Entering IS / JSA (IB) / ESA (IR) / MIG (PC) Start Or End Dates (AG)

Then, if the change(s) can be made

• Check the information provided to see if you have the following details

• Date the job started, if applicable
   
• Date the job ended, if applicable
   
• Type of benefit, for example, IS, JSA (IB), ESA (IR) or PC . If the benefit is JSA, confirm whether the JSA is Income or Contributions based. If it is ESA, confirm whether it is income-related or contribution-based
   
• Start date of benefit
   
• End date of benefit .If the benefit has ended, confirm the income details

• If you have all the information, go to step 3
   
• If you do not have all the information, go to step 2

• Unable to contact the claimant, go to step 11
   
• Able to contact the claimant, but you cannot obtain all the missing details, go to step 11
   
• Able to contact the claimant and obtain all the missing details, go to step 3

• Enter the claimant’s NINO in the Key Entry Data screen
   
• Select the All checkbox
   
• Click on the [OK] button

• If the claim is pre-award, go to step 4
   
• If the claim is post award, go to step 5

• The Select Application screen, (select the appropriate claim)

Or

• The following message will display

‘Details must be recorded on the Free Format screen. Do you wish to proceed?’

• Click on the [Yes] button. You will be taken to the Free Format screen
   
• Enter the

• Reason for the change. For example, ‘Claimant has started JSA (IB) on --/--/--’

And the relevant details

• Date the job started, if applicable
   
• Date the job ended, if applicable
   
• Type of benefit, for example, IS, JSA (IB), ESA (IR) or PC
   
• Start date of the benefit
   
• End date of the benefit

• Click on the [OK] button

Then

• Go to step 12

• The Select Application screen

Or

• The Applicant Details screen

• If the claimant has reported an IS, JSA (IB), ESA (IR) or PC start date, go to step 6
   
• If the claimant has reported an IS, JSA (IB), ESA (IR) or PC end date, go to step 9
   
• If Contributions based JSA or ESA has been reported

• Select 'Inc1' or 'Inc2', as appropriate on the toolbar menu. You will be taken to the Income screen
   
• Enter the appropriate amount of Contributions based JSA or ESA received in the Social Security Benefits field for the correct tax year
   
• Click on the [OK] button. You will be taken to the Amend Finish screen
   
• Go to step 10

• Within 3 months of today’s date, go to step 7

Note: The start date for ESA cannot be earlier than 27/10/2008

• More than 3 months before today’s date, because the claimant failed to notify you, that is they only notified you today, go to step 7
   
• More than 3 months before today’s date, because the claimant failed to notify you, but they had notified you before today

• Go to the History screen to change the date in the Include From field to a date that is precisely 3 calendar months prior to the date of notification. To do this, go to step 8

• More than 3 months before today’s date, because you have not yet applied the change. The claimant originally notified the Tax Credit Office (TCO) within 3 months

• Go to the History screen to change the date in the Include From field to same date as the start date. To do this, go to step 8

• Click on the [Inc1] or [Inc2] button, as appropriate
   
• Enter the start date in the In receipt of field for the appropriate benefit. Use the JSA field for either JSA or ESA

Note: If the start date is more than 3 months before today’s date, because the claimant failed to notify you, that is they only notified you today, a restriction will be correctly applied by the computer

• Click on the [OK] button. You will be taken to the Amend Finish screen
   
• Go to step 10

• Click on the [Inc1]or [Inc2] button, as appropriate
   
• Enter the start date in the In receipt of field for the appropriate benefit. Use the JSA field for either JSA or ESA

Note: As the start date is more than 3 months before today’s date, a restriction will be incorrectly applied by the computer

• Select ‘History’ from the toolbar menu
   
• Select the IS, JSA (IB) or MIG (PC) signal(s), as appropriate. The History screen for that signal will display

Note:Select the JSA signal for either JSA or ESA

• Click on the appropriate record to highlight it
   
• Click on the [Change] button. The Change screen will display
   
• Enter the appropriate date in the Include From field
   
• Click on the [OK] button. You will be taken back to the History screen
   
• Click on the [OK] button. You will be taken back to the Income screen
   
• Click on the [OK] button. You will be taken to the Amend Finish screen
   
• Go to step 10

• Click on the [Inc1] or [Inc2] button, as appropriate
   
• Enter the end date in the In receipt of field for the appropriate benefit. Use the JSA field for either JSA or ESA
   
• Click on the [OK] button. You will be taken to the Amend Finish screen
   
• Go to step 10

• 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 accept the change of circumstances and will apply the change at the effective date

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

• 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
   
• Go to step 11

• 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
   
• Go to step 11

• 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 11

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

Note: The message you record will depend on which course of action you have taken. For example, if you followed the action in step 2, record the message for step 2

Step 2 - ' NC83 COC corre re (details), further info needed. UTC X 2. Letter (details) issued to (details). BF (DD/MM/YY). Corre rec (DD/MM/YY) from (source)'

Step 7 - ' NC03 (Benefit) start date of (DD/MM/YY) entered on system. Corre rec (DD/MM/YY) from (source)'

Step 8 - ' NC07 (Benefit) Include From date changed on DD/MM/YY to match (Benefit) start date'

Step 9 - ' NC06 (Benefit) End Date of (DD/MM/YY) entered on system. Corre rec (DD/MM/YY) from (source)'

Then

• Go to step 12