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Principal carer of a dependent child 001-04030010




This is a Family and Domestic Violence Interaction Point. If the customer is with another person, on speaker phone, or already identified with family and domestic violence concerns, continue with the current business conversation. Otherwise, go to the Family and domestic violence procedure to conduct the risk identification and referral process.

Risks to a customer's privacy have been identified. See Separating safely - protecting personal details to make sure the customer's personal details are safe before progressing.

This document outlines how to assess and record a customer as a principal carer of a dependent child to ensure their payment qualification, rate, mutual obligation requirements and additional entitlements are determined correctly. This applies to Parenting Payment Single (PPS), Parenting Payment Partnered (PPP), JobSeeker Payment (JSP), Youth Allowance (YA) (job seeker), and Special Benefit (SpB). It also outlines the process to address error codes E630PN, E559NM and E152PG.

On this page:

Assessing and recording a customer as the principal carer of a dependent child

Customer and partner transferring principal carer status

E630PN, E559NM or E152PG - Child is the dependant of another principal carer


Assessing and recording a customer as the principal carer of a dependent child

Table 1

Expand table

Step

Action

1

Caring for a dependent child

For help with the definition of a principal carer of a dependent child, see the References page.

Note: during a temporary absence from the child’s care (including where care of a child is contested, or the child is abducted) a customer may remain the principal carer. For more information, see Child leaves customer’s care/custody.

If the customer:

  • advises a dependent child aged under 16:
  • has claimed a disaster/emergency payment and is not in receipt of an income support payment, a principal carer determination may need to be completed, go to Step 5
  • is a member of a couple (with a child already in their care) and wishes to transfer principal carer status from/to their partner, confirmation of a change of care is not required, see Table 2 > Step 1

2

Dependent child under 16 has entered care

Has a care determination been completed and customer assessed as having care of the child/ren?
Note: check by reviewing existing coding on Child in Customer Care (CHC), FTB Shared Care (FSC), SSA Shared Care (SSC) screens/shared care table and any DOC/Notes on the file:

3

Dependent child under 16 permanently left care

Has the child/ren already been coded out of the customers care?

Note: check by reviewing the existing coding on Child in Customer Care (CHC), FTB Shared Care (FSC), SSA Shared Care (SSC) screens/shared care table and any DOC/Notes on the file.

For PPS:

  • select the child from the Pension Child Summary (PNKDS) screen
  • check field 'Qualifying PP child under 14'
  • if Y change of care coding has not been completed correctly for this child

For PPP and JSP/YA (job seeker)/SpB:

  • select the child from the Assessment explanation (AX) screen
  • check the field 'eligible PC child'
  • if Y change of care coding has not been completed correctly for this child

Has the change of care been coded correctly?

4

Share the care of a child

Is the customer advising a change to the shared care percentage recorded on the SSC screen/shared care table?

5

Principal carer determination required for AGDRP claim

If a customer has lodged a claim for Australian Government Disaster Recovery Payment (AGDRP) for a child/ren and is not currently receiving income support or FTB payments, a principal carer determination may be required.

A principal carer determination will be needed if the SSC screen/ shared care table:

  • does not have a care percentage and principal carer status coded for the child, or
  • does have a care percentage and principal carer status coded for the child but the customer does not agree with it

Check current coding on the SSC screen/shared care table for the child. If the customer has:

Is there current coding on the SSC screen/ shared care table?

6

Principal carer determination is needed

7

Principal carer status

If a customer gains or loses principal carer status, their eligibility and rate of payment, extra entitlements and mutual obligations may be impacted.

Principal carer status of a child will be determined by what is coded on the CHC, SSC screen/shared care table and Child Override/ Claim (CHOC) screens.

When coding the SSC screen/shared care table principal carer indicator, staff must take into consideration all factors discussed in making a principal carer determination.

