SolvedTCM1000626 | How to check if a customer has Universal Credit (UC) interest
From HM Revenue & Customs · Tax Credits Manual
Step 1
On the ‘Function Menu’
select ‘Application’ on the tool bar
select ‘View’ from the options available. You will be taken to the ‘Key Entry data’-Applicant screen
enter the customer’s NINO
select the ‘All’ checkbox
select ‘OK’
If you are taken to the ‘Select Application’ screen
select the relevant application
select ‘OK’. You will be taken to the ‘Application Version’ screen
select the latest award version number
select ‘OK’. You will be taken to the ‘Application Summary’
go to Step 2
If you are taken straight to the ‘Application Summary’ screen, go to Step 2.
Step 2
If you receive a ‘pop up’ box with ‘Universal Credit’ and a date
the claim has ceased because somebody in the household has claimed Universal Credit (UC)
go to Step 3
If you do not receive a ‘pop up’ box with ‘Universal Credit’ and a date
the claim has not ceased due to Universal Credit being claimed
Note: Where a household breakdown has been recorded, and the date used is prior to that of Universal Credit interest, the ‘pop up’ box will display ‘Household Breakdown’ and the date that this occurred. Universal Credit interest will be displayed as an ‘Alert!’
Where a household breakdown has been recorded, and the date used is after that of Universal Credit interest, the ‘pop up’ box will display ‘UCHB’ and the date that this occurred. Universal Credit interest will be display as an ‘Alert!’
Step 3
In the ‘View Application Summary’ screen
select ‘Continue’. This will allow you to view ‘Additional Information’ for Applicant 1
make a note of whether ‘UC Details’ displays ‘Yes’ or ‘No’
select ‘Continue’. This will allow you to view ‘Additional Information’ for Applicant 2
make a note of whether ‘UC Details’ displays ‘Yes’ or ‘No’
go to Step 4.
Step 4
If ‘UC Details’ displays ‘Yes’
the applicant is a matched Universal Credit Claimant
If ‘UC Details’ displays ‘No’
the applicant is not a matched Universal Credit Claimant