TCM1000386 - How to use function View Household Account to obtain the outstanding overpayment amount

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楬ousehold鈥� on the toolbar
  • select 鈥榁iew Account鈥� from the options available. You鈥檒l be taken to the 鈥楰ey Entry Date - Applicant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 Award鈥� screen

  • select the relevant award
  • select 鈥極K鈥�. You鈥檒l be taken to the 鈥榁iew Award Period Summary - Household鈥� screen
  • go to Step 2.

If you are taken straight to the 鈥榁iew Award Period Summary - Household鈥� screen, go to Step 4.

Step 2

If the signals box does not show a signal of 鈥楥ross Award Transfer Made鈥�, go to Step 4.

If the signals box听shows a signal of 鈥楥ross Award Transfer Made鈥�

  • select 鈥楶ostings鈥�
  • check for any postings that state 鈥楥ross award transfer to CTC鈥� or听 鈥楥ross award transfer to WTC鈥�
  • make a note of the figures shown
  • go to Step 3.

Step 3

If the last Cross Award Transfer to either CTC or WTC is a negative figure听

  • note that the overpayment has already been returned by Cross Award Recovery (CAR)
  • note the correct 鈥極verpayment Outstanding鈥� amount shown in 鈥榁iew Award Period Summary - Household鈥� Screen
  • go to Step 4.

If the last Cross Award Transfer to either CTC or WTC is a positive figure听

  • note that the overpayment has not been returned by Cross Award Recovery (CAR)
  • note that you are unable to determine the correct 鈥極verpayment Outstanding鈥�
  • return to the guidance you are following and continue with your action.

Step 4

If there is an amount in the 鈥極verpayment Outstanding鈥� field

  • this is the outstanding overpayment amount for CTC and WTC

If there is not an amount in the 鈥極verpayment Outstanding鈥� field

  • an overpayment amount has not yet been returned from CAR.

听