If the customer has:

  • 55% or more care, the customer will generally be the principal carer:
    • check SSC screen/shared care table is coded with the correct percentage
    • PC indicator is coded as Y
    • go to Step 8
  • 46%-54% (equal care) a principal carer determination will be required. See Shared care for income support payments and principal carer determination for details on how to make the determination:
    • Check SSC screen/shared care table is coded with the correct percentage
    • PC indicator is coded with the correct indicator as per the equal care principal carer assessment and from the correct date, go to Step 8
  • 45% or less care the customer will generally not be considered the principal carer:
    • Check SSC screen/shared care table is coded with the correct percentage
    • PC indicator is coded as N from the correct date, go to Step 8
  • In very limited circumstances, there may be more than 2 carers in a care arrangement therefore:
    • the above rules may not apply, or
    • the customer may have the majority care of the child but not be the principal carer
    • see Resources page for an example

See Table 3 if one of the following error codes is preventing an activity from being completed:

  • PEN E630PN - 'child's name' is the dependant of another Principal Carer
  • NSS E559NM - Another customer is Principal Carer for 'child's name'
  • PGA E152PG - 'child's name' is the dependant of another Principal Carer

8

Check child eligibility details on Assessment Explanation (AX) screen

Before finalising the activity, check child eligibility details are correct.

Take the activity to the Assessment Results/ Entitlement (AR/ELD) screen before checking the screens below.

  • PPS, go to Pensions child summary (PNKDS) screen
  • Select each child aged under 16
  • Customer is principal carer of child if Qualifying PP child under 14 is Y
  • PPP, JSP, YA (job seeker) and SpB go to the Assessment explanation details (AX/ASDT) screen
  • Select payment from Service reason selector
  • Expand for each aged under 16
  • Customer is principal carer of child if Eligible PC child is Y
  • Record details on a DOC

9

Change in principal carer status

If a current customer has gained or lost principal carer status, it may be necessary for the customer to claim an alternative income support payment.

Customers may also have changes to their concession card entitlement, income test and mutual obligations.

Discuss these changes with the customer and encourage them to lodge a claim for alternative assistance if necessary.

Note: if a customer has received Crisis Payment and a change has occurred, a manual reassessment of Crisis Payment may be required. For more information, see Reviewing and reassessing Crisis Payment (CrP).

Job Plans

If the customer is a Centrelink managed job seeker, their Job Plan may need to be updated to reflect their new mutual obligation requirements.

Centrelink managed job seekers needing to re-negotiate their Job Plan may have a new plan negotiated over the phone (if they have an Online Account) or may attend a service centre.

If referring the job seeker to a service centre, make an Enquiry appointment type for the customer. Check Office Locator for service centre appointment requirements. The Resources page contains a link to Office Locator.

Where necessary, renegotiate the customer's Job Plan and ensure the Activity and Exemption Summary (AEX) screen in Process Direct is updated accordingly.

10

Advise decision in writing

If 2 or more people are caring for the child, if the principal carer determination is changed, each person must be advised in writing of the principal carer determination, even if they have not claimed income support payment.

If there are family and domestic violence concerns staff must advise the customer, Services Australia is legally required to send a letter to the other person/ex-partner to advise of the outcome of the principal care determination.

  • Make a genuine attempt to contact the customer to advise a letter will be sent to each person caring for the child about the principal care determination
  • If contact is successful and the customer is concerned about a letter being issued to the other carer, offer a referral to social worker services for support if this has not already occurred, see Referral to a social worker
  • DOC the record with details of whether the contact to the customer to advise that a letter must be sent to each person caring for the child, was successful or not.

To issue the required letter, staff must run the Child - Change in Care Arrangements script:

  • Select letter type: Q807 – SSA Shared Care Principal Carer Determination
  • Complete details around the % Care for each child
  • In the Free text section for SSA Shared Care Principal Care Determination Letter refer to SSA Shared Care Principal Determination for required text to include in the Mandatory Paragraph
  • Consider relevant privacy issues when referring to the other carer in the letter.
  • Repeat this process for each person caring for the child

Procedure ends here


Customer and partner transferring principal carer status

Table 2

Expand table

Step

Action

1

Principal Carer Status Partner Swap

Only one person at a time can be the principal carer.

