Determine Effective Date (AG)

• If an earlier effective date has not been stated, but they request an earlier date, go to step 2

• If an earlier effective date has been stated

• Check if the claimant is eligible and if the earlier date is over 3 months and either

• Use the maximum of 3 months as the effective date

Or

• If a claim has been made within 3 months of the decision on a qualifying disability benefit, backdate the claim to

• The date the qualifying benefit became payable
   
• 3 months prior to the date the claim for the qualifying disability benefit was made, if that was later

Or

• The claimant's employment start date, if that was later. Follow the guidance in Backdating Requested Due To A Disability

• Use Function CAPTURE APPLICATION and enter the earlier effective date in the Application Effective Date field on the Summary Information screen. If the claimant has stated more than one date, identify the earliest date

Note: If the claim is from a same sex couple, the effective date must not be earlier than 05/12/2005. If the claimant requests an effective date earlier than 05/12/05, use 05/12/05 as the effective date

• If a forward date has been stated, go to step 11

• If a telephone number has been supplied go to step 3

• If a telephone number has not been supplied go to step 7

• Telephone the claimant and ask them for the date they want the claim backdated to.

When telephoning the claimant follow the guidance in Contacting The Claimant

• Enter the date in the Application Effective Date field on the Summary Information screen in Function CAPTURE APPLICATION

Note: If the claim is from a same sex couple, the effective date must not be earlier than 05/12/2005. If the claimant requests an effective date earlier than 05/12/05, use 05/12/05 as the effective date

• Ignore the request for back dating and use the claim date as the Application Effective Date

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 Application Notes

• Write to the claimant and ask them from what date they want the claim back dating to

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 Application Notes

• Enter the date in the Application Effective Date field on the Summary Information screen in Function CAPTURE APPLICATION

Note: If the claim is from a same sex couple, the effective date must not be earlier than 05/12/2005. If the claimant requests an effective date earlier than 05/12/05, use 05/12/05 as the effective date

• Ignore the request for backdating and use the claim date as the Application Effective Date

• If it is 7 days or less, go to step 12

• If it is more than 7 days, go to step 13

• Do not complete the Application Effective Date field

• Continue to capture the claim

• Click on the [Store] button on any relevant screen to enter the claim on the ‘Incomplete Applications’ Work List

• Access the ‘Incomplete Applications’ Work List

• Identify the claim you are working on
   
• Transfer the work list item to the appropriate BF MU. See the MU Table for the correct MU number
   
• Access the BF MU, selecting the appropriate case

And

• Set an action date equal to the date the employment will start, making sure that the Retained checkbox is ticked

• Use Function CAPTURE APPLICATION and change the entry in the Date Application Received field to the date the employment started and continue to process the claim