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
|DATE CASE CEASED||Enter today’s date|
|TRANSFERRED TO||Enter your IRO|
|At REFERENCE||Enter the new reference number|
set up a new record.