TCM1000002 - How to find a customer's 1SD or 2SD

Step 1

Note: Where the customer has more than one claim, make sure you select the correct claim.

On the 鈥楩unction Menu鈥�

  • select 鈥楻enewal鈥� on the toolbar
  • select 鈥榁iew S17 Details鈥� from the options available. You will be taken to the 鈥楰ey Entry Details - Renewals鈥� screen
  • enter the customer鈥檚 NINO
  • select the relevant checkbox
  • select 鈥極K鈥�. You will be taken to the 鈥楽elect S17 Period鈥� screen
  • select the relevant S17 period (normally PY)
  • select 鈥極K鈥�. You will be taken to the 鈥榁iew Section 17 - Current Position鈥� screen
    Note: If the 鈥榁iew Section 17 - Current Signals鈥� screen displays, select 鈥楥ancel鈥�.
  • select the 鈥楧etails鈥� button under the 鈥楽17 Notices鈥� field. You will be taken to the 鈥榁iew Section 17- Issue Details鈥� screen
    Note: If the 鈥楧etails鈥� button is greyed out, the Annual Declaration has not been issued.
  • check the 鈥楰ey Dates鈥� box for the customer鈥檚 1st Specified Date or 2nd Specified Date, shown as 鈥�1SD鈥� and 鈥�2SD鈥�.

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