FOI 24/25-1473 DOCUMENT 31

Consent to act on applicant behalf

SGP KP Publishing

Exported on 2025-04-02 05:32:14

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SGP KP Publishing – Consent to act on applicant behalf

Table of Contents

1. Recent updates …………………………………………………………………………………………………….. 4
2. Before you start …………………………………………………………………………………………………….. 5
3. Understand consent to act on applicant behalf ………………………………………………………. 6
4. Check consent to act on applicant behalf ………………………………………………………………. 7
5. Next steps …………………………………………………………………………………………………………….. 8

Table of Contents – 2

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SGP KP Publishing – Consent to act on applicant behalf

This article provides guidance for a local area coordinator, early childhood partner and all NDIA staff (planner delegate, payments officer, internal review delegate, complaints officer, participant support officer, access delegate, technical advisors, National Contact Centre, liaison officers (HLO/JLO), complex support needs (CSN) planner, national reassessment delegate) to:

• understand consent to act on the applicant’s behalf
• check the applicant has given this consent.

This article is about NDIS applicants. For participant consent guidance, go to article Understand the process for consent, nominee, child representative or self-representation.

Recent updates – 3

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1 Recent updates

December 2023

Guidance improvement with knowledge update and PACE alignment, including:

• name change from Check evidence to act on behalf of another person.

Recent updates – 4

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2 Before you start

You have read and understood:

• Our Guideline – Privacy and information, including section Do we need your consent to ask other people for your information?
• Our Guideline – Applying to the NDIS, including section Who can help you apply? article Understand consent requirements, for all different consent

When relevant, utilise these articles:

• For support options when applying to the NDIS. Use Applicant consent to apply.
• To obtain and record in PACE, consent for a third party to act on the applicant’s behalf. Go to Record consent to share information or for a third party to act and Understand how to verify identity documents.

Before you start – 5

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3 Understand consent to act on applicant behalf

This is when the applicant agrees to another person or organisation to do things for them with the NDIS. For example, they may give a family member consent to manage personal information on their behalf. The applicant may also consent to a person they trust to submit a complaint or provide feedback.

This consent does not include permission to collect or share their information. These consents are separate agreements. Go to article Applicant consent to collect information or article Applicant consent to share information.

Understand consent to act on applicant behalf – 6

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4 Check consent to act on applicant behalf

Check applicant account

When the applicant gives consent to act on their behalf, we record this information. To check if we have act on applicant behalf consent for a third party:

1. From the Person Account, select Relationships tab.

2. Select Authorised Reps tab.

3. At Authorities, the Role column will show the role type.

   For more information on role types, go to article Understand the process for consent, nominee, child representative or self-representation.

4. At Authority column, select Check Authorities

5. In Details tab, for Information confirm the following check boxes:

   • Active is selected.

   • Suspended is not selected.

   • Conflict of Interest is not selected.

     If Active is selected, note the end date, and check it matches with relevant documentation.

     If selected for Suspended and Conflict of Interest, go to step 2 in Next steps.

6. Scroll to Authorities to check the permissions the applicant has authorised for this person.

Check consent to act on applicant behalf – 7

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5 Next steps

1. If the correct role and permissions are in place, the process can continue. If the incorrect role (or no role) and permissions are not in place, the process cannot continue. Then for a security check, go to article Consider a request for personal information.

Next steps – 8

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