DMBM110020 - Maintain Customer Account in OPREC

Some content of this manual is being considered for archiving. If there is content you use regularly, please email hmrcmanualsteam@hmrc.gov.uk to let us know as soon as possible.

Change of Name

Where a customer changes their name and their new name no longer falls within the same alphabetical range of the database the record must be transferred to the appropriate database.

If the overpayment is being recovered by withholding benefit payment the recovery will have to be terminated. This is achieved by accessing the benefits deduction screen and inserting the end date for current deductions which must be the customer’s pay day, then completing the reason for ending field.

Transfer guidance can be found in Desk Guide

When a case is transferred out from a database a transfer report is automatically produced on the local printer. The report gives all the details needed to enter the case onto the new database, including the balance outstanding at the time of the transfer.