TCM1000103 - How to mark the Annual Declaration as not served
Version 2.0
Changes to previous version - amended guidance, amendments to step 2.
Step 1
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 Data - Applicant鈥� screen
- enter the customer鈥檚 NINO
- select the 鈥楶eriod鈥� checkbox and enter the relevant year as 06/04/YYYY - 05/04/YYYY
- select 鈥極K鈥�.
If you are taken to the 鈥楽elect Household鈥� screen
- select the relevant household
- select 鈥極K鈥�. You will be taken to the 鈥楳anage Finalisation鈥� screen
- go to Step 2.
If you are taken straight to the 鈥楳anage Finalisation鈥� screen, go to Step 2.
Step 2
On the 鈥楳anage Finalisation鈥� screen
- select 鈥楥ontinue鈥�. You will be taken to the 鈥楩inalisation Details鈥� screen
- select 鈥楥ontinue鈥�. You will be taken to the 鈥楴otice Details鈥� screen
- in the 鈥楽17 Notice鈥� field, select the 鈥楴ot Served Applicant 1鈥� checkbox and / or 鈥楴ot Served Applicant 2鈥� checkbox .
Note: In a joint claim where a family break up has occurred, both checkboxes must be selected.
- select 鈥楶rocess鈥�. This will mark the Annual Declaration as 鈥楴ot Served鈥