TCM1000229 - How to check for CY entitlement
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 鈥榁iew鈥� from the options available. You鈥檒l 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 Application鈥� screen
- select the relevant claim
- select 鈥極K鈥� You鈥檒l be taken to the 鈥楢pplication Summary鈥� screen
- go to Step 2.
If you are taken to the 鈥楽elect Application Version鈥� screen
- select the latest version
- select 鈥極K鈥� You鈥檒l be taken to the 鈥楢pplication Summary鈥� screen
- go to Step 2.
If you are taken straight to the 鈥楢pplication Summary鈥� screen, go to Step 2.
Step 2
On the 鈥楢pplication Summary鈥� screen.
If a household breakdown message displays
- make a note of the date of the household breakdown
- where the household breakdown is 06/04/20XX (CY) or later there will be some CY entitlement.
If a 05/04/20XX message displays, the customer has not returned their Annual Declaration and therefore there is no CY entitlement.
If no message displays, go to Step 3.
Step 3
On the 鈥楢pplication Summary鈥� screen, check the 鈥楽tatus鈥� field.
If the status is 鈥楢ward Issued鈥�, the customer has CY entitlement.
If the status is 鈥楢waiting Award鈥�, the customer鈥檚 CY entitlement has not yet been established.
If the status is 鈥楻ejected鈥�, the customer has no CY entitlement.
If the status is 鈥榃ithdrawn鈥�, the customer has no CY entitlement.
Note: a 鈥楩inalised Award鈥� or 鈥楥eased鈥� claim means that the customer may have CY entitlement depending on the date that the claim ceased.