Partnered customers may want to transfer the principal carer status between each other. This includes JSP, YA (job seeker) and SpB partners with dependent children, PPP and FTB customers.

If the customer is:

  • current on PPP and wants to transfer principal carer status to their partner for them to receive PPP:
    • advise the customer their partner must lodge a new claim and their PPP will be cancelled as part of that process
      Note: if the customer currently on PPP wishes for their payment to be cancelled now, this should be actioned at the first point of contact, see Cancellation of Parenting Payment
    • DOC the record to confirm the customer has given approval for their partner to be the principal carer
    • the principal carer swap coding will occur as part of the PPP new claim process
    • procedure ends here until the partner lodges a PPP claim
  • Current on any other payment or lodging a new claim, for staff:

2

Principal Carer Assessment Fast Note

For staff not skilled in Principal Carer Coding, the record needs to be referred for a Principal Carer assessment:

  • Use Fast Note, select Auto Text, use Families > Updates > Principal Carer Determination Required
  • Select Confirm
  • Place the claim on hold for 7 days using the reason Third Party to Provide Information

Procedure ends here.

3

Partner contact required

Where:

  • both parties are either claiming or receiving one of the applicable payments for the child, they must both agree to swap the principal carer status:
    • Check if there is a DOC on the partner’s record confirming they have already provided their approval for the principal carer swap. If the DOC is present, they do not need to be contacted again
  • the other person is not claiming or receiving one of the applicable payments for the child, they do not need to be contacted to agree to the swap

Does the partner need to be contacted to confirm they agree to the principal carer swap?

4

Contact the Partner

Make a genuine attempt to contact the partner to obtain their agreement to make the customer the Principal Carer.

Was the contact successful?

  • Yes, go to Step 5
  • No:
    • DOC the contact attempt, including date and time attempt was made
    • This procedure ends here
    • If applicable, return to claim processing file

5

Contact successful

Does the partner agree to the principal carer swap?

  • Yes, record the details of the discussion in a DOC including the partner’s permission to transfer principal carer status to the customer.
    For customers:
  • No, for customers claiming:
    • PPP, reject the claim following Processing Parenting Payment (PP) claims. Procedure ends here
    • payment other than PPP, continue to assess the claim with the determination that the customer is not a Principal Carer. Procedure ends here

6

Customer has a new claim that requires Principal Carer coding

The partner swap must be completed as part of the new claim activity.

In the new claim activity, complete the following:

7

Customer is in receipt of a payment other than PPP

In Customer First, complete the following:

8

SSC screen

Select the system being used.

Process Direct

For new claims, coding must be completed within the claim activity in PD.

From Relations menu icon, select the relevant child’s record.

Go to the Shared Care Assessment (SCA) screen. If there is:

  • existing coding, it must be updated as follows:
    • Date: use the earlier of the DOR of the activity being completed or today's date
    • SSC%: 0
    • Principal Carer: select No
    • Carer: select the carer who will no longer be the Principal Carer
  • no coding under SSC Shared Care, go to the CHOC screen and code as follows:
    • Date: use the earlier of the DOR of the activity being completed or today's date
    • SVC RSN: the customer's payment service reason
    • Reason: select TOP (Transfer out to partner)

Go to Step 9.

Customer First

For new claims, coding must be completed within the claim activity in PD.

Go to the SSC screen. If there is:

  • existing coding, it must be updated as follows:
    • Date: use the earlier of the DOR of the activity being completed or today's date
    • SSC%: 0
    • Principal Carer: select No
    • Carer: select the carer who will no longer be the Principal Carer
  • no coding on the SSC screen, go to the CHOC screen and code the following:
    • Date: use the earlier of the DOR of the activity being completed or today's date
    • SVC RSN: the customer’s payment service reason
    • Reason: use TOP (Transfer out to partner)

Go to Step 9.

9

Finalise Principal Care swap

Select the system being used.

Process Direct

For new claims, coding must be completed within the claim activity in PD.

