TCM1000267 - How to update bank account details
Step 1
On the 鈥楩unction Menu鈥�
- select 鈥楢pplication鈥� on the toolbar
- select 鈥楥hange of Circumstances鈥� from the options available. You will be taken to the 鈥楰ey Entry Data鈥� screen
- enter the customer鈥檚 NINO
- select the 鈥楢ll鈥� checkbox
- select 鈥極K鈥�.
If you are taken to the 鈥楽elect Household鈥� screen
- select the relevant claim
- select 鈥極K鈥�. You will be taken to the 鈥楢mend Application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mend Application鈥� screen
- go to Step 2.
If you are taken straight to the 鈥楢mend Application鈥� screen, go to Step 2.
If you are taken to the 鈥楩ree Format鈥� screen
- select 鈥楴o鈥� to cancel out of 鈥楥hange of Circumstances鈥� function
- go to Step 3.
Step 2
On the 鈥楢mend Application鈥� screen
- select 鈥楶m1鈥� on the toolbar. The 鈥楶ayment Details鈥� screen will display
- enter the new聽bank account number in the 鈥楢ccount No鈥� field
- enter the聽bank sort code in the 鈥楽ort Code鈥� field
- enter the account name in the 鈥楢ccount Name鈥� field
- select 鈥極K鈥�. You will be taken to the 鈥楢mend Finish鈥� screen
- do not complete the 鈥楢mend Finish鈥� screen at this point, just return to the guidance you were previously following.
Step 3
- 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鈥� screen
- enter the customer鈥檚 NINO
- select the 鈥楢ll鈥� checkbox
- select 鈥極K鈥�. You will prompted to make the change in function 鈥楥apture Application鈥�
- select 鈥榊es鈥� on the message. You will be taken to the 鈥楢pplicant Details鈥� screen
- select 鈥楶m1鈥� on the toolbar. The 鈥楶ayment Details鈥� screen will display
Note: If it is a joint claim, select either 鈥楶m1鈥� for the first customer or 鈥楶m2鈥� for the second customer depending on which customer has opened the聽bank account.
- enter the new聽bank account number in the 鈥楢ccount No鈥� field
- enter the聽bank sort code in the 鈥楽ort Code鈥� field
- enter the account name in the 鈥楢ccount Name鈥� field
- select 鈥楽m鈥� on the toolbar. You will be taken to the 鈥楽ummary Information鈥� screen
Note: Do not select 鈥極K鈥� at this stage.
- return to guidance you were previously following.