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Tax Credits Manual

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Changes - miscellaneous (A-F): DLA / PIP / AA / AFIP entitlement - start stop notifications of disability changes

Reasons not to follow this guidance

If a notification of entitlement to Disability Living Allowance (DLA), Personal Independence Payment (PIP), Attendance Allowance (AA) or Armed Forces Independent Payment (AFIP) is received from the customer or a Contact Centre referral, follow the guidance in TCM0044180 for adults and TCM0044190 for children.

Required information

Notification from Department for Work and Pensions (DWP) or Department for Social Development (DSD) about the customer, child or qualifying young person’s DLA, PIP, AA or AFIP.

Background / Information

Note: Before making any changes, you must follow the guidance in TCM0042260. If the change can be made, follow this guidance.

DWP or DSD will notify Tax Credit Office (TCO) of a customer or child’s entitlement to DLA, PIP, AA or AFIP when

  • an award of DLA / PIP / AA / AFIP is made

or

  • there is a change in the DLA / PIP / AA / AFIP award.

This will only apply to cases where an award of tax credits has been notified to DWP or DSD, therefore registering a tax credits interest on the DLA / PIP or AA computer. Or, where a customer is receiving AFIP and has given their consent for the Service Personnel and Veterans Agency (SPVA), part of the Ministry of Defence who decide entitlement to AFIP, to share information about their AFIP with Other Government Departments, DWP will check Access to DWP Data (ADD) or Customer Information System (CIS) for a tax credits interest, and forward the AFIP notification to Tax Credits Office.

These notifications are known as Stop Start Notices.

DLA and AA notifications will be received on a paper form FDA40105 ‘Award of Disability Living Allowance’ or FAA40105 ‘Award of Attendance Allowance’. They will be received in the Post Room and forwarded to the relevant team dealing with this work.

PIP has been introduced from 8 April 2013 as a replacement for DLA for customers of working age (16-64 years of age). PIP is made up of two elements consisting of daily living and mobility and two levels of rates which are standard or enhanced. Customers under 16 and over 65 years old will remain on DLA.

The Highest Rate Care Component of DLA is the same as the Enhanced Rate of Daily Living component or PIP for tax credits purposes, and will enable the customer to qualify for the Severe Disability element (SDE), so long as the other qualifying conditions are met. There is also an Enhanced Mobility component of PIP, but this does not enable the customer to qualify for the extra element.

AFIP has been introduced from 8 April 2013 for injured Service and ex-Service personnel. For tax credits purposes, AFIP is treated in the same way as the enhanced rate of daily living component of PIP, except once awarded, AFIP is payable for life (unless the customer enters a Chelsea Pensioners Home) even if the customer is in hospital, and is not subject to review. Although entitlement to AFIP will be determined by SPVA, DWP are responsible for making AFIP payments and maintaining the awards. As above, the customer can instruct SPVA not to share information about their AFIP with other Government Departments, so we will only receive notification of AFIP awards where the customer has given their consent. AFIP notifications will be (This content has been withheld because of exemptions in the Freedom of Information Act 2000)  (This content has been withheld because of exemptions in the Freedom of Information Act 2000)  (This content has been withheld because of exemptions in the Freedom of Information Act 2000) documentcontrol.tcoost@hmrc.gsi.gov.uk(This content has been withheld because of exemptions in the Freedom of Information Act 2000) forwarded to the relevant team dealing with this work.

The current low and middle rates of DLA (whether care or mobility) are the same as either the standard daily living or standard mobility component of PIP, and will enable the customer to qualify for the Disability element, so long as the other qualifying conditions are met.

From April to October 2013, PIP start notifications were sent on form PIP0111 ‘PIP Start Notice’ (This content has been withheld because of exemptions in the Freedom of Information Act 2000) and forwarded to the relevant team dealing with this work. From 28 October 2013, PIP start stop notifications are obtained by daily reports generated by ADD via Standard Enquiry Facility (ADD SEF) and imported onto the PIP Notifications Database where they are allocated to caseworkers. For how to obtain the daily notifications from ADD SEF, use TCM1000343. For how to import the notifications to the PIP Notifications Database and use the PIP Notifications Database ‘Admin’ functions, use TCM1000345.

