TCM1000533 - How to check the overpayment amount and record the date the TC610 was issued
Version 1.0
Changes to previous version - new guidance
Step 1
Check which years have an outstanding overpayment
On the 鈥楩unction Menu鈥�
- select 鈥楬ousehold鈥� on the toolbar
- select 鈥榁iew Account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 Award鈥� screen
- make a note of all years with an 鈥楢ccount Status鈥� of 鈥極pen鈥�
- for all years with an 鈥楢ccount Status鈥� of 鈥極pen鈥�, make a note of the corresponding 鈥楢ward End Date鈥�
- you have now identified the years which have an outstanding overpayment
- select 鈥楥ancel鈥�. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
- select 鈥楥ancel鈥�. You will be taken to the 鈥楩unction Menu鈥�
- go to Step 3.
If you are taken straight to the 鈥榁iew Award Period Summary鈥� screen
- check the 鈥楢ccount Status鈥� to see if the status is 鈥極pen鈥�
- go to Step 2.
Step 2
If the 鈥楢ccount Status鈥� is 鈥極pen鈥�
- make a note of the 鈥楢ward End Date鈥�
- select 鈥楳enu鈥�. You will be taken to the 鈥楩unction Menu鈥�
- go to Step 3.
If the 鈥楢ccount Status is 鈥楤alanced鈥�
- there is no overpayment on file for this customer
- take no further action
Step 3
Check the outstanding overpayment amount
On the 鈥楩unction Menu鈥�
- 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 customers NINO
- select the 鈥楢ll鈥� checkbox
- select 鈥極K鈥�
If you are taken to the 鈥楽elect Award鈥� screen
- highlight the award for each year you have identified as 鈥極pen鈥�
- select 鈥極K鈥�. You will be taken to the 鈥榁iew Overpayment鈥� screen
- make a note of the 鈥楲atest Amount鈥� shown in the 鈥極verpayment Summary鈥� field
- go to Step 4.
If you are taken straight to the 鈥榁iew Overpayment鈥� screen
- make a note of the 鈥楲atest Amount鈥� displayed in the 鈥極verpayment Summary鈥� field
- go to Step 4.
Step 4
Check the date the TC610 鈥楴otice to Pay鈥� was issued
- select 鈥楧etails鈥�. You will be taken to the 鈥榁iew Overpayment - Direct鈥� screen
- make a note of the date the TC610 was issued displayed in the 鈥楴otice To Pay鈥� field
Note: If a date is not displayed in the 鈥楴otice To Pay鈥� field, this means that a TC610 has not been issued