Death Of A Child - CTF Referral (AG)

To deal with a referral from Child Trust Fund Office (CTFO) regarding the death of a child / young person, consider steps 1 - 16 below. The guide is presented as follows

Action on Priority 1 Team	Steps 1 - 4
Child Tax Credit information	Steps 5 - 9
Claimant income information	Steps 10 - 14
Refer to Child Trust Fund Office	Steps 15 - 16

Action on Priority 1 Team

1	If you receive a WAM referral from the Child Trust Fund Office (CTFO) on the Priority 1 Team, use Function AMEND APPLICATION to determine if the date of death of the child has been recorded Select the Correction option from the drop down menu. You will be taken to the Key Entry Details screen In the Key Entry Details screen Enter the claimant's NINO Select the [Latest] checkbox Click on the [OK] button And then Go to step 2 Notes: If you receive the message 'You are not authorised access to this record', you must refer the case to the appropriate SMU to deal with the referral If the case has a specialist interest such as Compliance or Complex Case you must contact the specialist area before taking any action following the guidance for the specific specialist area
2	Use Function AMEND APPLICATION and in the Amend Application screen Click on the [Ch] button on the application toolbar Click on the deceased child’s name If the child's date of death has been recorded make a note of the date of death and then go to step 3 If no date of death is recorded, go to step 3
3	Use Function VIEW AWARD and Enter the NINO for the claimant provided on the referral form in the Key Entry field Select the [All] checkbox Click on the [OK] button And then Go to step 4
4	If you are Taken to the Select Award screen, go to step 5 Taken directly to the Award Summary screen, go to step 6 Shown the message 'No match found' go to step 14

Child Tax Credit information

5	In the Select Award screen Click on the latest version of the claim, or if the date of death of the child has already been recorded the latest version prior to the date of death, for the current year (CY) Click on the [OK] button And then Go to step 6
6	In the Award Summary screen view the Tax Credit Type field and if A figure for Child Tax Credit (CTC) is shown make a note on the WAM referral that CTC has been awarded for the current year No figure for CTC is shown make a note on the WAM referral that CTC has not been awarded And then Go to step 7
7	If at step 4 you were Taken directly to the Award Summary screen there will be no previous year details, make a note on the WAM referral that no CTC was awarded for the previous year then go to step 10 Taken to the Select Award screen, go to step 8
8	Click on the [Cancel] button to return to the Select Award screen Scroll down the list to the latest award for the previous year, and if There is no award for the previous year make a note on the WAM referral form that no CTC has been awarded for the previous year then go to step 10 There is an award for the previous year, go to step 9
9	Click on the latest version of the previous year award, and if A figure for Child Tax Credit (CTC) is shown make a note on the WAM referral that CTC has been awarded for the previous year No figure for CTC is shown make a note on the WAM referral that no CTC has been awarded for the previous year And then Go to step 10

Claimant income information

10	Use Function AMEND APPLICATION to record the claimant's income details on the WAM referral form Select the Correction option from the drop down menu Go to step 11
11	In the Key Entry Details screen Enter the claimant's NINO Select the [Latest] checkbox Click on the [OK] button And then Go to step 12
12	From the Amend Application field click on the [Inc1] button on the application toolbar Record details of any income received figures shown for the current and previous year onto the WAM referral form Note: If it is a joint claim record any details in the [Inc2] field Record any start and end dates shown for IS, JSA, ESA, PC (formerly known as MIG) Note: Start or end dates for ESA cannot be earlier than 27/10/2008 And then Go to step 13
13	Click on the [History] button on the top toolbar Record any start and end dates shown for IS, JSA/ESA or PC for the previous year Note: From 27/10/2008, you must use the JSA field to record any start or end dates for ESA. From this date, messages on the tax credits computer referring to JSA will mean either JSA or ESA. You must refer to the Access to DWP Data System manual for advice on how to confirm the actual benefit Then Go to step 15
14	Note clearly on the WAM referral form that you have no trace of a claim to Tax Credits and go to step 15

Refer to Child Trust Fund Office

Return the WAM referral electronically to the Child Trust Fund mailbox that it was sent from

Go to step 16

Use Function MAINTAIN HOUSEHOLD NOTES to record the action you have taken.

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

To record the death of the child, follow the guidance in Death of A Child Referred To Priority 1 Team

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