TCM1000523 - How to adjust in year payments

Step 1

To apply the appropriate percentage.

On the 鈥楩unction Menu鈥�

  • select 鈥楬ousehold鈥� on the toolbar
  • select 鈥楢djust in year payments鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
  • enter the customer鈥檚 NINO
  • select 鈥極K鈥�. You will be taken to the 鈥楢djust in year payments鈥� screen.

If you want to increase the rate of recovery, go to Step 3. {#}

If you do not want to increase the rate of recovery, go to Step 2

Step 2

  • Compare the approximate payment amounts to the amount shown in the 鈥楽chedule鈥�.
  • (This聽content has been withheld because of exemptions in the Freedom of Information Act 2000)

If the new payments shown in the 鈥楽chedule鈥� are less than the recent payments

  • don鈥檛 apply the new payment adjustment
  • select 鈥楥ancel鈥�
  • return to the guidance you were following.

If the new payments shown in the 鈥楽chedule鈥� are more than the recent payments

  • select 鈥極K鈥�
    Note: The following message will appear 鈥楢s a result of this processing any overpayment recovery will take longer. Do you wish to proceed?鈥�.
  • select 鈥榊es鈥�
  • return to the guidance you were following.

Step 3

If the customer no longer wants a payment adjustment applied

  • select 鈥楩ull Recovery鈥�
  • select 鈥極K鈥�
  • return to the guidance you were following.

If the customer wants to increase their rate of recovery

  • enter the appropriate percentage in the 鈥�% of remaining entitlement authorised for payment鈥� field
    For example: To increase recovery from 10% to 25%, enter 75%. To increase recovery from 25% to 55%, enter 45%.
  • select 鈥楥laimant request higher recovery鈥�
  • select 鈥極K鈥�
  • return to the guidance you were following.