TCM1000523 | How to adjust in year payments

Step 1

To apply the appropriate percentage.

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.

If you want to increase the rate of recovery, go to Step 3. {#}

If you do not want to increase the rate of recovery, go to Step 2

Step 2

• Compare the approximate payment amounts to the amount shown in the ‘Schedule’.

• (This content has been withheld because of exemptions in the Freedom of Information Act 2000)

If the new payments shown in the ‘Schedule’ are less than the recent payments

• don’t apply the new payment adjustment

• select ‘Cancel’

• return to the guidance you were following.

If the new payments shown in the ‘Schedule’ are more than the recent payments

• select ‘OK’
  Note: The following message will appear ‘As a result of this processing any overpayment recovery will take longer. Do you wish to proceed?’.

• select ‘Yes’

• return to the guidance you were following.

Step 3

If the customer no longer wants a payment adjustment applied

• select ‘Full Recovery’

• select ‘OK’

• return to the guidance you were following.

If the customer wants to increase their rate of recovery

• enter the appropriate percentage in the ‘% of remaining entitlement authorised for payment’ field
  For example: To increase recovery from 10% to 25%, enter 75%. To increase recovery from 25% to 55%, enter 45%.

• select ‘Claimant request higher recovery’

• select ‘OK’

• return to the guidance you were following.