Note: The PIP Notifications Database ‘Admin’ functions enable users to check who is registered to use the PIP Notifications Database, register a new user or remove an existing user, move cases between caseworkers, delete cleared records, check the total on hand or expired BF cases, and import PIP notifications from ADD SEF.

If the customer’s entitlement to

  • DLA / PIP has reduced from the highest rate care component / enhanced rate of daily living rate to the middle or lowest rate care component / standard daily living rate
  • AA has been reduced from higher rate to lower rate
  • DLA / PIP / AA / AFIP has ended

eligibility to the Severe Disability element will end. However, the customer may still be entitled to the Disability element of tax credits. For more information about this, follow the guidance in TCM0122000.

If the customer’s entitlement to DLA / PIP / AA / AFIP ends and they are working 16 hours or more, you must make further enquires to establish if the customer can still be treated as disabled for tax credits purposes.

The DLA or AA award details are given on the fourth row of the paper notification form.

Details will be provided of one or more periods of award with from and to dates. Below these dates details of the award rates will be given.

For DLA, there will be a rate for the ‘care component’ followed by the rate ‘LR’, ‘MR’, or ‘HR’ and mobility component followed by the rate ‘LR’ or ‘HR’.

For AA ‘award details’ followed by the rate ‘LR’ or ‘HR’.

The PIP database and PIP0111 will show the relevant component for daily living or mobility, and dates applicable.

You may receive notification of future changes to DLA, AA, PIP or AFIP. Only future end dates can be entered. For any new entitlements or increases in entitlement you must BF the case until the effective date of the change.

Note: It is the customer’s responsibility to inform the TCO of any changes. This is explained to the customer in the Award Notice notes (form TC602).

Note:From April 2012, couples with children will be entitled for Working Tax Credit (WTC) if they are both aged over 16 and:

  • they work at least 24 hours a week between them, with one person working at least 16 hours a week. If only one person works, that person must be working at least 24 hours a week, or
  • one person works 16 hours a week and the other person can not work because they are:

    • incapacitated (in receipt of certain benefits because of a disability or ill health), or
    • an inpatient in hospital, or
    • in prison either on remand or serving a custodial sentence, or
  • qualifies for Carer’s Allowance but do not actually get any payments as they receive other benefits instead.

Note: The Carer’s Allowance exception only applies from 6 April 2012.

  • one person works at least 16 hours a week and that person qualifies for the disability element of WTC, or
  • one person works at least 16 hours a week and that person is aged 60 or over.

Note: If the customer becomes entitled to DLA / PIP / AA / AFIP and is subsequently entitled to the Disability element and / or Severe Disability element, TCO must be notified within one month of the date the DLA / PIP / AA / AFIP decision was made.

Guidance

Step 1

Use Function ‘View Linked Work Items’ to check if there are any ‘Unprocessed Changes of Circumstances’ work list items shown.

If there are no ‘Unprocessed Change of Circumstances’ work list items shown, go to .

If there is an ‘Unprocessed Change of Circumstances’ work list item shown

Note: If the ‘Unprocessed Change of Circumstances’ work list item is the same as the changes you have been notified of, delete the work list item.

  • make a note of the change you have been notified of
  • follow the guidance in TCM0054060 at for the change you have been notified of and the ones on the ‘Unprocessed Change of Circumstances’ work list

then, if you can action the changes

  • follow the rest of the guidance in TCM0054060 for the work list item only
  • return to this guidance to action the change you have been notified of

Note: If you need to contact the customer for any missing information, make a note of all the information you need for the change you have been notified of and the ones on the ‘Unprocessed Change of Circumstances’ work list.

