of study load rules. If the customer has been assessed as a full-time student based on a future workload that they are 'intending' to enrol in, they must start the course by the second Friday after the course commences in that study period. If they do not, they are only considered to be a full-time student (under the aggregation rules) until the first date that they became aware they would not be enrolling or commencing by the second Friday. This date is normally taken to be the earlier of:
See Step 9 in Table 2. |
9 |
The PES customer may continue to qualify for payment as a concessional study load student + Read more ... For information on how to determine if the PES student qualifies for a study load concession, see the procedure(s) for the appropriate payment:
Does the PES student qualify for a study load concession?
|
Coding when a student defers or discontinues study
Table 2: This table describes the steps for a Service Officer to update the system when a PES student either defers or discontinues study before the end of the course.
Step |
Action |
1 |
Update education details + Read more ... For PES:
Is the Enrolment Verification field displaying as VER (verification provided) on the Customer Study Details (EDC) screen in Process Direct or Education Course Detail (EDC) screen in Customer First?
|
2 |
Enrolment verification has not been supplied + Read more ... End the course of study on the EDC screen on the date the customer advised was their last date of attendance. Tell the customer that proof of enrolment will still need to be supplied within 14 days or their Pensioner Education Supplement will be updated based on them not enrolling in the course of study at all. Issue a written request for information notice to the customer by using the Request for Information guided procedure. See Requesting information (CLK). |
3 |
Has the customer provided proof of enrolment within 14 days? + Read more ...
|
4 |
Enrolment verification has been supplied or is not required + Read more ... If not done already, update end the course of study information in either:
Did the student advise that they were ceasing study in accordance with their notification period (if applicable)? Note: refer to General notification provisions for further information regarding the correct notification period for the customer's circumstances. Customers, who contact Services Australia early and advise they are ceasing studies on a future date, have met their notification provisions.
|
5 |
Entitlement period + Read more ... PES student has contacted Services Australia within 14 days of the date of event and:
See Notification Handler (NOHL) for more information. |
6 |
In the same entitlement period + Read more ... PES student has contacted Services Australia within 14 days of the date of event (DOV) and:
Note: assessments or any other comments must not be recorded in the Comments: field. Information recorded in the Comments: field will be displayed to customers when using the 'Manage study details' online Service. Any additional comments must be recorded on a Note/DOC. |
7 |
Cancel payment + Read more ... Customer has contacted Services Australia:
Updated in either: Process Direct
Customer First Access the screen by typing in the Nxt field:
Go to the EDC screen and change the Student End Date field to the same date as the Entitlement Period End Date of the entitlement period that the customer ceased study in. On the BA screen, code the following fields:
Reason: 'NAS' - not a student, with a date of effect as the Entitlement Period End Date (EPED) + 1 of the entitlement period in which the date of event occurred. Complete the activity on the Assessment Results (AR) screen. Record on a DOC the:
Note: the Date of Effect (DOE) = the Entitlement Period Start Date (EPSD) of the period following the period that the event occurred in. |
8 |
Cancel payment at end of 14 day notification period + Read more ... Customer has contacted Services Australia:
Payment is to be cancelled on the day after the end of the 14 day notification period.
|
9 |
Document + Read more ... Document in the Note/DOC that the student has either:
Record details of the decision to cancel and any other action taken on a Note/DOC, including any workaround coding that has been undertaken on the EDC, EDCH, BA, and/or the NES screens relating to notification provisions (if applicable). |