TCM1000584 | How to Process an Award Declaration

Step 1

• select ‘In Year Finalisation’ on the toolbar

• select ‘Capture In Year S17 Finalisation’ from the options available. You will be taken to the ‘Key Entry Data - screen

• enter the customer’s NINO or Barcode (if you are dealing with a manual in year Declaration)

• select ’OK’

If you’re taken to ‘Select Household’

• select the relevant household, click ‘OK’. You’ll be taken to the ‘Income and Benefits’ screen go to Step 2

If you’re taken straight to the Income and Benefits screen, go to Step 2.

Step 2

On the ‘Income and Benefits’ screen

Note: If a warning message box appears take a note of the message, click ‘OK’

• complete the screen with the information provided

Note: The calculation of the UY award will result in a UY award status of ‘Finalised’ and an award type of ‘Finalised Actual’.

• select ‘Continue’, you will be taken to the ‘Declaration’ screen

• check the ‘Statement of Circumstances’ (SOC) tick box

Note: If the customer hasn’t selected either box on the Declaration to confirm their circumstances were correct, select the ‘SOC - Yes’ checkbox

• select reason for In Year Finalisation either a completed reply or forced finalisation

• check & delete any entries on the IYS17 Unfinalised work list

• check the ‘Yes’ box in the ‘Signature field’

• select ‘Paper’ or ‘Telephone’ in ‘Source’, whichever is correct

• select ‘Process’

• end of action.