TCM1000106 - How to make complete and process into award a pre award claim, customer working 16+ hours a week and receiving Income based Employment and Support Allowance (ESA) or Pension Credit (PC)

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Correction’ 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’
  • select ‘OK’. You will be taken to the ‘Applicant Details’ screen
  • go to Step 2.

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Step 2

On the ‘Applicant Details’ screen

  • select the ‘Summary’ screen
  • Go to Step 3.

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Step 3

On the ‘Summary’ screen, check if there are entries in the ‘Repair Summary’ box.

If there are any entries in the ‘Repair Summary’ box other than ‘work’ or ‘income’ for the applicant you are dealing with

  • input SM screen note ‘Please action repair as Incomplete and return to Complex MU if required’
  • select ‘cancel’
  • transfer the work list item to Incompletes MU, use TCM0322460 for the correct MU. For how to do this, use TCM1000023.

If the only entries are ‘work’ or ‘income’ for the applicant you are dealing with 

  • select ‘Income Application’ for the customer in receipt of ESA
  • Go to Step 4 

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Step 4

On the ‘Income Application screen’

  • remove the tick from the box marked ‘JSA/IS’
  • check the ‘Summary’ screen to make sure all the repair entries have disappeared
  • select ‘ok’.

A message will appear ‘application will be processed do you wish to proceed’, select ‘process’ and return to the guidance you were previously following.