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Assessing and coding a transfer to Austudy or Youth Allowance (YA) student claim from another payment 010-20020548

For staff skilled in student processing.

This document outlines how to assess and code a transfer to Austudy or YA student from another income support payment.

On this page:

Initial claim assessment

Assessing study details

Assess early claims where study has not commenced

Assess eligibility and payability

Assess the YA/Austudy grant date

Assess rate, waiting periods, add-ons and finalise claim

Initial claim assessment

Table 1

Step	Action
1	Claim lodgement A claim work item is created for allocation and processing in Process Direct when a customer submits: an online claim an Assisted Customer Claim (ACC), or a Claim for Youth Allowance (SY001) or Claim for Austudy (SY002) paper claim When a paper claim is scanned onto a customer's record, the system creates a Social Online Application (SOA) Shell. A SOA Shell claim that is categorised as a student claim but is actually a job seeker or Australian Apprentice claim, must be re-categorised appropriately: Youth Allowance job seeker (ZALL_ZJSP_NCL_PAPER) Australian Apprentice claim (ZCLM_ZASA) Austudy Apprentice claim (ZCLM_ZASA) The Re-claim or Transfer for Austudy or Youth Allowance (SY089) paper claim is no longer accepted. Where an SY089 has been lodged with a: date of receipt before 1 April 2023, accept and process the claim date of receipt on or after 1 April 2023, make genuine attempts to contact the customer and tell them to submit an online claim. If the customer cannot claim online or contact is unsuccessful: request an SY001 or SY002 using Request Documents in Process Direct if a SOA Shell was incorrectly created for an SY089, cancel it, and send a Students-Claim lodgement desktop message in Customer First A paper claim will not auto-create a SOA Shell where the claim is uploaded by the customer through Upload Documents. Manually create the claim using the SOA Shell application in Process Direct. For a claim available to process in Process Direct that is a submitted: online claim or SOA shell claim, go to Step 3 ACC, go to Step 2
2	ACC submitted Where an ACC has been submitted by a staff logon, check that the correct Date of Receipt (DOR) has been applied. When a claim is started through ACC and submitted by a Service Officer on a later date, the Date Submitted will default to the original DOR entered. Determine the actual date of claim submission. Select and view the ACC Claim Progress DOC. Note both the: DOC Receipt Date and Document created by SAPAPP on DDMMYY date (in the General field). This is the actual date of claim submission If the Document created by SAPAPP date is: the same as the Receipt Date, the claim was started and submitted on the same day - no further action is required later than the Receipt Date, the claim was started, then submitted on a later date – the DOR must be corrected To correct the DOR: select Update DOR through the menu enter the correct DOR select Update annotate the ACC Claim Progress DOC to record that the DOR has been manually updated to the correct DOR If the DOR cannot be updated: a manual start date will be required when coding the NDC screen clearly document the start date in the Claim Progress DOC
3	Pre-assessment checks Complete all pre-assessment checks in Process Direct using the icons on the Transaction Summary (TS) screen. Checks may include selecting: to view the claim submitted by the customer Circumstance Data icon for customer and claim information including: identity confirmation claim type, submission date and status the Link Summary (LS) and Marital Status (MS) screen data Benefit History icon for previous claim dates and benefit history: the payment the customer is transferring from must be payable (for example, not ASSessed status) on the day before the customer qualifies for the new payment, for the claim to be considered a transfer Tasks icon to view required tasks, supporting documents requested and their due date. A hyperlink to view the electronic MOD JY (if lodged) is available here Notes icon to view: the Progress of claim note any comments made by a previous Service Officer the outcome from a completed referral or if a referral is outstanding e.g., CALO the Document List (DL) screen The DL screen also shows confirmation the customer accepted the verbal declaration where an ACC has been used Status icon to view or update the claim status Documents icon to view documents uploaded or scanned, including: specific documentation for a CAO assessment where applicable, and additional documents provided Note: documents relating to the customer's claim may also be attached to the partner's, or parent's record the Activity List (AL) screen to view outstanding activities An Authorising a person or organisation to enquire or act on your behalf form (SS313) lodged with a new claim must be processed immediately. This is to make sure the nominee will also receive the outcome of claim letter. See Adding or rejecting a nominee request.
4	Check course approval Check if the course is an approved course of study for Youth Allowance (YA), Austudy and Pensioner Education Supplement (PES). If the course is: Approved, go to Step 6 Not approved, customer is not qualified for YA or Austudy as a student. Reject the claim, see Table 7 Not yet determined, create a referral to a Course Assessment and Liaison Officer. See Referral to a Course Assessment and Liaison Officer (CALO)
