Manually Backdating Payment Adjustments – TCO Only (AG)

Notes:

1. Do not count the first 5 working days. The first calendar day after the 5th working day is day 1, and count all subsequent days (including weekends) up to and including yesterday

2. Count the date of receipt of the hardship claim as the first day of the five working days, for example, if the letter was received on the 21st June 2005 then day 1 would be 28th June 2005

• Enter the number of days at part 3, step 18 on the proforma

Then

• Go to step 3

Note: Function ADJUST IN YEAR PAYMENTS can only be accessed by using the AMBS Overpayment Recovery Maintainer user role

• Enter the appropriate percentage, as determined by the category of the award, in the % of Remaining Entitlement Authorised for Payment field. Confirmation of this can be found at part 1, steps 10 or 11 on the proforma

• Click on the [Display Results] button

• Enter the approximate payment amount(s) and frequency at part 3, step 20 on the proforma

Note: The frequency displayed will be the claimant's payment frequency. You must ensure this is the frequency you use in subsequent calculations

• Go to the Select Award screen and click on the latest award version to highlight it

• Click on the [OK] button. You will be taken to the Award Summary screen

• Click on the [Payment Details] button. You will be taken to the Payment Details screen

• From the details for today's date, enter the amount and frequency of the payment made for CTC and WTC that is shown as 'Regular' in the Payment Type column at part 3, step 21 on the proforma. You will need to check each tax credit type separately

Note: Where the regular WTC amount was paid by PVE, take the regular daily amount and multiply by 7 to reach a weekly amount. Remember to add together any PVE and Bank payment methods to make a total WTC regular payment

• Subtract this amount from that recorded at part 3, step 20 on the proforma

• Enter the difference between these amounts at part 3, step 22 on the proforma

• Weekly

• Divide the amount noted at step 22 on the proforma by 7

• Enter the daily rate at part 3, step 23 on the proforma

• 4 weekly

• Divide the amount noted at step 22 on the proforma by 28

• Enter the daily rate at part 3, step 23 on the proforma

• Enter this amount at part 3, step 24 on the proforma

Note: Round the resulting figure up to the nearest penny

Then

• Go to step 7

Note: If the amount of the manual payment is under £1, do not issue the cashcheque. Instead return to the guidance that instructed you to backdate

• Use Function MAINTAIN HOUSEHOLD NOTES to record the following message

'TCMZ Clerical backdated MAPTH payment and letter TC886 has been issued to (please insert the name of the claimant) for £XXXXX R92TC No XXXXXXXX'

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

Then

• Return to the guidance that you were previously working from