Logging A Claim (Info)

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A claim can be made by

• A single person

Or

• A couple

A claim

• By a single person is known as a ‘single claim’

• From couples are known as ‘joint claims’

The normal process will be to log and capture a claim at the same time. However, at peak times you can log the receipt of a claim form (TC600) only and capture the details from it at a later date. If you only log the receipt of the claim an entry will be made on the ‘Incomplete Applications’ Work List.

Tax credit claims can only be logged on to the computer if you have the minimum information for a single or joint claim.

If the minimum information is not available you will have to try to obtain it before the claim can be logged.

It is important that you record the correct date of receipt of the claim. Follow the guidance in Identifying The Date Of Claim

When entering the minimum data on the Log screen in Function CAPTURE APPLICATION and you cannot find a match you must enter more details on the Applicant Details screen. For the matching process to start again you must press the [Continue] button to enter the Children screen and then press the [Back] button to return to the Applicant Details screen.