TCM1000533 - How to check the overpayment amount and record the date the TC610 was issued

Version 1.0

Changes to previous version - new guidance

Step 1

Check which years have an outstanding overpayment

On the ‘Function Menu’

select ‘Household’ on the toolbar
select ‘View Account’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customers NINO
select the ‘All’ checkbox
select ‘OK’

If you are taken to the ‘Select Award’ screen

make a note of all years with an ‘Account Status’ of ‘Open’
for all years with an ‘Account Status’ of ‘Open’, make a note of the corresponding ‘Award End Date’
you have now identified the years which have an outstanding overpayment
select ‘Cancel’. You will be taken to the ‘Key Entry Data - Applicant’ screen
select ‘Cancel’. You will be taken to the ‘Function Menu’
go to Step 3.

If you are taken straight to the ‘View Award Period Summary’ screen

If the ‘Account Status’ is ‘Open’

If the ‘Account Status is ‘Balanced’

Check the outstanding overpayment amount

On the ‘Function Menu’

select ‘Household’ on the toolbar
select ‘View Overpayment’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
enter the customers NINO
select the ‘All’ checkbox
select ‘OK’

If you are taken to the ‘Select Award’ screen

If you are taken straight to the ‘View Overpayment’ screen

Check the date the TC610 ‘Notice to Pay’ was issued

select ‘Details’. You will be taken to the ‘View Overpayment - Direct’ screen
make a note of the date the TC610 was issued displayed in the ‘Notice To Pay’ field

Note: If a date is not displayed in the ‘Notice To Pay’ field, this means that a TC610 has not been issued