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 You have withdrawn the pre award claim.
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 You have withdrawn the pre award claim.
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 You have withdrawn the pre-award claim.