  • go to .

Step 2

Use Function ‘Amend Application’ choosing the Change of Circumstances option and access the correct claim from the details provided on the notification.

Note: If the notification is about a child’s entitlement to DLA or PIP, you will be provided with the child’s parent’s or carer’s details. You must use these details to access the correct claim.

If you can access the correct claim, go to .

If you can not access the correct claim, go to .

Step 3

If the case is secure and sensitive, complete form TC669 and send it to the relevant Management Unit. Follow the guidance in TCM0068160.

If there is no trace of the customer

  • try to trace the customer using ADD or Child Benefit On Line (CBOL)

Note: for guidance on using ADD, refer to the Access to DWP Data System Manual. For how to do this, use TCM1000014.

  • go to .

Step 4

If you are able to trace the customer, go to .

If you are unable to trace the customer, go to .

Step 5

In Function ‘Amend Application’, go to the Applicant Details screen or the Child Details screen as appropriate, to compare the details on the notification about the disability or rate of benefit and the period it is paid for those on the computer.

If they match

  • use function ‘Maintain Household Notes’ to record the action you have taken

Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.

  • go to .

If they do not match, go to .

Step 6

Check the type of notification.

Note: If the notification states “more” this indicates further awards of DLA or AA may have been made for the claimant. If this is shown, check ADD and make a note of any further entitlement not shown on the notification.

If the notification is a start or higher rate notification, go to .

If the notification is a DLA / AA stop notification, go to .

If the notification is a DLA / AA reduced rate notification, so to .

If the notification is a PIP stop or reduced rate notification, go to .

Step 7

If the customer is entitled to the highest rate of the DLA care component or the higher rate of AA or the enhanced rate of daily living component of PIP or AFIP, go to .

Note: This notification could also include DLA Stop notifications and PIP or AFIP start notifications.

If the customer is entitled the middle or low rate of DLA / lower rate of AA / standard rate of PIP, go to .

If the child or qualifying young person is entitled to DLA or PIP, or they are entitled to the highest rate of the DLA care component, or the enhanced rate of daily living component of PIP, go to .

Step 8

View Standardised Messages to check if an award of PIP or AFIP has been made.

If Standardised Messages show an award of PIP or AFIP has been made

  • use function ‘Maintain Household Notes’ to record the action you have taken

Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.

  • take no further action.

If Standardised Messages do not show an award of PIP or AFIP has been made, go to .

Step 9

View ADD to check if an award of PIP has been made.

Note: ADD will not show an award of AFIP.

If ADD shows an award of PIP has been made

  • use function ‘Maintain Household Notes’ to record the action you have taken

Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.

  • go to .

If ADD does not show an award of PIP has been made, go to .

Step 10

Check if the notification is for a customer or child or qualifying young person.

If the notification is for a customer, go to .

If the notification is for a child or qualifying young person, go to .

Step 11

If the customer’s AA, DLA PIP or AFIP has stopped, go to .

If the customer’s AA, DLA or PIP has reduced 

  • use function ‘Amend Application’ choosing the ‘Change of Circumstances’ option
  • go to the ‘Applicant Details’ screen for ‘customer 1’ or ‘customer 2’, as appropriate
  • end the customer’s entitlement to the Severe Disability element by entering the end date in the ‘AA /DLA (HCC) / PIP (ER)’ End Date field
  • enter a start date of the date in the ‘Disability Start Date’ field
  • use function ‘Maintain Household Notes’ to record the action you have taken

Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.

  • go to .

Step 12

View the tax credits computer to check if a date of death is shown for the child or qualifying young person.

If the tax credits computer shows a date of death for the child or qualifying young person

  • use function ‘Maintain Household Notes’ to record the action you have taken

Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.

  • go to .

If the tax credits computer does not show a date of death for the child or qualifying young person, go to .

Step 13

View ADD to check if a date of death is shown for the child or qualifying young person.

