TCM1000039 | How to change a customers first specified date (1SD)

Version 1.0

Changes to previous version - new guidance.

Step 1

: Where the customer has more than one claim, make sure you select the correct claim.

On the ‘Function Menu’

• select ‘Renewal’ on the toolbar

• select ‘Manage Finalisation’ from the options available. You will be taken to the ‘Key Entry Details - Renewals’ screen

• enter the customer’s NINO

• select the relevant checkbox

• select ‘OK’. You will be taken to the ‘Select S17 Period’ screen

• select the relevant S17 period (normally PY)

• select ‘OK’. You will be taken to the ‘manage finalisation’ screen

• Press the “Continue” button twice

• In the “Specified Dates - First” box, over-write the current 1SD with the new 1SD you wish to enter

• Press “OK”