PAYE76090 - PAYE operation: pensioners: pensioners work item 136 deletion (Action Guide)
Work item 136 will be generated where the PAYE Service identifies that an individual is reaching state pension age.
Note: This guidance is for reviewing work item 136 with the pension forms P161 and / or P46 DWP. If you do not have either of these forms and want to close work item 136, follow PAYE76087.
For details of how to access any of the PAYE Service functions, access the system help.
To deal with work item 136 upon receipt of the P161 and/or P46(DWP), follow steps 1 - 5 below. The guide is presented as follows
Step 1 |
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Steps 2 - 3 |
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Steps 4 - 5 |
Initial action in all cases
1. |
Review the individuals record on the PAYE Service following steps 1 - 19 in PAYE76071 |
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Note: In cases where you identify a deferred state pension, delete work item 136 and follow guidance at PAYE76125 |
Search and select the work item
2. |
Select the following categories from the search property |
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Do not select a BF option as this will allow you to review both BF categories |
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When all fields have been completed, select [Search] |
3. |
Once submitted a search result box is displayed, bulk assign all work items with a work item type of 136 first year NIB |
Close work item
4. |
Go to the Reason for completion drop down menu and select one of the following |
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5. |
Close the work item |
