TCM1000093 - How to enter benefit start or end dates on a post award claim

Step 1

If you are not already on the ‘Income’ screen, go to Step 2.

If you are already on the ‘Income’ screen, go to Step 3.

Step 2

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 relevant checkbox
  • select ‘OK’, you will be taken to the ‘Applicant Details’ screen.

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 3.

If you are taken to the ‘Select Application’ screen

  • select the relevant claim
  • select ‘OK’, you will be taken to the ‘Applicant Details’ screen
  • go to Step 3.

If you are taken straight to the ‘Applicant Details’ screen 

  • select ‘Inc1’ or ‘Inc2’
  • go to Step 3.

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Step 3

If the customer is due the four-week run-on entitlement, go to Step 7.

If the customer is not due the four-week run-on entitlement, go to Step 4.

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Step 4

If you want to enter a benefit end date, go to Step 5.

If you want to enter a benefit start date using actual start date, go to Step 6.

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Step 5

Enter the IS, JSA (IB), ESA (IR) or PC end date in the appropriate field

  • enter the end date in the ‘In receipt of’ field for the appropriate benefit
    Note: Use the JSA field for either JSA or ESA.
  • select ‘OK’, you will be taken to the ‘Amend Finish’ screen
  • return to the guidance you were previously following.

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Step 6

Enter the IS, JSA (IB), ESA (IR) or PC start date in the appropriate field

  • enter the start date in the ‘In receipt of’ field for the appropriate benefit
    Note: Use the JSA field for either JSA or ESA.
    Note: Use the MIG field for PC.
    Note: If the start date is more than one month before today’s date, because the customer failed to notify you and you were notified today, a restriction will be correctly applied by the computer.
  • select ‘OK’, you will be taken to the ‘Amend Finish’ screen
  • return to the guidance you were previously following.

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Step 7

Enter benefit start date after 28-day effective date.

Enter the IS, JSA (IB), ESA (IR) or PC start date as the day after the new effective date in the appropriate field

  • note the new benefit start date to be entered on the tax credits computer
    Note: This is 29 calendar days after the date of change (we count from the day after the change).
  • enter the new start date in the ‘In receipt of’ field for the appropriate benefit
    Note: Use the JSA field for either JSA or ESA.
    Note: If the start date is more than one month before today’s date, because the customer failed to notify you and you were notified today, a restriction will be correctly applied by the computer.
  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen
  • return to the guidance you were previously following.