5	Check customer meets qualification requirements for being a student A customer applying for YA (student) or Austudy must meet qualification requirements for being a student. They must be studying full-time or undertaking an approved concessional study load. See: Youth Allowance (YA) qualifications for students and Australian Apprentices Youth Allowance student full-time study requirements Eligibility for Austudy Satisfying the activity test for Austudy Startup Year Courses YA and Austudy students who are temporarily incapacitated may also be considered a student during that time. See: Youth Allowance (YA) student or Australian Apprentice becomes incapacitated or impacted by unforeseen or extreme circumstances Austudy student or Australian Apprentice becomes incapacitated or impacted by unforeseen or extreme circumstances Check the customer is: studying full-time, or undertaking an approved concessional study load, or applying for YA and is unable to study full-time due to a temporary incapacity If: Yes, go to Step 6 No, customer is not qualified for YA or Austudy as a student. Reject the claim, see Table 7
6	Check course duration The assessment of academic year is to determine whether a customer has reached the maximum age for YA. There is no set duration for the length of an academic year. It depends on the education provider. If on the YA/Austudy grant date (for further information about assessing the grant date, see Table 5), the amount of full-time study the customer has left to complete in the course is: one academic year or greater in length, go to Step 8 less than one academic year, and the customer is: 22-24 years of age (on the day they are deemed to be a full-time or concessional load student), and receiving JobSeeker Payment (JSP), go to Step 7 any other age, go to Step 8
7	22-24 years of age and receiving JSP If the customer was: receiving JSP immediately before commencing the course, and has reached the maximum age for YA. Reject the claim LTM - Course of Study Less than Twelve Months, see Table 7 not receiving JSP immediately before commencing the course, and has not reached the maximum age for YA. Go to Step 8
8	Appropriate payment Determine whether YA/Austudy is the most appropriate payment before assessing the student claim. See: Identifying the most beneficial payment for students or Australian Apprentices Transfer to Austudy or Youth Allowance (YA) (student) from another payment. Qualifying payments for Pensioner Education Supplement (PES) and ABSTUDY PES Do not take lodgement of a YA/Austudy claim as an indication of the customer's preferred payment. Services Australia is obligated to advise customers of their options. For JSP customers Where the rate and conditions of JSP appear to be more beneficial than YA/Austudy, care must be taken to determine whether JSP remains payable. The assessment of 12 months is to determine whether a customer is qualified for JSP. For JSP purposes, the assessment of 'calendar year' or 'academic year' does not apply. As long as the full-time duration of the course, from the course start date to the course end date, is less than 12 months, the course may be approved for JSP. Due to this distinction, there may be situations where the customer is considered to be in a: one year course for student payments, and course less than 12 months for JSP This would make the customer eligible for both JSP and a student payment. Determine the most beneficial payment for the customer. In Process Direct, check the Activity and exemption summary (AEX) screen to see if the customer is Provider managed or Centrelink managed. If customer is Provider managed, go to Step 9 Centrelink managed, go to Step 13 For all other Income Support Payment (ISP) customers Is YA/Austudy the appropriate/preferred payment? Yes, go to Step 14 No, reject the claim using reason code COP - Another Payment is More Appropriate. See Table 7
9	Customer is provider managed Where the Activity is: JSE - Jobsearch, check for a short course approval activity for the customer's current study IEA - Inclusive Employment Australia, check the customer's Job plan for study included as part of their requirements. Note: Inclusive Employment Australia (IEA) managed customers are not required to report via the Points Based Activation Summary (PBAS) dashboard From the Transaction Summary (TS) screen: select > Participation Summary > Job plan in the Current Job plan section, select View plan If there is: a short course approval and contact is not required, go to Step 12 no short course approval activity (for JSE - Jobsearch participants)/no study included in the Job plan (for IEA participants) and the course is less than 12 months, make a genuine attempt to contact the customer Was the contact successful? Yes, go to Step 10 No, go to Step 11
10	Successful contact Explain the difference in rates and conditions. Ask the customer if they want to continue receiving JSP and if: a short course approval has been declined for their current study by their employment services provider, and they are unwilling or unable to undertake other approved activities (as well as their study), such as job search, to meet their JSP requirements If the customer answers yes to both questions, they will lose JSP eligibility from the date they cease to comply with the JSP requirements. YA/Austudy will be the only appropriate payment. Go to Step 12. If the customer wants to continue receiving JSP but has not discussed the study with their provider: tell them to contact their provider to discuss their study arrange a suitable day within the next 7 days for the customer to be called back, to ask the two questions above put the claim on hold until the day before the arranged call date tell the customer that if we are unable to reach them on the arranged call date: JSP payability cannot be established, and their claim for YA/Austudy will be rejected annotate the Progress of Claim Note/DOC with the reason the claim has been put on hold Procedure ends here.
