Capturing A New Claim (AG)


To capture the information from a claim form, consider steps 1 – 2 below. The guide is presented as follows

1

Use Function CAPTURE APPLICATION choosing the Capture New option to capture the new claim. Follow the guidance in the Manual Capture Help Card

  • Go to the relevant screens to enter all the information provided by the claimant on the claim form and on any attached form TC600A

Note: If you do not have information to enter on every screen you can use the toolbar at the top of the screen to select the screens you require

Then, when you reach the Summary Information screen

  • Go to step 2
2

Send  the claim form to storage

  • Return any original documents to the claimant, for example  P60’s or P45’s
     

  • Staple any other attachments and loose pages to the back of the claim form
     

  • Fold the claim form so the claimant’ s details show at the front of the wallet

Note: There is no need to complete an MS164