TCM1000039 - How to change a customers first specified date (1SD)

Version 1.0

Changes to previous version - new guidance.

Step 1

: 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 鈥楳anage Finalisation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 鈥榤anage finalisation鈥� screen
  • Press the 鈥淐ontinue鈥� button twice
  • In the 鈥淪pecified Dates - First鈥� box, over-write the current 1SD with the new 1SD you wish to enter
  • Press 鈥淥K鈥