Renewals - Annual Declaration (capture): Annual Declaration - reminders
In Reply Required cases, a reminder may be automatically issued 28 days prior to the 1st Specified Date (1SD), where
- the Annual Declaration has not been received by this date
- the Annual Declaration has been received, indicating a change of circumstances that has not been received.
In manual cases such as complex cases, a manual reminder must be issued.
Where the Annual Declaration has failed processing, an entry has been created on the Unprocessed S17 work list, a reminder may need to be issued if you have requested further information using the relevant SEES letter.
If a reminder is issued and a reply still is not received within 30 days of the initial relevant SEES letter and the 1SD has passed, a specialist team will force termination by using the Function ‘Manage Finalisation’.
You must wait until the 1SD expires before terminating a case where the renewal is awaiting information from the customer.
In cases where a customer has provided an estimated income figure, but not an actual one, a second reminder will be sent 28 days before the 2nd Specified Date (2SD). If an actual figure is not received by 2SD, the case will be finalised and the computer will change the estimated figure to actual.
In most circumstances, one reminder will be issued prior to the 1SD except where a joint household has broken down.
In the case of a family breakdown in the current year (CY), a reminder may be issued to each member in the family even if a reply has been received from one customer.
If a ‘Not Served’ marker is present, a reminder will not be issued.
If an award has ceased during CY, a reminder may be issued for previous year (PY) actual income.
If a customer has an appointee acting for them, the reminder will be issued to the appointee.