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RM5532 | RO instructions: Preparing the claim for repayment

From HM Revenue & Customs · Repayment Claims Manual

When you have calculated the overpayment

  • follow the instructions at RM2584 onwards

  • if supplement is due calculate it (RM2588 onwards)

  • if there are any arrears see RM2608 onwards

  • complete an R23 (RM2640)

  • prepare an explanation of the repayment for the claimant as follows

  • use a form R37 or R37A-1 if it is suitable. Otherwise prepare a typed computation

  • keep your explanation clear and simple. Do not use abbreviations

  • keep a copy

  • put the computation on top of the claim papers so that it can be sent with the payable order

  • always send the computation to the agent if there is one

  • before you pass the file through for repayment (RM2644) mark the file back to you to clear the `Manual claims register’ when the payable order has been issued. (RM5536)