11	Unsuccessful contact/s If: First attempt Record the details of all contact attempts with the customer, in the claim outcome Note/DOC. If the claim is being put on hold, record this in the Progress of Claim DOC Second attempt If both contact attempts are unsuccessful, reject the YA/Austudy claim using reason code COP - Another Payment is More Appropriate. See Table 7 Note: if the customer later contacts and the discussion about JSP payability determines that YA/Austudy is more appropriate, the claim may be reassessed
12	JSP remains payable only if the course is less than 12 months long See Part-time or full-time study as an approved activity for JobSeeker Payment (JSP). If the course is: less than 12 months, allow the customer to choose between JSP and YA/Austudy if: there is a short course approval, or the customer advises that they are willing and able to undertake other approved activities to meet their JSP requirements 12 months or over, and study was accepted as part of the customer's PBAS reporting for any reporting period after the study start date (for JSE participants) or was included in the customer's Job plan (for IEA participants): the customer remains qualified for JSP until the day before the student claim was lodged, or for early claims processed after the course start date, the day before the student payment qualification date 12 months or over, and study has not been reported on PBAS (for JSE participants) or included in the customer's Job plan (for IEA participants): the customer ceased to qualify for JSP from the study start date Is YA/Austudy the appropriate/preferred payment? Yes, go to Step 14 No, reject the claim using reason code COP - Another Payment is More Appropriate, see Table 7
13	Customer is Centrelink managed Centrelink managed job seekers are not required to report via PBAS. They meet their requirements through: participation in a Centrelink approved activity, or an exemption View activities and exemptions on the AEX screen. If the study is not an approved activity on the AEX screen, check the customer's Job plan: select > Participation Summary > Job plan in the Current Job plan section, select View plan JSP only remains payable for Centrelink managed customers if their course is less than 12 months long. If the course is: less than 12 months, allow the customer to choose between JSP and Austudy 12 months or over, and the AEX screen or the Job plan shows that the study is: approved, the customer remains qualified for JSP until the day before the student claim was lodged not approved, the customer remains qualified for JSP until the day before the study start date See the Resources page for examples of appropriate and beneficial payments and dates. Is YA/Austudy the appropriate/preferred payment? Yes, go to Step 14 No, reject the claim using reason code COP - Another Payment is More Appropriate, see Table 7
14	Claim lodgement date Customers receiving an income support payment may make a claim to transfer to a student payment at any time during their studies. When assessing a transfer for these customers, the student start date only needs to be considered if the customer is making an early claim or more than 14 days have passed since their outgoing payment cancelled. To determine the cancellation date of JobSeeker Payment (JSP) when a customer has started full-time study, see JobSeeker Payment (JSP) job seekers returning to full-time study. If the claim was lodged: more than 13 weeks before the customer's student start date, the claim cannot be accepted as an early claim, see Table 7 > Step 5 up to 13 weeks before the customer's student start date, the claim may be assessed as an early claim, see Table 2 up to 13 weeks after the customer's qualification date/student start date, see Table 2 more than 13 weeks after the customer's qualification date/student start date, for customers receiving: JSP, go to Step 15 all other income support payments, the claim cannot be assessed as a transfer, go to Step 16
15	JSP customer, claim lodged more than 13 weeks after student start date Consider JSP payability from the study start date. Customers may remain payable for JSP if they were: Centrelink managed and the study is under 12 months, or Provider managed and: had a short course approval on the AEX screen, or the study was accepted as part of the customer's PBAS reporting for any reporting period after the study start date (JSE). It is not a requirement for study to have been reported in all PBAS reporting periods, or study was included in the customer's Job plan (IEA) Does the customer meet JSP payability requirements? Yes, see Table 2 No: the claim cannot be assessed as a transfer to cancel JSP, see Table 3 > Step 8 in JobSeeker Payment (JSP) job seekers returning to full-time study, then go to Step 16
16	Claim is not a transfer Is the income support payment cancelled? Yes: assess the claim, see Assessing and coding student and Australian Apprentice claims for Youth Allowance (YA) or Assessing and coding student and Australian Apprentice claims for Austudy procedure ends here No: cancel the payment via the BA screen complete a SAP refresh in Process Direct assess the YA/Austudy claim, see Assessing and coding student and Australian Apprentice claims for Youth Allowance (YA) or Assessing and coding student and Australian Apprentice claims for Austudy procedure ends here

