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Changing and deleting periodic compensation debt details 117-03020010

This document outlines the steps to be taken when changing or deleting arrears of periodic compensation debt details.

Updating a variation in periodic compensation payments

Step	Action
1	Change to details + Read more ... All other staff can update or cease ongoing periodic payments, see Coding and raising debts for periodic compensation payments. $\\INTERNAL.DEPT.LOCAL\Shared\NAT\SERDELEXCEL\WORKPRODIMP\Operation Blueprint Migration\RDT Release Icons\32w\icon-specialists.png$ Determine the action required after receiving advice that existing arrears or ongoing periodic compensation payments details are to be changed or deleted. To change arrears of periodic payments, go to Step 2 To delete arrears of periodic payments, go to Step 3 To delete ongoing periodic payments, go to Step 4
2	To change arrears of periodic compensation + Read more ... $\\INTERNAL.DEPT.LOCAL\Shared\NAT\SERDELEXCEL\WORKPRODIMP\Operation Blueprint Migration\RDT Release Icons\32w\icon-specialists.png$ Go to Compensation Management Summary screen. Select: Periodic Payments relevant Claim ID Change Details under Arrears Details The following fields will appear in edit mode and can be changed when needed: Compensation Payer Incident Reference ID - key the reference number Incident after CAP grant - can only be changed by the CRT: If: Yes - treat compensation as ordinary income No - treat compensation as direct deductions Compensation paid in Australian currency: will default to 'Yes'. If 'No' is selected, complete the fields: Country of Payments – select country from dropdown box Foreign Amount - enter the amount paid in foreign currency Exchange Rate - system will populate Gross Amount ($AUD) - system will populate Retrieve Exchange Data - available to change currency into $AUD Change From Date and To Date: as compensation affects as a daily rate, the date of event is the date of effect: To Date end date the previous rate From Date key the actual date the rate changed Leave the end date blank Gross Amount change rate of payment and add a new line for new details Payment Frequency select option from dropdown box Reason ceased select option from dropdown box Recipient Assessment Benefit/Pension Rate. Select option from dropdown box (this field must be completed when the customer has a partner) Recipient Assessment Cap Qualified. Select option from dropdown box (this field must be completed when the customer has a partner) Make manual amendments, if the arrears period is before 20 September 2001. Manually calculate and adjust the Assessment Results (AR) screen results: Issued Advice: select option from drop down box Advice issued automatically - automatically sends letters to the compensation payer and the customer Advice issued manually where needed Complete Source: and Receipt Date Continue, the Compensation Management Summary screen will be displayed Changes made in the Periodic Payment Arrears Details screen will save If arrears payments are generated, see Payment of arrears after reassessment and stopping a payment If a debt shell is created, go to Step 5
3	To delete Arrears of Periodic Payments + Read more ... $\\INTERNAL.DEPT.LOCAL\Shared\NAT\SERDELEXCEL\WORKPRODIMP\Operation Blueprint Migration\RDT Release Icons\32w\icon-specialists.png$ Go to Compensation Management Summary screen. Select: Periodic Payments relevant Claim ID Delete Details under Arrears Details Delete checkbox/es will appear, select relevant line/s to be deleted Complete Source: and Receipt Date Select Continue. The AR screen will show Deletions to the Periodic Payments Ongoing Details screen will save Select Finalise to continue the activity The Compensation Management Summary screen will show Deletions made in the Periodic Payment Arrears Details screen will not save If arrears payments are generated, see Payment of arrears after reassessment and stopping a payment If a debt shell is created, go to Step 5
4	To delete ongoing periodic compensation details + Read more ... $\\INTERNAL.DEPT.LOCAL\Shared\NAT\SERDELEXCEL\WORKPRODIMP\Operation Blueprint Migration\RDT Release Icons\32w\icon-specialists.png$ Go to Compensation Management Summary screen. Select: Periodic Payments relevant Claim ID Delete Details under Ongoing Details Delete checkbox/es will appear. Select relevant line/s to be deleted Complete Source: and Receipt Date Select Continue. The Assessment Results (AR) screen will show Deletions to the Periodic Payments Ongoing Details screen will save Select Finalise to continue the activity The Compensation Management Summary screen will display Select Back. The Compensation Management Summary screen will display Deletions made in the Periodic Payment Arrears Details screen will not save If arrears payments are generated, see Payment of arrears after reassessment and stopping a payment If a debt shell is created, go to Step 5
5	Check the Debt Management and Information System (DMIS) + Read more ... $\\INTERNAL.DEPT.LOCAL\Shared\NAT\SERDELEXCEL\WORKPRODIMP\Operation Blueprint Migration\RDT Release Icons\32w\icon-specialists.png$ A new debt creates in DMIS when a new charge completes. Check the debt on the Component Amount (OPCA) screen is correctly apportioned by: component and by the financial year in which the compensation affected payments (CAP) now being recovered were received Once the charge is complete, ensure the debt raised because of the previous social security charge is adjusted or reduced. If the debt is less than $50: waive the debt record the details in a Fast Note
6	The customer's tax details will need to be adjusted + Read more ... $\\INTERNAL.DEPT.LOCAL\Shared\NAT\SERDELEXCEL\WORKPRODIMP\Operation Blueprint Migration\RDT Release Icons\32w\icon-specialists.png$ If the period of adjustment covers a period prior to 1 July 2003 then a tax adjustment activity will be produced after the debt has been refunded. At that time an adjusted payment summary may be issued. For more information, see Adjusting amounts on a payment summary. If the charge was deleted, reverse any tax or payment summary adjustment which was done for the original debt. See: Adjusting tax details for Bereavement Payments if the debt is related to the current financial year, or Adjusting amounts on a payment summary Record details on a Fast Note, include details of any tax or summary adjustments Is the matter urgent and/or is a letter required to be given on the same day? Yes, fax a copy of the letter on the same day, see Faxing letters using Outlook and Customer First No, procedure ends here