Unfinalised Awards Where A Subsequent Year Is Finalised (AG)


To deal with processing an unfinalised award where a subsequent year is finalised, consider steps 1 - 33 below. The guide is presented as follows
 

Initial actionSteps 1 - 6
View S17 detailsSteps 7 - 9
Issue the manual Annual DeclarationSteps 10 - 12
Check replySteps 13 - 14
Contact the claimantSteps 15 - 16
Expired action dateSteps 17 - 18
Check Annual Declaration detailsSteps 19 - 26
Issue manual Award NoticeSteps 27 - 28
Action for TALLOStep 29
Final actionSteps 30 - 33

Go to top of page  Initial action
1If you are
  • Dealing with 
  • A new work item, go to step 2
     
  • A reply to an enquiry, go to step 13
     
  • An expired action date, go to step 17
  • A Technical Advice Line Liaison Officer (TALLO), go to step 29
2Use Function VIEW S17 DETAILS and go to the current position screen for the relevant year claim, if the screen
  • Displays ‘Claim Under Enquiry’ or ‘Inhibited’, go to step 4
     
  • Displays with the ‘SCO’ signal, go to step 5
     
  • Displays with the ‘Complex Case’ signal, go to step 3
     
  • Does not display with any of the above signals, use Function VIEW HOUSEHOLD NOTES and select the ‘Compliance’ category to check if there are any notes indicating that Compliance have terminated or finalised the claim
  • If there are any notes indicating that Compliance have finalised the claim, go to step 4

Otherwise

  • Go to step 6
3If the ‘Complex Case’ signal is displayed or in Function VIEW HOUSEHOLD NOTES a message is recorded indicating the European Economic Area (EEA) Team or the Right to Reside team are dealing with the case
  • Use Function MAINTAIN WORKLIST to transfer the work item to the relevant Complex MU, if you are dealing with a work list item. See the MU Table for the correct MU number
     
  • Send any correspondence to the European Economic Area (EEA) Team (This text has been withheld because of exemptions in the Freedom of Information Act 2000)
  • 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
4Use Function MAINTAIN HOUSEHOLD NOTES to obtain the details of the Claimant Compliance Officer (CCO) dealing with the claim
 

Note: If the details of the CCO are not held in Household Notes, use the Claimant Compliance Centre Contact List

  • Contact the CCO to find out what action they are taking on the claim. If they advise you to
  • Carry on with your action, go to step 6
     
  • Stop your action
  • In Function MAINTAIN HOUSEHOLD NOTES, 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
5Use Function MAINTAIN HOUSEHOLD NOTES to obtain the contact details of the Criminal Investigations Officer (CIO)
 

Note: If details of the CIO are not held in Function VIEW HOUSEHOLD NOTES, use the Claimant Compliance Centre Contact List and go to the Operations page to obtain the CIO details

Note: Under no circumstances should you give the claimant any details of the CIO

  • Contact the CIO dealing with the claim to find out what action they are taking. If they advise you to
  • Carry on with your action, go to step 6
     
  • Stop your action
  • Send the Annual Declaration or any correspondence to the relevant CIO
     
  • In Function MAINTAIN HOUSEHOLD NOTES, 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
6Use function VIEW HOUSEHOLD NOTES to check if the case is a mismatch, Hijacked NINO or an Internal Governance Criminal Investigations (IGCI) Corrections Team case
  • If the notes show the case is an outstanding

Mismatch

Hijacked NINO

Or

IGCI Involvement

  • 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 no message is displayed, go to step 7

 

Go to top of page  View S17 details

7Use Function VIEW S17 DETAILS
  • Go to the Issue Details screen
     
  • Check if the 1st Specified Date ( 1SD) has passed on the subsequent finalised award
For example: If you are finalising the 2006-2007 award, you must check if the 1SD for the 2007-2008 award has passed
  • If the 1SD has passed on the subsequent finalised award, go to step 8
     
  • If the 1SD has not passed on the subsequent finalised award, return to the guidance that you were previously following
8Use Function MANAGE FINALISATION
  • Go to the Notice Details screen for the relevant award year
     
  • Is the Issued to checkbox ticked for the claimant(s) and is there no tick in the Not Served checkbox?
  • No, go to step 10
     
  • Yes, use Function VIEW S17 DETAILS and go to the Current Position screen to check if the Annual Declaration has been returned or the status of the Annual Declaration is ‘Auto Renewal’

