PAYE103087 - Individual records: maintain individual details: work item 26 - specialist business area indicator held - name changed (Action Guide)

To clear work item 26 follow steps 1 - 11 below. This guide is presented as follows

Steps 1 - 3

Steps 4 - 8

Steps 9 - 11

Initial action

1. Identify if the case is Residency CRT / Expat / CPR or ‘Residency SUB CPR file case’

2. Check the Contact History screen to view notes and to check previous actions taken

3. If file indicator is set go to step 4, otherwise go to step 9

4. Call for the file and change the name on the file

5. Update any other Information sources (for example Expat database)

6. In work management open the work item and make a note ‘name changed on file’ and where appropriate note any additional action taken

7. Close the work item in accordance with PAYE110075 and return the file to store

8. Update Contact History

9. If the case is not a Residency CRT / Expat / CPR or Residency Sub CPR case remove the file indicator on the indicator screen

10. In work management open the work item and make a note ‘Not a file case indicator removed’

11. Update Contact History