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# Splitting a Family Account - eg. Shared Custody

# Splitting a Family Account - eg. Shared Custody

This article will assist you with best practices to separate a Family if the Guardians have separated.

### Overview

Families circumstances may change overtime, and the Service will need to manage these changes within the program.

### Scenarios

Some scenarios where you may need to split a Family information are:

###### Scenario 1:
Child commenced care with both Guardians together. Guardians then separated.
* Guardian 1 is linked to the existing Account as the CCS entitled person. 
* Guardian 2 **is not** claiming CCS


###### Scenario 2
Child commenced care with both Guardians together. Guardians then separated.
* Guardian 1 is linked to the existing Account as the CCS entitled person. 
* Guardian 2 **is** **now also wanting to claim CCS** and is paying only for **certain days of care**.
* **Create a NEW Account for Guardian 2**

When choosing the process keep in mind the permissions for **Guardians** and **Nominees.**

| Note: If the **Guardian 2** (Non CCS holder Guardian) is no longer required to have access to the noted Guardian permissions, they will need to be created as a  **Nominee** on the Account. This will still allow them to be an Emergency Contact/Relation to the child but not be able to view Financial information for the Account.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_19zxr7v.png)

### Scenario 1

Child commenced care with both Guardians together. Guardians then separated.
* Guardian 1 is linked to the existing Account as the CCS entitled person. 
* Guardian 2 **is not** claiming CCS


1. Search on the Family name
2. Select the Family Summary screen
3. Select the **3 dot menu** for Guardian 2
4. Select **Archive**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_18l8tpu.png)

4. Select the Green + Add button and create the archived Guardian as a Nominee with the required permissions. 
| To assist you with creating a Nominee see: [Adding a Nominee](https://help.xap.rocks/en/article/how-to-add-an-emergency-contactnominee-to-the-family-105gq4r/)

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_y063g1.png)

| Note: The Guardian can also manage these changes via the WEB Portal. see: [Creating and Managing an Authorised Nominee](https://help.xap.rocks/en/article/creating-managing-an-authorised-nominee-for-your-family-179t5lw/)

**Recommended process is to archive Guardian 2 and re-create them as a Nominee.**

|| The Archived Guardian will now be displayed as an **Authorised Nominee** on the Account, but won't have access to the Financial details etc. If an email address has been added, they will also receive an email with their Kiosk PIN.


![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_16qiy4r.png)



###### Scenario 2
Child commenced care with both Guardians together. Guardians then separated.

||| Important don't change the CCS Claimant on the existing account. Create a NEW Account for the new CCS Claimant.

* Guardian 1 is linked to the existing Account as the CCS entitled person. 
* Guardian 2 **is claiming CCS** and is paying only for **certain days of care**.

**Phase 1**

Repeat steps as per Scenario 1
1. Archive **Guardian 2**
2. Create Guardian 2 as a **Nominee** with full/authorised permissions

###### Managing Bookings on Existing Account

1. Add new bookings on Guardian 1’s Account for the days they are liable to pay fees for
| see: [Managing Changes to a recurring booking](https://help.xap.rocks/en/article/manage-changes-to-a-recurring-booking-h8sx9q/)

**Phase 2**
1. Create a **new Family/Account** for Guardian 2
| To assist you with creating a new Family see: [How to add a new Family](https://help.xap.rocks/en/article/how-to-add-a-new-family-1h9s3m6/)
2. Add **Guardian 2's** details
| Note: To add all the details of the archived Guardian use the option of: **Search Existing Guardian or Add new Guardian** option
2. **Add the child** again onto the new Account, use the option of: **Search existing child or add new child** option
| Note: This will also carry over any TAGS against the child, as well as any Attachments eg. Asthma Action plans


![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1dyh8bf.png)

3. Create Bookings for the child on Guardian 2’s Account for the days they are liable to pay fees for see: [How to add Bookings](https://help.xap.rocks/en/article/how-to-addedit-bookings-families-1d92m8g/)
| Note: Only add in the days that this Guardian/Account is liable to pay the fees for.
 
4. Create a **CCSS enrolment** linked to Guardian 2’s details 
| Note: This will automatically be created when the booking pattern is created.
5. Create **Guardian 1 **as a Nominee on Guardian 2’s Account see: [Adding a Nominee](https://help.xap.rocks/en/article/how-to-add-an-emergency-contactnominee-to-the-family-105gq4r/)