Death Of A Claimant Reported (AG)

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

• An Enquiry Centre, go to step 3

• 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 6

Note: If an executor, guardian or surviving partner notifies the death of a claimant to the Child Benefit Office (CBO), the Child Benefit Office will

• Deal with their aspects of the claim

• Provide any relevant information required by the TCO

And

• Refer the case directly to the Priority 1 Team

• Mark the top of the form TC648 with 'Urgent Priority 1 Team'

• Complete the form with the claimant's

• Full name

• NINO

And the following details, if you hold them

• Date of birth of the claimant

• Date of death of the claimant

• Name of the executor, surviving partner or guardian, as appropriate

• Executor, surviving partner or guardians NINO, as appropriate

• Executor, surviving partner or guardians telephone number, as appropriate

• Executor, surviving partner or guardians address, as appropriate

• Any other information

Then

• Send the form TC648 and any accompanying correspondence marked 'Urgent Priority 1 Team' to the Priority 1 Team

• Take no further action

• Full name

• NINO

• An address and contact telephone number with a convenient time for the specialist team to contact them

Note: Advise the caller that a member of the specialist team will only contact them if necessary

And the following details about the claimant, if they hold them

• Full name

• NINO

• Date of birth

• Date of death

• Any other information

• If they have made a claim to tax credits

Then

• Go to step 4

• Tell the executor, guardian or surviving partner you will forward the information on to the specialist team as a matter of priority

Note: If the caller enquiries about Child Benefit or Child Trust Fund , inform them that the specialist team will be able to deal with their enquiries

Then

• If the claim is

• Pre award, use Function CAPTURE APPLICATION and go to the Summary Information screen to record the callers enquiry in the Application Notes field

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 Application Notes

• Post award, use Function MAINTAIN HOUSEHOLD NOTES to record the callers enquiry

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

Then

• Go to step 5

• Telephone the Priority 1 Team (This text has been withheld because of exemptions in the Freedom of Information Act 2000)

• Provide the team with

• The details you have obtained about the deceased claimant

• The contact details of the executor, guardian or surviving partner

• Mark the front of the form TC648 with 'Priority 1 Team' in red and send it with any accompanying correspondence the executor, guardian or surviving partner has given you to the TCO in a yellow polylope(This text has been withheld because of exemptions in the Freedom of Information Act 2000)
   
• If the claim is

• Pre award, use Function CAPTURE APPLICATION and go to the Summary Information screen to record the action you have taken the Application Notes field

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 Application Notes

• Post award, 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

• Take no further action

• Full name

• NINO

• An address and contact telephone number with a convenient time for the specialist team to contact them

Note: Advise the caller that a member of the specialist team will only contact them if necessary

And the following details about the claimant, if they hold them

• Full name

• NINO

• Date of birth

• Date of death

• Any other information

• If they have made a claim to tax credits

Then

• Go to step 7

• Tell the executor, guardian or surviving partner you will forward the information on to the specialist team as a matter of priority

Note: If the caller enquiries about Child Benefit or Child Trust Fund, inform them that the specialist team will be able to deal with their enquiries

Then

• If the claim is

• Pre award, use Function CAPTURE APPLICATION and go to the Summary Information screen to record the callers enquiry in the Application Notes field

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 Application Notes

• Post award, use Function MAINTAIN HOUSEHOLD NOTES to record the callers enquiry

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

Then

• Go to step 8

• Telephone the Priority 1 Team at TCO (This text has been withheld because of exemptions in the Freedom of Information Act 2000)

• Provide the team with

• Your details and a contact telephone number

• The details you have obtained about the deceased claimant

• The contact details of the executor, guardian or surviving partner

• Forward the details you have recorded, clearly marked with 'Priority 1 Team' in red and send it with any accompanying correspondence the executor, guardian or surviving partner has given you to the TCO following your normal postal instructions