TCM1000483 - How to amend the customer鈥檚 or a child鈥檚 details - HMRC internal manual

TCM1000483 - How to amend the customer鈥檚 or a child鈥檚 details

Step 1

If you鈥檙e working a Pre award claim, go to Step 2听

If you鈥檙e working a Post award claim, go to Step 5听

Step 2

If you鈥檙e on the 鈥楳aintain Worklist鈥� screen

select the relevant work list item
select 鈥楩ile鈥� on the toolbar
select 鈥楴ext Function鈥� from the options available. You鈥檒l be taken to the 鈥楽elect Next Function鈥� screen
select either
- 鈥楳anage Ver Failures鈥�. You鈥檒l be taken to the 鈥楳anage Verification Failures鈥� screen

* 鈥楥apture Application鈥�. You鈥檒l be taken to the 鈥楢pplicant 1鈥� screen

go to Step 3听

If you鈥檙e on the 鈥楳anage Verification Failures鈥� screen, go to Step 3听

If you鈥檙e on any other screen, go to Step 4听

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Step 3

On the 鈥楳anage Verification Failures鈥� screen

select 鈥楴avigate鈥� on the toolbar
select 鈥楢mend Application Corrections鈥� from the options available. You鈥檒l be taken to the 鈥楥apture Application鈥� screen
go to Step 4听

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Step 4

If you鈥檙e amending the details for customer 1 in a pre award HSV claim

select 鈥楢p1鈥� on the toolbar. You鈥檒l be taken to the 鈥楢pplicant 1 Details鈥� screen
amend the details to those shown those shown on ADD or the documents received
select 鈥楽m鈥� on the toolbar. You鈥檒l be taken to the 鈥楽ummary Information鈥� screen
select 鈥極K鈥�. You鈥檒l be taken back to the 鈥楳anage Verification Failures鈥� screen
select 鈥極K鈥� You鈥檒l be taken back to the 鈥楳aintain Worklist鈥� screen
return to the previous guidance at the point you left it.

If you鈥檙e amending the details for customer 2 in a pre award HSV claim

select 鈥楢p2鈥� on the toolbar. You鈥檒l be taken to the 鈥楢pplicant 2 Details鈥� screen
amend the details to those shown on ADD or the documents received
select 鈥楽m鈥� on the toolbar. You鈥檒l be taken to the 鈥楽ummary Information鈥� screen
select 鈥極K鈥�. You鈥檒l be taken back to the 鈥楳anage Verification Failures鈥� screen
select 鈥極K鈥� You鈥檒l be taken back to the 鈥楳aintain Worklist鈥� screen
return to the previous guidance at the point you left it.

If you鈥檙e amending the details for customer 1 in an incomplete claim

select 鈥楢p1鈥� on the toolbar. You鈥檒l be taken to the 鈥楢pplicant 1 Details鈥� screen
amend the details to those shown those shown on ADD or the documents received
select 鈥楽m鈥� on the toolbar. You鈥檒l be taken to the 鈥楽ummary Information鈥� screen
select 鈥極K鈥�. The 鈥楶rocess Application鈥� box will appear
select 鈥楽tore鈥�. You鈥檒l be taken back to the 鈥楳aintain Worklist鈥� screen
return to the previous guidance at the point you left it.

If you鈥檙e amending the details for customer 2

select 鈥楢p2鈥� on the toolbar. You鈥檒l be taken to the 鈥楢pplicant 2 Details鈥� screen
amend the details to those shown on ADD or the documents received
select 鈥楽m鈥� on the toolbar. You鈥檒l be taken to the 鈥楽ummary Information鈥� screen
select 鈥極K鈥�. A 鈥楶rocess Application鈥� box will appear
select 鈥楽tore鈥�. You鈥檒l be taken back to the 鈥楳aintain Worklist鈥� screen
return to the previous guidance at the point you left it.

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Step 5

On the 鈥楩unction Menu鈥�

select 鈥楢pplication鈥� on the toolbar
select 鈥楥orrection鈥�. You鈥檒l be taken to the Key Entry Data - Applicant鈥� screen
enter the customers NINO
select 鈥楢ll鈥�
select 鈥極K鈥�

If you鈥檙e taken to the 鈥楽elect Application鈥� screen

select the award you need to amend
select 鈥� OK鈥�. You鈥檒l be taken to the 鈥楢mend Application鈥� screen
go to Step 6

If you鈥檙e taken to the 鈥楢mend Application鈥� screen,go to Step 6听

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Step 6

If you鈥檙e amending the details for customer 1

select 鈥楢p1鈥� on the toolbar. You鈥檒l be taken to the 鈥楢pplicant 1 Details鈥� screen
amend the details to those shown those shown on ADD or the documents received
select 鈥極K鈥�. You鈥檒l be taken to the 鈥楢mend Finish鈥� screen
select the source as 鈥楶aper鈥�
select the reason as 鈥楴TC Error鈥�
select 鈥極K鈥�
return to the previous guidance at the point you left it.

