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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to use function Manage Withdrawal

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Manage Withdrawal’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select ‘All’
  • select ‘OK’.

If you are taken to the ‘Select Individual’ screen

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

If you are taken to the ‘Select Household’ screen

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

If you are taken to the ‘Select Application’ screen

  • select the latest award version
  • select ‘OK’. You will be taken to the ‘Manage Withdrawal’ screen
  • go to .

If you are taken straight to the ‘Manage Withdrawal’ screen, go to .

Step 2

If you want to check if a Withdrawal Confirmation Notice (WCN) has been issued to the customer, go to .

If you want to check whether the current year (CY) award is provisional, go to .

If you want to process immediate withdrawal, go to .

If you want to mark for future withdrawal, go to .

If you want to confirm withdrawal, go to .

If you want to cancel a withdrawal, go to .

If you want to view Household Notes from the ‘Manage Withdrawal’ screen, go to .

Step 3

On the ‘Manage Withdrawal’ screen, a date in the ‘WCN Issued Date’ field will show that a WCN (form TC1013) has been issued and the date it was issued.

Step 4

On the ‘Manage Withdrawal’ screen, the entry in the ‘CY Award Status’ field will show whether the CY award is ‘Initial’ or ‘Provisional’.

Step 5

On the ‘Manage Withdrawal’ screen

  • select the ‘Immediate Withdrawal Requested’ checkbox. The ‘Immediate Withdrawal Requested - Date’ field will populate with today’s date
  • select ‘OK’. This will set a date in the ‘Household End Date’ field of 05/04/PY with the reason ‘Withdrawn’ in the ‘Household End Reason’ field and a Statement Like Award Notice (SLAN) or Statement of Account (SoA) will be automatically issued to the customer.

Step 6

On the ‘Manage Withdrawal’ screen

  • select the ‘Future Withdrawal Requested’ checkbox. The ‘Future Withdrawal Requested - Date’ field will populate with today’s date
  • select ‘OK’. The claim is now marked for future withdrawal and any payment schedule for next year (CY+1) will be cancelled.

Note: This checkbox will be automatically un-selected when a withdrawal request is cancelled.

Step 7

On the ‘Manage Withdrawal’ screen

  • select the ‘Withdrawal Confirmed’ checkbox. The ‘Withdrawal Confirmed - Date’ field will populate with today’s date
  • select ‘OK’. Withdrawal is now confirmed.

Note: This checkbox will be automatically un-selected when a withdrawal request is cancelled.

Step 8

On the ‘Manage Withdrawal’ screen

  • un-select the ‘Future Withdrawal Requested’ checkbox. This will also un-select the ‘Withdrawal Confirmed’ checkbox if it is set and clear any dates shown in the ‘Future Withdrawal Requested - Date’ and ‘Withdrawal Confirmed - Date’ fields
  • select ‘OK’. A warning message will display asking if you want to proceed, select ‘Yes’. You have cancelled the withdrawal and reinstated any provisional payment schedule for next year (CY+1).

Step 9

On the ‘Manage Withdrawal’ screen, select ‘Household Notes’. You will be taken to the ‘View Household Notes’ screen

  • select ‘Cancel’ will take you back to the ‘Manage Withdrawal’ screen.