Debts resulting from internal transfers and clearances 107-02020010

If the transfer is:

• a Centrelink customer transferring to a Department of Veterans' Affairs (DVA) pension, see Completing Department of Veterans' Affairs (DVA) clearances and income coding. Note: to code DVA debts onto the Debt Management and Information System (DMIS) see Payments from the Department of Veterans' Affairs (DVA) and referrals to the DVA Clearance Team
• Youth Allowance (YA) to JobSeeker Payment (JSP), see Transfer to JobSeeker Payment (JSP) from another payment
• Parenting Payment Single (PPS) to Parenting Payment Partnered (PPP) (or vice versa), see Transfer from Parenting Payment Single (PPS) to Parenting Payment Partnered (PPP) or Transfer from Parenting Payment Partnered (PPP) to Parenting Payment Single (PPS)
• An internal benefit transfer between pension types, see the Resources page
• An internal benefit transfer, not covered by the above, go to Step 2

Is the old benefit paid beyond the date of commencement of the new payment?

• Yes, the overpayment of the old benefit will be deducted from the arrears due for the new payment. Go to Step 3
• No, the customer will not be overpaid any of the old benefit. Cancel the old payment and process the new claim

Go to the Benefits Action (BA) screen

• Complete the fields as required. Use field help (?) for assistance
• Code the Effect date: field with the date the losing payment ceases to be payable
• Zero the negative adjustment displaying in the Assessment Results (AR) screen
• Finalise the cancellation activity
• Record details of the cancellation on a DOC

Index the new claim and go to the Benefit Transfer (BTR) screen.

Code the BTR screen:

• Previous Payment Type: enter the losing payment type
• New Payment Type: defaults to the payment type to the customer is transferring to
• Start Date: enter the new payment type start date
• Previous Payment End Date: enter the date the customer was paid to on the losing payment
• Total Adjustment Amount $: enter the amount of the negative adjustment that was zeroed out when the losing payment was cancelled
• Go to the AR screen when the new claim process is finished

On the AR screen, the line showing 'XXX/BTR' shows:

• there is a positive adjustment (arrears) payment for the new payment and
• a negative adjustment for the losing payment

Check the Payment Summary (PS) screen or Payment Display (PD) screen for details of the next payment.

If the negative adjustment from the losing payment type is less than, or equal to the positive adjustment from the new payment type:

• The PD screen will display the difference between the two amounts
• A debt shell creates on the Debt List (OPDL) screen showing as 'fully recovered'
• The customer receives the remaining balance (if any) of the positive adjustment

If the negative adjustment from the losing payment type is more than the positive adjustment from the new payment type:

• Two debt shells set up on the OPDL screen:
• ITR - the debt is fully recovered from the positive amount
• ITD - the remaining debt amount outstanding from the BTR activity
• The customer will not receive any of the positive adjustment amount
• No processing is required. Deductions commence automatically

Finalise the activity on the AR screen.

The debt is automatically raised on the Debt Management and Information System (DMIS) if:

• the negative adjustment from the losing payment is greater than the arrears for the new payment. No further action is required

Tax adjustments are made automatically by the system, however, they will not display until after the next Entitlement Period End Day (EPED) is reached.

Record details of the transfer on a DOC.