Assessing study details

Table 2

Step	Action
1	Determine if an allowable time assessment is required See Determining allowable time/reasonable time for a course of study. Is an allowable time assessment required? Yes, go to Step 2 No, go to Step 4
2	Check information for the allowable time assessment Check details on the EDC screen to determine if the customer has any previous study recorded at the same level as current study. For Austudy: check if the student has undertaken previous study in their current course or in another course of study at the same level in the last 10 years? For YA: check if the student has undertaken previous study in their current course or in another course of study at the same level, and if the student successfully completed a course at the same level as their current course Do not: reject a claim where the customer has not yet reached their allowable time hold a claim to request an academic transcript if the student is currently eligible for their student payment Is there enough information available to make the allowable time assessment? Yes, go to Step 5 No, go to Step 3
3	Academic transcript Where the customer indicates, they will continue to study beyond their allowable time end date: assess the claim, coding an Allowable Time End Date on the Customer Study Details (EDC) screen, and where appropriate, request a transcript after finalising the claim If considering requesting a transcript: attempt to call the customer. If the customer can provide enough verbal information to make a reasonable assessment for allowable time/aggregation of study, go to Step 5 otherwise, request the transcript. See Requesting information (CLK). Procedure ends here
4	Coding the Miscellaneous Update Details (NMIS) screen Coding the Miscellaneous Update Details (NMIS) screen may be required to cancel JSP. This is to reduce any overpayment for JSP where: the customer has been requested to provide further information or evidence, and the study start date has passed (and it is not possible to grant the student claim) To manually code the JSP cancellation, see Table 3 > Step 8 in JobSeeker Payment (JSP) job seekers returning to full-time study. Procedure ends here until the information is returned.
5	Determine study status On the date the claim is being assessed, has the customer started studying? Yes, see Table 4 No, see Table 3

Assess early claims where study has not commenced

Table 3

Step	Action
1	Check if the claim can be assessed early Claims cannot be processed before the YA/Austudy qualification date (for example, the course start date) for: customers whose payment is suspended. Payment may need to be restored before the study start date JSP customers with earnings affecting the rate of JSP before the transfer/study start date. Check the Working Credit Balance Summary (WCBS) screen in Process Direct or in Customer First - to assess if earnings are likely to affect the rate of payment on the transfer date. See Working Credit for further information customers eligible for the Long Term Income Support (LTIS) rate of YA/Austudy cannot have a rate override coded before the course start date. To determine potential eligibility for the LTIS rate, see: Assessing entitlement to the Long Term Income Support rate of Austudy for students or migrants studying English language courses Assessing entitlement to Youth Allowance (YA) special rate for Long Term Income Support Student or migrants studying English language courses Do any of these circumstances apply to the customer? Yes, go to Step 2 No, see Table 4
2	Claim cannot be assessed early due to system limitations In Process Direct put the claim on hold: Open the claim Select Status Select Edit Using the drop-down menus select: Status, On Hold On Hold Reason, as Future Transfer On Hold Expiry Date, as the day before the course start date Select Save Record the reasons for holding the claim: Annotate the Claim Progress DOC with: 'Due to system limitations, transfer claim to be processed on or after study start date of DD/MM/YY' If there is no Claim Progress DOC, create one using the Transfer Claim Progress Fast Note

