How to change a customers first specified date (1SD)
Changes to previous version - new guidance.
: Where the customer has more than one claim, make sure you select the correct claim.
On the ‘Function Menu’
- select ‘Renewal’ on the toolbar
- select ‘Manage Finalisation’ from the options available. You will be taken to the ‘Key Entry Details - Renewals’ screen
- enter the customer’s NINO
- select the relevant checkbox
- select ‘OK’. You will be taken to the ‘Select S17 Period’ screen
- select the relevant S17 period (normally PY)
- select ‘OK’. You will be taken to the ‘manage finalisation’ screen
- Press the “Continue” button twice
- In the “Specified Dates - First” box, over-write the current 1SD with the new 1SD you wish to enter
- Press “OK”