Calculating the start day for Austudy and Youth Allowance (YA) students and Australian Apprentices claims 106-05010150
This document outlines the procedure for calculating the start day for Austudy or YA claims lodged by students and Australian Apprentices.
On this page:
Preliminary checks to assist in determining the start date for YA or Austudy
Calculating the start day for YA
Calculating the start day for Austudy
Assessing employment income, waiting and preclusion periods to finalise the start date calculation
Preliminary checks to assist in determining the start date for YA or Austudy
Table 1
Action | |
Check for income support paymentIf the customer:
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Cancellation or rejection of same paymentAlthough the customer has lodged a new claim for YA (student or apprentice) or Austudy, they may have a cancelled payment which can be restored, or a rejected claim that can't be reassessed. Check the:
If the customer's:
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Determine if YA or Austudy may be restoredA cancelled YA or Austudy payment may be restored if:
It may be necessary to contact the customer to obtain additional information before restoring payment. Additional information includes:
Does the customer meet the restoration criteria? Yes, and additional information:
No, payment cannot be restored, continue to assess the claim. Go to Step 7 | |
Austudy or YA restoration, additional information requiredWhere additional information is needed to restore payment, a genuine contact attempt is required. If the service officer is making the: First attemptWas the first contact attempt successful?
Second attemptWas the second contact attempt successful?
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Austudy or YA restoration, contact attempt successfulIf the customer:
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Determine if previously rejected claim should be reassessedA previously rejected claim may be reassessed if the:
Can the previously rejected claim be reassessed?
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Customer claiming as a full-time Australian ApprenticeIs customer claiming as a full-time Australian Apprentice?
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Dependent 16-19 year old secondary student completing secondary studies, or turning 18 years old within 13 weeksCheck if the customer is:
Does the customer meet these criteria?
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Start date for YA claimIf the customer:
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Customer submitted claim before minimum age qualification or up to 13 weeks before their 18th birthdayIf the customer submitted their claim before they qualified under the minimum age rules (between 1 October and the last day of secondary education), or up to 13 weeks before their 18th birthday, assess from the earliest of:
The start date may be later for customers serving a waiting period. Make sure the Manual Start Date field on the Start Date Calculator (NDC) screen auto fills:
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Customer submitted claim after last day of secondary education or after their 18th birthdayIf the customer submitted their claim after their last day of secondary education or after their 18th birthday, assess from the date of the claim. | |
Determine study scenarioReview the study information provided by the customer. If the customer is:
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Continuing study, no break in full-time studyDoes the customer meet the continuing/intending student rules?
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Student changing from part-time to fulltime studyOn the date of claim, does the customer meet the continuing/intending student rules?
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Student returning after a break in full-time study or new claimants with no previous study detailsDetermine the date the student meets study requirements. See Youth Allowance student full-time study requirements, or Activity Test for Austudy. This will be either:
Did the customer lodge their claim before the day they met study requirements?
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Customer and/or partner's income expected to impact payability dateCheck if the customer and/or their partner has employment income. The income may be:
See Personal/Partner Income Tests for students, trainees or Australian Apprentices to determine if employment income will affect the date that the customer becomes payable. If the employment income will:
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Determine the anticipated start date for the claimCompare the:
Information to check/take into consideration If the start date of studies is before the claim submission date, the claim submission date will generally be the start date, subject to whether the customer needs to serve any waiting periods or is claiming in anticipation of becoming independent. Incapacitated customers may have the start date of payment backdated in certain circumstances. See Calculating the start day for an incapacitated customer before returning to this process. Note:
Determine the start date based on the above consideration and note the Calculated Start Date on the NDC screen. | |
Calculating the start day for YA
Table 2
Action | |
Early claim for YAIf the customer is lodging an early claim in anticipation of:
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Early claim lodged before meeting study requirements, part-time to full-timeDetermine the date the student meets study requirements. See Youth Allowance student full-time study requirements. If the date the customer meets study requirements is:
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Early claim in anticipation of a future student start dateIf a customer is lodging an early claim in anticipation of starting a course in the future, determine the future student start date. If a customer's Student Start Date is:
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YA customer claiming as an independent personIs the start date for the YA independence category for which the customer is applying before the Calculated Start Date field recorded on the NDC screen?
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Future away from home qualificationConfirm the customer:
If commencement for the away from home rate of YA is:
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Current year assessment for the Parental Income Test (PIT) due to drop in income between 1 July - 31 DecemberConfirm the customer:
If 1 January is:
Note: if not eligible due to PIT reducing the rate to zero from date of claim, but payable from 1 January due to the base tax year income, contact the customer to confirm that they wish to be assessed from 1 January. | |
Family Tax Benefit (FTB) child completing year 12 or equivalent qualification electing 1 January start dateFTB children may elect a 1 January start date for their YA claim, if:
If they have elected a 1 January start date, consider them an FTB child until 31 December. Use PIT details for the new base tax year income that applies from 1 January. Although the customer may elect to be payable from 1 January, qualification for YA occurs from:
Note: customers who elect 1 January as a start date may still be affected by a waiting and/or preclusion period. See Table 4. | |
Claiming as a dependent person and becoming payable from the date a sibling is expected to join the family poolA claim may be an early claim if a customer claims YA, and based on the current family pool structure on the deemed date of claim they are not payable because their parental income is too high, but it is expected that:
If the date the sibling has been identified as joining the family pool for PIT purposes is:
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Stopping full-time employmentYA students do not have to stop full-time employment to be eligible for YA, however the level of income earned will determine if any YA is payable. See Personal/Partner Income Tests for students, trainees or Australian Apprentices. If the customer's income from the date of claim is too high for YA to be payable, contact the customer to find out if their employment income will drop in the next 13 weeks. If their employment income:
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Final employment incomeIf the customer is paid their employment income payment in:
Process the claim if:
Place the customers onto fortnightly reporting. Is the customer subject to any waiting periods?