In the record of the gaining partner who is now going to be the Principal Carer:

  • from Relations menu icon, select the child’s record
  • go to the CHC screen and code the following:
    • Date: use the earlier of the DOR of the activity being completed or today's date
    • Care Status: select ICC (In Customer Care)
    • Carer: select the relevant carer that is now the Principal Carer
  • go to the SCA screen and code the following:
  • Note: this coding needs to be completed for each child in care
    • Date: use the earlier of the DOR of the activity being completed or today's date
    • SSC%: code applicable care percentage as per previous Principal Carer line for partner
    • Principal Carer: select Yes
    • Carer: select the relevant carer that is now the Principal Carer

Finalise the activity:

Repeat steps 8 and 9 for any additional children.

When coding has been completed for all relevant children, go to Step 10.

Customer First

For new claims, coding must be completed within the claim activity in PD.

In the record of the gaining partner who is now going to be the Principal Carer:

  • go the CHS screen and select the applicable child
  • go to the CHC screen and code the following:
    • Date: use the earlier of the DOR of the activity being completed or today's date
    • Care Status: select ICC (In Customer Care)
    • Carer: select the relevant carer that is now the Principal Carer
  • go to the SSC screen and code the following:
    Note: this coding needs to be completed for each child in care
    • Date: use the earlier of the DOR of the activity being completed or today's date
    • SSC%: code applicable care percentage as per previous Principal Carer line for partner
    • Principal Carer: select Yes
    • Carer: select the relevant carer that is now the principal carer

Finalise the activity:

Repeat steps 8 and 9 for any additional children.

When coding has been completed for all relevant children, go to Step 10.

10

Finalise activity

Select from the following.

New Claims
  • Continue processing claim
  • Ensure all relevant information regarding care coding is included in decision DOC
  • Procedure ends here, return to relevant claim processing file
Customer/partner in receipt of JSP/YAL/SpB
  • Finalise the activity via the AR screen
  • DOC the record with all relevant information regarding care coding completed
  • A letter must be issued to:
    • the customer, if they are currently in receipt of one of these payments
    • the partner, if they are currently in receipt of one of these payments
    • both the customer and partner, if they are both in receipt of one of these payments
  • In Customer First, issue a Q808 – SSA Couple Principal Carer Determination letter via the LD screen. See Creating a manual letter or Online Advice (OLA) for more information
  • Procedure ends here
Customer/partner in receipt of any other payment
  • Finalise the activity via the AR screen
  • Procedure ends here

E630PN, E559NM or E152PG - Child is the dependant of another principal carer

Table 3

Expand table

Step

Action

1

Error codes

PEN E630PN - 'child's name' is the dependant of another Principal Carer

NSS E559NM - Another customer is Principal Carer for 'child's name'

PGA E152PG - 'child's name' is the dependant of another Principal Carer

2

Principal carer errors

The above error messages correctly present when another person is already being assessed as the principal carer of a child. The error code that presents depends on what payment the customer is receiving.

Only one person at a time can be the principal carer of a particular child.

In shared carer situations generally the person with the greater degree of care and control of the child is considered the principal carer.

In equal care situations a principal carer determination is required to determine who should be the principal carer.

For further information see Shared care for income support payments and principal carer determination.

3

Determine who is the principal carer

Before actioning updates to correct the error, first confirm who is the principal carer (PC) of the child:

  • Identify who is currently being assessed as the principal carer
  • Determine if they continue to be eligible for principal carer status for the child

The SSC Shared Care table on the Shared Care Assessment (SCA) screen in Process Direct and the SSA Shared Care (SSC) screen in Customer First for a child shows:

  • the principal carer status for the child, and
  • the current level of care/shared care

If there is no coding on the SSC screen/table, check the PC status of a child:

  • for PPS customers on the PNKD (selected via PNKDS screen) screen, and
  • for PPP and JSP/YA (job seeker) the AX screen

If there has been a change in care/shared care that has not be recorded, this must be updated to ensure the customer receives the correct entitlements. See Notification and assessment of shared care arrangements for Family Tax Benefit (FTB).

4

CHOC screen

The CHOC screen is used to correct the above errors.

