TCM1000454 - How to check benefit history details

Version 1.0

Changes to previous version - new guidance.

Step 1

If you’re in function ‘Manage Verification Failures’�

  • select ‘Navigateâ€� on the toolbar
  • select ‘Amend Application CoCâ€� from the options available. You’ll be taken to the ‘Applicant Details - Applicant 1â€� screen
  • go to Step 3.

If you aren’t in function ‘Manage Verification Failures�, go to Step 2.

Step 2

On the ‘Function Menu�

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

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

  • select the relevant claim
  • select ‘OKâ€�. You will be taken to the ‘Applicant Details - Applicant 1â€� screen
  • go to Step 3.

If you’re taken straight to the ‘Applicant Details - Applicant 1� screen, go to Step 3.

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Step 3

Note: If the ‘Signals� screen displays, select ‘Cancel�.

On the ‘Applicant Details - Applicant 1� screen

  • select ‘Inc1â€� or ‘Inc2â€� as appropriate on the toolbar. You will be taken to the ‘Income - Applicant 1 - Sterlingâ€� or ‘Income - Applicant 2 - Sterlingâ€� screen
  • select ‘Historyâ€� on the toolbar
  • select ‘ISâ€�, ‘JSAâ€� or ‘MIGâ€� as appropriate from the options available. You will be taken to the ‘Historyâ€� screen. If they are unavailable, it indicates there is no history for this benefit

Note: Check JSA for JSA and ESA and check MIG for PC

  • the ‘Historyâ€� screen will show details of the benefit selected.

If you wish to check another benefit 

  • select ‘Cancelâ€�. You will be taken back to the ‘Income - Applicant 1 - Sterlingâ€� or ‘Income - Applicant 2 - Sterlingâ€� screen
  • select ‘Historyâ€� on the toolbar
  • select the next benefit from the options available.

If you wish to view benefit history for the partner on a joint claim 

  • select ‘Cancelâ€�. You will be taken back to the ‘Income - Applicant 1 - Sterlingâ€� or ‘Income - Applicant 2 - Sterlingâ€� screen
  • select ‘Inc1â€� or ‘Inc2â€� as appropriate on the toolbar. You will be taken to the ‘Income - Applicant 1 - Sterlingâ€� or ‘Income - Applicant 2 - Sterlingâ€� screen
  • select ‘Historyâ€� on the toolbar
  • select ‘ISâ€�, ‘JSAâ€� or ‘MIGâ€� as appropriate from the options available. You will be taken to the ‘Historyâ€� screen. If they’re unavailable, it indicates there is no history for this benefit.