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Separating safely - protecting personal details 102-22060707



This is a Family and Domestic Violence Interaction Point. If the customer is with another person, on speakerphone or already identified with family and domestic violence concerns, continue with the current business conversation. Otherwise, see the Family and domestic violence procedure to conduct the Family and Domestic Violence Support Model (FDVSM) process.

This document provides the details staff should give to customers to keep their personal details safe when unlinking their record from another person. This includes separating from their partner or ending a carer relationship.

Actions to help a customer protect their information

Item

Action

1

Customers at risk of family and domestic violence + Read more ...

If family and domestic violence concerns are identified, and the customer:

  • would like a referral follow the processes outlined in family and domestic violence
  • wants to separate and make updates to protect their information before or instead of an appropriate referral, see Item 2

2

Actions for staff + Read more ...

Staff need to:

  • consider and discuss the following unlinking tasks with customers. This will help the customer keep their personal information safe
  • support customers to complete the applicable tasks via self-service channels where possible

If the customer needs help, follow the relevant procedures outlined below.

3

Change passwords or PIN + Read more ...

The customer should consider changing their passwords or PIN for:

  • myGov
  • online accounts
  • Express Plus Mobile apps

This is especially important if the other person had access to the customer's accounts.

See:

4

Review agency arrangements for someone to act on the customer's behalf + Read more ...

Before updating any personal details, such as their address, the customer may need to end arrangements for someone to act on their behalf. This can include:

  • nominee arrangements
  • Person Permitted to Enquire (PPE)
  • Person Permitted to Update (PPU)
  • Medicare Authorised Representative
  • Someone acting on their behalf with Child Support

Customers need to update these details separately with Centrelink, Child Support and Medicare.

Note: tell the customer that when a nominee arrangement is cancelled the nominee will receive a letter to tell them the arrangement has ended.

See:

Someone to deal with us on your behalf - Services Australia

Centrelink

Medicare

Child Support

5

Update the customer's relationship status with Centrelink + Read more ...

When a customer separates from a partner, they need to update their relationship status. This will ensure:

  • any further updates to the customer's personal details are not accidently applied to their ex-partner's record, and
  • no correspondence is issued to them

The customer should do this before updating other details on their record.

Updating the customer's relationship status:

  • separates their record from the other person
  • keeps their personal details safe
  • makes sure they get the correct entitlement

Depending on the type of the payment they get, the customer can:

  • update this online
  • contact Centrelink by phone, or
  • complete a Separation Details (MOD S) form

See:

Your relationship status - Services Australia

Change in relationship status from partnered to single

6

Transfer to a new Medicare Card + Read more ...

If the customer is on a Medicare card with other people, they should transfer off the card before they update their address. This makes sure:

  • their new address is not available to other people, and
  • other people cannot see services the children may access

If there are children on the Medicare card, the customer can add them to the new card.

Customers can complete this online.

See:

Get a new Medicare card with other people -Medicare card

Copy or transfer a person or child to another Medicare card

7

Update the family Medicare Safety Net registration + Read more ...

When a customer separates from a relationship, they should update their Family Safety Net. This keeps their Medicare claims and reimbursement details private.

See:

Medicare online account help - Confirm your Medicare Safety Net family

Family registration and confirmation for Medicare Safety Net

8

Review other arrangements for someone to act on the customer's behalf + Read more ...

Before updating any personal details, such as their address or medical information, the customer may need to end arrangements for someone to act on their behalf with services outside of the agency. This can include:

  • My Health Record Nominated Representative

Australian Digital Health Agency

9

Change payment destination + Read more ...

Customers should check if they need to update their bank account details:

  • Payments will continue to go in to the bank account on their record
  • Payments may be accessible to another person

Customers can update their bank details online. They need to update the details separately for Centrelink, Medicare and Child Support.

See:

Centrelink

Centrelink online account help - Update your banking details

Changing payment destination

Medicare

Medicare online account help - Update your bank account details

Store, confirm and end date bank account details for Medicare EFT payments

Child Support

Child Support online account help - Update bank details

Update customer details in Pluto