TCM1000339 | How to establish the period the overpayment relates to

Version 1.0

Changes to the previous version - new guidance

Step 1

On the ‘Function menu’

• select Household from the toolbar

• select ‘View Overpayment’. 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 award screen

• select the relevant award

• select ‘OK’. You will be taken to the ‘View Overpayment’ screen

• go to Step 2

If you are taken straight to the ‘View Overpayment’ screen, go to Step 2

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Step 2

If the period the overpayment relates to is known

• select the ‘period’ checkbox and enter the year in the Period field.

Note: If there isn’t an overpayment for the selected period, the warning message ‘No overpayment details found’ will display.

Note: If the View Overpayment Signals screen displays, select ‘OK’. You’ll be taken back to the View Overpayment screen.

If the period the overpayment relates to isn’t known

• select the ‘All’ checkbox

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

• select the earliest award with an outstanding overpayment

Note: If there isn’t an overpayment for the selected period, the warning message ‘No overpayment details found’ will display.

Note: If the View Overpayment’ Signals screen display, select ‘OK’. You will be taken back to the ‘View Overpayment’ screen.

• check if a dispute has already been registered or a manual suspension recorded against this overpayment

• complete the cover sheet with this information

• repeat this action for all the years that need suspending.