TCM1000129 - How to check for a partner or an appointee
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orrection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 relevant checkbox
- select 鈥極K鈥�.
If you are taken to the 鈥楽elect Individual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 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 straight to the 鈥楢pplicant Details鈥� screen, go to Step 2.
Step 2
On the 鈥楢pplicant Details鈥� screen
- select 鈥楢p2鈥� on the toolbar. You will be taken to the 鈥楢pplicant Details鈥� screen where the partner鈥檚 details will be shown. This toolbar item will be disabled if there is no partner
- select 鈥楢pT鈥� on the toolbar. You will be taken to the 鈥楢ppointee鈥� screen where the appointee鈥檚 details will be shown, if there is one.