Note: If the Annual Declaration is shown as ‘Duplicate’ or ‘Superseded’ in the Declarations field this is not classed as a returned Annual Declaration.Check in Function VIEW HOUSEHOLD NOTES to see if the Annual Declaration information has been recorded

  • If the Annual Declaration has been returned or the information has been recorded, go to step 9
     
  • If the Annual Declaration has not been returned, go to step 16
     
  • If the status of the Annual Declaration is ‘Auto Renewal’
     
  • Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following message ‘SX07 - 20XX-20XX award finalised off system’

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

  • Go to step 28
9Use Function VIEW S17 DETAILS and go through the screens to check if you have all the information from the Annual Declaration
  • If you have all the information, go to step 19
     
  • If you do not have all the information, use Function VIEW HOUSEHOLD NOTES to see if the missing information has been recorded
  • If the missing information has been recorded, go to step 19
     
  • If the missing information has not been recorded, is the Annual Declaration signed?
  • Yes, go to step 15
     
  • No, go to step 16

Go to top of page  Issue the manual Annual Declaration
10Use Function VIEW S17 DETAILS and go to the Current Position screen
  • If the Current Signals screen displays and shows that either the ‘Applicant 1 RLS’ or ‘Applicant 2 RLS’ checkboxes are ticked
  • Do not issue the Annual Declaration
     
  • Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following message
‘ SX08 - XXXX/XXXX award finalised off system on information held, AppX RLS so no S17 enquires made, Claim will still show as Unfinalised on system’
 
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 Current Signals screen does not display or the ‘Applicant 1 RLS’ or ‘Applicant 2 RLS’ checkboxes are not ticked, go to step 11
11Complete the manual form TC603R with details of the claim for the relevant tax year

Note: Use Functions VIEW APPLICATION and VIEW AWARD to help you complete the form. Enter the details using version 1 of the relevant period, then add any change of circumstances in succession from later award versions

Note: The form will lead you through various questions in order to create the annual review details for the claimant. When the questions have finished you must click on the form and add the name and address of the claimant on the front page in the space provided below the ‘Please keep this for our records’ statement

Note: The following exception may occur. If the household ended before the year of the Annual Declaration to be issued, the Annual Declaration will not need issuing. For example, in Function VIEW S17 DETAILS, the 2004-2005 award is shown as un-issued and future dated. In Function VIEW APPLICATION there is a household end date of 12/02/04. Tax Credit Office (TCO) was not notified of the household end date until 27/03/05. As the household ended before the start of the 2004-2005 award, an Annual Declaration does not need to be issued and no further action is required
  • Issue a manual Annual Declaration by printing off pages 2 and 3 of the form TC603D or pages 2, 3 and 4 of form TC603D2, as appropriate
Note: A form TC603D2 must be sent when the year you are finalising is the first award period and the previous year income used for that first award is shown as estimated income. For all other cases, form TC603D must be sent

Note: If the manual Annual Declaration you are issuing is for less than the full tax year you will also need to complete page 1 of the form TC603D or TC603D2 as this page allows you to enter the required dates

Note: An Annual Declaration must be issued to each claimant if the household is ceased and the claim was made by 2 claimants. It must include details for the whole household, including both claimants. You can use Function VIEW APPLICATION to check whether the household is ceased and the claim was made by 2 claimants
  • Enter the claimant’s details at the top and put an ‘X’ next to each part of the Annual Declaration that needs completing. Use the date the claimant must reply by on form TC603R to complete the ‘Provide actual figures by’ box on page 3
     
  • In red ink, write your building, location, floor / spur, and group, for example, ‘St Mary’s / PRE / Ground Floor / 60-02’ at the bottom left corner of the form next to the form number. This will ensure that the returned form will be sent to your team
     
  • Complete form TC648 with the
  • Claimant’s name
     
  • Claimant’s NINO
     
  • Action taken
And
  • Whether form TC603D or TC603D2 was sent to the claimant
  • Set a BF date of 14 days on top of the form TC648
Note: If the BF date expires send the claimant a reminder
 
Note: If you are working a NTC Listing work item, use Function NTC LISTING to set an action date of 14 days in the future
  • Complete the Manual Renewal Checklist and put it with form TC648
Then
  • Go to step 12
12As the Annual Declaration has never been issued for the claim, access the AMBS Renewals Maintainer user role
  • Use Function MANAGE FINALISATION
     
