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Supported Residential Services (SRS) 065-11020000

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This document outlines the assessment process for when a customer moves into a Supported Residential Service (SRS).

SRS assessment

This table describes the assessment process for when a customer moves into a Supported Residential Services (SRS). It includes what to consider if a lump sum is paid and how to determine if the customer is in a care situation. The assessment determines a customer's entitlements and how their principal home is assessed.

Step

Action

1

Check if lump sum paid + Read more ...

Has the customer paid a lump sum amount for the right to live in the SRS?

  • Yes, where the customer wants to be treated as living in a special residence, contact the Level 2 Retirements Policy Helpdesk to see if the SRS should be treated as a special residence. Go to Step 2
  • No, go to Step 3

2

Level 2 Retirements Policy Helpdesk determination + Read more ...

Is the SRS to be treated as a special residence?

  • Yes, see Assessment of entry contribution. Apply the Extra Allowable Amount rule to the lump sum amount to determine how it should be treated and whether the customer is considered to be a homeowner because of the amount paid. Go to Step 3
  • No, the customer is a non-homeowner; the lump sum amount is a non-financial asset to be coded on the Other Assets (OAS) screen. Go to Step 3

3

Check if customer is in a care situation + Read more ...

Has the customer stated that they will be provided with a substantial level of care by the SRS for at least 14 days and provided a copy of their Residential Agreement with the SRS that confirms that a substantial level of care is being provided to the customer by the SRS?

4

Check if illness separated + Read more ...

Is the customer a member of a couple?

5

Principal home exempt as an asset + Read more ...

If the customer still owns their principal home, it will be exempt as an asset for 2 years.

See Vacation of principal home due to illness.

For more information on Accommodation Details coding see Assessment of circumstances for a couple separated due to illness.

Procedure ends here.

6

Former principal home assessed as an asset + Read more ...

If the customer still owns the former principal home it will be assessed as an asset.

See Assessment and sale of real estate and timeshare asset.

For more information on Accommodation Details coding see Assessment of circumstances for a couple separated due to illness.