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Reimbursing fares after the customer has died for Youth Allowance (YA), Austudy and Pensioner Education Supplement (PES) 010-04060070

For Fares Allowance Skilled Student Processing staff only.

This document outlines information on Fares Allowance (FAA) claims made for a deceased estate. It shows Service Officers the coding to grant a FAA claim for a deceased estate.

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Reimbursing fares for a deceased student

Reimbursing fares where the record is a deceased record

Reimbursing fares for a deceased student

Table 1

Step	Action
1	For current customers, death is confirmed and Fares Allowance (FAA) can be paid + Read more ... Process the payments: For Youth Allowance (YA) and Austudy customers, see: Reimbursing fares for cheapest mode of public transport for Youth Allowance (YA), Austudy and Pensioner Education Supplement (PES), or Reimbursing fares for the use of a private vehicle or taxi for Youth Allowance (YA), Austudy and Pensioner Education Supplement (PES) For PES customers, see Coding Fares Allowance (FAA) reimbursements and Away from Base entitlements for ABSTUDY and ABSTUDY Pensioner Education Supplement (PES)
2	Record details + Read more ... Record the death and cancel the customer's payments. See Actioning notification of a death of a student.
3	Record the following details in a DOC + Read more ... Record details of the claim and decision in a Fast Note - select Auto Text, use Students, ABSTUDY & Apprentices > Claims - Students. Template: Fares Allowance GRANT Fares Allowance REJECT
4	Advise authorised person of decision + Read more ... Advise the customer, in writing, of the decision of their FAA claim by sending a letter Q021 (Fares Allowance - grant/reject/pay). This advice may be tailored according to whether the claim has been approved, amended or rejected, as per approved wording. See Assessing eligibility for Fares Allowance (FAA) for Youth Allowance (YA), Austudy and Pensioner Education Supplement (PES). Procedure ends here.

Reimbursing fares where the record is a deceased record

Table 2

Step	Action
1	For cancelled records + Read more ... Restore the record to allow action to pay Fares Allowance (FAA). In the customer's record go to the Death/Executor (DEA) screen: type 'D' in the field to the left of the Date of Death: field complete the footer details and confirm the action by typing 'Y' in the Confirm Details: field press [Enter] and navigate to the Assessment Results (AR) screen. Ensure there are no incorrect arrears payments or debts created prior to finalising the activity finalise the activity and record the details on a DOC
2	The customer's status changes from deceased to current + Read more ... Process the Fares Allowance (FAA) payment as below, but do NOT finalise the claim at this point. It is vital that any adjustment line is zeroed BEFORE finalising this action to avoid payment of arrears or the creation of debts. To do this: from the Assessment Results (AR) screen type 'R' in the single space field to the left of any payment line that shows an adjustment amount (look for a column headed 'Adj Amt'). This line or lines appears under the One Off Payment (OOP) line. Press [Enter] when the Period Rates Summary (RATS) screen displays, type 'R' in the single space field to the left of any line showing an adjustment amount. Press [Enter] when the Period Rate Components (RAC) screen displays, type '0' (zero) against any line that has an automatic adjustment in the field under Manual Adj $: type 'ADJ' in the Man Adj Rsn: field type 'Y' in the RATS: field press [Enter] twice when only the Fare Allowance remains, return to the Assessment Results (AR) screen by pressing [Enter] Inhibit the production of any letters and advices code 'Y' in the Go to ASC: field, press [Enter] at the ASC screen type 'INH' in the Letters Action: field code 'Y' in the Inhibit Cards: field code 'Y' in the Inhibit Forms: field For YA and Austudy customers, see: Reimbursing fares for cheapest mode of public transport for Youth Allowance (YA), Austudy and Pensioner Education Supplement (PES), or Reimbursing fares for the use of a private vehicle or taxi for Youth Allowance (YA), Austudy and Pensioner Education Supplement (PES) For PES customers, see Coding Fares Allowance (FAA) reimbursements and Away from Base entitlements for ABSTUDY and ABSTUDY Pensioner Education Supplement (PES).
3	It is vital that any adjustment line be zeroed before finalising this action, to avoid payment of arrears or the creation of debts + Read more ... See Explaining and actioning negative adjustments on the Assessment Results (AR) screen.
4	Payment summary screen + Read more ... Check the Payment Summary (PS) screen to ensure that the only payment is for Fares Allowance, and then finalise the activity.
5	Reinstate the deceased status + Read more ... Run the Notification of Death to code the Death/Executor (DEA) screen.
6	Record the following details in a DOC: + Read more ... Record details of the claim and decision in a Fast Note - select Auto Text, use Students, ABSTUDY & Apprentices > Claims - Students > Fares Allowance GRANT.
7	Advise authorised person of decision + Read more ... Advise the customer, in writing, of the decision of their FAA claim by sending a letter Q021 (Fares Allowance - grant/reject/pay). This advice may be tailored according to whether the claim has been approved, amended or rejected, as per approved wording. See Assessing eligibility for Fares Allowance (FAA) for Youth Allowance (YA), Austudy and Pensioner Education Supplement (PES).