Aged care means assessment – protected person 065-18120742
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.
This page contains information on determining if a former principal home is an exempt asset due to a protected person living in it. This page applies to pre and post 1 July 2014 assessment schemes.
Assessing and coding of a protected person
This table applies to both pre and post 1 July 2014 means assessment schemes. All screen references are Customer First screens.
Step |
Action |
1 |
Protected person new assessment or change in circumstances + Read more ... Is this a new means assessment or has a DVA Request for Centrelink Confirmation form been received via email?
Note: change in circumstances applies to post 1 July 2014 asset assessments only. |
2 |
Identify protected person assessment that is needed + Read more ... The care recipient has indicated there is a protected person living in their former principal home. Where the protected person is:
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3 |
Partner living in the former principal home + Read more ... If the care recipient is a member of a couple the partner is a protected person if:
These details can be confirmed from the current recorded information when care recipient and/or partner are in receipt of an income support payment. The protect person (partner) exemption does not apply if:
See Frequently asked questions on the Resources page for examples. Does the partner meet the protected person criteria?
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4 |
Dependent child or student is living in the former principal home + Read more ... Where a care recipient advises they have a dependent child or student living in the principal home the following criteria must be met at the DOV. Children must:
Students must:
Note: dependent children or students temporarily living away from the former principal home to receive fulltime education at a school, college or university, qualify as a protected person if they return to the principal home during school breaks. Does the dependent child/student qualify as a protected person?
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5 |
Check the Centrelink record to confirm carer or close relative status + Read more ... To confirm the person meets the qualification criteria, the carer or close relative will need to give consent to access their income support payment (ISP) details in Customer First. Consent can be given:
Where the protected person is:
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6 |
Consent has been given + Read more ... Where consent is given, confirm in Customer First that at the DOV, the carer or close relative:
See Frequently asked questions on the Resources page for examples. If Customer First is not able to confirm the information, such as confirming that protected person has lived in the home for the required period, an Aged Care Carer or close relative assessment (SA483) is required. Is an Aged Care Carer or close relative assessment (SA483) required to confirm protected person eligibility?
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7 |
Issue ‘Aged Care Carer or close relative assessment (SA483)’ + Read more ... If protected person status for a carer or close relative cannot be confirmed either via Customer First or because consent has not been received by Services Australia, issue an SA483 to the care recipient. This is sent with an aged care Request For Information (RFI) letter asking the care recipient to have the carer or a close relative complete the attached form and provide supporting documentation. On care recipients record, annotate or record a Fast Note. Select Auto Text > Aged Care > Assessment > Progress of Aged Care Assessment with details of the RFI. Do not close Fast Note. Place it on hold for 21 days. For DVA Request for Centrelink Confirmation Check the request has been uploaded to Centrelink record as word document UNS011, if not temporarily save word document in email and upload to record via document tools. To save DVA Request word document file:
When uploaded to Customer Fist via document tools, delete the file from the Customer Information folder:
Check the care recipients address is recorded on the DVA Request for Centrelink Confirmation form. If the address on the form does not match what is on the care recipients record and care recipient is in Permanent Residential Care use the Residential Care Provider’s location address from ACSP when issuing SA483. If the address on the form does not match what is on the care recipients record and care recipient is not in permanent care contact DVA to confirm correct postal address. For DVA requests, record a Fast Note: Select Auto Text > Aged Care > Assessment > DVA protected person SA483 issued. Do not close the Fast Note. Place it on hold for 21 days. The SA483 is available on the Resources page. Procedure ends here until the form has been returned. |
8 |
SA483 task has been issued + Read more ... When the completed form and required documentation have been returned, determine whether the carer or close relative:
See Frequently asked questions on the Resources page for examples where the protected person is a carer or close relative. Does the carer or close relative qualify as a protected person based on information contained within the questionnaire and supporting documentation?