Assess qualification and payability

Table 4

Step	Action
1	Commence assessment To commence assessing qualification and payability for: Austudy claims, go to Step 2 YA claims, go to Step 3
2	Assess qualification and payability for Austudy When assessing qualification for Austudy, consider if the customer: is of Austudy age satisfies the residence requirements, and satisfies the full-time study requirements for Austudy When assessing payability consider: Personal/Partner Income Test Allowable time Portability provisions Compensation preclusion Assets Test - Allowance (Independent) For Allowance asset thresholds, see Income and asset tests/cut-offs, Assets Test for Allowance (Independent) on the Rates and thresholds page. Note: when a customer declares income in the Student claim that is above the cut-off and advises this is not their usual employment income, continue to assess the claim as if the customer meets payability provisions for the personal/partner income test. If: the customer is entitled and payable, see Table 5 the claim is to be rejected using reason code ATR - Allowable time reached, see Assessing satisfactory progress for tertiary students for Austudy the customer is not entitled or payable for any other reason, e.g. Not a Fulltime student or not studying an approved course, see Table 7 further information is required that was not requested when the claim was submitted, contact the customer to request it. See Requesting information (CLK)
3	Assess qualification and payability for YA When assessing qualification for YA, consider if the customer: is between the minimum and maximum ages of YA student and Australian Apprentice satisfies the residence requirements, and satisfies the full-time study requirements When assessing payability consider: Personal/Partner Income Test Parental Income Test Away from home and accommodation circumstances Independence including Unreasonable to Live at Home (UTLAH) Allowable time Portability provisions Compensation preclusion Assets Test - Allowance (Independent) For Allowance asset thresholds, see Income and asset tests/cut-offs, Assets Test for Allowance on the Rates and thresholds page. Note: when a customer declares income in the Student claim that is above the cut-off and advises this is not their usual employment income, continue to assess the claim as if the customer meets payability provisions for the personal/partner income test. If: the customer is entitled and payable, see Table 5 the claim is to be rejected Allowable time reached, see Assessing satisfactory progress for Youth Allowance (YA) tertiary students the customer is not entitled or payable for any other reason, e.g., Not a Fulltime student or not studying an approved course, see Table 7 further information is required that was not requested when the claim was submitted, contact the customer to request it. See Requesting information (CLK)

Assess the YA/Austudy grant date

Table 5

Step	Action
1	Assess grant date The YA/Austudy grant date will depend on: the date that YA/Austudy is the most beneficial payment, and whether or not the customer remains entitled to another income support payment The transfer date can be the date of: claim lodgement, or previous study ending plus one day (DPT+1), or new study starting, or income support payment date paid to plus one day (DPT+1) No consideration can be given to paying the current payment for any longer than the customer is qualified and payable for that payment. See the Resources page for examples of appropriate and beneficial payments and dates. On the date the claim was lodged, if the most beneficial payment (or the only payment that the customer is qualified and payable for) is: JSP, go to Step 2 YA/Austudy, and the current income support payment is JSP, go to Step 4 YA/Austudy, and the current income support payment is: another income support payment and the claim was lodged after the student start date, go to Step 5 any other income support payment and the claim was lodged before the student start date, go to Step 6
2	JSP is the most beneficial payment If the date of receipt of the claim is: after the YA/Austudy qualification date, the grant date is JSP date paid to plus one day (DPT+1) before the YA/Austudy qualification date: the grant date is the date the customer will transfer to YA/AUS. To determine the JSP cancellation date, see JobSeeker Payment (JSP) job seekers returning to full-time study Coding required: 2 entries may be required on the Newstart Education Status (NES) screen. If there is no previous entry on the NES screen, or if the previous entry on the NES screen is not NST - Not a Student: using the date of receipt of the claim, update the Student Status: field with NST using the grant date, update the Student Status: field with FTS - Full-Time Student update Customer Study Details (EDC) screen with the grant date in the Participation Status Event Date: field on the Date of Commencement (NDC) screen, code the grant date in the Manual Start Date: field (even if the system has pre populated another date), and add notes in the Comments: field to explain the decision