Where a customer is:

  • incorrectly being assessed as a principal carer of a child, code an override line for the child on the CHOC screen to end this assessment
  • the principal carer, yet another person is currently deemed as the principal carer incorrectly, check and update the CHOC screen of all linked carer's records of the child

Note: only update the CHOC screen in Customer First unless required as part of a claim activity.

Where the record being actioned is:

  • currently assessed as the principal carer of the child in the error, go to Step 5
  • the new principal carer of the child in the error, go to Step 6

5

Record being actioned is currently assessed as the principal carer of the child

Where the error is presenting within a new claim activity in Process Direct, complete the following coding within the claim activity in Process Direct.

For all other scenarios, action the following in a separate activity in Customer First.

Select the applicable child from the Relationships Menu in Process Direct or the Child Selection (CHS) screen in Customer First.

Check the SSC shared care table on SCA in Process Direct or the SSC screen in Customer First.

If there:

  • is current shared care coding for the customer of 45% or below, ensure 'NO' is coded in the Principal Carer field
  • has been a change of care/shared care and/or principal carer status this must be updated on the SSC screen/table and FSC screen/table. See Notification and assessment of shared care arrangements for Family Tax Benefit (FTB)
  • is no coding for the customer on the SSC screen/table, go to the CHOC screen and code the following:
    Note: in Process Direct select the CHOC screen from the customers record not the child's, then select the applicable child from the drop-down box
    • Date: for claim activities this will be the date of claim. For all other activities use the earlier of the DOR of the activity being completed or today's date
    • Svc Rsn: the customer's payment service reason
    • Reason: TOP (transfer out to partner) where the child is not in the customer's care or PCN (principal carer no) where the child is still in care, but the customer is not the principal carer
      Note: from 2 March 2024, the principal carer override codes can only be used in limited circumstances. Refer to Child Override/ Claim (CHOC) screen for when these codes are to be used

Before finalising the activity check any debts or arrears payments are correct.

Has the error preventing action now resolved and the activity finalised?

6

Record being actioned is the new principal carer of the child

Select the applicable child from the Relationships Menu in Process Direct or the Child Selection (CHS) screen in Customer First.

  • Check the SSC shared care table on SCA in Process Direct or the SSC screen in Customer First. Ensure that the principal carer has 'Yes' in the Principal Carer field for the customer
    Note: if a change is made to the SSC screen/table, a change must be made to the FSC screen/table
  • Go to the Child in Care (CHC) screen. The CHC screen shows details for all linked carers for the child. Note the:
    • details of the customers who care for, or have cared for the child, and
    • dates the changes of care occurred
  • Locate and make note of the CRNs for all the linked carers from the CHC screen. The FSC screen/table can be used to locate CRNs. Note: not all carers may be listed on this screen

There is no simple way to determine what CRN is driving the principal carer error.

In Customer First complete CHOC coding on all linked customers if the child is no longer in their care or the customer is no longer the principal carer of the child where care is shared. Note: CHOC coding outside of a claim activity should not be completed in Process Direct.

If a change in care/shared care has not be recorded, this must be updated to ensure the customer receives the correct entitlements. See Notification and assessment of shared care arrangements for Family Tax Benefit (FTB).

  • Go to each of the CRN's above, select the child from the CHS screen and go to the CHOC screen and code:
    • Date: for claim activities this will be the date of claim. For all other activities use the earlier of the DOR of the activity being completed or today's date
    • Svc Rsn: the payment type being claimed on the record where the activity is generating the error
    • Reason: TOP (transfer out to partner) where the child is not in the customer's care or PCN (principal carer no) where the child is still in care, but the customer is not the principal carer
  • Before finalising the activity check any debts or arrears payments are correct
  • Go back to the current carer's record and attempt to finalise the activity. A short wait period may be needed for all associated ripple activities to complete before the error is no longer presented

Has the error preventing action now resolved and the activity finalised?

7

Error still presents

If E630PN/E559NM/E152PG still prevents completion of the activity, see Technical Support Model for escalation procedures.