To forward date an incorrectly backdated claim, consider steps 1
- 13 below. The guide is presented as follows
| 1 | Use Function VIEW
APPLICATION
- Enter the claimant’s
NINO in the Key Entry Data
screen
- Select the All
checkbox
- Click on the [OK] button
Note: If you are taken to the Select Application
screen, click on the relevant claim you are dealing with to
highlight it and then click on the [OK] button
Then
|
| 2 | If
- The error message ‘No match found’ displays, go to
step 3
Otherwise
|
| 3 | On the Key Entry Data
screen, click on the [Trace] button. Follow the guidance
in
Trace Individual
- If you trace the individual, click on the [OK] button and then
go to step 4
- If you cannot trace the individual and have no contact
telephone number or address for the claimant
- Disregard the correspondence in confidential waste
- Take no further action
|
| 4 | Note: Whilst following the guidance in this step,
you
must also follow the guidance in
Identifying A Complex Case
In Function VIEW APPLICATION, on the Application Summary
screen
- If the Complex Case signal is shown or the case is complex
- Refer the case to the European Economic Area (EEA) Team
(This text has been withheld because of exemptions in the
Freedom of Information Act 2000)
- Use Function MAINTAIN WORKLIST to transfer the case to the
appropriate
Management Unit (MU). See the
MU Table for the correct MU
number
- Use Function MAINTAIN HOUSEHOLD NOTES and select the
‘Payments’ category to enter the following
‘TCMZ COMPLEX CASE. Case transferred to European
Economic Area Team’
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
Maintain Household
Notes
-
If the Complex Case signal is not
shown and the case is not complex, go to step 5
|
| 5 | Note: Before making any changes to the claim, you must
follow the guidance in
Establish If A Change Can
Be Made. This is to confirm if your change(s) can be made
Use Function AMEND EFFECTIVE DATE to forward date the claim.
To do this
- Enter the claimants NINO in the Key Entry Data screen
- Select the All checkbox
- Click on the [OK] button. You will be taken to the Select
Application screen
- Go to step 6
|
| 6 | On the Select Application
screen
- Click on the claim you wish to forward date to highlight it
- Click on the [OK] button. You will be taken to the Amend
Effective Date screen
- Go to step 7
|
| 7 | On the Amend Effective
Date screen, check the Warnings field and
Then
|
| 8 | In the Amend Effective
Date field
- Enter the new effective date
- Click on the [Continue] button
Note: If you want to amend the effective date
after you have gone past this screen you will have to cancel out of
the function and re-enter it to enter the correct date
Then
|
| 9 | If you
- Receive one of the following warning messages
‘Date must not be in the future’
- You have entered a date in the future
- Enter either today’s date or an earlier date
- Click on the [Continue] button
Then
‘An Effective Date in PY cannot be amended to a
date later than 5 April’
- You are not able to forward date a claim from
PY into
CY
- Enter the -new effective date of 5 April
- Click on the [Continue] button
Then
‘Date entered is more than 93 days after the
Application Received Date’
- You are not able to forward date more than 93 days from the
original received date
- Re-enter the new effective date so that it does not exceed the
93 days limit
- Click on the [Continue] button
Then
- Do not receive any of the messages above, go to step 10
|
| 10 | You will be taken to the
Applicant 1 Details screen
- Keep clicking on the [Continue] button until the [OK] button is
enabled
- Click on the [OK] button. You will be taken to the Amend
Effective Date Finish screen
- Go to step 11
|
| 11 | On the Amend Effective
Date Finish screen, check your entries and if
- The dates shown are correct, click on the [OK] button and then
go to step 12
- The dates shown are incorrect, click on the [Cancel] button and
then go back to step 5
|
Initial action