3	Continue to process the claim Make sure the following are the same as the Manual Start Date: Participation Status Event Date (PSED): field on the EDC screen, and Start Date: field on the NES screen When finalising the claim, the customer's JSP will cancel (JSP/CAN-STU-CUS COMMENCE/RESUME STUDIES AUTO) from the YA/Austudy grant date. Note:* cancelling JSP may lead to a debt, which may be offset by arrears of YA/Austudy. See Payment of arrears after reassessment and stopping a payment. Go to Step 7.
4	YA/Austudy is the most beneficial payment (JSP customer) The grant date depends on when the customer first qualified for YA/Austudy and the date the customer loses entitlement to JSP. To determine the JSP cancellation date, see JobSeeker Payment (JSP) job seekers returning to full-time study. If the customer: first qualified on the same date the claim was lodged, the grant date is the date the claim was lodged first qualified before the claim was lodged, assess the most beneficial start date, considering: the earliest qualification date for YA/Austudy any period that the customer qualified for both YA/Austudy and JSP the date from which the customer no longer qualifies for JSP Within the claim activity, update the Miscellaneous Update Details (NMIS) screen: Current Circumstances: field, with either: FTS - Full-time student, if no Education Entry Payment (EdEP) is to be paid, or FTE - Full-time student (plus EdEP), if EdEP is to be paid Event Date: field, with the grant date Update the grant date in the: Participation Status Event Date (PSED): field on the Customer Study Details (EDC) screen, and Start Date: field on the Newstart Education Status (NES) screen Update the Date of Commencement (NDC) screen. If the grant date is: the date of claim, update the: Manual Start Date: field with the grant date Comments: field with text, Study start date up to 14 days before the date of claim, update the: Manual Start Date: field, with the grant date Comments: field, with text, Claim submitted within 14 days of qualification more than 14 days but less than 13 weeks before the date of claim, in the: Manual Start Date: field, with the grant date Comments: field, with text, claim backdated under Section 12, SS(A)A 1999 Note: cancelling JSP may cause a debt, which may be offset by arrears of YA/Austudy. See Payment of arrears after reassessment and stopping a payment. Go to Step 7.
5	YA/Austudy is the most beneficial payment (another income support payment customer) and claim lodged after student start date The grant date is the day the customers current income support payment ceased or will cease, as a result of coding the transfer. For stimulus customers who advise a non-income related change in circumstances within the notification period, the date of effect for a rate increase is the date of event (for example transfer to YA from PPS after child leaves care). Cancel the current income support payment using a Date of Event matching the grant date: If the customer receives Parenting Payment (PP) or Carer Payment (CP): Cancel via the Benefit Action (BA) screen using reason code OTH other A Q134 advice must be sent to the customer, see Creating a Q134 letter For any other income support payment: Cancel via the BA screen using reason code COP - Another Payment is More Appropriate Go to Step 7.
6	YA/Austudy is the most beneficial (another income support payment customer) and claim lodged before student start date If the date of receipt of the claim is before the YA/Austudy grant date. The grant date is the date the customer ceases to qualify for their current income support payment e.g. Parenting Payment Partnered (PPP). add 2 entries on the Newstart Education Status (NES) screen: using date of receipt of claim - update the Student Status: field with NST - Not a Student using grant date - update the Student Status: field with FTS - Full-Time Student update the grant date in the Participation Status Event Date (PSED): field on the Customer Study Details (EDC) screen on the Date of Commencement (NDC) screen in Customer First, enter the grant date in the Manual Start Date: field (even if the system has pre populated another date), and add notes in the Comments: field to explain the decision
7	Check customer and /or partner employment income If the customer and/or their partner's employment income precludes payment for the entitlement period in which the grant date falls, the claim will reject: INC - Income too High, or INE - Partner Excess Income precludes customer payment Where the customer advises this was not their usual employment income, the rejection should be prevented by updating: the NDC screen with: Manual Start Date: field, date the customer becomes payable. This is usually the first day of the following entitlement period Comments: field, 'Income too high at qualification date, grant from following entitlement period' the Start Date on the NES screen to the manual start date the Participation Status Event Date on the EDC screen to the manual start date Grant DOC/Note: include an explanation of the manual grant date See Table 6.