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9 |
Carer or close relative qualifies as a protected person + Read more ... Where the carer or close relative is a protected person and is currently in receipt of an income support pension (ISP), complete all updates as required on the RCAA screen:
Procedure ends here. |
10 |
Carer or close relative protected person qualification not met/no longer meets + Read more ... Where a carer or close relative does not meet or no longer meets the protected person eligibility criteria, the value of the care recipient’s share of the principal home is an assessable asset. Complete all updates as required on the RCAA screen:
Note: customers receiving Carer Pension or Allowance are required to notify Services Australia of a change of address within 14 days of moving. See Change of address for Carer Payment (CP) and Carer Allowance (CA) for more information. Procedure ends here. |
11 |
Partner protected person qualification not met/no longer meets + Read more ... Where a partner does not meet or no longer meets the protected person eligibility criteria, the value of the care recipient’s share of the principal home is an assessable asset. If the partner leaves the principal home to enter permanent residential care, the principal home is an assessable asset for both members of the couple from the date the partner enters into care. If the partner has died, the principal home is an assessable asset from the date the partner dies and its value is capped to the equivalent value of the First Asset Threshold. See the Resources page for a link to the Department of Health and Aged Care - Schedule of fees and charges. Refer to initial means assessment and confirm if value of principal home was provided. When further information needs to be requested, any review of circumstances will not be carried out prior to 16 weeks after the date of death of partner, unless notice is received earlier. See Bereavement reviews for more information. Is there a record in the initial means assessment of the value of the former principal home?
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12 |
Update required screens with former principal home information + Read more ... Refer to Aged care means assessment – home ownership and real estate estimates to determine if value of home can be coded or if valuation is required. Complete all updates as required on the RCAA screen:
When a care recipient is in receipt of an ISP, complete updates on Accommodation Details (AC) screen:
Note: Customer First will not allow updates to both the customer and partner’s RCAA screens within the 1 activity. Where the partner has moved into residential care, update the partner’s RCAA screen in a separate activity. Procedure ends here. |
13 |
Dependent child or student protected person qualification not met/no longer meets + Read more ... See Aged care means assessment – home ownership and real estate estimates to determine if value of home can be coded or if valuation is required. Where a dependent child or student does not meet (new assessment) or no longer meets (change of circumstance) the protected person eligibility criteria, the value of the care recipient’s share of the principal home is an assessable asset. Complete all updates as required on the RCAA screen:
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14 |
For DVA Request for Centrelink Confirmation - Carer or close relative qualifies as a protected person + Read more ... Where the carer or close relative is a protected person and is currently in receipt of an income support payment (ISP) and consent has been signed, complete all updates as required. Open DVA Request for Centrelink Confirmation from email received and complete section B with relevant information. Respond to the email, including your Team Leader. See Resources for DVA protected person email template. Record details in a Fast Note: Select Auto Text > Aged Care > Assessment > DVA protected person validation check. Procedure ends here. |
15 |
For DVA Request for Centrelink Confirmation - SA483 task has been issued + Read more ... When the completed form and required documentation have been returned, determine whether the carer or close relative:
See Frequently asked questions on the Resources page for examples where the protected person is a carer or close relative. Can a determination for DVA protected person status be made based on information contained within the questionnaire and supporting documentation?
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16 |
For DVA Request for Centrelink Confirmation - SA483 supporting documentation has been returned + Read more ... To complete the DVA Request for Centrelink Confirmation:
Check all required fields in the DVA Request are complete. |
17 |
For DVA Request for Centrelink Confirmation - SA483 and/or supporting documentation was not returned within 21 days + Read more ... Locate held Fast Note titled DVA Request for Centrelink Confirmation:
Check all the required fields in the letter template are complete. |
18 |
Save the request as a PDF and send the email + Read more ... To save DVA Request word document as PDF file:
Create an email, including your Team Leader. See Resources for DVA protected person email template. Attached the PDF to the email and send. Delete the PDF file from the Customer Information folder:
Annotate the Fast Note DVA protected person SA483 issued with actions taken and complete. |