Left Only Job And Not Starting A New Job (AG)

Then, if the change(s) can be made

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

• Date the job ended (the end date)

And, if the claimant has confirmed that they are now in receipt of IS, income based JSA, income-related ESA or PC (formerly known as MIG)

Note: You must obtain confirmation from the claimant that their JSA is either income or contributions based or if their ESA is income-related or contributions based. The claimant can only be considered as being in receipt of JSA or ESA when it is income based or income-related. Contributions based JSA or ESA must not be recorded as JSA or ESA income on the computer as this will lead to overpayments for claimants once the computer is amended. Contributions based JSA and ESA should only be taken into account as part of Social Security Benefits income. If JSA or ESA is contributions based you must record these details within household notes

• Type of benefit
   

• Start date of benefit

• If you have all the information, go to step 3
   

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

• Are unable to contact the claimant, go to step 10

• Contact ed the claimant and obtain edthe end date, go to step 3

• Enter the claimant'sNINOin the Key Entry Data screen

• Select the A llcheckbox

• 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 [Y es] button. You will be taken to the Free Format screen

• Enter the

• Reason for the change. For example, ‘ended job details for claimant 1 or 2 to be added to the claim’

And the

• End date of the job

• If the claimant has confirmed that they are now in receipt of IS, JSA, ESA or PC, enter the

• Type of benefit

And the

• Start date of the benefit

• Click on the [OK] button

Then

• Go to step 1 1

Note: The changes will be stored on the Free Format screen. Once the claim has been awarded, an entry will be created on the ‘Unprocessed Change Of Circumstances’ Work List
 

• If you are taken to the Select Application screen, click on the claim(s) affected by this change to highlight it and then click on the [OK] button. You will then be taken to the Applicant Details screen, go to step 6

However

• If the claim has been rejected and the claimant’s current circumstances mean they now qualify for tax credits, go to step 7

In Function AMEND APPLICATION

• Select the Work Details screen for the appropriate claimant

• Delete the number of jobs, in the Number Of Paid Jobs field

• Enter the date the job ended in the Hours Worked End Date field

If the job was employed

• Enter the date the job ended in the End Date field in the Main Employment Details section

Or

If the job was self-employed

• Enter the date the job ended in the End Date field in the Self Employed Details section

Then , where the claimant has informed you that they have started IS, income based JSA, income-related ESA or MIG (PC), record these details before you go to the Amend Finish screen. To do this

• Follow the guidance in Entering IS / JSA (IB) / ESA (IR) / MIG (PC) Start Or End Dates

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

• Go to step 8

• Invite them to make a fresh claim. Follow the guidance in Invite Fresh Claim

• 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 Circumstances’

• Click on the [OK] button

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

If you can make the change

• Click on the [OK] button on the message

Then

• If entitlement to WTC no longer exists, go to step 9
   
• If entitlement to WTC still does exist, go to step 10

• 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

If you can make the change

• Click on the [OK] button on the message

Then

• If entitlement to WTC no longer exists, go to step 9
   
• If entitlement to WTC still does exist, go to step 10

• 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, then

• If entitlement to WTC no longer exists, go to step 9
   
• If entitlement to WTC still does exist, go to step 10

Where the claimant’s entitlement to WTC no longer exists, they will continue to receive WTC for 4 weeks starting from the day after entitlement ended

• Complete the Entitlement Ended stencil (This text has been withheld because of exemptions in the Freedom of Information Act 2000)
   

• Use Function MAINTAIN HOUSEHOLD NOTES to enter the following

‘ NC20 Referral sent DDMMYY to process 4 week run on payment’

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

Note: Where the claimant’s entitlement to WTC ends childcare costs will also cease. Where the childcare element is in payment, an end date must be entered to stop childcare costs being paid automatically once the claimant’s hours increase to over 16 hours a week. Follow the guidance in Childcare Changes And Assessing Childcare

Step 2 - ‘TCMZ Unable to deal with the change of circumstances. Unable to contact (enter claimant’s name). (State what details are missing). (Include date notified and the date(s) the change actually occurred). (Include BF date if reminder cycle has been set)’

Step 2 –‘TCMZ Contacted (enter claimant’s name) but have not obtained the required information (state what details are missing). (Include date notified and the date(s) the change actually occurred). (Include BF date if reminder cycle has been set)’

Step 6 – ‘TCMZ Ended only job for (enter claimant’s name). (Include date notified and the date(s) the change actually occurred)’

Step 6 - 'TCMZ (enter claimant's name) now in receipt of IS/JSA/ESA/PC start date is --/--/-- (Include date notified and the date(s) the change actually occurred)'

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

• Go to step 11