SolvedRM1546 | Amending an existing annual claims case: Change of surname
From HM Revenue & Customs · Repayment Claims Manual
When a taxpayer informs you that they have changed their surname by marriage or deed poll
allocate a new reference number (see RM1028)
use CZ to cease the old record. Complete the fields as follows
| Field | Action |
|---|---|
| DATE CASE CEASED | Enter today’s date |
| TRANSFERRED TO | Enter your IRO |
| At REFERENCE | Enter the new reference number |
set up a new record.