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Processing transfers to Pensioner Education Supplement (PES) from ABSTUDY PES to receive Education Entry Payment (EdEP) 010-05030020



This document outlines how to transfer an ABSTUDY Pensioner Education Supplement (PES) payment to a PES payment to enable a customer to access Education Entry Payment (EdEP).

Processing a transfer to Pensioner Education Supplement (PES) from ABSTUDY PES

Step

Action

1

Customer contact about ABSTUDY PES, PES and Education Entry Payment (EdEP) + Read more ...

The customer:

  • wants to claim PES to get EdEP, tell them ways they can lodge a claim:
    • Online claim for PES
    • Verbal claim via Assisted Customer Claim (ACC)
    • Paper claim for PES (SY004)
    • Procedure ends here until customer lodges claim
  • lodges a PES claim, go to Step 2
  • wants to transfer back to ABSTUDY PES, go to Step 3

2

Cancel the ABSTUDY PES then process PES claim + Read more ...

When the customer lodges a PES claim, Service Officers must cancel the ABSTUDY PES before processing the PES claim. To make sure there is no gap in entitlement and no overpayment of ABSTUDY PES Service Officers must code an appropriate:

  • Cancellation date for ABSTUDY PES and
  • Start date for PES payment

To cancel ABSTUDY PES:

  • Go to the ABSTUDY system:
    • In Nxt key SVPES
    • Change the system to ISS
  • Go the Benefit Action (BA) screen
    • In Nxt key BA and press [Enter]
    • Svc Rsn field code ‘EPA
    • Action field code 'CAN'
    • Reason field code 'OTH
    • Effect date field code DPT + 1
  • Doc the record:
    • Select Fast Note template: ABSTUDY Cancelled/Suspended/Restored
    • Record all relevant details in the Fast Note

In some circumstances, the ABSTUDY PES Course Level coding on EDC may not be compatible with PES coding requirements. Where this occurs, end date the current EDC line from DPT within the cancellation activity. Code course details within the PES claim.

Where a manual cancellation with the reason Other (OTH) is required for an ABSTUDY PES payment, (for example, Payment on Advice), a Q134 must:

  • be issued within the cancellation activity, and
  • have the following typed in the Reason for Decision free text field:
    ‘We are transferring you to a more appropriate Pensioner Education Supplement payment.’

See Cancellation of Pensioner Education Supplement (PES) and ABSTUDY PES.

Process the PES claim as outlined in Assessing claim for Pensioner Education Supplement.

Note: system limitation may impact when the new claim can be assessed. See Table 3 of Assessing claim for Pensioner Education Supplement.

3

Transferring back to ABSTUDY PES + Read more ...

Tell the customer they:

  • can ask to transfer back to ABSTUDY PES after receiving the EdEP
  • do not need to lodge a new claim
  • may be eligible for other ABSTUDY entitlements that are appropriate to their individual and course circumstances, such as:
    • Incidentals Allowance for further (short) courses
    • Additional Incidentals Allowance
    • Away from Base assistance
    • Residential Costs Option
    • Fares Allowance

See Processing transfers to ABSTUDY PES from Pensioner Education Supplement (PES)