If ADD shows a date of death for the child or qualifying young person

  • complete the ‘Redirection Template’ giving full details of the deceased child or qualifying young person
  • forward the ‘Redirection Template’ to the Priority 1 Team in-box
  • use function ‘Maintain Household Notes’ to record the action you have taken
  • Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.
  • go to .

If ADD does not show a date of death for the child or qualifying young person, go to .

Step 14

If entitlement to DLA or PIP for a child or qualifying young person has ended 

  • send form TC664 to the customer to confirm whether the child or qualifying young person is still entitled to DLA or PIP

    • for customers living in Great Britain, ask if the child or young person is certified as severely sight impaired or blind by a consultant Ophthalmologist

and

* ask if the child or qualifying young person has ceased to be certified as severely sight impaired or blind by a consultant Ophthalmologist within 28 weeks before the date of claim
  • then either

    • where you are working a paper or email notification, complete form TC648 with a BF date of 30 days in the future and file the form in the clerical BF run

    or

    • where you are working an ADD SEF notification, update the PIP Notifications Database. For how to do this, use TCM1000344.
  • use function ‘Maintain Household Notes’ to record the action you have taken

Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.

  • go to .

If entitlement to DLA or PIP for a child or qualifying young person has reduced, go to .

Step 15

If the start date of the DLA, AA, PIP or AFIP award is less than one month before the date we were notified of the change 

  • go to either

    • if the notice relates to a customer

or

* if the notice relates to a child or qualifying young person. 

If the start date of the DLA, PIP or AFIP award is more than one month before the date we were notified of the change, go to .

Step 16

Use ADD or CIS to confirm the DWP decision date of the customer, child or qualifying young person’s qualifying benefit.

If the DWP decision date is within a month of the date we were notified of the change 

  • backdate to the date shown on the notification. Follow the guidance in TCM0022000 

then

  • go to either

    • to add a start date for a customer

or

* to add a start date for a child or qualifying young person.

If the DWP decision date is more than a month before the date we were notified of the change 

  • follow the guidance in TCM0022000 for backdating

then

  • go to either

    • to add a start date for a customer

or

* to add a start date for a child or qualifying young person.

Step 17

Use function ‘Amend Application’ choosing the ‘Change of Circumstances’ option.

  • go to the ‘Applicant Details’ screen for ‘customer 1’ or ‘customer 2’, as appropriate
  • enter the entitlement start date in the ‘AA / DLA (HCC) / PIP (ER)’ field

Note: AFIP start dates will also be entered in this field.

Note: If the warning message ‘1 month restriction applied to Include from date. Check if correct’ displays, consider backdating and amending the date in the ‘Include from date’ field. For more information on backdating, use TCM0022180.

  • enter the entitlement end date in the ‘Disability’ field if the customer had been in receipt of the Disability element

Note: If there is an earlier start date already entered, do not amend this date.

Note: If there is a later start date already entered, amend this to the new earlier date from the notification.

  • select ‘History’ from the toolbar menu
  • select ‘AA / DLA (HCC) / PIP (ER)’ from the options available. You will be taken to the ‘History’ screen
  • select the entry
  • select ‘Change’. You will be taken to the ‘Change’ screen
  • amend the date in the ‘Include from Date’ field to the appropriate date
  • select ‘OK’. You will be taken back to the ‘History’ screen
  • select ‘OK’. You will be taken back to the ‘Applicant Details’ screen
  • select ‘OK’
  • go to .

Step 18

Use function ‘Amend Application’ using the ‘Change of Circumstances’ option.

  • go to ‘Child Details’ screen
  • select the appropriate child
  • select ‘Correction’. You will be taken to the ‘Correction Child’ screen
  • enter the entitlement start date in either

    • the ‘DLA (HCC) / PIP (ER) Start Date’ field if the child or qualifying young person has been awarded the highest rate of the DLA care component or enhanced rate of daily living rate of PIP

or

* the disabled start date field if the child or qualifying young person has been awarded the lowest or middle rate care component and / or any rate of the mobility component, or the child is certified severely sight impaired or blind by a consultant Ophthalmologist 

Note: If the warning message ‘1 month restriction applied to Include from date. Check if correct’ displays, consider backdating and amending the date in the ‘Include from date’ field. For more information on backdating, use TCM0022180.

