Manual Payments Action At 1SD (AG)

• Working on a payment that is due on the Manual Payments database, go to step 2

• Dealing with a referral from the Restore Team to reinstate the payments, go to step 9

• If the following has been entered

'TCMZ Renewal status is (status of renewal), man pyts not stopped at 1SD'

• Do not stop the payments

Instead

• Follow the guidance in Calculating And Scheduling Manual Payments In TCO

• If the following has been entered

'TCMZ Man pyts stopped as a result of 1SD renewals processing ....'

• Do not make any manual payments

Instead

• Take no further action

• If neither have been entered, go to step 3

• Enter the claimant's NINO in the Key Entry Data screen

• Select the All checkbox

• Click on the [OK] button. You will be taken to the Current Position screen

• If you are taken to the Select Individual screen or Select Household screen, click on the relevant individual or household, as appropriate to highlight it and then click on the [OK] button. You will be taken to the Select S17 Period screen

• Click on the PY award to highlight it and then click on the [OK] button. You will then be taken to the Current Position screen

• Make a note of the renewal status. If the status is

• Finalised Actual DD/MM/CCYY – Full Reply, go to step 8

• Finalised Estimated DD/MM/CCYY – Full Reply, go to step 8

• Finalised Actual DD/MM/CCYY – Managed, go to step 8

• Finalised Estimate DD/MM/CCYY – Managed, go to step 8

• Auto Renewed DD/MM/CCYY, go to step 8

• Any other status, go to step 4

• If the Annual Declaration has not been issued, do not stop the payments. Instead

• Follow the guidance in Calculating And Scheduling Manual Payments In TCO
   
• Pass the case with the relevant details to your Technical Advice Line Liaison Officer (TALLO) for them to contact the Technical Advice Line (TAL) to raise an Extended Action Request System (EARS) enquiry, to identify why the Annual Declaration has not been issued

Note: If an EARS has already been raised previously, the TALLO should request a progress report from the Technical Advice Line

• Use Function MAINTAIN HOUSEHOLD NOTES and select the 'Renewals & Reminders' category to record the action you have taken

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

• If the Annual Declaration has been issued, go to step 5

• If the 'Terminated' signal is set, the manual payments must be stopped. Go to step 7
   
• If the 'Terminated' signal is not set or the [View Signals] button is disabled, go to step 6

• Click on the Annual Declaration in the S17 Notices box to highlight it

• Click on the [Details] button. You will be taken to the S17 Notice Issue screen

• Look at the 1SD date shown in the Key Dates box

• If the date has passed, go to step 7

• If the date has not passed, follow the guidance in Calculating And Scheduling Manual Payments In TCO

• On the Manual Payments database, enter today’s date in the Date Closed field

• Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following

'TCMZ Man pyts stopped as a result of 1SD renewals processing. If a restore request is received, and after following Restore A Terminated Renewal guidance the claim is eligible for restore, refer the case to the Manual Payments Team stating that the claim is eligible for restore'

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

• Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following

'TCMZ Renewal status is (enter status of renewal), man pyts not stopped at 1SD'

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

• Follow the guidance in Calculating And Scheduling Manual Payments In TCO

• On the Manual Payments database, remove the date in the Date Closed field

• Open the Manual Payment Calculation Sheet

• Click on the Calculation sheet tab

Then

• Follow the guidance inCalculating And Scheduling Manual Payments In TCOfrom step 2