TCM1000226 - How to withdraw a pre-award claim

Version 2.0

Changes to previous version - amended guidance.

Step 1

If you aren’t dealing with a work list item, go to Step 2.

If you are dealing with an ‘Incomplete Applications’ work list item, go to Step 3.

If you are dealing with a ‘Verification Failures’ work list item, go to Step 4.

Step 2

Note: Application Notes must be updated before you withdraw the claim, entering any messages after withdrawing the claim will result in the claim being incorrectly reinstated.

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Capture Current’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
  • enter the customer’s NINO
  • select ‘OK’. You’ll be taken to the ‘Applicant 1’ screen
  • select ‘Edit’ on the toolbar
  • select ‘Withdraw’ from the options available. You’ll be taken to the ‘Withdraw Application’ screen
  • select the reason for the withdrawal
  • select ‘OK’. You have withdrawn the pre award claim.

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Step 3

Note: Application Notes must be updated before you withdraw the claim, entering any message after withdrawing the claim will result in the claim being incorrectly reinstated.

On the ‘Maintain Worklist’ screen

  • select ‘File’ on the toolbar
  • select ‘Next Function’ from the options available. You’ll be taken to the ‘Work Management’ screen
  • select ‘Capture Application’. You’ll be taken to the ‘Capture Application’ screen
  • select ‘Edit’ on the toolbar
  • select ‘Withdraw’ from the options available. You’ll be taken to the ‘Withdraw Application’ screen
  • select the reason for the withdrawal
  • select ‘OK’. You have withdrawn the pre award claim.

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Step 4

Note: Application Notes must be updated before you withdraw the claim, entering any message after withdrawing the claim will result in the claim being incorrectly reinstated.

On the ‘Maintain Worklist’ screen

  • select ‘File’ on the toolbar
  • select ‘Next Function’ from the options available. You’ll be taken to the ‘Work Management’ screen
  • select ‘Manage Ver Failures’. You’ll be taken to the ‘Manage Verification Failures’ screen
  • select ‘Amend Application Correction’ from the options available. You’ll be taken to the ‘Capture Application’ screen
  • select ‘Edit’ on the toolbar
  • select ‘Withdraw’ from the options available. You’ll be taken to the ‘Withdraw Application’ screen
  • select the reason for the withdrawal
  • select ‘OK’. You have withdrawn the pre-award claim.