TCM1000111 - How to check the customer’s name or current address in function View Application

Version 2.0

Changes to previous version - amended guidance

Step 1

On the ‘Function Menu�

  • select ‘Applicationâ€� on the toolbar
  • select ‘Viewâ€� from the options available. You will be taken to the ‘Key Entry Data - Applicantâ€� screen
  • enter the customer’s NINO
  • select the ‘Latestâ€� checkbox
  • select ‘OKâ€�.

If you are taken to the ‘Select Individual� screen

  • select the relevant claim
  • select ‘OKâ€�. You will be taken to the ‘Application Summaryâ€� screen
  • go to Step 2.

If you are taken to the ‘Select Application� screen

  • select the relevant claim
  • select ‘OKâ€�. You will be taken to the ‘Application Summaryâ€� screen
  • go to Step 2.

If you are taken straight to the ‘Application Summary� screen, go to Step 2.

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Step 2

On the ‘Application Summary� screen

  • the name of the customer is shown in the ‘Applicant 1 Nameâ€� field and, if there are two customers the name of the second customer is shown in the ‘Applicant 2 Nameâ€� field
  • the customer’s current address is shown in the ‘Applicant 1â€� box and, if there are two customers, the current address of the second customer is shown in the ‘Applicant 2â€� box.

Note: Select ‘Full Address� for details of the customer’s full address.