Assessing Parental Leave Pay (PPL) claims 007-07030020

Keyword

Reason

STPEX2ND

Customer is claiming PPL due to another person transferring some or all of their PPL to them.

STPEX40W

Customer has a nominated a start date more than 40 weeks after the child’s expected date of birth/entry into care.

STPEXFPYH

FIPY confirmed customer’s Adjusted Taxable Income (ATI) for the relevant financial year is more than $150,000.

STPEXFPYL

FIPY confirmed customers Adjusted Taxable Income (ATI) for the relevant financial year is $150,000 or less.

STPEXIMM

A specific warning message exists on the RSIMME screen.

STPEXINC8

Customers Adjusted Taxable Income (ATI) is under $8000 and the customer is not self-employed.

STPEXISP

Customer received an Income Support Payment (ISP) during the work test period.

STPEXLINK

Manual intervention on the Transaction Summary (TS) screen (i.e. unconfirmed link or interstate environment transfer).

STPEXMLC

A multiple CRN referral is present on the AL screen in Process Direct.

STPEXNOM

Customer was requested to supply a SS313 at ‘Next Steps’.

STPEXPRPL

Customer received PPL within the Work Test period.

STPEXPTR

Customer’s partner status has changed and they or their partner are current on an Income Support Payment (ISP).

STPEXR5D

Customer has had a pre-birth claim rejected in the last 5 days.

STPEXREQ

A required task was requested on ‘Next Steps’.

STPEXRSIM

Customer not in Australia on the date of receipt of the pre-birth claim.

STPEXTFR

Customer is transferring their full PPL period entitlement to another party. Applicable for children born or adopted before 1 July 2023.

STPEXWTHE

Customer ceasing employment more than 12 weeks before the Work Test period end date.

STPEXWTHS

Customer commenced employment more than 12 weeks after the Work Test period start date.

Item

Description

1

Customer makes an effective post birth claim and provides proof of child's birth/placement

For the customer to make an effective claim for PPL, the child’s birth must be verified.

PPL days can be backdated up to 100 days from the date of receipt, with the earliest PPL date being from the child’s birth/placement. A PPL date cannot be nominated before the child’s birth/placement.

Claimants have to nominate at least one PPL day to be payable.

An arrears payment can be paid for a claimant up to 100 days in the past and may result in arrears and the customer may incur a debt for Income Support Payment and/or Family Tax Benefit Part B. Debt offsetting may occur in these cases.

Scenario

Description

1

Customer makes an effective PPL claim after 28 days from the child's birth/placement

If the customer made an effective PPL claim, which included proof of birth/placement after 28 days from the child's birth or placement as part of the adoption process, the start date is the later of:

• the day the claim is made, or
• the primary claimant's nominated start date

2

PPL start date - Post birth claim lodged more than 28 days after birth

16 September 2022: Milly gives birth to a healthy baby.

30 September 2022: Milly lodges the Newborn Child Declaration (FA081) (received at the hospital) at a local office.

4 October2022: Milly is sent a request to claim letter asking Milly to lodge an online claim or FA100.

17 October 2022:

• Milly lodges an effective paper claim with all remaining documentation required for the PPL claim
• Milly nominates to receive PPL from the baby's date of birth

As Milly lodged the FA081 only on 30 September 2022 and the online claim was submitted more than 28 days after the birth of the child, the earliest start date for PPL will be 17 October 2022, date of claim.

If Milly had lodged an online claim, Milly would have only been given the option to claim form the date of claim or a date in the future.