Death of A Claimant Referred To Priority 1 Team (AG)

• Child Benefit Office (CBO), use Function VIEW APPLICATION to see if a claim to tax credits has been made

• If a claim has been made, go to step 8

• If no claim has been made, clerically BF for 28 days and then check again to see if a claim has since been made. If no claim has been after 28 Days, take no further action

• The Tax Credit Office (TCO), go to step 2

• An Enquiry Centre, go to step 2

• A Contact Centre (CC), go to step 2

• Netherton, go to step 2

• The Department of Work and Pensions ( DWP) or a Job Centre Plus (JCP) office in Great Britain or the Department for Social Development ( DSD) or a Social Security Office (SSO) in Northern Ireland, go to step 2

• A claim has not been made

• Minimise the screen

• Click on the Child Benefit On Line (CBOL) icon on your desktop

Then

• Go to step 3

• A claim has been captured and the status of the claim is 'Award Issued'

• Minimise the screen

• Click on the CBOL icon on your desktop

Then

• Go to step 3

• A claim has been captured and the status of the claim shows that he award has not been issued

• Make a note of the reason why the award has not been issued

• Minimise the screen

• Click on the CBOL icon on your desktop

Then

• Go to step 3

• Enter the claimant NINO

Note: You may have to enter the surviving partner's NINO, if applicable

• Press [Enter] on the keyboard

Then

• Go to step 5

• Is shown, go to step 5

• Is not shown, go to step 6

• Enter the Child Benefit reference number

• Press F4 on your keyboard to access the Child Details screen

• Check that a Child Benefit claim has been made

• If you have confirmed that a Child Benefit and a tax credits claim has been made, go to step 7

• If you have not confirmed that a Child Benefit and a tax credits claim has been made, go to step 8

• A tax credits claim has been made, go to step 8

• A tax credits claim has not been made, then no NTC computer action is required, take no further action

• The executor, guardian or surviving partners details

• The name of the deceased claimant

And

• The date of death of the claimant

Then

• Save the form TC649A on your desktop

• From your Start menu open a standard e-form WAM referral

• Enter the claimant's surname in both Taxpayer fields

• Select 'Other' from the Work Area field

• Enter the claimants NINO in the NINO field

• Click on [Attachment] on the e-form

• In the Add Attachment box, select 'Look In' [Desktop]

• Click on the form TC649A on your desktop to highlight it

• Click on [Open]. The attachment will appear on the e-form template

• Click on [To] on the e-form template

• Select 'Child Benefit Office - WAM' from the Office WAM box

• Click on [OK]

• Click on [Send]. The WAM referral will be issued to CBO

Note: These cases are dealt with by a specialist team who will contact the executor, guardian or surviving partner for proof of their identity

Then

• Go to step 8