FOI 24/25-1473 DOCUMENT 59 OFFICIAL

Knowledge Article

For Internal Use Only

The contents of this document are OFFICIAL.

When to withdraw an access application

Guidance in this document is not approved for use unless you view it in PACE.

This article provides guidance for an early childhood partner, local area coordinator, access delegate and business support officer to:

understand application withdrawal reasons
action an application withdrawal.

Recent updates

9 December 2024 Updated to help you understand how and when to manually send system generated letters to statutory guardians if the participant has a statutory guardian.

4 November 2024 Link replaced for retired article Progress or close a case with PSG or PMF milestone.

Before you start

You have:

read and understood article Understand milestones in a case
read and understood Our Guideline – Applying to the NDIS (external)
received a withdrawal request for an access application.

Application withdrawal

Understand application withdrawal reasons

There are 2 reasons why we may withdraw an access application. These are:

Agency Initiated Withdrawal: If the person or authorised representative have not provided required or requested information for an application by a due date.
Participant Requested Withdrawal.

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Note: if the access request case has been created in error or if you have received information the applicant is deceased, you must cancel rather than withdraw the case. Learn more in article Complete form in the access request case.

Action an application withdrawal

From the Person Account, select the Cases tab.
Select the relevant Access Request case.
Select the Withdraw button on the right hand side of the screen.
Select the relevant Closure Reason from drop-down list.
Record in Closure Comments the explanation for the withdrawal of the case.
Select Confirm.
- If the applicant has made the request to withdraw their access application, go to step 7.
- If the withdrawal of the case has been Agency initiated, go to step 11.
An application withdrawn letter will automatically be created. At Recipient Details fields will be prefilled. Select Next.
At Preview Options select Yes if you want to preview the letter. If so, at Select a Recipient for preview choose the recipient from the drop down box. If you select No, then select Next.
At Correspondence Confirmation select Submit Correspondence.
At Correspondence Summary select Next.
You’ll see a note confirming the case has been closed successfully. Select Done.
The chevron will show as Withdrawn. The access request case is now closed.

Note: if the participant has a statuory guardian and the relationship is established with an organisation account, you’ll need to manually send the auto-created application withdrawn letter to the statutory guardian. To do this, go to article Send a letter to a statutory guardian or trustee.

Article labels

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PACE user role names

No change.

Topics

No change.

Case names

No change.

Ownership

No change.

Version control

Version	Amended by	Brief Description of Change	Status	Date
1.0	EMN960	Draft approved by Publishing Approver (EL2)	APPROVED	2022-09-07
2.0	EMN960	EL2 approval	APPROVED	2023-11-21
3.0	EMN960	EL2 review and approval to QA and publish	APPROVED	2024-02-20
4.0	IIW664	Class 1 Approval Updated guidance on when and how to withdraw an access request case.	APPROVED	2024-08-21
5.0	IIW664	Class 1 Approval Link updated to replace retired article Progress or close a case with PSG or PMF milestone.	APPROVED	2024-10-18
5.1	REB563	Class 1 update to tell staff if the participant has a public guardian, they need to manually send automatically generated letters to public guardians	DRAFT	2024-11-11

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Version	Amended by	Brief Description of Change	Status	Date
5.2	REB563	Update word public to statutory (MDT decision)	DRAFT	2024-11-15
6.0	ED0024	Class 1 Director approval	APPROVED	2024-11-20

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