Deferring or discontinuing study before end of course for Pensioner Education Supplement (PES) 102-07020060

A student in receipt of Pensioner Education Supplement (PES) advises they:

• intend to stop studying in the future
• have already stopped studying
• won’t continue in the same course in the next study period, or
• were a continuing student who was intending to start a new course in the next available study period however they will no longer start the new course (including secondary school students who were commencing a new study level, for example, Year 10 to Year 11), see Customer will not commence full-time study

Is the Service Officer skilled in PES processing?

• Yes, go to Step 2
• No, create an open work item using Fast Note.
  Select Auto text, use Students, ABSTUDY & Apprentices > Pensioner Education Supplement > PES Study Update Action DOC
  Procedure ends here

Has the student ceased studying due to a medical condition?

• Yes, see Pensioner Education Supplement (PES) student becomes incapacitated. Procedure ends here
• No, go to Step 3

Has the customer started an Australian Apprenticeship?

• Yes, investigate entitlement to ABSTUDY, Austudy or YA as an Australian Apprentice, see Existing customer starts an Australian Apprenticeship. Procedure ends here
• No, go to Table 2 > Step 1

Is the Enrolment Verification field displaying as VER (enrolment verified) on the Customer Study Details (EDC) screen in Process Direct or Education Course Detail (EDC) screen in Customer First?

• Yes, go to Step 4
• No, and proof of enrolment (POE) has:
• not been requested, go to Step 2
• been requested, go to Step 3

End the course of study on the EDC screen by updating the Student End Date with the date the customer advised was their last date of attendance.

Tell the customer that proof of enrolment will need to be supplied within 14 days or their Pensioner Education Supplement entitlement will be reassessed based on them not enrolling in the course of study at all.

Request POE. See Requesting information (CLK). Procedure ends here.

• Yes, go to Step 4
• No, customer is not eligible for payments for the course. See Table 3 in Customer will not commence full-time study

Payment will be cancelled as the customer is no longer undertaking qualifying study for PES.

The date of effect (DOE) of the cancellation will depend on whether the customer met their notification provisions and when the update is being actioned. Refer to General notification provisions for further information regarding the correct notification period for the customer's circumstances.

Did the student advise that they were ceasing study within their notification period (if applicable)?

• Yes, go to Step 5
• No, the DOE is the date the customer ceased study. Go to Step 9

Customer has contacted Services Australia within 14 days of the date of event and the date the record is being updated is:

• in the same entitlement period in which the customer ceased study, or an earlier period for notification of future events, go to Step 6
• in the entitlement period following the entitlement period in which the customer ceased study, go to Step 7
• after the entitlement period following the entitlement period in which the customer ceased study, go to Step 8

See Notification Handler (NOHL) for more information.

Customer has contacted within 14 days of the date of event (DOV) and:

• the date the record is being updated is in the same entitlement period as the DOV
• the DOE is the date the customer ceased study. Go to Step 9.

Customer has contacted within 14 days of the date of event DOV and

• the date the change of circumstances is being updated is in the entitlement period following the entitlement period in which the customer ceased study
• the DOE is the Entitlement Period Start Date (EPSD) of the period following the period in which the event occurred. Go to Step 9.

Customer has contacted within 14 days of the DOV and

• the date the change in circumstances is being updated is after the entitlement period following the entitlement period in which the customer ceased study
• The DOE is the day after the end of the 14-day notification period. Go to Step 9.

To update in:

• On the EDC screen change the Student End Date to the day before the DOE
• Go to the Benefit Action (BA) screen. Select Add on the Create Benefit Action table and key fields:
• Benefit Type Code from the dropdown menu, select Pensioner Education Supplement: EPF
• Benefit Action: CAN - CANCEL
• Reason: NAS - NOT A STUDENT
• Date of Effect: as the DOE determined in step 4, 6, 7 or 8
• Select Save
• Key:
• Receipt Date
• Channel
• Service Reason: EPF
• Select Save
• Select Assess and address any errors/warnings on the Errors (SWE) screen
• Select Assess
• Select Finish and record the details of the update in the finalisation notes including:
• the actual date the student ceased studies
• the date the student end date has been coded
• the reason it has been changed is due to the notification rules (where appropriate)
• Select Finalise
• Procedure ends here

• Key ISS in the Sys: field
• Key SVPES in the Nxt field
• On the EDC screen change the Student End Date to the day before the DOE
• On the BA screen, key fields:
• Service Reason: EPF for PES
• Action: CAN
• Reason: NAS - not a student
• Effect Date: as the DOE determined in step 4, 6, 7 or 8
• Complete the activity on the Assessment Results (AR) screen.
• Record on a DOC the:
• the actual date the student ceased studies
• the date the student end date has been coded
• the reason it has been changed is due to the notification rules (where appropriate)
• Procedure ends here