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Complete checklist in the access request case

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DOCUMENT 21 FOI 24/25 - 1670

Complete checklist in the access request case

SGP KP Publishing

Exported on 2025-08-05 02:49:18

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SGP KP Publishing — Complete checklist in the access request case

Table of Contents

1 Recent updates ……………………………………………………………………………………………………. 4 2 Before you start ……………………………………………………………………………………………………. 5 3 Check access request is complete …………………………………………………………………………… 6 3.1 Check consent to apply …………………………………………………………………………………. 6 3.2 Check identity documents ………………………………………………………………………………. 6 3.3 Check age and residence ………………………………………………………………………………. 6 3.4 Check evidence of disability …………………………………………………………………………… 6 4 Complete the checklist ………………………………………………………………………………………….. 7 5 Next steps ………………………………………………………………………………………………………….. 8

Table of Contents — 2

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This article provides guidance for an early childhood partner, local area coordinator, planner delegate, liaison officers (HLO/JLO) and planner (non-partnered area) to:

  • check access request is complete
  • complete the checklist.

Note: If you’re from Scheme Eligibility, go to article Check access request is complete.

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SGP KP Publishing — Complete checklist in the access request case

1 Recent updates

3 October 2024

  • Updated guidance to reflect legislation changes from 3 October 2024
  • Title changed from Validate application evidence
  • Steps for Scheme Eligibility to complete moved from this article to a new article Check access request is complete
  • Steps added to check the access request is complete before completing the checklist
  • Steps to check for and record consent to apply moved to article Complete form in the access request case.

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2 Before you start

You have:

  • read Our Guideline — Applying (external), including section How do we decide if you’re eligible? (external)
  • completed the form in the access request case using article Complete form in the access request case
  • uploaded any identity, age, residence and disability documents evidence using article Upload requested evidence for a new applicant.

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3 Check access request is complete

  1. Check there’s an internal note that records who provided consent to apply. For more information, go to Complete form in the access request case.

3.2 Check identity documents

  1. Check the correct identity documents have been provided for the applicant, and their authorised representative, if they have one. Go to article Understand how to verify identity documents.

  2. If you used the Document Verification Service (DVS) to verify any documents, check:

    • consent is recorded. Go to article Consent to use document verification service
    • all identity documents that can be verified with DVS have a Verification Status of Verified DVS, or other identity documents have been provided. For further information, go to article Understand the Document Verification Service.

  3. If you can’t use DVS to verify any identity documents, check they’ve been uploaded. Go to article Upload evidence of identity documents.

Note: Identity documents with a Verification Status of Verified DVS don’t need to be uploaded. You must upload all other documents.

  1. If there are any integrity concerns, go to article Escalate an integrity issue about identity.

  2. If the person can’t give all of the required identity documents for a genuine reason, record an internal note. If you’re:

    • an NDIS partner, first seek assistant director endorsement by emailing the details to PartnerPerformance@ndis.gov.au.
    • NDIA staff, if your business area has an endorsement process, first seek endorsement.

  3. Use article Log an activity or internal note to explain why the person can’t give the identity documents and the steps you’ve taken to support the person. If your business area has an endorsement process, note who provided endorsement.

Note: All reasonable attempts to receive alternative identity documents should be attempted first and recorded on the record.

3.3 Check age and residence

  1. Check there’s either:

    • consent to check the applicant’s age and residence with Centrelink. Go to article Consent to use Centrelink information.
    • documents uploaded to verify the applicant’s age and residence. Go to article Understand age and residence evidence to understand what documents are required.

3.4 Check evidence of disability

  1. Check evidence of disability has been uploaded. Go to Add and link evidence to a case.

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4 Complete the checklist

  1. From the Access Request case, select the Checklist tab.

  2. At Had the prospective participant’s identity been verified face to face?, select Yes or No. If:

    • No, at Provide a justification for the absence of a face to face verification, enter the reason why. Then go to next step.
    • Yes, go to next step.

The following tick boxes populate automatically:

  • Access Request completed — if the Form tab has been completed
  • At least one document for Evidence of Disability — if linked in the Evidence tab
  • At least one document for Evidence of Identity (including Age and Residency) — if linked in the Evidence tab
  • CRN and consent to use CRN to collect age and residence information from Centrelink — if consent isn’t provided, the person must give documents to verify their age and residence
  • Prospective participant is S & T defined — State and Territory defined programs no longer apply and this tick box will remain empty.

  1. Select Submit.

  2. Select Done.

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5 Next steps

  1. Don’t close the access request case. The case must remain open until an access decision is made. Once the decision is made, it’ll close automatically.

  2. The access request case will automatically route to Scheme Eligibility via the access request routing queue.

  3. Scheme Eligibility will use article Check access request is complete. If the access request is:

    • complete, an access decision case is automatically created, and an access delegate will make a decision or request further information
    • not complete, Scheme Eligibility will return the access request case to you with information about what you need to do.

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