TCM1000529 - How to refer for local recovery

Version 1.0

Changes to previous version - new guidance

Step 1

Open the 鈥業nterim Single Sign On鈥� icon

  • select 鈥楴TC Receivables BS鈥� from the left hand column
  • select 鈥楻MBS O/P Rec Officer鈥� from the right hand column. You will be taken to the 鈥楻MBS - Function Menu鈥� screen
  • select 鈥楬ousehold鈥� on the toolbar
  • select 鈥榁iew Overpayment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�

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

  • highlight the relevant award
  • select 鈥極K鈥�. You will be taken to the 鈥榁iew Overpayment鈥� screen
  • go to Step 2.

If you are taken straight to the 鈥榁iew Overpayment鈥� screen

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Step 2

On the 鈥榁iew Overpayment鈥� screen

  • select 鈥楧etails鈥�. You will be taken to the 鈥榁iew Overpayment - Direct鈥� screen
  • select 鈥楳aintain Overpayment鈥�. You will be taken to the 鈥楳aintain Overpayments鈥� screen
  • select the 鈥楻efer to Local Recovery鈥� checkbox in the 鈥楲ocal Recovery鈥� field
  • select 鈥極ther鈥� from the options available in the 鈥楻eferral Reason鈥� field
  • select the 鈥極K鈥� button

Note: If the overpayment outstanding is below 拢200 a further message will display. If it does display, select 鈥楳enu鈥