Beta This part of GOV.UK is being rebuilt – find out what this means

HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to update Post Office card account or bank account details

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Change of Circumstances’ 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’.

If you are taken to the ‘Select Household’ screen

  • select the relevant claim
  • select ‘OK’. You will be taken to the ‘Amend Application’ screen
  • go to .

If you are taken to the ‘Select Application’ screen

  • select the relevant claim
  • select ‘OK’. You will be taken to the ‘Amend Application’ screen
  • go to .

If you are taken straight to the ‘Amend Application’ screen, go to .

If you are taken to the ‘Free Format’ screen

  • select ‘No’ to cancel out of ‘Change of Circumstances’ function
  • go to .

Step 2

On the ‘Amend Application’ screen

  • select ‘Pm1’ on the toolbar. The ‘Payment Details’ screen will display

Note: If it is a joint claim, select either ‘Pm1’ for the first customer or ‘Pm2’ for the second customer depending on which customer has opened the POca.

  • enter the new POca account number or bank account number in the ‘Account No’ field
  • enter the POca sort code or bank sort code in the ‘Sort Code’ field
  • enter the account name in the ‘Account Name’ field
  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen
  • do not complete the ‘Amend Finish’ screen at this point, just return to the guidance you were previously following.

Step 3

  • on the ‘Function Menu’
  • select ‘Application’ on the toolbar
  • select ‘Correction’ 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 prompted to make the change in function ‘Capture Application’
  • select ‘Yes’ on the message. You will be taken to the ‘Applicant Details’ screen
  • select ‘Pm1’ on the toolbar. The ‘Payment Details’ screen will display

Note: If it is a joint claim, select either ‘Pm1’ for the first customer or ‘Pm2’ for the second customer depending on which customer has opened the POca or bank account.

  • enter the new POca account number or bank account number in the ‘Account No’ field
  • enter the POca sort code or bank sort code in the ‘Sort Code’ field
  • enter the account name in the ‘Account Name’ field
  • select ‘Sm’ on the toolbar. You will be taken to the ‘Summary Information’ screen

Note: Do not select ‘OK’ at this stage.

  • return to guidance you were previously following.