user guide on skillsfuture credit (individuals) · 2020-01-17 · updated as of 20 june 2017 page 4...

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User Guide on SkillsFuture Credit (Individuals)

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Page 1: User Guide on SkillsFuture Credit (Individuals) · 2020-01-17 · Updated as of 20 June 2017 Page 4 of 11 Return to Top Copyright © 2017 SkillsFuture Singapore. All rights reserved

User Guide on SkillsFuture Credit

(Individuals)

Page 2: User Guide on SkillsFuture Credit (Individuals) · 2020-01-17 · Updated as of 20 June 2017 Page 4 of 11 Return to Top Copyright © 2017 SkillsFuture Singapore. All rights reserved

Updated as of 20 June 2017

Page 2 of 11 Return to Top

Copyright © 2017 SkillsFuture Singapore. All rights reserved.

Table of Contents

4 Manage Claims ....................................................................................................... 3

4.1 Sort and Filter Claims ................................................................................... 3

4.2 View Claim Applications ............................................................................... 5

4.3 View Credit Transaction History ................................................................... 7

4.4 Cancel Claim ............................................................................................... 9

Page 3: User Guide on SkillsFuture Credit (Individuals) · 2020-01-17 · Updated as of 20 June 2017 Page 4 of 11 Return to Top Copyright © 2017 SkillsFuture Singapore. All rights reserved

Updated as of 20 June 2017

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Copyright © 2017 SkillsFuture Singapore. All rights reserved.

4 MANAGE CLAIMS

You can sort and filter your claims, view claim applications and credit transaction history, or cancel claims.

4.1 SORT AND FILTER CLAIMS

1. Login at www.myskillsfuture.sg using your SingPass.

2. After logging in, click the Dashboard Access button to display a drop-down list of the account features.

Click the “SkillsFuture Credit” link.

3. You will be taken to your SkillsFuture Credit Account Summary page. You can view your previous claim applications in the Claim Applications tab, up to the last 5 years.

Page 4: User Guide on SkillsFuture Credit (Individuals) · 2020-01-17 · Updated as of 20 June 2017 Page 4 of 11 Return to Top Copyright © 2017 SkillsFuture Singapore. All rights reserved

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4. Sort Claim Applications

Click the dropdown menu in the “Sort By” panel. The menu expands to display a list of sorting methods.

You can sort your Claim Applications by:

Application Date (from earliest or latest first)

Course Title (in alphabetical or reverse alphabetical order)

Claim Amount (from lowest or highest)

Click your preferred sorting method. The page will display the list of Claim Applications in your selected sort order.

5. Filter Claim Applications

You can filter your Claim Applications by year of application or by Status. Click one or more checkboxes next to the status to select the Claim Status. The page refreshes to display the list of Claim Applications that match your selected filter(s).

Types of Claim Status:

Pending – claim is awaiting approval.

Approved – claim has been approved and is ready for disbursement after the Course Start Date.

Rejected – claim has not been accepted. View claim details to find out the reason.

Cancelled – you have cancelled this application.

Paid – claim amount has been paid out to either training provider or self.

Page 5: User Guide on SkillsFuture Credit (Individuals) · 2020-01-17 · Updated as of 20 June 2017 Page 4 of 11 Return to Top Copyright © 2017 SkillsFuture Singapore. All rights reserved

Updated as of 20 June 2017

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4.2 VIEW CLAIM APPLICATIONS

1. Login at www.myskillsfuture.sg using your SingPass.

2. After logging in, click the Dashboard Access button to display a drop-down list of the account features.

Click the “SkillsFuture Credit” link.

3. You will be taken to your SkillsFuture Credit Account Summary page. In the Claim Applications tab, click the “View Claim” icon on the right of the claim you wish to view.

Page 6: User Guide on SkillsFuture Credit (Individuals) · 2020-01-17 · Updated as of 20 June 2017 Page 4 of 11 Return to Top Copyright © 2017 SkillsFuture Singapore. All rights reserved

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4. You will be taken to the Claim Application Detail page for the selected claim. The following information will be shown:

Course Title – the name of the course.

