| 1 | Before making any changes
you must follow the guidance in
Establish If A Change Can
Be Made
Then, if the change(s) can be made
- If the claimant and / or their
partner report they have
commenced employment outside the
UK, go to step 2
- If the claimant and / or their partner are currently working
outside the UK and the change of jobs is to another job outside the
UK or to a job within the UK and you have been told to follow this
guidance from
Address Or Work Change To A Country
Outside The UK,
go to step 2
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| 2 | Use Function AMEND
APPLICATION selecting the Change of Circumstances option
- Enter the claimant's
NINO in the Key Entry Data
screen
- Select the All
checkbox
- Click on the [OK] button
- You will be taken to the Select Application screen or the
Applicant Details screen. If you are taken to the Select
Application screen, click on the claim affected by this change to
highlight it and then click on the [OK] button. You will then be
taken to the Applicant Details screen
- Select ‘Wk1’ or ‘Wk2’, as appropriate
on the toolbar menu. You will be taken to the Work Details screen
for that claimant
- Select ‘History’ on the toolbar menu
- Select 'Place Of Work' from the options available. The Place of
Work History screen will display
- Click on the appropriate history details to highlight them
- Click on the [Change] button. The Change screen will display
- Enter the appropriate end date in the End Date field
- Click on the [OK] button. You will be taken back to the Place
of Work History screen
- Click on the [OK] button. You will be taken back to the Work
Details screen
- Click on the [OK] button. You will be taken to the Amend Finish
screen
- Go to step 3
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| 3 | On the Amend Finish
screen
- Enter the date the notification of the change was received
- Enter the source of the change, for example paper or telephone
- Enter the reason for the change as ‘Change of
Circumstance’
- Click on the [OK] button. The computer will now automatically
accept the
change of circumstances and will
apply the change at the effective date
Follow the guidance in
How To Correctly Complete
The Amend Finish Screen
Note: The changes you have made in this function will
not be applied until you complete the Amend Finish screen
Note: The Received Date field will always default to
today’s date. You must enter the date the change of
circumstances was notified, not the date the change is actioned. If
there is more than one notification date, then 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
Then, if you can make the change
- Click on the [OK] button on the message
- Go to step 4
- If the message ‘S18 Refinalisation Rules – Actual
Income for CCYY-CCYY is required. This change will not be
accepted’ displays
Then, if you can make the change
- Click on the [OK] button on the message
- Go to step 4
- 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 4
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| 4 | 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
Then
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| 5 | Send any correspondence
to remote storage. Follow the guidance in
Preparing And Sending
Documents For Storage
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