TCM1000226 - How to withdraw a pre-award claim
Version 2.0
Changes to previous version - amended guidance.
Step 1
If you aren’t dealing with a work list item, go to Step 2.
If you are dealing with an ‘Incomplete Applications� work list item, go to Step 3.
If you are dealing with a ‘Verification Failures� work list item, go to Step 4.
Step 2
Note: Application Notes must be updated before you withdraw the claim, entering any messages after withdrawing the claim will result in the claim being incorrectly reinstated.
On the ‘Function Menu�
- select ‘Application� on the toolbar
- select ‘Capture Current� from the options available. You’ll be taken to the ‘Key Entry Data - Applicant� screen
- enter the customer’s NINO
- select ‘OK�. You’ll be taken to the ‘Applicant 1� screen
- select ‘Edit� on the toolbar
- select ‘Withdraw� from the options available. You’ll be taken to the ‘Withdraw Application� screen
- select the reason for the withdrawal
- select ‘OK�. You have withdrawn the pre award claim.
Step 3
Note: Application Notes must be updated before you withdraw the claim, entering any message after withdrawing the claim will result in the claim being incorrectly reinstated.
On the ‘Maintain Worklist� screen
- select ‘File� on the toolbar
- select ‘Next Function� from the options available. You’ll be taken to the ‘Work Management� screen
- select ‘Capture Application�. You’ll be taken to the ‘Capture Application� screen
- select ‘Edit� on the toolbar
- select ‘Withdraw� from the options available. You’ll be taken to the ‘Withdraw Application� screen
- select the reason for the withdrawal
- select ‘OK�. You have withdrawn the pre award claim.
Step 4
Note: Application Notes must be updated before you withdraw the claim, entering any message after withdrawing the claim will result in the claim being incorrectly reinstated.
On the ‘Maintain Worklist� screen
- select ‘File� on the toolbar
- select ‘Next Function� from the options available. You’ll be taken to the ‘Work Management� screen
- select ‘Manage Ver Failures�. You’ll be taken to the ‘Manage Verification Failures� screen
- select ‘Amend Application Correction� from the options available. You’ll be taken to the ‘Capture Application� screen
- select ‘Edit� on the toolbar
- select ‘Withdraw� from the options available. You’ll be taken to the ‘Withdraw Application� screen
- select the reason for the withdrawal
- select ‘OK�. You have withdrawn the pre-award claim.