Employer Account Modified Work List (AG)

To deal with an entry on the ‘Employer Account Modified’ Work List, consider steps 1 – 9 below.

1Use Function MAINTAIN WORKLIST
  • Select the ‘Employer Account Modified’ Work List from the drop down list for the Worklist Type field
  • Select the office or unit you want from the drop down list for the Management Unit field, if the one you want is not already displayed in this field. The screen will be redisplayed with the entries currently on the Work List
2Click on the entry in the Work List you want to work to highlight it and click on the [Details] button. You will be taken to the Worklist Entry Details screen where more details of the selected work item will be displayed
3Contact the employer and confirm that the new bank details are appropriate
4If the employer confirms that they want all future payments to be issued to the modified account use Function MAINTAIN FUNDING APPLICATION to
  • Correct the bank details

Note: Leave the Signed field blank
5Advise the employer that they will be sent two forms TC712 following the funding calculation and that they should sign and return one of them within 30 days of the date on the form TC712 otherwise funding will cease automatically
6If the employer does not confirm that the new bank details can be used, and is unable to provide alternative bank details
  • Use Function MAINTAIN FUNDING APPLICATION to amend the status of the funding application to ‘Terminated’
7If the employer cannot be contacted by the time of the next funding calculation
  • Use Function MAINTAIN FUNDING APPLICATION to amend the status of the funding application to ‘Suspended’ until bank details can be confirmed
8When the employer confirms that they want all future payments to be issued to the modified account use Function MAINTAIN FUNDING APPLICATION to
  • Correct the bank details

And

  • Amend the status of the application to ‘Active’

Note: Leave the Signed field blank
9Advise the employer that they will be sent two forms TC712 following the funding calculation and that they should sign and return one of them within 30 days of the date on the form TC712 otherwise funding will cease automatically



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