Curam
Eligibility
Correspondence
Voluntary Choices
The 5 step decision making process
100

This case type is created when you use the Application Wizard

The Application Case

100

You must be this age to receive the OAS pension

65

100

How many call attempts should you make before sending a client letter?

At least 2 attempts, at different times of the day

100
If someone wanted to take income tax off of their benefit, what is this called?

Voluntary tax withhold

100

The first step of the five step decision making process is known as what?

Review
200

These case types are created when you authorize the OAS benefit

The Integrated Case and the Product delivery case

200

Name the 2 application related eligibility requirements

You must apply, it must be on a valid form/valid application (signed)

200

What is the most common letter you will have to send in CCT? 

Request for missing information ISS 8583 (will also accept nats 583)

200
If someone wants to delay the start date of their pension, this is known as 

Voluntary deferral

200

If you cannot move forward with a decision, this means you have to stop at which steps?

Step 2, step 3.
300

What must you ensure you do in order to be able to authorize an OAS Application in Curam?

Validate and resolve any evidence issues, perform a check eligibility before authorizing. 

300

Specifically, how does an applicant meet the legal status eligibility requirement?

You must have valid legal status (lawfully in Canada) on the day before the date your application is approved

300

Curam will automatically send what type of letter?

Award letter

300

The voluntary deferral came into force on what date? 

July 2013

300
Which step requires you to apply the OAS legislation to the application you are reviewing?

Step 3- Analyze

400

This is the name of the folder that consolidates all evidence for one or more programs

The Integrated Case

400

Name the minimum residence requirement for a domestic pension?

you must have resided in Canada for a minimum of 10 years

400

If you have to deny an OAS application, what letter do you need to send to the client (after confirming there is no existing ISSA)

ISS 0110

400

What percentage can someone actuarily accrue every month they delay receiving their OAS pension past age 65? 

0.6%

400

Which step includes adding a note onto ITRDS?

Step 4 decide

500

You can change a clients identification information (sin, first and last name) by using this

Change Identification Information wizard 

500

What residence rules can you adjudicate if you are trained in OAS Basic (NC-01)?

40 year rule and partial rule

500

What should every decision letter include at the end?

Updated Reconsideration rights

500

What is the maximum age or months someone can defer their OAS Pension?

age 70 or 60 months

500
Which step includes sending a decision letter to the applicant?

Step 5 Implement