TCM1000328 - How to delete bank account details

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 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.

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Step 2

On the 鈥楢pplicant Details鈥� screen

  • select 鈥楶m1鈥� or 鈥楶m2鈥� on the toolbar, as appropriate. You will be taken to the 鈥楶ayment Details鈥� screen
  • select 鈥楧elete鈥�

Note: If the bank account details need deleting for both customers in a joint claim, repeat the above to delete the account details for the second customer.

  • select 鈥極K鈥�. You will be taken to the 鈥楢mend Finish鈥� screen
  • don鈥檛 complete the 鈥楢mend Finish鈥� screen at this point, just return to the guidance you were previously following.