  • Go to the Notice Details screen
     
  • Delete the 1st Specified Date and 2nd Specified Date in the Specified Dates field at the top of the Notice Details screen. This must be done before you enter the issue date so the new specified dates can be populated
     
  • Enter the date you are issuing the Annual Declaration to the claimant in the Issue Date field in the Manual S17 Notice box
     
  • Tick the Issued to checkbox in this field. This will automatically set the specified dates
     
  • Make a note of the new 1st Specified Date and 2nd Specified Date on the form TC648. These can be found in the Specified Dates field
Note: Do not complete the Manual Issue Date field in the S17 Notice box in the centre of the screen. This is used by the Manual Correspondence Team only
  • File the form TC648 in the designated cabinet
     
  • Send the Annual Declaration forms to the claimant
     
  • Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to enter the following
‘ SU04 – Annual Declaration for XXXX/XXXX has been manually issued and reply required by XX/XX/20XX. 1SD XX/XX/20XX and 2SD XX/XX/20XX. Insert your team name’
 
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

Go to top of page  Check reply
13Check if the correspondence is a reply to an enquiry you have sent or if it is the returned Annual Declaration


Note: If you are dealing with a NTC Listing work item, you do not need to complete the Manual Renewal Checklist or form TC648

  • If it is the returned Annual Declaration
  • Get the form TC648 and the Manual Renewal Checklist out of the designated filing cabinet
Then
  • Go to step 14
  • If the correspondence is a reply to an enquiry you have sent out
  • Get the form TC648 and the Manual Renewal Checklist out of the designated filing cabinet
     
  • Check to see if you now have all the information you need
  • If you have all the information you need, go to step 19
     
  • If you do not have all the information you need, go to step 15
14Consider the information provided on the Annual Declaration

Note: An Annual Declaration is incomplete where no benefits or earnings are indicated on the Annual Declaration and / or where the statement for the claimants’ personal circumstances is not answered. If either of the claimants has provided an income figure, then the remaining questions to be pursued if the other claimant is working

Note: If you are dealing with a ceased case where the household has ended and the claim was made up of two claimants, you must have replies from both claimants for the reply to be classed as complete
  • If you have all the information you need and the Annual Declaration has been signed
  • Make a note of the information provided and that the Annual Declaration has been signed on the form TC648 and Manual Renewal Checklist
     
  • Go to step 19
  • If you do not have all the information you need but the Annual Declaration has been signed
  • Make a note of the above on the form TC648 and Manual Renewal Checklist
     
  • Go to step 15
  • If you have all the information you need but the Annual Declaration has not been signed
  • Make a note of the above on the form TC648 and Manual Renewal Checklist
     
  • Go to step 16
  • If you do not have all the information you need and the Annual Declaration has not been signed
  • Make a note of the above on the form TC648 and Manual Renewal Checklist
     
  • Go to step 16

Go to top of page  Contact the claimant
15Contact the claimant by telephone for the missing information. Follow the guidance in Contacting The Claimant
  • If the missing information is obtained
  • Update the Manual Renewal Checklist
Note: You will only need to complete the checklist if you have manually issued the Annual Declaration
 
Then
  • Go to step 19
  • If the missing information cannot be obtained by telephone, go to step 16
16Complete a form TC829 or TC609 as appropriate

Note: If you are dealing with an Annual Declaration that has not been returned, complete form TC609 instead of form TC829
  • Enter a reply date of 14 days in the future in paragraph 4 on the form
     
  • Enter your telephone number in place of the helpline number
     
  • In red ink, write your building, location, floor / spur and group, for example, ‘St Mary’s / PRE / Ground Floor / 60-02’ at the bottom left of the form next to the form number. This will ensure that the form is returned to your team
     
  • Print off pages
  • 2 and 3 of the form TC603D and complete the relevant claimant details boxes at the top
Or
  • 2, 3 and 4 of the form TC603D2 and complete the relevant claimant details boxes at the top
  • Put an ‘X’ against the appropriate missing sections on the form TC603D or TC603D2
     
  • In red ink, write your building, location, floor / spur and group, for example, ‘St Mary’s / PRE / Ground Floor / 60-02’ at the bottom left of the form next to the form number. This will ensure that the form is returned to your team
     
