TCM1000036 - How to complete the Free Format screen
Version 1.0
Changes to previous version - new guidance
Step 1
On the ‘Function Menu’
- select ‘Application’ on the toolbar
- select ‘Change of Circumstances’ from the options available. You will be taken to the ‘Key Entry Data’ screen
- enter the customer’s NINO
- select the ‘All’ checkbox
- select ‘OK’.
If you are taken to the ‘Select Household’ screen
- select the relevant claim
- select ‘OK’. You will be taken to the ‘Applicant Details’ screen
- go to Step 2.
If you are taken to the ‘Select Application’ screen
- select the claim which is ‘Partially Captured’ or ‘Awaiting Award’
- select ‘OK’. You will be taken to the ‘Applicant Details’ screen
- go to Step 2.
If you are taken straight to the ‘Applicant Details’ screen, go to Step 2.
Step 2
On the ‘Applicant Details’ screen
- when the following message ‘Details must be recorded on the Free Format screen. Do you wish to proceed?’ display, select ‘Yes’. You will be taken to the ‘Free Format’ screen
- enter the details of the change
- enter the effective date of the change
- enter any other relevant information
- select ‘OK’. You have completed the ‘Free Format’ screen.