TCM1000460 - How to restore a claim - HMRC internal manual

TCM1000460 - How to restore a claim

Version 1.0

Note: You must take note of any household end date that previously applied before termination. This can聽be found in Household Notes.

On the 鈥楩unction Menu鈥�

select 鈥楻enewal鈥� on the toolbar
select 鈥楳anage Finalisation鈥� from the options available. You鈥檒l be taken to the 鈥楰ey Entry Data鈥� screen
enter the customer鈥檚 NINO
select the 鈥楢ll鈥� checkbox
select 鈥極K鈥�.

If you鈥檙e taken to the 鈥楽elect Award鈥� screen

select the award you want to restore
Note: In order to restore CY, select the PY award.
select 鈥極K鈥�. You will be taken to the 鈥楳anage Finalisation鈥� screen
go to Step 2.

If you鈥檙e taken straight to the 鈥楳anage Finalisation鈥� screen, go to Step 2.

On the 鈥楳anage Finalisation鈥� screen

select 鈥楶rocess鈥�. You鈥檒l be taken to the 鈥楶rocess鈥� screen
select 鈥楻estore CY鈥�. The 鈥楻estore CY鈥� screen will display
select the relevant option to reflect the area in which you work from the 鈥楢ction By鈥� field. For example 鈥楾CO鈥�
select 鈥楢s agreed鈥� from the 鈥楻eason鈥� field
Note: where the household has ended, you must enter the household breakdown date in the聽鈥橦ousehold End Date鈥� field unless a 鈥楿C start date -1 day鈥� date has already been pre-populated, before restoring the claim.
Note: the warning message 鈥淎mended Household End Date must be before UC start date鈥� will be displayed if a household end date is entered that is later than the聽鈥橴C start date -1 day鈥� that has been pre-populated
select 鈥楻estore CY鈥�. You鈥檝e restored the claim.