The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Identify types of benefits and their processes
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Benefit types are identified Completed |
Evidence:
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Potential errors in processing benefit types are identified Completed |
Evidence:
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Receive applications for benefit payment and/or insurance claims
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Applications for superannuation benefit payment and/or insurance claim are received via post or electronic means Completed |
Evidence:
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Receipt is documented according to organisation procedures Completed |
Evidence:
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Applications and/or claims and organisation documents are checked to ensure information is complete and correct Completed |
Evidence:
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Applications are checked for eligibility Completed |
Evidence:
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Signature on application is verified with original documents Completed |
Evidence:
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Identify and manage application and/or claim errors
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Errors and non-completions in applications and/or claims are identified Completed |
Evidence:
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Incomplete or incorrect applications and/or claims are actioned according to organisation requirements Completed |
Evidence:
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Applications and/or claims are prepared for processing when required information is obtained Completed |
Evidence:
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Assess and process applications for benefits
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Features and differences of payment types are identified Completed |
Evidence:
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Applications are checked against conditions identified in trust deed rules Completed |
Evidence:
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Additional information is sourced as required (e.g. from member, doctors, employers etc.) Completed |
Evidence:
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Benefit is calculated to include additional fees, charges and/or other factors, using computer system Completed |
Evidence:
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Special circumstances are managed according to organisation guidelines Completed |
Evidence:
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Taxation issues are managed according to legislation Completed |
Evidence:
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Pensions and annuities where relevant to the fund are processed according to organisation guidelines Completed |
Evidence:
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Information and calculation results are checked for integrity Completed |
Evidence:
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Eligible Termination Payments (ETP) and rollover documentation is issued to members, Australian Taxation Office (ATO) and rollover funds, as required Completed |
Evidence:
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Application is processed in accordance with the conditions identified in the trust deed and organisation procedures. Completed |
Evidence:
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Process insurance claims
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Claim applications are checked against conditions identified in trust deed and in accordance with relevant group policies Completed |
Evidence:
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Additional information is sourced as required (e.g. from member, doctors, employers, insurers, etc.) Completed |
Evidence:
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Trust deed is checked for defined beneficiaries Completed |
Evidence:
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Beneficiaries are communicated with as necessary Completed |
Evidence:
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Benefit is calculated to include additional fees, charges, taxes and/or other factors Completed |
Evidence:
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Results of calculation are checked Completed |
Evidence:
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Claim is processed in accordance with the conditions identified in the trust deed, relevant legislation and organisation procedures Completed |
Evidence:
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Provide member communications
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Statements and claim correspondence are provided according to organisation guidelines and compliance requirements Completed |
Evidence:
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Processes and outcomes of application/claim are documented in member files Completed |
Evidence:
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Instruction for complaints is provided to members as required Completed |
Evidence:
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Positive relations are maintained with clients Completed |
Evidence:
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