Continuing Full Time Non Advanced Education (AG)

Then

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

• Surname

• Forename

• Date of birth (DOB)
   
• Start date for the child continuing in education

Note: If a young person starts a non-advanced course or approved training scheme after their 19th birthday, you must establish the date they actually enrolled on that course / scheme. If they enrolled before their 19th birthday, they can be included in the calculation of entitlement for the claimant

Note: For a list of non-advanced and advanced education courses

Access the Benefits & Credits intranet homepage

Select ‘C’ in the A-Z box on the left hand side of the screen

Select 'CBO overall guidance'

Select 'Full Time Education' on the CBO guidance screen

• If you have all the information, and

• The claimant has indicated that the child is living outside the United Kingdom (UK), go step 10

Otherwise

• Go to step 4

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

Note: If the claim has been rejected, invite the claimant to make a fresh claim. Follow the guidance in Invite Fresh Claim. Take no further action

• When contacting the claimant also ask

• The type and level of the course, if applicable
   
• If the child is living in the UK

• If you obtain the missing information, and the child is living outside the UK, go to step 10

Otherwise

• Go to step 4

• If you cannot obtain the missing information after following the normal reminder cycle, go to step 11

• If the claim is post award

• Go to the Applicant Details screen

And then

• Go to step 6

Note: If you are taken to the Select Application screen, this will mean that there is more than one claim for this claimant. For example, cases where a household breakdown has occurred and the claimant has re-applied. Where the Select Application screen is displayed, select the claim(s) affected by this change. You will then be taken to the Applicant Details screen

• If the claim is pre-award

• Go to the Free Format screen

And then

• Go to step 5

• Child’s surname

• Child’s forename

• Child’s DOB
   
• Type and level of course
   
• Date the change was notified
   
• If the young person is 19 years old, the date they enrolled for the full-time, non-advanced course / approved training scheme

• State that the child is continuing in FTNAE

Then

• Click on the [OK] button
   
• Take no further action

Note: The changes will be stored on the Free Format screen. Once the claim has been awarded, this will create an entry on the ‘Unprocessed Change of Circumstances’ Work List

• Go to the Child Details screen

• Click on the relevant child to highlight it

• Click on the [Correction] button. The Correction Child screen will display

• Enter the FTNAE start date as 01-09- XXXX following the child’s 16th birthday, in the Full Time Education Start Date field

Note: When a child aged 16 is continuing in FTNAE and the actual date that they return to education is not the 1st September, for example, because the course does not start until the 8th September, you must still enter 01-09- XXXX in the field to ensure that there is no gap in payment

Note: If the warning message '3 months restriction applied to include from date. Check if correct' displays, click on the [OK] button. the message will be deleted

Then

• Go to step 7

Note: When you have entered the FTNAE start date in the Full Time Education Start Date field, the computer will automatically set the date in the Include From field in the History screen. This date may not be correct

• More than 3 months prior to today’s date

• Go to step 8

• Within 3 months of today’s date

• Click on the [OK] button. You will be returned to the Child Details screen

And

• Click on the [OK] button. You will be taken to the Amend Finish screen, go to step 9

Note: If the change affects CY and PY that is finalised you must only apply the change to CY. When applying the CY changes, bear in mind that your end or start dates must not be before 6 April in the current year

To do this

• Select the Full Time Education History checkbox

• Click on the [History] button. The History screen will display

• Click on the appropriate entry to highlight it

• Click on the [Change] button. The change screen will display

• Enter the appropriate date in the Include From field

• Tab down to the next field

Note: The [OK] button will be disabled until you tab down to the next field

• Click on the [OK] button. You will be returned to the History screen

• Click on the [OK] button. You will be returned to the Correction Child screen

• Click on the [OK] button. You will be returned to the Child Details screen

• Click on the [OK] button. You will be taken to the Amend Finish screen, go to step 9

• Enter the date the notification of the change was received

• Select ‘Paper’ from the Source drop down menu

• Enter the reason for the change as ‘Change of Circumstances’

Then

• 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 11

• 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 11

• 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 11

• Complete form TC649 with the following information

• Claimant's name
   
• Claimant's NINO
   
• Claimant's address
   
• Contact telephone number, if known
   
• Details of the change of circumstances

And

• The effective date of the change

• Send the form TC649 noted ‘Complex Case – Change of Circumstances’ by Tax Post (This text has been withheld because of exemptions in the Freedom of Information Act 2000)
   
• Go to step 11

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

For example: The action you could record could be from

Step 2 – ‘ 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 9 – ‘ NC39 - COC (start/end) FTE for (name) (DD/MM/YY). Corre rec (DD/MM/YY) from (source)’

Step 10 – ‘ NC92 - TC649 Complex Case Team on DD/MM/YY’

And, when you have recorded the action you have taken

• If the reported change

• Affects PY that is finalised and past 1SD, follow the guidance in Establish If A Change Can Be Made from step 11
   
• Does not affect PY, go to step 12