TCM1000093 - How to enter benefit start or end dates on a post award claim

Step 1

If you are not already on the 鈥業ncome鈥� screen, go to Step 2.

If you are already on the 鈥業ncome鈥� screen, go to Step 3.

Step 2

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,聽you will be taken to the 鈥楰ey Entry Data鈥� screen
  • enter the customer鈥檚 NINO
  • select the relevant checkbox
  • select 鈥極K鈥�, you will be taken to the 鈥楢pplicant Details鈥� screen.

If you are taken to the 鈥楽elect Household鈥� screen

  • select the relevant claim
  • select 鈥極K鈥�,聽you will be taken to the 鈥楢pplicant Details鈥� screen
  • go to Step 3.

If you are taken to the 鈥楽elect Application鈥� screen

  • select the relevant claim
  • select 鈥極K鈥�,聽you will be taken to the 鈥楢pplicant Details鈥� screen
  • go to Step 3.

If you are taken straight to the 鈥楢pplicant Details鈥� screen聽

  • select 鈥業nc1鈥� or 鈥業nc2鈥�
  • go to Step 3.

Top of page

Step 3

If the customer is due the four-week run-on entitlement, go to Step 7.

If the customer is not due the four-week run-on entitlement, go to Step 4.

Top of page

Step 4

If you want to enter a benefit end date, go to Step 5.

If you want to enter a benefit start date using actual start date, go to Step 6.

Top of page

Step 5

Enter the IS, JSA (IB), ESA (IR) or PC end date in the appropriate field

  • enter the end date in the 鈥業n receipt of鈥� field for the appropriate benefit
    Note: Use the JSA field for either JSA or ESA.
  • select 鈥極K鈥�,聽you will be taken to the 鈥楢mend Finish鈥� screen
  • return to the guidance you were previously following.

Top of page

Step 6

Enter the IS, JSA (IB), ESA (IR) or PC start date in the appropriate field

  • enter the start date in the 鈥業n receipt of鈥� field for the appropriate benefit
    Note: Use the JSA field for either JSA or ESA.
    Note: Use the MIG field for PC.
    Note: If the start date is more than聽one month聽before today鈥檚 date, because the customer failed to notify you and you were notified today, a restriction will be correctly applied by the computer.
  • select 鈥極K鈥�,聽you will be taken to the 鈥楢mend Finish鈥� screen
  • return to the guidance you were previously following.

Top of page

Step 7

Enter benefit start date after 28-day effective date.

Enter the IS, JSA (IB), ESA (IR) or PC start date as the day after the new effective date in the appropriate field

  • note the new benefit start date to be entered on the tax credits computer
    Note: This is 29 calendar days after the date of change (we count from the day after the change).
  • enter the new start date in the 鈥業n receipt of鈥� field for the appropriate benefit
    Note: Use the JSA field for either JSA or ESA.
    Note: If the start date is more than one month before today鈥檚 date, because the customer failed to notify you and you were notified聽today, a restriction will be correctly applied by the computer.
  • select 鈥極K鈥�. You will be taken to the 鈥楢mend Finish鈥� screen
  • return to the guidance you were previously following.