Note: Where there is an earlier start date already entered, do not amend this date.

Note: Where the field already contains an end date, remove this date.

Note: If an end date has previously been entered, the ‘Start Date’ and ‘End Date’ fields will be blank and the ‘History’ checkbox will be enabled. This is indicated by the tick box being white and not greyed out.

  • select ‘OK’. You will be taken back to the ‘Child Details’ screen
  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen
  • go to .

Step 19

Use function ‘Amend Application’ and go to the ‘Work details’ screen and check the work details of the customer the notification relates to, to check if they are working 16 hours or more weekly.

If the customer is not working 16 hours or more weekly, go to .

If the customer is working 16 hours or more weekly, go to .

Step 20

If a stop notice has been received, go to .

If a start or reduced rate notice has been received, go to .

Step 21

If a stop notice has been received, check ADD for DLA

If DLA noted,

  • BF to ‘End Date’ of DLA
  • go to .

If DLA not noted, go to .

If a start or reduced rate notice has been received, go to .

Step 22

Check to see if the customer’s partner, if they have one, is working 16 hours or more a week.

If the partner is working 16 hours or more a week

  • use function ’Amend Application’ choosing the ‘Change of Circumstances’ option
  • go to the ‘Applicant Details’ screen for ‘customer 1’ or ‘customer 2’, as appropriate
  • enter the entitlement start date in the ‘Incapacitated’ field

Note: If there is an earlier start date already entered, do not amend this date.

Note: If there is a later start date already entered, amend this to the new earlier date from the notification.

  • select ‘OK’. You will be taken to the ‘Applicant Details’ screen
  • select ‘History’ from the toolbar menu
  • select ‘Incapacitated’ from the options available. You will be taken to the ‘History’ screen
  • select the entry
  • select ‘Change’. You will be taken to the ‘Change’ screen
  • amend the date in the ‘Include from Date’ field to the appropriate date
  • select ‘OK’. You will be taken back to the ‘History’ screen
  • select ‘OK’. You will be taken back to the ‘Amend Details’ screen
  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen
  • go to .

If the partner is not working 16 hours or more a week, or the customer does not have a partner 

  • use function ‘Maintain Household Notes’ to record the action you have taken

Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.

  • go to .

Step 23

In function ‘Amend Application’, go to the ‘Applicant Details’ screen to check if the disability question has been answered. If it has, there will be a start date in the ‘Disabled field’.

If the disability question has been answered

  • use function ‘Maintain Household Notes’ to record the action you have taken

Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.

  • go to .

If the disability question has not been answered, go to .

Step 24

  • send TC818A letter and form TC956 to the customer to confirm they are still working 16 or more hours a week, are entitled to the Disability element and whether they can answer ‘yes’ to the disability question

Note: When completing TC818A on Shared Expertise to Exploit Software (SEES), select option ‘Award stopped’ if a stop notice has been received, or ‘Recent award’ if a start notice has been received.

  • then either

    • where you are working a paper or email notification, complete form TC648 with a BF date of 30 days in the future and file the form in the clerical BF run

    or

    • where you are working an ADD SEF notification, update the PIP Notifications Database. For how to do this, use TCM1000344.
  • use function ‘Maintain Household Notes’ to record the action you have taken

Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.

  • go to .

Step 25

If the customer has answered yes or all 3 questions on TC818A ‘Award stopped’, go to .

If the customer has not answered yes or all 3 questions on TC818A ‘Award stopped’, or failed to provide the information requested, go to .

Step 26

If a start notice has been received

  • check ADD for DLA ‘End Date’
  • use function ‘Maintain Household Notes’ to record the action you have taken

Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.