Training Provider –

the name of the training organisation.

Course Start Date – the date on which the course begins.

Fees Payable by You (including GST) – the total course fee you need to pay the training provider, after deducting any subsidies or grants you have obtained for the course. This includes GST.

Amount of Credit to Claim – the amount of SkillsFuture Credit to be claimed.

Pay To – the recipient

of the payment amount.

Supporting Documents – any supporting documents submitted.

Page 7: User Guide on SkillsFuture Credit (Individuals) · 2020-01-17 · Updated as of 20 June 2017 Page 4 of 11 Return to Top Copyright © 2017 SkillsFuture Singapore. All rights reserved

Updated as of 20 June 2017

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Copyright © 2017 SkillsFuture Singapore. All rights reserved.

4.3 VIEW CREDIT TRANSACTION HISTORY

1. Login at www.myskillsfuture.sg using your SingPass.

2. After logging in, click the Dashboard Access button to display a drop-down list of the account features.

Click the “SkillsFuture Credit” link.

3. You will be brought to your SkillsFuture Credit Account Summary page.

In the Credit Transaction History tab, you will be able to view your previous credit transactions up to the last 5 years.

4. Sort Credit Transactions

Click the dropdown menu in the “Sort By” panel. You can sort your Credit Transactions by date, from earliest or latest.

Page 8: User Guide on SkillsFuture Credit (Individuals) · 2020-01-17 · Updated as of 20 June 2017 Page 4 of 11 Return to Top Copyright © 2017 SkillsFuture Singapore. All rights reserved

Updated as of 20 June 2017

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5. Filter Credit Transactions

You can filter your Credit Transactions by year of transaction or by transaction type. Click one or more checkboxes next to the Transaction Type to select the types(s) you would like to view. The page refreshes to display the list of your Claim Transactions that match your selected filter(s).

Types of Credit Transactions:

Credit Used – SkillsFuture Credit that has been successfully claimed.

Credit Refunded – SkillsFuture Credit claims that have been refunded.

Top-Up – SkillsFuture

Credit that has been added to your account.

Page 9: User Guide on SkillsFuture Credit (Individuals) · 2020-01-17 · Updated as of 20 June 2017 Page 4 of 11 Return to Top Copyright © 2017 SkillsFuture Singapore. All rights reserved

Updated as of 20 June 2017

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4.4 CANCEL CLAIM

1. Login at www.myskillsfuture.sg using your SingPass.

2. After logging in, click the Dashboard Access button to display a drop-down list of the account features.

Click the “SkillsFuture Credit” link.

3. You will be directed to your SkillsFuture Credit Account Summary page. In the Claim Applications tab, click the “Cancel Claim” icon on the right of the claim you wish to cancel.

Please ensure that the claim is cancelled via the portal before the Course Start Date.

Page 10: User Guide on SkillsFuture Credit (Individuals) · 2020-01-17 · Updated as of 20 June 2017 Page 4 of 11 Return to Top Copyright © 2017 SkillsFuture Singapore. All rights reserved

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4. You will be taken to the Claim Cancellation page.

Click the “v” icon to expand the drop-down list, and select your reason for cancelling your claim.

Click the “Submit” button.

5. A confirmation dialog box will be displayed. Click “OK” to confirm the cancellation.

6. You will be taken to the Cancellation Confirmation page. It shows the following information about the cancelled claim application:

Claim ID – the claim

reference number. Quote this number if you need to contact SSG regarding this claim.

Claim Amount – the amount of credit that you claimed in this application.

Date Cancelled – the date that you cancelled the claim.

An email / SMS notification will be sent to you when the claim has been cancelled.

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7. On your SkillsFuture Credit Account Summary page, the cancelled claim status will be updated in the Claim Applications list. The Available Credits amount and Open Claims amount will also be adjusted to reflect the cancellation.

8. Click “View Claim” to go to the Claim Application Detail page.

The claim status and your reason for cancellation will be displayed.