TCM1000036 - How to complete the Free Format screen
Version 1.0
Changes to previous version - new guidance
Step 1
On the 鈥楩unction Menu鈥�
- select 鈥楢pplication鈥� on the toolbar
- select 鈥楥hange of Circumstances鈥� from the options available. You will be taken to the 鈥楰ey Entry Data鈥� screen
- enter the customer鈥檚 NINO
- select the 鈥楢ll鈥� checkbox
- select 鈥極K鈥�.
If you are taken to the 鈥楽elect Household鈥� screen
- select the relevant claim
- select 鈥極K鈥�. You will be taken to the 鈥楢pplicant Details鈥� screen
- go to Step 2.
If you are taken to the 鈥楽elect Application鈥� screen
- select the claim which is 鈥楶artially Captured鈥� or 鈥楢waiting Award鈥�
- select 鈥極K鈥�. You will be taken to the 鈥楢pplicant Details鈥� screen
- go to Step 2.
If you are taken straight to the 鈥楢pplicant Details鈥� screen, go to Step 2.
Step 2
On the 鈥楢pplicant Details鈥� screen
- when the following message 鈥楧etails must be recorded on the Free Format screen. Do you wish to proceed?鈥� display, select 鈥榊es鈥�. You will be taken to the 鈥楩ree Format鈥� screen
- enter the details of the change
- enter the effective date of the change
- enter any other relevant information
- select 鈥極K鈥�. You have completed the 鈥楩ree Format鈥� screen.