Assess rate, waiting periods, add-ons and finalise claim

Table 6

Step	Action
1	Assess entitlement to the Long-Term Income Support (LTIS) rate Customers transferring to YA or Austudy from another income support payment may be entitled to the LTIS rate. To determine eligibility for this rate, and the process to code a rate override (if required), see: Assessing entitlement to the Long Term Income Support rate of Austudy for students or migrants studying English language courses, or Assessing entitlement to Youth Allowance (YA) special rate for Long Term Income Support Student or migrants studying English language courses After entitlement to LTIS rate has been assessed, go to Step 2.
2	Assess entitlement to the Education Entry Payment (EdEP) Determine if the customer is entitled to EdEP. If, on the day the claim is processed, the customer: has not yet started their studies, go to Step 6 is transferring from a payment other than JSP, go to Step 3 has been receiving JSP, and their study has already started, update the Miscellaneous Update Details (NMIS) screen with: Current Circumstances: FTS - Full-time student or FTE - Full-time student (plus EdEP), whichever is appropriate, within the claim Event Date: the date the customer ceased to qualify for JSP Go to Step 4 If the NMIS screen cannot be coded for a JSP customer transferring to YA/Austudy who is also eligible for an EdEP, go to the One Off Payments (OOP) screen. Update: Effect Date: equal to the student start date, and Payment Type: key EDP - Education Entry Payment Go to Step 4.
3	Updates for Education Entry Payment (EdEP) To issue the EdEP: Go to the OOP screen Select Add Service reason: select the appropriate payment type Payment type: select EDP Date of effect: the date the customer started studying, or today's date if study has not yet started, or the customer is in their second or subsequent year of study Select Save Select Assess and address any errors/warnings on the Errors (SWE) screen Select Assess and view the results on the Entitlement (ELD) screen to see if the system has issued EdEP If EdEP is not displayed, payment will need to be generated through a separate activity after claim finalisation is complete.
4	Check eligibility for Student Start-up Loan (SSL) If the customer advises in their claim they want to apply for an SSL, see Student Start-up Loan (SSL). Then go to Step 5.
5	Assess waiting periods See Waiting periods for income support payments. Then go to Step 6.
6	Check Relocation Scholarship (RS) assessment Is the customer eligible for a Relocation Scholarship (RS)? Yes, select Assess and check the result on the Entitlement (ELD) screen. If the customer's maximum entitlement to the RS has been reduced to a lower amount, make sure that the scholarship is not assessed in this claim. Services Australia cannot recover primary benefit debts from supplementary payments like RS To remove the scholarship assessment within the claim activity, go to the Higher Education Scholarship Details (HESD) screen. Code the relevant scholarship override and the assessable scholarship period. For specific coding instructions, see Relocation Scholarship (RS) payment and coding After the scholarship overrides are coded, select Assess to return to the ELD screen Go to Step 7 No, select Assess, go to Step 7
7	Final checks and outcome Check that the grant date is correct on the Benefit Status (XBS) screen. If it is not correct, code a manual start date on the Date of Commencement (NDC) screen. Check the results: Select Assess and address any errors/warnings on the Errors (SWE) screen Select Assess and check outcome on the Entitlement (ELD) screen, including any YA or Austudy arrears, especially any amount paid for the period the previous income support payment was paid Determine if the arrears need to be reduced to avoid duplicate payments for the same period To manually zero or reduce any YA/Austudy arrears that the customer is not entitled to. See Payment of arrears after reassessment and stopping a payment Select Finish Select Finalise
8	Assess additional actions and record claim assessment details on a DOC Assess and complete any additional follow up actions: If an auto grant/reject DOC was created, annotate that DOC with significant decisions made in this assessment If no auto DOC was created, create a new DOC using Fast Note Update and expire the Claim Progress DOC If the customer is studying an approved scholarship course and scholarship overrides were recorded as per Step 6 above, run the Verify Scholarship Details guided procedure to delete the overrides Check if the customer has Centrepay deductions for accommodation or utilities which need to be updated. See Starting, changing and cancelling a Centrepay deduction at the request of a customer If arrears were manually reduced and a debt shell is created by the completion of the claim activity, record the details in a Fast Note - select Auto text, use Debts > Update > Referral for Started debt for Debt ID no. Include the amount of YA/Austudy arrears that were suppressed and noted earlier Was EdEP paid within the new claim activity? Yes, procedure ends here No, go to Step 9
9	Determine eligibility for Education Entry Payment (EdEP) If the system has not auto assessed entitlement to EdEP, determine eligibility for EdEP. If the customer is eligible for EdEP, use the One Off Payments (OOP) screen to complete updates in: Process Direct Update the One Off Payments (OOP) screen: Select Add Service Reason: field, select as appropriate Payment type: field, select EDP - Education Entry Payment Date of effect: field: key the date the customer started studying, or if study has not yet started, key today's date Select Save Note: the system displays the correct date on the OOP screen, after the activity is completed Key the Receipt Date, Channel and Service Reason Select Save Select Assess and address any errors/warnings on the Errors (SWE) screen Select Assess and check the outcome on the Entitlement (ELD) screen. The OOP line will display Select Finish. Record details of the update Select Finalise to complete the transaction Customer First Update the One Off Payments (OOP) screen Date of Effect: field, key the date the customer started studying or, if study has not yet started, key today's date. The system displays the correct date on the OOP screen, after the activity is completed Payment Type: field, key EDP - Education Entry Payment Finalise the activity via the Assessment Results (AR) screen Record details on a DOC Procedure ends here.

