To deal with an entry on the ‘Award Notice Overflow’
Work List, consider steps 1 – 8 below
| 1 | Use Function MAINTAIN WORKLISTS
- Select the ‘Award Notice Overflow ’ 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 | On the redisplayed screen
- Click on the entry you want to work to highlight it
- Note which tax credit has not been notified to the claimant.
For example ‘WTC overflow’, ‘CTC overflow’
or ‘W & CTC overflow’
- Select ‘File’ on the toolbar menu
- Select ‘Next Function’ from the options available.
You will be taken to the Select Next Function screen
|
| 3 | On the Select Next Function screen
- Select Function VIEW AWARD from the options available. You will
be taken to this function
|
| 4 | In Function VIEW AWARD
- Go to the Award Summary screen
- Check whether the claim is from one or two claimants
Note: Where there are two claimants, a separate
form must be completed and issued to each claimant
Then
- Go to the Payment Details screen
|
| 5 | Complete a Manual Award Overflow form(s) with
details for the incomplete tax credits taken from the screen
Note: If the details for one tax credit have been
explained to the claimant fully, on the original award notice,
do not include the details again on this
form
|
| 6 | Use Function MAINTAIN HOUSEHOLD NOTES and add the
following note
‘TCMZ Manual award notice – payment details
issued’
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
|
| 7 | Issue the Manual Award Overflow form(s) |
| 8 | Return to Function MAINTAIN WORKLIST
- Click the [Delete] button on the Maintain Worklist screen. The
entry will be deleted from the Work List
|
