TCM1000218 - How to check the effective date of a claim

Step 1

If you are dealing with a pre-award high severity verification failure, go to Step 4.

If you are dealing with any other pre-award claim, go to Step 2.

Note: The effective date of a post award claim will be the same as the payment start date. For how to do this, use TCM1000406.

Step 2

On the 鈥楩unction Menu鈥�

  • select 鈥楢pplication鈥� on the toolbar
  • select 鈥榁iew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 鈥楲atest鈥� checkbox
  • select 鈥極K鈥�.

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pplication Summary鈥� screen
  • go to Step 3.

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

  • select the relevant claim
  • select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen
  • go to Step 3.

If you are taken straight to the 鈥楢pplication Summary鈥� screen, go to Step 3.

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Step 3

On the 鈥楢pplication Summary鈥� screen, the effective date of the claim will be shown in the 鈥楢pplication - Effective Date鈥� field.

Note: If the 鈥楨ffective Date鈥� is the same as the 鈥楻eceived Date鈥� and the claim is awarded, the tax credits computer may auto backdate the claim when it is processed through to award. This will result in a change to the true effective date of the claim, although it will remain unchanged when viewing this screen. For more information about when the tax credits computer will backdate a claim, refer to TCM0022000.

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Step 4

If you are already in function 鈥楳anage Verification Failures鈥�, go to Step 5.

If you are not already in function 鈥楳anage Verification Failures鈥�

  • on the 鈥楩unction Menu鈥�
  • select 鈥楢pplication鈥� on the toolbar
  • select 鈥榁erification Failures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 鈥極K鈥�. you will be taken to the 鈥楳anage Verification Failures鈥� screen
  • go to Step 5.

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Step 5

On the 鈥楳anage Verification Failures鈥� screen, the details of the verification failures on the claim will be shown

  • note the 鈥楨ffective Date鈥� of the verification failures
  • the effective date of the claim will be the 鈥楨ffective Date鈥� of the verification failure
  • if there is more than one verification failure use the earliest 鈥楨ffective Date鈥� shown.