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Manual processing of Family Tax Benefit (FTB) claims in Customer First 007-17092600

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Contacts

ABSTUDY and Assistance for Isolated Children (AIC)

Level 2 Policy Helpdesk

Manual Intervention Team (MIV)

User Guides

\\INTERNAL.DEPT.LOCAL\Shared\NAT\SERDELEXCEL\WORKPRODIMP\Operation Blueprint Migration\RDT Release Icons\32w\icon-attachment.pngClaim date of receipt matrix

\\INTERNAL.DEPT.LOCAL\Shared\NAT\SERDELEXCEL\WORKPRODIMP\Operation Blueprint Migration\RDT Release Icons\32w\icon-attachment.pngFamily Tax Benefit (FTB) and Parental Leave Pay (PPL) claim signature requirements

Letters

Services Australia has endorsed the below letters or electronic messages for use. They are the latest versions. Do not use locally produced letters or electronic messages.

FTB potential entitlement to another payment

FTB CAN INC subsequent claim reject income letter - REJ INC

Requesting evidence of residing in Australia

See also Letters > Centrelink letter templates > Families > Family Tax Benefit.

Example of FTB claim processing when payment choice is nil rate

Table 1

Item

Description

1

FTB claim processing when payment choice is nil rate

Customer lodges combined online claim for both instalment and lump sum claim for previous financial year. Customer elects nil rate.

The claim is lodged on the 15/06/2019 (previous financial year) but processed on the 05/07/2019 (current financial year). Customer therefore claiming for the 17/18 and 18/19 financial years and ongoing from the 01/07/2019.

The Service Officer needs to code the following:

  • A lump sum claim needs to be assessed for the 17/18 financial year
  • Index and process a standalone FTB lump sum claim using the date of receipt the original date the claim was lodged 15/06/2019
  • Index and process a FTB instalment claim using date of receipt as the 01/07/2019
  • The system will assess an FTB lump sum claim for the period 01/07/2018 to the 30/06/2019 and FTB CUR/CZR from the 01/07/2019