Advise the applicant that the date of the claim of the instalment claim will be the date the FTB claim form was originally lodged if:
If the instalment claim is lodged within the specified timeframe, the past period claim (1.1.P.60) becomes effective.
Policy reference: FA Guide 22.214.171.124 Specific Requirements for Past Period Claim, see Claim made in the same income year as reduced withholding
Failure to return the form or attend an interview within 14 days stops the past period claim from being effective (1.1.E.10).
The applicant should be advised an ineffective claim cannot be reinstated by any FAO action, and if they want to test their eligibility for FTB in the future they must lodge a new claim.
An electronic or paper file record of this advice should be kept.
Policy reference: FA Guide 126.96.36.199 Specific Requirements for a Past Period Claim
Last reviewed: 1 December 2008