51²è¹Ý

Note: You must ensure the PY income is correct on NTC using Actual Income for employment (or RTI if this figure is correct), 51²è¹Ý in Kind and Taxable Social Security 51²è¹Ý.

Actual or Estimated for Self- Employed or Other income can be used when working cases prior to 2SD.

If working the case after 2SD you can only accept actual incomes.

Step 1

On the ‘Function Menu’

• select ‘Renewal’ on the toolbar
• select ‘Manage Finalisation’ from the options available
• enter the customer’s National Insurance number on the ‘Key Entry Data’ screen
• select ‘OK’. You will be taken to the ‘Manage Finalisation’ screen
• select ‘Process’. You will be taken to the ‘Process’ screen, go to step 2

Step 2

If the ‘Finalise and Renew’ option is available, go to step 3

If ‘Renew’ is the only option available, go to step 4

If ‘Finalise’ is the only option available, go to step 5

Step 3

• select ‘TCO’ from the ‘Action Authority’ options available
• select ‘Full Reply’ from the ‘Finalise and Renew’ field
• select ‘Finalise and Renew’

If a warning message displays, select ‘OK’ or ‘Yes’, as appropriate, to continue your action

Step 4 {#}

• select ‘TCO’ from the ‘Action Authority’ options available
• select ‘Full Reply’ from the ‘Renew’ field
• select ‘Renew’ button

If a warning message displays, select ‘OK’ or ‘Yes’, as appropriate, to continue your action

• BF the case for 48 hours to allow the CY award to process therefore preventing the claim from terminating

Step 5 {#}

Note: Check if the CY award has processed, if not BF for a further 24 hours, otherwise

• select ‘TCO’ from the ‘Action Authority’ options available
• select ‘Full Reply’ from the ‘Finalise’ field
• select ‘Finalise’ button

If a warning message displays, select ‘OK’ or ‘Yes’, as appropriate, to continue your action