Eligibility Query (AG)

To deal with a query from a claimant asking if they are eligible to apply for tax credits, and if so, what their entitlement will be, consider steps 1 - 5 below.

1Ask the claimant for the following information to enable you to use the Internet eligibility / entitlement calculator
  • How many children are in the family
  • The ages of each child in the family
  • If there is a partner
  • Income from employment in the family
  • If there is a disabled person in the family
  • If any benefits are paid to anyone in the family
  • Details of childcare costs
  • No of hours worked per week
  • Identity of disabled person (adult or child)
  • Age of claimant (if not disabled / no children)
2Use the Internet eligibility / calculator to enter the above details
3Provide the claimant with details of their entitlement but advise them that this is only a potential award
4If they want to proceed with the claim
  • Ask the claimant for their name, address and postcode

And

5If they do not wish to proceed with the claim
  • Take no further action