  • go to .

If a stop notice has been received

  • use function ‘Amend Application’ choosing the ‘Change of Circumstances’ option
  • go to the ‘Applicant Details’ screen for ‘customer 1’ or ‘customer 2’ as appropriate
  • enter the end date in the ‘Disabled field’

Note: This will be the date on the stop / start notice, or the date entered in the ‘AA / DLA (HCC) / PIP (ER)’ End Date field.

  • enter the entitlement end date in the ‘AA / DLA (HCC) / PIP (ER)’ field

Note: AFIP end dates will also be entered in this field.

  • use function ‘Maintain Household Notes’ to record the action you have taken

Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.

  • go to .

Step 27

If the customer has answered ‘yes’ to the disability question

  • use function ‘Amend Application’ choosing the ‘Change of Circumstances’ option
  • go to the ‘Applicant Details’ screen for ‘customer 1’ or ‘customer 2’ as appropriate
  • enter the start date in the ‘Disabled field’, following the guidance in TCM0022000 for backdating

Note: If the warning message ‘1 month restriction applied to Include from date. Check if correct’ displays, consider backdating and amending the date in the ‘Include from date’ field. For more information on backdating, use TCM0022180.

Note: This will be the date on the stop / start notice.

  • enter the entitlement end date, if applicable, in the ‘AA / DLA (HCC) / PIP (ER)’ field

Note: If there is an earlier start date already entered, do not amend this date.

Note: If there is a later start date already entered, amend this to the new date.

  • use function ‘Maintain Household Notes’ to record the action you have taken

Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.

  • go to .

Step 28

If from the information provided by the customer they still qualify for the Disabled Child element, go to .

If from the information provided by the customer, they no longer qualify for the Disabled Child element, or the customer fails to provide the information requested  

  • use function ‘Amend Application’ choosing the ‘Change of Circumstances’ option
  • go to the ‘Child Details’ screen
  • select the appropriate child
  • on the ‘Correction child’ screen, select the appropriate ‘History’ check box
  • select ‘History’. You will be taken to the ‘History’ screen
  • select the entry
  • select ‘Change’. You will be taken to the ‘Change’ screen
  • enter the date in the ‘End Date’ field
  • select OK. You will be taken back to the ‘Correction Child’ screen

Note: If you are entering new dates in both the ‘Disabled End Date’ field and the ‘DLA (HCC) / PIP (ER) End Date’ field, you must repeat this action to amend the other field.

  • select ‘OK’. You will be taken back to the ‘Child Details’ screen
  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen
  • go to .

Step 29

  • use function ‘Amend Application’ choosing the ‘Change of Circumstances’ option
  • go to the ‘Child Details’ screen
  • select the appropriate child
  • select ‘Correction’. You will be take to the ‘Correction Child’ screen
  • enter the date from which the award has been reduced or ended in the ‘DLA (HCC) / PIP (ER) End Date Field’

Note: If an end date has previously been entered the ‘Start Date’ and ‘End Date’ fields will be blank and the ‘History’ checkbox will be enabled. This is indicated by the tick box being white and not greyed out.

  • go to .

Step 30

If the ‘DLA (HCC) / PIP (ER) End Date Field’ field was blank and you have now entered the date from the notification 

  • select ‘OK’. You will be taken back to the ‘Child Details’ screen
  • check the ‘Disabled start date’ field. If there is no start date present enter the Highest care component / enhanced rate end date
  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen
  • go to .

If they have not previously had an award of the highest rate care component of DLA, Enhanced rate of daily living component of PIP or AFIP 

  • use function ‘Maintain Household Notes’ to record the action you have taken

Note: You must also follow the guidance in TCM0152060 when you record the Note and also follow the guidance in TCM0152160.

  • go to .

Step 31

If an end date is already present and it is different to the date on the latest notification

Note: If an end date has previously been entered the ‘Start Date’ and ‘End Date’ fields will be blank. Check for historic details by selecting ‘History’ on the toolbar menu.

