To deal with an entry on the ‘Suspended Funding
Payments’ Work List, consider steps 1 – 9 below.
| 1 | Use Function MAINTAIN WORKLIST
- Select the ‘Suspended Funding Payments’ 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
|
| 2 | Select a particular Work List entry and establish
the reason for the entry. If the reason for entry is because
- An operator has amended the status of the application to
‘Suspended’ take no action as the officer that amended
the status will be dealing with the case
- The employer’s scheme is now ceased, cancelled or
dormant, or the Insolvency
indicator has been set, or the scheme type has changed to something
other than
P,
PSC,
NI or
SICK, go to step 3
- An error was found in the bank details prior to issuing the
payment, or the payment has been rejected by
BACS because the sort code is
invalid, or been rejected by the bank because the account number is
invalid, go to step 4
|
| 3 | If the entry appears because the employer’s
scheme is now ceased, cancelled or dormant, or the Insolvency
indicator has been set, or the scheme type has changed to something
other than P, PSC, NI or SICK
- Use Function MAINTAIN FUNDING APPLICATION to amend the status
of the funding application to ‘Terminated’ and reject
the application
|
| 4 | If the entry appears because an error was found in
the bank details prior to issuing the payment, or the payment has
been rejected by BACS because the sort code is invalid, or been
rejected by the bank because the account number is invalid
- Use Function MAINTAIN FUNDING APPLICATION to compare the bank
details on the form TC711 with those that have been captured on the
computer
- If the bank details have
not been captured correctly, go to step 5
- If the bank details have been captured correctly, go to step
6
|
| 5 | If the bank details have
not been captured correctly
- Use Function MAINTAIN FUNDING APPLICATION to correct the bank
details and amend the status of the application to
‘Active’ and take no further action
|
| 6 | If the bank details
have been captured correctly contact the employer
to obtain the correct bank details
- If you obtain the correct bank details, go to step 7
- If you are unable to establish new details by the time of the
next funding calculation, go to step 9
|
| 7 | Use Function MAINTAIN FUNDING APPLICATION to
And
- Amend the status of the application to
‘Active’
Note: Leave the Signed field blank
|
| 8 | Advise the employer that they will be sent two
forms TC712 following the funding calculation and that they should
sign and return one form TC712 within 30 days of the date on the
TC712 otherwise funding will cease automatically and take no
further action |
| 9 | If you are unable to establish new details by the
time of the next funding calculation
- Use Function MAINTAIN FUNDING APPLICATION to amend the status
of the funding application to ‘Terminated’
And
|
