TCM0260260 - Renewals - miscellaneous (A-F): Renewals - finalise and renew (Info)

You will use the Process screen in Function MANAGE FINALISATION to finalise Previous Year (PY) and renew Current Year (CY) where instructions specifically direct that this Function should be used to process the claim.

Finalise and Renew will be used when a full reply has not been or cannot be captured in Function CAPTURE RENEWAL DECLARATION but the case needs to be Finalised and Renewed - for example, for a clerical case where automatic computer processing cannot take place.

At least one S17 notice must have been served before you can finalise and renew the award.

When finalisation and renewal are requested, subsequent processing will finalise PY and renew CY.

Note: If you are considering finalising or re-finalising an award where later years have already been finalised, you must follow the guidance in TCM0042260.

To prompt the correct wording to appear on the S17 notice issued to the customer, you must select one of the following reasons for finalising and renewing it

• ‘Full Reply’
• ‘As Agreed’.

Any notes that need to be made available to other users - for example, Contact Centres - must also be recorded in Function MAINTAIN HOUSEHOLD NOTES in the ‘Renewals’ category.

Note: You must follow the guidance in TCM0152060 when you record the note and also follow the guidance in TCM0152160.