Assessing the ABSTUDY Change of Circumstances/Enquiries Sheet (SY053) 010-02120010

Check the ABSTUDY Change in Circumstances form (SY053) is complete.

The customer must:

• complete the first 2 questions
• complete only the questions based on their change in circumstances
• sign the declaration

• Go to the Address Details (AD) screen
• Update the customer's address details
• Complete the Accommodation Details (AC) screen if required

Once above updates have been made, go to Step 3.

• Go to the Telephone Details (TDS) screen
• Updating telephone details and/or paying Telephone Allowance (TAL)

Once above updates have been made, go to Step 4.

• Go to the Payment Destination Details (PAS) screen
• Update the payment destination

There is no restriction on making changes to payment destination for customers who are under 18 and independent.

If the customer is under 18, make sure the change can be made, see Payments for students under 18 years paid to student, parent or a third party.

Once above updates have been made, see Step 1 in Table 2.

• Go to the Earned Income Details (EAN) screen
• Record the details of the customer's income

Once required updates have been made, for:

• Students, go to Step 2
• Apprentices, go to Step 3

If there is a change to the student's study details for:

• Decrease in study load, see Changing study load from full-time to part-time or concessional study load for ABSTUDY or ABSTUDY Pensioner Education Supplement (PES)
• Increase in study load, see Increasing study load for ABSTUDY students
• Ceased study, see Payment of ABSTUDY when a student is deferring or discontinuing study before the end of the course
• Change of course or institution, see Changing or correcting course of study and/or educational institution for ABSTUDY students

Once all above updates have been made, see Step 1 in Table 3.

Update the Australian Apprenticeship details if changes advised.

Process Direct:

• Go to the Apprentice Details (NAPD) screen
• Select Add
• Key the Australian Apprenticeship details
• Select Save
• Key the Receipt Date and Channel
• Select Save
• Select Assess and address any errors/warnings
• Select Assess again, then select Finish
• Record details of the update
• Select Finalise

Customer First

• Go to the Apprenticeship Details (NAPD) screen
• Key the Australian Apprenticeship details

Once all above updates have been made, see Step 1 in Table 3.

Did the customer advise a change for tax deductions from their fortnightly payments?

• Yes:
• they do not want tax taken out, go to Step 2
• they do want tax taken out, go to Step 3
• No, the customer has not answered this question, go to Step 4

• Go to the Payment Instruction Summary (PINS) screen
• Cease tax deductions

Did the customer provide any new information under Other?

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

• If the customer or their correspondence nominee did not sign the form, contact the customer by phone (where a number is provided):
• confirm the tax deduction request and the amount they want deducted each fortnight
• if unable to contact the customer via phone, send the customer a Tax Deduction Authority form (SU066). They must complete and return the form. The Resources page has a link to the SU066
• When they advise of the tax amount:
• Go to the Payment Instruction Summary (PINS) screen
• Arrange tax deductions

Did the customer provide any new information under Other?

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

• If the customer needs to provide more details to update the change of circumstance, send a Request for Information letter to request the documents. See Requesting information (CLK)
• Check if the change of circumstances affects the customer's rate of payment or their qualification for ABSTUDY. Update as appropriate

Record details on a Note/DOC. Include:

• updates made
• updates requested but not made