Capture Correction (AG)

Then

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

• ‘Logged’, ‘Partially Captured’, or ‘Awaiting Award’ go to step 3

• ‘Rejected’, go to step 5

• ‘Withdrawn’ go to step 4

• ‘Award Issued’, ‘Finalised Award’ or 'Ceased' go to step 6

• If a message displays in the Applicant screen that either or both claimants are potential matches and the claimant is reporting a change or correction of

• NINO

• Name

• Date of birth

• Sex

• Address

Note: If you are changing the address to a non-UK address, follow guidance in Address Or Work Change To A Country Outside The UK

• Record the details on form TC648

• Send the form together with any related correspondence to the Applicant Not Matched Team who will deal with the 'Potential Match' Work List item

• Go to the Summary Information screen and in the Application Notes field make a note of 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 Application Notes

• Take no further action

• If a message displays in the Applicant screen that either or both claimants are potential matches and the claimant is reporting any other change of circumstances

• Make the correction to the appropriate claim

• Take no further action

• If no message displays in the Applicant screen stating that either or both claimants are a potential match

• Make the correction to the appropriate claim

• Take no further action

• You will be presented with the message ‘Do you wish to proceed to Capture application? Select Yes and click on the [Store] button

• Abandon Function AMEND APPLICATION

• Use Function CAPTURE APPLICATION and enter the correct details for the claim

• Record the action you have taken in the Application Notes field. Follow the guidance in Application Notes

• Continue to process the claim

Note: Where you are changing an address, the new address must include the postcode - otherwise any computer output may be returned undelivered. If you are changing an address to a non-UK address, follow the guidance in Address or Work Change To A Country Outside the UK

• If all information is not there, go to step 7

• If all information is there, go to step 10

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

• Complete form TC648, file in the clerical b/f run and follow the manual reminder cycle. Follow the guidance in Manual Reminder Cycle

• Obtain the missing or clarified information, go to step 10

• Do not receive the missing or clarified information by the end of the manual reminder cycle and the correction indicates that the claimant

• Is no longer eligible follow the guidance in Family Break Up and enter the family end date as the date of the break up

• Is still eligible, file the request for the correction along with the form TC648 and send to storage. Follow the guidance in Preparing And Sending Documents For Storage. Take no further action

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

Then

• Go to step 11

Notes:

1. If you are entering an income correction, follow the guidance in Income Changes

2. Where there are several changes that have occurred at different times, you must attempt to apply the changes in sequence starting with the oldest change first. This does not apply to changes to employment details, which must always be completed last, regardless of the sequence date. After updating or changing the employment details, you must go straight to the Amend Finish screen. Do not go to any other screen. Failure to do this will result in the new information being lost. Do not complete the Amend Finish screen until all the changes have been applied

3. If the [OK] button is not available, make the changes on the appropriate screen and then go to another screen and click on the [OK] button on that screen

4. Where you are changing an address, the new address must include the postcode - otherwise any computer output may be returned undelivered. If you are changing an address to a non-UK address, follow the guidance in Address or Work Change To A Country Outside the UK

For more guidance on Worked History see

• Work / Benefit Changes

For more guidance on Child changes see

• Adding A Child

• Correcting A Child’s Date Of Birth

• Duplicate / Fictitious Child Corrective Action

• Incorrect Date Of Birth Makes A Child 21 Or Over

• Continuing Full-Time Non-Advanced Education

• Returning To Full Time Non-Advanced Education
   
• Child/Young Person Returning To Household

• Enter the date the notification of the change was received

• Enter the source of the change, for example, paper

• Enter the reason for the change. (If the change is regarding title, name, address or telephone number, enter the reason as ‘Designatory’, any other change enter reason as ‘Change of circumstances’)

And then

• Click on the [OK] button. The computer will now automatically accept the correction and will apply the change from the effective date

Follow the guidance in How To Correctly Complete The Amend Finish Screen

Note: The corrections you have made in this function will not be applied until you complete the Amend Finish screen and click on the [OK] button

Note: The Received Date field will always default to today’s date. You must enter the date the correction was notified, not the date the change is actioned. If there is more than one notification date the earliest notification date must be entered

• 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
   
• Take no further action

• 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
   
• Take no further action

• 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, take no further action