Child / Young Person Leaves Full Time Non Advanced Education Or Approved Training (AG)

• If the change can be made, go to step 2

• Name
   
• Date of birth (DOB)
   
• Date they left FTNAE or approved training
   
• Has the qualifying young person left FTNAE or approved training with the intention of going to University

• If you do not have all the information, go to step 3
   
• If you have all the information, go to step 4

• If you obtain the missing information, go to step 4
   
• If you are unable to contact the claimant by telephone

• Send form TC664 to the claimant for the missing information
   
• Set a clerical BF date of 14 days in the future
   
• Go to step 9

Note: If you cannot obtain the missing information after following the normal reminder cycle, go to step 9

• No, go to step 5

For example: Child's DOB is 27/07/1991 and they left FTNAE on 12/10/2007. The child is 16 years old

• Yes, go to step 9

For example: Child's DOB is 27/07/1991 and they left FTNAE on 01/06/2007. The child is 15 years old

• Check the status of the claim

• If the claim is pre award, go to step 6
   
• If the claim is post award, go to step 7

• When the message ‘Details must be recorded on the Free Format screen. Do you wish to proceed?’ displays, click on the [Yes] button. You will be taken to the Free Format screen
   
• Enter the reason for the change. For example, ‘Child has left FTNAE’ and the following details of the child or young person

• Name
   
• Date of birth (DOB)
   
• Date they left FTNAE or approved training
   
• Has the qualifying young person left FTNAE or approved training with the intention of going to University

Then

• Go to step 10

• On the Applicant Details screen
   
• Select ‘Ch’ on the toolbar menu. You will be taken to the Child Details screen
   
• Click on the child that the change relates to, to highlight them
   
• Click on the [Correction] button. You will be taken to the Correction Child screen
   
• Enter an end date in the Full Time Education End Date field

Note: If a qualifying young person is under 20 years and has left FTNAE or approved training with the intention of continuing into advanced education enter an end date of 31/08/XX

Note: If the young person does not intend to continue into advanced education enter the actual end date of FTNAE or approved training. However if the claimant has notified you that the young person’s earlier intention has changed and that they no longer intend to continue in advanced education enter the date their intention changed

• Click on the [OK] button. You will be taken back to the Child Details screen
   
• Click on the [OK] button. You will be taken to the Amend Finish screen
   
• Go to step 8

• Enter the date the notification of the change was received
   
• Enter the source of the change, for example telephone or paper
   
• Enter the reason for the change
   
• Click on the [OK] button

• If the message ‘S18 Refinalisation Rules – Potential inappropriate refinalisation for CCYY–CCYY. If you have the authority to refinalise under S19, S20 or S21 of the Tax Credit Act 2002 or due to an appeal decision. Press OK to process the change or Cancel’ displays

• The changes you are making will re-finalise the claim, follow the guidance in Establish If A Change Can Be Made before making any changes

Then, if you can make the change

• Click on the [OK] button on the message
   
• Go to step 9

• If the message ‘S18 Refinalisation Rules – Actual Income for CCYY-CCYY is required. This change will not be accepted’ displays

• You will not be able to make the change because the PY actual income is required, follow the guidance in Establish If A Change Can Be Made before making any changes

Then, if you can make the change

• Click on the [OK] button on the message
   
• Go to step 9

• If the message ‘S18 Refinalisation Rules – You do not have the authority to refinalise CCYY-CCYY. This change will not be accepted. Please refer to the appropriate team’ displays

• The changes you are making will refinalise the claim
   
• Click on the [Cancel] button. You will be taken to the Amend Application Details screen
   
• Click on the [Cancel] button
   
• When the message ‘All changes to the application will be lost for this session, do you wish to proceed?’ displays, click on the [Yes] button
   
• Pass the case to a Level 2 User or your manager. For more information on Level 1 and Level 2 users, see Level 1 and Level 2 User Roles
   
• Take no further action

• If none of the above messages display, go to step 9

Note: The message you need to record will be dependant on what action you have taken

• Step 3 - ‘ NC83 - COC corre re (details), further info needed. UTC X 2. Letter (details) issued to (details). BF (DD/MM/YY). Corre rec (DD/MM/YY) from (source)
  ’
• Step 3 - ‘ NC85 - Form number or letter) not received. 28 day reminder cycle has expired. Case sent to storage’
   
• Step 4 - ‘ NC38 - Child (child name) left *FTE or *approved training (*delete as appropriate) (DD/MM/YY). Change not applied. Corre rec (DD/MM/YY) from (source)’
   
• Step 8 - ‘ NC39 - (Start/End date) of *FTNAE or *Approved training (*delete as appropriate) for (child name) is (DD/MM/YY). Entered on system. Corre rec (DD/MM/YY) from (source)’

Then

• Go to step 10