RM1546 - 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.