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HMRC internal manual

Repayment Claims Manual

From
HM Revenue & Customs
Updated
, see all updates

Amending an existing annual claims case: Change of surname

When a taxpayer informs you that they have changed their surname by marriage or deed poll

  • allocate a new reference number (see RM1028)
  • use CZ to cease the old record. Complete the fields as follows
Field Action
   
DATE CASE CEASED Enter today’s date
TRANSFERRED TO Enter your IRO
At REFERENCE Enter the new reference number

set up a new record.