Capturing A New Claim (Info)

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A claim form can be accepted with any colour ink

Note: The claim form only states that it must be completed in black or blue ink so that it is easier to read when it is captured using Rapid Data Capture

If a claimant uses correction fluid to make changes to the claim form the information written over the correction fluid can be accepted

The minimum data required to capture a claim is

• Surname and NINO

 Or

• Surname and date of birth

If you do not have the minimum data, you must return the claim form to the claimant for them to provide the required information

Entries maybe created on the ‘Incomplete Applications’ Work List if information is missing when the claim is captured

Details to be captured

You must capture the information (with the exception of childcare charges) exactly as it appears on the claim form, even if it looks or you know it is wrong. For example, if the claimant states that their annual income is £90,000 you must enter this figure. Do not assume that the figure could be £9,000

If income on the claim form exceeds £100, 000 the claim cannot be captured by RDC and will be passed to the Manual Capture Team

Form TC600A

The claimant will fill in a form TC600A if their claim includes

• More than 2 children

Or

• More than 1 child care provider

You must capture the details on any attached form TC600A in exactly the same manner as if the details were included on the claim form.

You must check that

• The form TC600A is the correct one for the claim you are capturing, as it may have been submitted with, or attached to the wrong TC600
   

• Both forms include the claimant’s personal details. If these are the same you should capture the details on both forms

Or, if there is any doubt as to whether the forms are related, you must

• Capture the details on the claim form as normal. Do not capture the details on the form TC600A. Instead send the form TC600A to the Tax Credit Office (TCO) post room

Making choices

Some parts of the claim form require the claimant to make a choice or tick one of a number of choices. If it is not clear from the claim form which option the claimant is choosing, you must leave the fields blank on the computer For example the claimant must indicate in a two person claim which one of them is the main carer. If it is not clear which one is the main carer, where for example, they have indicated that both claimants are the main carer, an entry will be created on the ‘Incomplete Applications’ Work List

Warning messages

If the computer finds any missing information or an invalid entry a warning message will be displayed asking you if you want to proceed. If you see one of these messages you must check the claim form to ensure that

• You have not left the field blank by mistake

Or, where there is an invalid entry

• Your entry in the field is what appears on the claim form

If you have made a mistake you must complete the field or correct the entry as appropriate. If you have entered on the screen what appears on the claim form do not make any changes.

To ensure that you capture the claim correctly, you must follow this guidance and the Manual Capture Help Card