TCM1000522 | How to check if an in year adjustment or cross year recovery

Step 1

On the ‘Function Menu’

• select ‘Household’ on the toolbar

• select ‘Adjust in year payments’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen

• enter the customer’s NINO

• select ‘OK’. You will be taken to the ‘Adjust in year payments’ screen

• check the ‘% of remaining entitlement authorised for payment’ field, to determine the amount currently set.

If the percentage amount is blank or set to nil, an in year adjustment isn’t in place, go to Step 2.

If the percentage amount is set to anything other than blank or nil, an in year adjustment is in place, go to Step 2.

Note: A message may display stating you are denied access to that customer’s details. If this happens, follow the guidance in TCM0068160.

Step 2

On the ‘Function Menu’

• select ‘View household account’ on the toolbar

• enter the customer’s NINO

• select ‘Latest’

• select ‘OK’. You will be taken to the ‘View direct payments schedule’ screen

• check the ‘Amount recovered’ field

If an amount is shown

• cross year recovery has been applied

Note: the cross year recovery may be as a result of Cross Award Recovery

• go to Step 3.

If an amount is not shown

• cross year recovery hasn’t been applied

• return to the guidance you were previously following.

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Step 3

To determine if there is an in year adjustment as well as a cross year recovery

• on the ‘View direct payments schedule’ screen, identify the date that the regular payments have been reduced

• make a note of

  • the date in the ‘Issued’ field of the first reduced regular payment

  • the pay frequency

  • the reduced regular payment amount

Note: Regular payments fall at a set period of either 7 or 28 days apart

• select ‘Postings’

• using the above date, locate the corresponding amended WTC/CTC award.

Note: The amended award will be on or before the date noted from schedule.

Note: Where there are two award postings one after the other, the award has been re-profiled.

• there will be a plus and a minus figure.

If the minus figure is greater than the plus figure

• the award entitlement has dropped and an in year adjustment has been applied

• return to the guidance you were previously following.

If the minus figure is not greater than the plus figure, go to Step 4.

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Step 4

Continue to work backwards through the postings to look for types with the description ‘Manual giro payment WTC/CTC’.

If there are ‘Manual giro payment WTC/CTC’ postings and there has also been a re-profiling on the award

• an in year adjustment has been applied

• return to the guidance you were previously following.

If there are no ‘Manual giro payment WTC/CTC’ postings

• an in year adjustment has not been applied

• return to the guidance you were previously following.