Carryover settings for 2019

Carryover settings for 2019

Last updated 25 October 2018
Last updated 25 October 2018

Providers

Fees-free entitlements

Within a calendar year fees-free support is capped at $12,000 (including GST) per learner

  • There is no equivalent full-time student (EFTS) or credit cap.
  • So a learner eligible for fees-free can receive up to $12,000 (including GST) of fees-free support for any eligible provider-based study they undertake in the calendar year (see Figure 1).

Figure 1: In year fees-free entitlement

 Figure 1: In year fees-free entitlement

Eligible learners cannot opt to pay fees in 2018 and 'bank' their fees-free entitlement for future use

If a learner is eligible for fees-free study and is undertaking eligible study, they’re automatically using their fees-free entitlement. 

If a learner has an unknown eligibility status but meets the eligibility criteria they should complete and submit a statutory declaration as soon as possible.

To access a statutory declaration, learners need to go to the feesfree.govt.nz and enter their National Student Number (NSN).

Carrying forward of fees-free entitlement (carryover)

Learners who undertake less than 1 EFTS (120 credits) and use less than $12,000 (including GST) of fees-free support in the 2018 calendar year can carry forward their remaining fees-free entitlement (in dollars and EFTS).

Eligible learners are entitled to up to $12,000 (including GST) of fees-free support or fees-free support for up to 1 EFTS (120 credits) – whichever cap the learner hits first. A learner’s entitlement will stop when they reach either $12,000 (including GST) or 1 EFTS.

Figure 2: Across year fees-free entitlement

Figure 2: Across year fees-free entitlement

Carryover is based on calendar years

Based on use to 31 December each year we’ll calculate how much eligible learners (who have undertaken eligible study in the year) have consumed (EFTS and dollars). As a result, carryover amounts won’t be confirmed until early 2019.

Provider-based carryover examples

Usually, 0.125 EFTS is equivalent to 15 credits or points.

Credits and EFTS used in 2018 Fees-free support used in the 2018 calendar year Does the learner have carryover? How much carryover is the learner allowed in 2019 (or future years)?
30 credits (0.25 EFTS) $1,600 Yes

90 credits (0.75 EFTS) and up to $10,400.
The learner’s fees-free support will stop when they use either 90 credits or $10,400 – whichever is used up first.

60 credits (0.5 EFTS) $4,000 Yes

60 credits (0.5 EFTS) and up to $8,000.
The learner’s fees-free support will stop when they use either 60 credits or $8,000 – whichever is used up first.

105 credits (0.875 EFTS) $12,000 No – they have reached the dollar cap. N/A
120 credits (1 EFTS) $8,000 No – they have reached the EFTS cap. N/A
135 credits (1.125 EFTS) $12,000 No – they have reached the EFTS and dollar caps. N/A

Industry training

Fees-free entitlements

Eligible learners that commence their industry training programme in the 2018 calendar year are eligible for their fees to be paid for the first 24 months of the training programme.

Learners who have undertaken both provider-based study and industry training

We will check whether the learner has used:

1. 1 EFTS
2. $12,000 (including GST)

and/or

3. 24 months (of industry training).

If a learner hasn’t reached any of the above caps, they can carry forward their remaining fees-free entitlement.

Guidance

A carryover information sheet and carryover FAQs can be found on the Guidance page.