TCM1000339 - How to establish the period the overpayment relates to

Version 1.0

Changes to the previous version - new guidance

Step 1

On the 鈥楩unction menu鈥�

  • select Household from the toolbar
  • select 鈥榁iew Overpayment鈥�. You will be taken to the 鈥楰ey Entry Data鈥� screen
  • enter the customer鈥檚 NINO
  • select 鈥榓ll鈥�
  • select 鈥極K鈥�.

If you are taken to the select award screen

  • select the relevant award
  • select 鈥極K鈥�. You will be taken to the 鈥榁iew Overpayment鈥� screen
  • go to Step 2听

If you are taken straight to the 鈥榁iew Overpayment鈥� screen, go to Step 2

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Step 2

If the period the overpayment relates to is known

  • select the 鈥榩eriod鈥� checkbox and enter the year in the Period field.

Note: If there isn鈥檛 an overpayment for the selected period, the warning message 鈥楴o overpayment details found鈥� will display.

Note: If the View Overpayment Signals screen displays, select 鈥極K鈥�. You鈥檒l be taken back to the View Overpayment screen.

If the period the overpayment relates to isn鈥檛 known

  • select the 鈥楢ll鈥� checkbox
  • select 鈥極K鈥�. You will be taken to the 鈥楽elect Award鈥� screen
  • select the earliest award with an outstanding overpayment

Note: If there isn鈥檛 an overpayment for the selected period, the warning message 鈥楴o overpayment details found鈥� will display.

Note: If the View Overpayment鈥� Signals screen display, select 鈥極K鈥�. You will be taken back to the 鈥榁iew Overpayment鈥� screen.

  • check if a dispute has already been registered or a manual suspension recorded against this overpayment
  • complete the cover sheet with this information
  • repeat this action for all the years that need suspending.