Elements and Performance Criteria

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.


ETP

pensions

rollover funds

death benefits

disablement benefits

compassionate

resignation

retirement

divorce

income protection

severe financial hardship


member information is illegible or missing

signature is missing

claim documentation is inconsistent or incomplete

member information does not correlate with fund records

insufficient detail given


applications are returned

further information is sought


severe financial hardship

permanent application/temporary residence

compassionate grounds


system/computer procedures

best practice standards

regulatory requirements

internal communications

codes of practice

documentation and filing procedures

legislative requirements


fund guidelines

details of policy taken by member

relevant legislation

conditions for benefit payment

binding or non-binding nominations


current or ex-spouse

non-custodial children

custodial children

children who are minors

financial dependant/s

legal personal representative

beneficiaries as identified by local state legislation

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment

To achieve competency in this unit, a person must be able to demonstrate:

ability to identify types of benefits
ability to identify and manage application and claim errors
ability to process insurance claims in accordance with condition, trust and organisational requirements
ability to establish special circumstances and make informed recommendations about benefit payments
ability to calculate payments using computer programs
ability to calculate taxation requirements for benefit payments using computer programs
ability to identify, source and interpret required information to process benefits for Lump Sum Payments, Death Claims and Disablement Claims
ability to assess and determine benefit entitlements for ETP, Death and Disability Claims using computer programs

Evidence requirements for demonstration of consistent performance:
Competence in this unit must be assessed over a period of time in order to ensure consistency of performance over the Range Statement and contexts applicable to the work environment.

Delivery/assessment relationship to other units:
This unit may be assessed on its own or it may be assessed with other units that cover related skills and knowledge.
Evidence is most relevant when provided through an integrated activity, which combines the elements of competency for the unit, or a cluster of units of competency.

Method of assessment:
For valid and reliable assessment of this unit, evidence should be gathered through a range of methods to indicate consistent performance.
Assessment of this unit of competence will usually include observation of processes and procedures, oral and/or written questioning on underpinning knowledge and skills and other methods as required.

Context of assessment:
Assessment of performance requirements in this unit should be undertaken in an industry context and against industry defined Assessment Guidelines.
Aspects of competency, including attainment of relevant knowledge and skills may be assessed in a simulated work environment or other appropriate means.

Resources required for assessment:
Unless otherwise specified, there are no significant resource implications for assessment of this unit, apart from access to a relevant workplace or closely simulated office environment and the use of a range of office equipment, technology and consumables. These may include standard commercial computer hardware, software, telephones, facsimiles, and other relevant office equipment.