thread: Lump Sum CCB? How and When?

  1. #1
    Registered User

    Jan 2008
    Central Coast NSW
    2,160

    Question Lump Sum CCB? How and When?

    My DS has been in CC 2 days per week since late January. I am entitled to CCB at a rate of 0% cos we are means tested out - but qualify for CCR cos I meet the work test.

    I sent in the forms for CCB/R when he started care - but never heard back and I forgot about it. I then realised I didn't get my 50% rebate for the 1st quarter and called them and they had no record of my application- great! So I reapplied online - all good - except it only backdates to 19th May - so I have missed 4 months of refund. They told me on the phone I can "get it back at tax time" but I'm not sure how this works? They mentioned "next financial year" and "lump sum claim" and now I'm confused (this is my first dealing with CL/FAO)

    How do I get "back paid"? Is there a section on my tax return? Do I fill in another form? When do I do this? Will it be paid staight away or do I have to wait till the end of the quarter (ie October) or (heaven forbid) till the end of the next financial year cos thats when I claimed it?

    Thanks for any advice

  2. #2
    Registered User

    Jul 2007
    Melbourne
    3,660

    I think there is a booklet you will have to fill out - i only have a avague idea so dont take my word but i was told any ccb/ccr to be backdated its like an 8-12 page book

  3. #3
    Registered User

    Jul 2007
    Melbourne
    247

    Last year I didn't claim either FTA, B and CCB as our estimate fluctuated so much. Once I had lodged my tax I went into Medicare and picked up a lump sum claim form which you complete and lodged. As long as you have lodged your tax it will be matched up as does FTA & B if you have these paid fortnightly (ie you get the supplements etc) and paid out. From memory mine took 3 weeks (end of Sept). You maybe able to do it online this year but I am not sure.

    Please be aware if you recieved CCR based on the full amount you paid out, but are entitled to CCB they will adjust the figure to pay off the over payment of CCR. For example I paid the full amount last year of $180 per week and because I had been getting back $90 in CCR at the end of the year I had to pay back $1000 from my CCB payment as that was the % I was entitled to throughout the year and been overpaid by way of CCR.

    Hope I didn't confuse you anymore than this stuff already is.

  4. #4
    Registered User

    Jan 2008
    Central Coast NSW
    2,160

    Lump Sum CCB? How and When?

    We won't get ftb a or b or ccb, just ccr...

  5. #5
    Registered User

    Dec 2006
    In my own private paradise
    15,272

    you just need to fill in the form for the period from the day he started care - the system will do the rest

  6. #6
    Registered User

    Jan 2008
    Central Coast NSW
    2,160

    Lump Sum CCB? How and When?

    Sorry bg I'm a bit slow, do you mean the original form (which has his start date on it)or a second back pay form? Thanks everyone for your help!

  7. #7
    Registered User

    Dec 2006
    In my own private paradise
    15,272

    you'll need to fill in a "lump sum" claim form at tax time. it is for the full financial year. the lump sum claim will be processed, it will recognise what amount of time you have already been paid.

    so it will say "for the 09/10 financial year you're entitled to x CCR. for the period 19/05 to 30/06 you have been paid y, so you are entitled to a top up of x minus y"

  8. #8
    Registered User

    Jan 2008
    Central Coast NSW
    2,160

    Lump Sum CCB? How and When?

    Thanks so much bg!!! It finally makes sense!