  • Send the form TC829 or form TC609 with the pages of the form TC603D or TC603D2 to the claimant
Note: If the household is ceased because of a household breakdown and was made up of 2 claimants the forms must be issued to each claimant
  • Record the action you have taken on the form TC648 and set an action date of 14 days on the spreadsheet / work list / clerical work item as appropriate
Note: If the BF date expires send the claimant a reminder
 
Note: If you are working a NTC Listing work item, use Function NTC LISTING to set an action date of 14 days in the future
  • Update the Manual Renewal Checklist
Note: You will only need to complete the checklist if you have manually issued the Annual Declaration
  • Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record your action and the missing information requested from the claimant
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
  • File the form TC648 and Manual Renewal Checklist in the designated cabinet
     
  • Take no further action

Go to top of page  Expired action date
17If the action date has expired and you have not received a reply from the claimant, use Function VIEW HOUSEHOLD NOTES to establish whether a reminder has been issued
  • If a reminder has not previously been issued
  • Issue a reminder form TC829R
Note: If the household is ceased because of a household breakdown and was made up of 2 claimants, then a reminder must be issued to each claimant that has not already replied
  • In red ink, write your building, location, floor / spur and group, for example, ‘St Mary’s / PRE / Ground Floor / 60-02’ at the bottom left of the form next to the form number. This will ensure that the form is returned to your team
     
  • Record the action you have taken on the form TC648
     
  • Set an action date of 14 days on the spreadsheet / work list / clerical work item as appropriate
     
  • Update the Manual Renewal Checklist
Note: You will only need to complete the checklist if you have manually issued the Annual Declaration
  • File the form TC648 and Manual Renewal Checklist in the designated cabinet
     
  • Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record your action
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 a reminder has previously been issued, in Function VIEW HOUSEHOLD NOTES check for the missing information. If the missing information
  • Is not recorded, go to step 13
     
  • Is recorded, check the Manual Renewal Checklist to make sure that all the information has been received in order to finalise the claim off system
  • If all the information has been received, go to step 19
     
  • If all the information has not been received, go to step 18
18Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following message
‘ SX01 - XXXX/XXXX Award finalised off system on information held, no impact on claim, no reply to annual declaration/enquiry sent. Claim will still show as Unfinalised on system’
 
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
  • Go to step 27

Go to top of page  Check Annual Declaration details
19Using the Annual Declaration and the details in Function VIEW CLAIM SUMMARY
  • Select the year and claim you are trying to finalise
     
  • Compare all the details
And
  • Establish if the details are the same
  • If the information held on the claim is the same as the information on the Annual Declaration, go to step 205
     
  • If the information held on the claim is different to the information on the Annual Declaration, go to step 21
20Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following message
‘ SX02 - 20XX/20XX award finalised off system with Annual Declaration details provided (record income information provided), information provided is same as information on the claim, no impact on entitlement for 20XX/20XX. Claim will still show as Unfinalised on system’
 
Notes:
 
You must follow the guidance in How To Correctly Complete Application And Household Notes Notes when you record the note
 
And also
 
Follow the guidance in Maintain Household Notes
 
Then
  • Go to step 27
21Use the SEES Tax Credits Entitlement Calculator to identify if the new details provided on the Annual Declaration would cause an increase or decrease in the award. To do this
  • Enter the new information in the SEES calculator to calculate an adjusted award
Note: You must make sure that you enter all the correct circumstances for the claimant(s)
  • Print a copy and retain it with the casepapers
Note: If you are dealing with a work list item, there is no need to print a copy of the SEES calculation
  • Use Function VIEW AWARD and go to the Award Summary screen for the latest award version to compare the entitlement on the computer with the adjusted entitlement on the SEES calculation
Then
  • Go to step 22
22From this comparison, identify if entitlement has increased or decreased, or whether there is no impact to entitlement
  • If the entitlement has increased, go to step 25
     
  • If the entitlement has decreased, go to step 24
     
  • If there is no impact to entitlement, go to step 23
23Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following message
‘ SX03 - 20XX/20XX award finalised off system. Annual Declaration details provided (record income information provided), SEES calculation done and new annual declaration details provided has no impact on entitlement. Claim will still show as Unfinalised on system’
 
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

  • Go to step 27
24Make a note of the overpayment figure
  • Record the Remission on the ‘Unfinalised Awards where a subsequent year is finalised Remittance template’ spreadsheet
     
  • Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following message
‘ SX04 - 20XX/20XX claim finalised off system with Annual Declaration details provided (record income information provided), SEES calculation done and new annual declaration details created an overpayment of (record amount) that is remitted. IPG informed of overpayment. Claim will still show as Unfinalised on system’
 
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
  • Go to step 27
25Use the SEES calculation figure from step 16 to calculate the underpayment entitlement
  • Use Function VIEW AWARD
     
  • Go to the Award Summary screen for the latest award version
     
  • Subtract the original award entitlement shown from the new calculated award entitlement. The figure will be the underpayment due to the claimant
     
  • Go to step 26
26Complete form TC648 with the following details
  • Name
     
  • NINO
     
  • Status
     
  • Year of the claim
     
  • Manual Award Notice issued to claimant
     
  • The following message
‘Please issue a one off manual payment of WTC £XXX.XX, CTC £XXX.XX. For the period XX.XX.PY-X to XX.XX.PY-X. This payment has been calculated off system do not post’
 
And
  • Ensure you explain the claim has been finalised off system and nothing should be done to the award on system
Then
  • Send the form TC648 to the Manual Payments Team (This text has been withheld because of exemptions in the Freedom of Information Act 2000)(This text has been withheld because of exemptions in the Freedom of Information Act 2000)
  • Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following
‘ SX05 - 20XX/20XX claim finalised off system with Annual Declaration details provided (record income information provided), SEES calculation done and new annual declaration details created an underpayment. TC648 completed and sent to Manual payments Team to issue manual giro, not posted on system. Claim will still show as Unfinalised on system’
 
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
  • Go to step 27

Go to top of page  Issue manual Award Notice
27Complete the Manual Award Notice

Note: Ensure that you enter your telephone number on the notice
  • Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following message
‘ SX06 - 20XX/20XX Manual Award Notice sent to claimant, (enter your direct telephone number)’
 
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
  • Go to step 28
28Use Function VIEW APPLICATION and select the relevant year you have finalised off system. You will be taken to the Select Application Version screen
  • Select the latest version number. You will be taken to the Application Summary screen
     
  • Make a note of the NINO and Application ID. These are found at the top right hand side of the screen
     
  • Refer the Application ID, the award period you have finalised off system and the NINO to the TALLO marking your email subject Finalised Off System

Then

  • Go to step 30

 

Go to top of page  Action for TALLO

29Enter the following details on an email
  • The claimant’s NINO
     
  • Application ID
     
  • Award period(s)

Then

  • In the Subject field, enter the following ‘Unfinalised award where a subsequent year is finalised’
     
  • Send the email to (This text has been withheld because of exemptions in the Freedom of Information Act 2000)
     
  • Take no further action


Go to top of page  Final action  

30Use Function VIEW S17 DETAILS and go to the Current Position screen to check the status of the next year award. If it is
  • Finalised, go to step 31
     
  • Not finalised, go back to step 1
31If you are dealing with a case from
  • A spreadsheet
  • Mark the case as cleared on the spreadsheet
Then
  • Go to step 32
  • An NTC Listing work list item
  • Use Function NTC LISTING to identify the work item you have just actioned
     
  • Go to the NTC Listing screen
     
  • Select 'Unprocessed S17' from the Listing Type drop down menu
     
  • Select the number that corresponds to the initial letter of the surname you require from the Selection drop down menu. For example, select 14 for surnames beginning with the letter 'N'. A full list of the selected items will display
     
  • Click on the [Sort Filter] button. The Sort and Filter Worklist Entries screen will display
     
  • Filter the entries with the reason of 'Reference'
     
  • Enter the NINO you have made a note of from the Manual Renewal Checklist in the From Value and To Value fields
     
  • Click on the [OK] button. You will be taken to the NTC Listing screen which will display the work item you have just actioned
     
  • Click on the work item to highlight it
     
  • Click on the [Delete] button
     
  • When the message 'Listing entry will be permanently deleted' displays, click on the [OK] button. The item will be deleted from NTC Listing
Then
  • Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to record the following
‘ SI15 – Work item deleted from NTC Listing’
 
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
  • Go to step 32
32Use Function MAINTAIN HOUSEHOLD NOTES and select the ‘Renewals & Reminders’ category to make a note of any other action you have taken and not already recorded
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
  • Go to step 33
33Send any correspondence to storage. Follow the guidance in Preparing And Sending Documents For Storage

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