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Reject claimAs the claim start date is more than 13 weeks in the future, the claim should be Rejected CDB - START DATE IS>13 WKS IN THE FUTURE. See Assessing and coding student and Australian Apprentice claims for Youth Allowance (YA). |
Calculating the start day for Austudy
Table 3
Action | |
Claim for AustudyIf the customer is lodging an early claim in anticipation of:
If the customer has lodged an Austudy claim because they:
If none of the above apply, see Table 4. | |
Early claim lodged before meeting study requirements, part-time to full-timeDetermine the date the student meets study requirements. See Activity Test for Austudy. If the date the customer meets study requirements is:
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Early claim in anticipation of a future student start dateIf an Austudy customer is lodging an early claim in anticipation of starting a course in the future, note the future Student Start Date. If a customer's Student Start Date is:
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Stopping full-time employmentAustudy students do not have to stop full-time employment to be eligible for Austudy. However, the level of income earned will determine if any Austudy is payable. If the customer's income from the date of claim is too high for Austudy to be payable, contact the customer to find out if their employment income will drop in the next 13 weeks. If their employment income:
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Final employment incomeIf the customer is paid their employment income payment in:
Check the following:
Process the claim:
Place the customers onto fortnightly reporting. Is the customer subject to any waiting periods?
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YA student turning 25YA students who have reached the maximum age for YA must submit a claim to transfer to Austudy. The transfer date/Austudy start date will depend on when the claim is lodged and when the customer reaches the maximum age for YA. If the customer lodges an Austudy claim:
Note the start date. Has the customer reported employment income on their claim or are they subject to any waiting periods?
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Reject claimAs the claim start date is more than 13 weeks in the future, the claim should be Rejected CDB - START DATE IS>13 WKS IN THE FUTURE. See Assessing and coding student and Australian Apprentice claims for Austudy. |
Assessing employment income, waiting and preclusion periods to finalise the start date calculation
Table 4
Action | |
Determine if customer and/or partner income will preclude entitlementAssess the online claim if:
Place the customer onto 2 weekly reporting if the customer and/or their partner has employment income. If the customer and/or their partner's paid employment income will preclude payment for the first entitlement period:
Code the EAPP table using LOP or IOP as the frequency to reject the claim due to income if:
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Customer subject to a Newly Arrived Resident's Waiting Period (NARWP)For help in assessing the NARWP, see:
If the customer is required to serve a NARWP, note the NARWP End Date. | |
Customer subject to a Compensation Preclusion PeriodFor help in determining if a Compensation Preclusion Period applies to the customer, see Compensation Preclusion Period. Compensation Recovery Teams are responsible for assessing Compensation Preclusion Periods. Once an assessment is completed, the information from the Compensation system will tag to the NDC screen. If the customer is:
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Customer subject to a Liquid Assets Waiting Period (LAWP)For help in assessing and coding the LAWP, see Liquid Assets Waiting Period (LAWP). If the customer is required to serve a LAWP, note the LAWP End date. | |
Customer subject to an Income Maintenance Period (IMP)For help in assessing and coding the IMP, see Income Maintenance Period (IMP). If the customer is required to serve an IMP, note the Inc Maintenance Period End date. | |
Subject to a Seasonal Work Preclusion Period (SWPP)For help in assessing and coding the SWPP, see Seasonal Work Preclusion Period (SWPP). If the customer is required to serve a SWPP, note the Seasonal Work Preclusion End date. | |
Determine the interaction between preclusion periodsWaiting and preclusion periods can run:
For information, see Interaction between waiting and preclusion periods. Determine if any of the waiting, maintenance or preclusion periods run concurrently to determine the potential start date for YA or Austudy. | |
Determine the start dateBased on the information gathered in the claim and assessment, determine the start date of the payment. If the start date is incorrect, check that coding is correct on the following screens:
If no waiting periods apply, go to Step 10. If a waiting period applies and ends:
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LAWP ends after Student End DateDo not manually reject the claim as this removes all LAWP data from the record and if the customer submits another claim within 12 months, a previously served LAWP will make them exempt from serving a LAWP again. The claim outcome at Entitlements (ELD) will display as Assessed and show a start date of the waiting period end date + 1 day. This is the expected result, a review will run on the record on the Student End Date + 1 day that will update the student status on the NES screen to Not a Full-time student (NST), for claimants:
Ensure that the claim finalisation note includes details of the waiting period ending after the Student End Date. Record a Note/DOC separate from the claim finalisation Note/DOC with details of the LAWP including the start and end dates shown on NDC. | |
Continue claim assessmentIf the claim is correctly coded and the system is applying an incorrect start date, the Manual Start Date on the NDC screen will need to be updated. Once the start date is determined, see:
Procedure ends here. | |
Reject claimAs the claim start date is more than 13 weeks in the future, the claim should be Rejected CDB - START DATE IS>13 WKS IN THE FUTURE. See: |