4.2.4.80 Claim Action 8 - Instalment Claim Required

Is a letter required?

Yes.

Content of the letter

Advise the applicant (1.1.A.72) that an instalment claim is required. The relevant FAO agency must:

• send the applicant another FTB claim form, or
• arrange an appointment for the applicant to complete the instalment claim (1.1.I.100) section of their original claim form.

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:

• the claim is returned within 14 days of it being received by the applicant, or
• the applicant attends an interview within 14 days of contact.

If the instalment claim is lodged within the specified timeframe, the past period claim (1.1.P.60) becomes effective.

Policy reference: FA Guide 4.2.2.20 Specific Requirements for Past Period Claim, see Claim made in the same income year as reduced withholding

Consequences of not complying with the request

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.

Record-keeping

An electronic or paper file record of this advice should be kept.

Policy reference: FA Guide 4.2.2.20 Specific Requirements for a Past Period Claim

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Last reviewed: 1 December 2008