  • select ‘ OK’. You will be taken back to the ‘Applicant Details’ screen
  • select ‘History’ from the toolbar menu
  • select ‘Disabled’ or ‘AA / DLA (HCC) / PIP (ER)’ as appropriate from the options available. You will be taken to the ‘History’ screen
  • select the entry
  • select ‘Change’. You will be taken to the ‘Change’ screen
  • amend the date in the ‘Include from Date’ field to the appropriate date
  • select ‘OK’. You will be taken back to the ‘History’ screen
  • select ‘OK’. You will be taken back to the ‘Applicant Details’ screen

Note: If you are entering dates in both the ‘Disabled’ and ‘AA / DLA (HCC) / PIP (ER)’ fields you may have to repeat this action to amend the other field.

  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen
  • go to .

If the above does not apply

  • select ‘OK’
  • go to .

Step 32

If you have received a paper notification 

  • dispose of the notification in the confidential waste
  • go to .

If you have received an email notification 

  • delete the notification
  • go to .

If you have received a PIP ADD SEF referral

  • update the PIP Notifications Database. For how to do this, use TCM1000344 
  • go to .

Step 33

On the ‘Amend Finish’ screen

  • enter the date the notification of the change was received
  • select the relevant source, for example ‘Paper’, from the ‘Source’ drop down menu
  • enter the reason for the change as ‘Change of Circumstances’
  • select ‘OK’

then

  • go to .

Step 34

If the message ‘S18 Refinalisation Rules - Potential inappropriate refinalisation for CCYY-CCYY. If you have the authority to refinalise under S19, S20 or S21 of the Tax Credits Act 2002, or due to an appeal decision. Press OK to process the change or cancel’ displays

  • follow the guidance in TCM0042260 before making any changes, unless you have already done so at Step 30 and have established the change can be made
  • go to .

If the message ‘S18 Refinalisation Rules - Actual income for CCYY-CCYY is required. This change will not be accepted’ displays, you will not be able to make the change because the Previous Year (PY) actual income is required, follow the guidance in TCM0042260.

If the message ‘S18 Refinalisation Rules - you do not have the authority to re-finalise CCYY-CCYY. This change will not be accepted. Please refer to the appropriate team’ displays, the changes you are making will re-finalise the claim

  • select ‘cancel’. You will be taken to the ‘Amend Application Details’ screen
  • select ‘cancel’
  • when the message ‘All changes to the application will be lost for this session, do you wish to proceed?’ displays, select ‘Yes’
  • pass the case to a Level 2 user or your manager. For more information, follow the guidance in ‘Level 1 and Level 2 users’ on TCM0320260 
  • take no further action.

If none of the messages display, go to .

Step 35

The changes you are making will re-finalise the claim, follow the guidance in TCM0042260 before making any changes, unless you have already done so at Step 32 and have established the change can be made.

If you can make the change

  • select ‘OK’
  • if you have not already done so, use ‘Function Maintain Household Notes’ to record the action you have taken, the details of the notification or there has been no response to your further enquiries

Note: You must follow the guidance in TCM0152060 when you record the note and also follow the guidance in TCM0152160.

  • go to .

If you can not make the change 

  • apply the change from the earliest possible date
  • refer the case to your TALLO.

Step 36

If you have obtained further information from the customer on forms TC648, TC818A or TC664 

  • store this and any other documentation. Follow the guidance in TCM0074140 
  • take no further action.

If you have checked or amended the customer’s entitlement using only the DLA / AA /PIP stop /start notice or you have found no trace of the customer, go to .

Step 37

If you have received a paper notification 

  • dispose of the notification in the confidential waste
  • take no further action.

If you have received an email notification 

  • delete the notification
  • take no further action.

If you have received a PIP database referral

  • update the PIP Notifications Database. For how to do this, use TCM1000344 
  • take no further action.