To deal with cases where a claimant has appealed against a
decision to make an in-year adjustment or cross year recovery,
consider steps 1 - 3 below
| 1 | Use Function VIEW
APPLICATION
- Go to the Application Summary screen
- Click on the [Full Address] button. The Full Address screen
will display
- On this screen, confirm that the claimant’s latest
address is the same as the one on the letter of appeal
- If the address is the same, go to step 2
- If the address is not the same, note the new address and then
go to step 2
|
| 2 | Send the
In Year
Adjustment Appeals Letter, together with a copy of
- Leaflet COP 26 'What happens if we have paid you too much tax
credit?'
And
Then
- Use Function MAINTAIN HOUSEHOLD NOTES to record the action you
have taken
Notes:
You must follow the guidance in
How To
Correctly Complete Application And Household Notes when you
record the note
And also
Follow the guidance in
Maintain Household
Notes
|
| 3 | Check the letter of
appeal. Has the claimant raised other grounds of appeal?
- Yes, process the appeal as normal
- No, send the correspondence to storage
Follow the guidance in
Preparing And Sending
Documents For Storage
|
