TCM1000198 - How to check if the customer receives IS, JSA, ESA or PC

Step 1

On the ‘Function Menu’

select ‘Application’ on the toolbar
select ‘View’ from the options available. You’ll be taken to the ‘Key Entry Data’ screen
enter the customer’s NINO
select ‘OK’.
select the relevant claim
select ‘OK’. You’ll be taken to the ‘Applicant Summary’ screen
go to Step 2.

If you’re taken to the ‘Select Household’ screen

If you’re taken to the ‘Select Application’ screen

select the relevant claim
select ‘OK’. You’ll be taken to the ‘Applicant Summary’ screen
go to Step 2.
select ‘Continue’ until you reach the ‘Income’ screen
check for details of benefits received shown in the ‘CTC qualifying benefits’ box as

If you’re taken straight to the ‘Applicant Summary’ screen, go to Step 2.

On the ‘Applicant Summary’ screen

Income Support (IS)
Jobseekers Allowance (JSA) and Employment and Support Allowance (ESA) will both display as ‘JSA’
Pension Credit (PC)
Note: If the claim is for a two person household, check both income 1 and income 2 screens for a marker.

If there are any qualifying benefits shown, the customer (or customers) is in receipt of that benefit.

If there aren’t any qualifying benefits shown, the customer (or customers) isn’t in receipt of those benefits.