TCM1000382 - How to change the FTNAE/AT include from date

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu�

  • select ‘Applicationâ€� on the toolbar
  • select the ‘Change of Circumstancesâ€� from the options available. You’ll be taken to the ‘Key Entry Data - Applicantâ€� screen
  • enter the customer’s NINO
  • select the ‘Latestâ€� checkbox
  • select ‘OKâ€�.

If you’re taken to the ‘Select Household� screen

  • select the relevant claim
  • select ‘OKâ€�. You’ll be taken to the ‘Applicant Detailsâ€� screen
  • go to Step 2.

If you’re taken to the ‘Select Application� screen

  • select the relevant claim
  • select ‘OKâ€�. You’ll be taken to the ‘Applicant Detailsâ€� screen
  • go to Step 2.

If you’re taken straight to the ‘Applicant Details� screen, go to Step 2.

Top of page

Step 2

On the ‘Applicant Details� screen

  • select ‘Châ€� on the toolbar menu. You’ll be taken to the ‘Child Detailsâ€� screen
  • select the child that the change relates to
  • select ‘Correctionâ€� button. You’ll be taken to the ‘Correction Childâ€� screen
  • select the ‘Full Time Education Historyâ€� checkbox
  • select ‘Historyâ€�. The History screen will display
  • select the appropriate entry
  • select ‘Changeâ€�. The change screen will display
  • enter the appropriate date in the ‘Include Fromâ€� field
  • tab down to the next field

Note: ‘OK� will be disabled until you tab down to the next field.

  • select ‘OKâ€�. You’ll be returned to the History screen
  • select ‘OKâ€�. You’ll be returned to the Correction Child screen
  • select ‘OKâ€�. You’ll be returned to the Child Details screen
  • select ‘OKâ€�. You’ll be taken to the Amend Finish screen.