Initial contact with customers and completing a claim for Assistance for Isolated Children (AIC) 010-03010010
This document outlines the steps to take when a customer initiallly contacts about claiming AIC and needs help completing the Claim for Assistance for Isolated Children (AIC) form (SY040).
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AIC initial contact
Table 1
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Applicant for AICThe person applying for AIC on behalf of the student is known as the applicant. A student cannot claim their own AIC. See Determining who can be the applicant for the Assistance for Isolated Children (AIC). Does the applicant want help completing the Claim for Assistance for Isolated Children (AIC) (SY040) form?
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Initial contactDo not give applicants verbal advice about individual eligibility for AIC, as the rules and conditions for AIC are complex. General AIC eligibility advice can be given, and applicants should be encouraged to submit a new claim to test eligibility. Difficult or complex cases may be referred to AIC Smart Centre Processing staff. If the AIC enquiry is from:
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Providing eligibility information to an applicantIf an individual is seeking advice as an applicant for AIC:
See Identifying the most beneficial payment for students or Australian Apprentices and tell the applicant of all possible payment options, including but not limited to:
Does the applicant want to apply for AIC?
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Organisation AIC enquiryOnly non-government organisations with full responsibility for the upkeep of the student can be approved as an applicant for AIC. See Determining who can be the applicant for the Assistance for Isolated Children (AIC). Tell organisations applying on the student's behalf to complete the:
Does the applicant want to apply for AIC?
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Issue a claim formAIC can only be claimed through the Claim for Assistance for Isolated Children (AIC) form (SY040). Applicants must complete an SY040 form for each student and calendar year they are claiming for. Issue the correct forms using the Mail Forms guided procedure on the applicant's record. If the applicant is an:
Note: if the applicant has contacted by phone, tell them they can also find the forms on the Services Australia website. | |
Claim lodgement informationTell the applicant to:
Applicants can lodge the form and any supporting documents:
More details about these options are provided on the form. AIC Smart Centre Processing staff will process the claim. Record details on a DOC. Procedure ends here. |
Completing the SY040
Table 2
Item | Description |
1 | Applicant requirementsQuestion 1 If the applicant:
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2 | About you - the parent or guardianQuestions 2-24 The applicant needs to provide their personal details (such as name, date of birth, and country of citizenship) to:
Proof of residence Applicants who are not Australian citizens are required to provide evidence of Australian permanent residence status. New Zealand citizens are required to provide evidence of their last date of arrival. See Residence requirements for Assistance for Isolated Children (AIC). |
3 | About the studentQuestions 25-42 Applicants need to provide student details (such as name, date of birth, and country of citizenship). Applicants must complete an SY040 form for each student and calendar year they are claiming for. See Assistance for Isolated Children (AIC) eligibility. Other documents may be required, to support this section of the claim. Proof of age is required if:
This evidence must show the students date of birth, for example:
Evidence of permanent residency is required if the student is not an Australian citizen, such as:
Question 42 Students who receive Disability Support Pension (DSP) or Parenting Payment Single (PPS) may qualify for an AIC Pensioner Education Supplement (PES). |
4 | Education detailsQuestions 43-46 Applicants need to provide the student's education details for the year they are claiming and the date they commenced. Applicants must complete an SY040 form for each student and calendar year they are claiming for. Other documents may be required to support this section of the claim. The applicant must provide a current registration certificate from the State or Territory education authority for approved home school arrangements. |
5 | Student's living arrangementsQuestion 47 This question directs the applicant to complete further questions relevant to the student's circumstances to determine which AIC allowance is being claimed. See Eligibility for Assistance for Isolated Children (AIC) allowances. Distance education or Homeland Centre educationQuestions 48-50 Applicants complete this question set if the student is living at home and studying by distance education or other approved education. See Eligibility for Assistance for Isolated Children (AIC) Distance Education Allowance (DED). Second HomeQuestions 51-61 Applicants complete this question set if the student is living in a second home maintained by the family. See Eligibility for Assistance for Isolated Children (AIC) Second Home Allowance (SHA). Students boarding away from homeQuestions 62-70 Applicants complete this question set if the student is boarding at a:
See Eligibility for Assistance for Isolated Children (AIC) Boarding Allowance (BA/ABA). Additional Boarding Allowance Questions 71-82 Applicants complete this question set if the student is boarding away from home and want to claim Additional Boarding Allowance (ABA) in addition to BA. Steps 6 and 7 provide more assistance with specific questions to be completed by parents/guardians only. |
6 | Parental incomeQuestion 76 For parents/guardians only. Applicants complete this question if they are applying for Additional Boarding Allowance (ABA) as this payment is subject to parental income and actual boarding costs. The Parental Income Test (PIT) is applied to the parents/guardians of the student (usually the applicant and/or their partner) unless there is a circumstance when the PIT does not apply. Applicants need to provide the following evidence of their combined parental income for the base tax year for each parent/guardian:
Tell the applicant to attach an Assistance for Isolated Children (AIC) - Current Tax Year Assessment form (SY042) if in the current tax year, there has been:
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7 | Dependent children(s) detailsQuestions 77-82 For parents/guardians only. Applicants complete these questions only if they are applying for Additional Boarding Allowance (ABA) for the student. Details of other dependent children in the family (siblings of the student) are needed to determine who should be included in the Parental Income Test (PIT) family pool. The inclusion of siblings receiving various student payments or Family Tax Benefit (FTB), along with the student, in the family pool maximises their entitlement to ABA. |
8 | Isolation conditionsQuestions 83-96 Applicants must complete this section to provide details of the student's circumstances that requires them to board away from home, live in a second home or study by distance education or other approved education. The student may be claiming AIC because they:
Other documents and/or evidence needed to support the reason the student is considered isolated may include, but is not limited to:
See:
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9 | Payment detailsQuestions 97-98 Applicants must complete this section to provide details of who and where to make the payment to. Payments may be directed to:
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10 | Tax File NumberQuestions 99-100 For parents/guardians only. The applicant is required to provide their Tax File Number (TFN). The applicant's partner is only required to provide their TFN if Additional Boarding Allowance (ABA) is being claimed. If the applicant/partner does not have a TFN, they will need to apply to the ATO or a Services Australia Service Centre by completing the Tax file number - application or enquiry for individuals. If the TFN application form is attached to the SY040, payment can commence before the TFN has been received. The applicant may be exempt from providing a TFN. Exemptions are also listed in the Notes section of the SY040. |
11 | Checklist and DeclarationQuestions 101-103 All applicants should complete the checklist and provide the requested documents with the completed form. The applicant (parent/guardian or organisation) must accept the declaration by:
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12 | Return the formTell the applicant the SY040 form and any supporting documents can be returned:
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