TCM1000626 - How to check if a customer has Universal Credit (UC) interest

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楢pplication鈥� on the tool bar
  • select 鈥榁iew鈥� from the options available. You will be taken to the 鈥楰ey Entry data鈥�-Applicant screen
  • enter the customer鈥檚 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 application
  • select 鈥極K鈥�. You will be taken to the 鈥楢pplication Version鈥� screen
  • select the latest award version number
  • select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥�
  • go to Step 2

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

Step 2

If you receive a 鈥榩op up鈥� box with 鈥楿niversal Credit鈥� and a date

  • the claim has ceased because somebody in the household has claimed Universal Credit (UC)
  • go to Step 3

If you do not receive a 鈥榩op up鈥� box with 鈥楿niversal Credit鈥� and a date

  • the claim has not ceased due to Universal Credit being claimed

Note: Where a household breakdown has been recorded, and the date used is prior to that of Universal Credit interest, the 鈥榩op up鈥� box will display 鈥楬ousehold Breakdown鈥� and the date that this occurred.聽 Universal Credit interest will be displayed as an 鈥楢lert!鈥� 聽聽

Where a household breakdown has been recorded, and the date used is after that of Universal Credit interest, the 鈥榩op up鈥� box will display 鈥楿CHB鈥� and the date that this occurred. Universal Credit interest will be display as an 鈥楢lert!鈥�

Step 3

In the 鈥榁iew Application Summary鈥� screen

  • select 鈥楥ontinue鈥�. This will allow you to view 鈥楢dditional Information鈥� for Applicant 1
  • make a note of whether 鈥楿C Details鈥� displays 鈥榊es鈥� or 鈥楴o鈥�
  • select 鈥楥ontinue鈥�. This will allow you to view 鈥楢dditional Information鈥� for Applicant 2
  • make a note of whether 鈥楿C Details鈥� displays 鈥榊es鈥� or 鈥楴o鈥�
  • 驳辞听迟辞 Step 4.

Step 4

If 鈥楿C Details鈥� displays 鈥榊es鈥�

  • the applicant is a matched Universal Credit Claimant

If 鈥楿C Details鈥� displays 鈥楴o鈥�

  • the applicant is not a matched Universal Credit Claimant