Reject claim

Table 7

Step	Action
1	Rejection Before coding the rejection, remove any provisional details that have populated from the new claim from the following: Newstart Education Status (NES) screen, and Customer Study Details (EDC) screen Student Start up Loan (SSL) screen If the claim is to be rejected: NAC - Enrolled in an Unapproved Course, go to Step 2 UMD - Studying an Unapproved Masters or Doctorate, go to Step 2 NST - Not a Student, go to Step 3 COP - Another Payment is More Appropriate, go to Step 4 CDB - Start Date > 13 weeks in the future, go to Step 5 LTM - Course of Study Less than Twelve Months, go to Step 6 SUH - Not entitled to STARTUP-HELP, go to Step 7 For all other reasons, see: Table 4 in Assessing and coding student and Australian Apprentice claims for Austudy, or Table 3 in Assessing and coding student and Australian Apprentice claims for Youth Allowance (YA)
2	Course is not approved As the course is not approved, the customer is not qualified for YA or Austudy. Streamline reject the claim: Update the Benefit Action (BA) screen: Benefit Type Code: field, select the correct benefit type select the Streamline Indicator Rejection Reason Code: field: NAC - Enrolled in Unapproved Course, or UMD - Studying Unapproved Masters or Doctorate Select Save Select Assess and address any errors/warnings on the Errors (SWE) screen Select Assess and check outcome on the Entitlements (ELD) screen Select Finish Record details on the finalisation Note/DOC Select Finalise If the customer is currently receiving JSP and studying, see Part-time or full-time study as an approved activity for JobSeeker Payment (JSP). Procedure ends here.
3	Customer is not undertaking sufficient study load to qualify for YA or Austudy A customer is not qualified for YA or Austudy, when they: are not studying full-time, or are not approved for a concessional study load, or do not meet the temporary incapacity rules (YA students only) Streamline reject the claim: Update the Benefit Action (BA) screen: Benefit Type Code: field, select the correct benefit type Rejection Reason Code: field, NST - Not a Student Select the Streamline Indicator Select Save Select Assess and address any errors/warnings on the Errors (SWE) screen Select Assess and check outcome on the Entitlement (ELD) screen Select Finish Record details on the finalisation Note/DOC Select Finalise If the customer is currently receiving: JSP and studying, see Part-time or full-time study as an approved activity for JobSeeker Payment (JSP) a qualifying payment for Pensioner Education Supplement (PES) or ABSTUDY PES, issue a Claim for Pensioner Education Supplement (SY004) using the Mail Forms workflow in Customer First > Workspace > Customer Communication > Mail Forms Procedure ends here.
4	Another payment is more appropriate If the customer is entitled to another appropriate payment, streamline reject the claim: Update the Benefit Action (BA) screen: Benefit Type Code: field, select the correct benefit type Rejection Reason Code: field, key COP - Another Payment is More Appropriate Select the Streamline Indicator Select Save Select Assess and address any errors/warnings on the Errors (SWE) screen Select Assess and check outcome on the Entitlements (ELD) screen Select Finish Record details on the finalisation Note/DOC Select Finalise If the appropriate payment is: Pensioner Education Supplement (PES), check that the customer has submitted a PES online claim, or a verbal Assisted Customer Claim (ACC). If not use the Mail Forms workflow in Customer First > Workspace > Customer Communication > Mail Forms to issue a Claim for Pensioner Education Supplement (SY004) JobSeeker Payment (JSP), see Part-time or full-time study as an approved activity for JobSeeker Payment (JSP) Procedure ends here.
5	Claim submitted more than 13 weeks before qualification Process the online claim. See: Assessing and coding student and Australian Apprentice claims for Austudy, or Assessing and coding student and Australian Apprentice claims for Youth Allowance (YA) Update the Benefit Action (BA) screen: Benefit Type Code: field, select the correct benefit type Rejection Reason Code: field, key CDB - Start Date > 13 weeks in the future Select Save Select Assess and address any errors/warnings on the Errors (SWE) screen Select Assess and check outcome on the Entitlements (ELD) screen Select Finish Record details on the finalisation Note/DOC Select Finalise Tell the customer to re-claim closer to the qualification/course start date Procedure ends here.
6	Course of study less than twelve months Process the online claim. See Assessing and coding student and Australian Apprentice claims for Youth Allowance (YA) Update the Benefit Action (BA) screen: Benefit Type Code: field, select the correct benefit type Rejection Reason Code: field, LTM - Course of Study Less than Twelve Months Select Save Select Assess and address any errors/warnings on the Errors (SWE) screen Select Assess and check the outcome on the Entitlements (ELD) screen Select Finish Record details on the finalisation Note/DOC Select Finalise Procedure ends here.
7	Not entitled to STARTUP-HELP Update the Benefit Action (BA) screen: Benefit Type Code: field, select the correct benefit type Rejection Reason Code: field, SUH - Not entitled to STARTUP-HELP Select the Streamline Indicator Select Save Select Assess and address any errors/warnings on the Errors (SWE) screen Select Assess and check the outcome on the Entitlements (ELD) screen Select Finish Record details on the finalisation Note/DOC Select Finalise