If you鈥檙e amending the details for customer 2

select 鈥楢p2鈥� on the toolbar. You鈥檒l be taken to the 鈥楢pplicant 2 Details鈥� screen
amend the details to those shown on ADD or the documents received
select 鈥極K鈥�. You鈥檒l be taken to the 鈥楢mend Finish鈥� screen
select the source as 鈥楶aper鈥�
select the reason as 鈥楴TC Error鈥�
select 鈥極K鈥�
return to the previous guidance at the point you left it.

(This听content has been withheld because of exemptions in the Freedom of Information Act 2000) (This听content has been withheld because of exemptions in the Freedom of Information Act 2000)

If you鈥檙e amending the details for a child鈥檚 DOB

select 鈥楥h鈥� on the toolbar. You鈥檒l be taken to the 鈥楥hild Details鈥� screen
highlight the child you want to change details for
select 鈥楥orrection鈥� . The 鈥楥orrection Child鈥� box will appear
- make a note of the child responsibility start date shown
amend the details to those shown those shown on ADD or the documents received
select 鈥楥hild Responsibility Start Date鈥�. A signal box will display the message 鈥�3 months restriction applied to Include from date. Check if correct鈥�
select 鈥極K鈥�. You鈥檒l be taken back to 鈥楥orrection Child鈥� screen
select the 鈥楬istory鈥� check box
select 鈥楬istory鈥�
highlight the entry
select 鈥楥hange鈥�. You鈥檒l be taken to the 鈥楥hange鈥� box
go to Step 7(This听content has been withheld because of exemptions in the Freedom of Information Act 2000)

If you鈥檙e amending the details for a child鈥檚 name

select 鈥楥h鈥� on the toolbar. You鈥檒l be taken to the 鈥楥hild Details鈥� screen
highlight the child you want to change details for
select 鈥楥orrection鈥�. The 鈥楥orrection Child鈥� box will appear
amend the details to those shown those shown on ADD or the documents received
select 鈥極K鈥�. You鈥檒l be taken back to 鈥楥hild details鈥� screen
select 鈥極K鈥�. You鈥檒l be taken to the 鈥楢mend Finish鈥� screen
select the source as 鈥楶aper鈥�
select the reason as 鈥楴TC Error鈥�
select 鈥極K鈥�
return to the previous guidance at the point you left it.

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Step 7

Check the responsibility start date you noted at step 6 and the correct DOB for the child are the same

If they are the same

amend the 鈥業nclude From鈥� date to the correct date of birth for the child
select 鈥楨nd Date鈥� This will make the 鈥極K鈥� button live
select 鈥極K鈥�. You鈥檒l be taken to the 鈥楬istory鈥� screen
select 鈥極K鈥�. You鈥檒l be taken to the 鈥楥orrection Child鈥� screen
select 鈥極K鈥� You鈥檒l be taken to the 鈥楥hild Details鈥� screen
select 鈥極K鈥�. You鈥檒l be taken to the 鈥楢mend Finish鈥� screen
select the source as 鈥楶aper鈥�
select the reason as 鈥楴TC Error鈥�
select 鈥極K鈥�
return to the previous guidance at the point you left it.

If they aren鈥檛 the same

amend the 鈥楻esponsibility Start鈥� date to the date you noted at step 6
select 鈥楨nd Date鈥� This will make the 鈥極K鈥� button live
select 鈥極K鈥�. You鈥檒l be taken to the 鈥楬istory鈥� screen
select 鈥極K鈥�. You鈥檒l be taken to the 鈥楥orrection Child鈥� screen
select 鈥極K鈥� You鈥檒l be taken to the 鈥楥hild Details鈥� screen
select 鈥極K鈥�. You鈥檒l be taken to the 鈥楢mend Finish鈥� screen
select the source as 鈥楶aper鈥�
select the reason as 鈥楴TC Error鈥�
select 鈥極K鈥�
return to the previous guidance at the point you left it.

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