TCM1000502 - How to check if account details are held for the payment recipient

Version 1.0

Changes to previous version - new guidance.

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楢pplication鈥� on the toolbar
  • select 鈥榁iew鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
  • enter the customers NINO
  • select the 鈥楢ll鈥� checkbox
  • select 鈥極K鈥�.

If you are taken to the 鈥楽elect Application鈥� screen

  • select the relevant claim
  • select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen
  • go to Step 2.

If you are taken to the 鈥楽elect Application Version鈥� screen

  • select the latest claim version
  • select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen
  • go to Step 2.

If you are taken straight to the 鈥楢pplication Summary鈥� screen, go to Step 2.

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Step 2

On the 鈥楢pplication Summary鈥� screen

  • select 鈥楴avigation鈥� on the toolbar
  • select 鈥楶ayment鈥� from the options available. You will be taken to the 鈥楶ayment Details鈥� screen
  • check if account details are held for the payment recipient

Note: The nominated recipient is shown in the 鈥楶ayment Nomination and Frequency鈥� field and the account details are shown in the 鈥楢pplicant 1 and/or Applicant 2 Bank Details鈥� fields.

  • return to the guidance you were previously following.