3.1.5.120 Examples of Bereavement Calculations for PP

Summary

The examples in this topic show how payments are calculated for the bereavement lump sum period when a PP recipient's partner dies. It is presumed that both the PP recipient and their partner have been in receipt of payment for more than 12 months.

Example 1

A PP recipient's partner died on 7 April, and the death was actioned immediately from the next EPED. The deceased was in receipt of NSA and this was cancelled from the date of death.

The LBP is calculated in the following table.

EPEDs Combined couple rate New single rate
7 $937.60 $725.40

Formula: (combined couple rate − new single rate) × EPEDs remaining in bereavement period

($937.60 − $725.40) × 7 = $212.20 × 7

Result: $1,485.40

Example 2

A PP recipient's partner died on 7 April, and the death was advised on 29 April with the EPEDs for both members of the couple falling on 15 and 29 April. The partner had been in receipt of SA. At the time of advice of death the payment of the survivor for 29 April was able to be stopped however the payment of SA had already been processed and therefore proceeded. The PP recipient moves from the partnered allowance rate to the single pension rate following the actioning of the death.

The LBP is calculated in the following table.

EPEDs Combined couple rate New single rate
6 $937.60 $725.40

Formula: (combined couple rate − new single rate) × EPEDs remaining in bereavement period

($937.60 − $725.40) × 6 = $212.20 × 6

Initial result: $1,273.20

Subtract from the lump sum the amount of SA already paid ($468.80)

After overpayment adjustment: $804.40

Last reviewed: 1 July 2015