TCM1000044 - How to check if the household ended during the renewals period

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

  • select ‘Renewal’ from the toolbar
  • select ‘View S17 Details’ from the options available. You will be taken to the ‘Key Entry Data - Renewals’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’.

If you are taken to the ‘Select Household’ screen

  • select the relevant household
  • select ‘OK’.

If you are taken to the ‘Select S17 Period’ screen

  • select the relevant award
  • select ‘OK’. You will be taken to the ‘View Section 17 - Current Position’ screen

Note: If you are taken to the ‘View Section 17 - Current Signals’ screen, select ‘Cancel’.

  • select the ‘Details’ button under the ‘S17 Notices’ field. You will be taken to the ‘View Section 17 - Issue Details’ screen
  • check the ‘Key Dates’ field for the customer’s first specified date, shown as 1SD
  • go to Step 2.

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Step 2

On the ‘Function’ Menu

  • select ‘Award’ on the toolbar
  • select ‘View’ from the options available. You will be taken to the ‘key Entry Data’ screen in function ‘Applicant’
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’. You will be taken to ‘Select Award’ screen
  • select the latest provisional award version for the award that has been terminated.

Note: If the AD was not returned then CY would be terminated.

If the date in the ‘to’ column is between 6 April and 1SD

  • the household did end during the renewals period
  • go to Step 3.

If the date in the to column is not between 6 April and 1SD, then the household did not end during the renewals period.

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Step 3

On the ‘Function Menu’

  • select ‘Household’ on the toolbar
  • select ‘View Notes’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’. You will be taken to ‘View Household Notes’ screen.

If you are taken to the ‘Select Household’ screen

  • select the relevant claim to highlight
  • select ‘OK’
  • check all the entries to determine whether the claim ended due to a household breakdown.