TCM1000103 - How to mark the Annual Declaration as not served
Version 2.0
Changes to previous version - amended guidance, amendments to step 2.
Step 1
On the ‘Function Menu’
- select ‘Renewal’ on the toolbar
- select ‘Manage Finalisation’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
- enter the customer’s NINO
- select the ‘Period’ checkbox and enter the relevant year as 06/04/YYYY - 05/04/YYYY
- select ‘OK’.
If you are taken to the ‘Select Household’ screen
- select the relevant household
- select ‘OK’. You will be taken to the ‘Manage Finalisation’ screen
- go to Step 2.
If you are taken straight to the ‘Manage Finalisation’ screen, go to Step 2.
Step 2
On the ‘Manage Finalisation’ screen
- select ‘Continue’. You will be taken to the ‘Finalisation Details’ screen
- select ‘Continue’. You will be taken to the ‘Notice Details’ screen
- in the ‘S17 Notice’ field, select the ‘Not Served Applicant 1’ checkbox and / or ‘Not Served Applicant 2’ checkbox .
Note: In a joint claim where a family break up has occurred, both checkboxes must be selected.
- select ‘Process’. This will mark the Annual Declaration as ‘Not Served’