TCM1000275 - How to complete a TC602 manual award notice for a WTC upfront complex case

Version 1.0

Changes to previous version - new guidance.

Step 1

Note: At any point when completing the form TC602 (award notice), you can select ‘Restart’ to clear all the details and start again or select ‘Back’ to review your answers.

Open the ‘TC602’ template

  • select the appropriate version of the award notice (A - D)
  • select ‘Next’
  • enter the start date and end date of the award period

Note: To speed up the entry of dates the leading zeros can be omitted - for example, for 06-04-2009, you can enter 6-4-9.

  • select ‘Next’.

If the version of the award notice you have selected is A or B, go to Step 2.

If the version of the award notice you have selected is C or D, go to Step 3.

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Step 2

When the question ‘Does the notice need to be signed’ displays.

If the award notice needs to be signed

  • select ‘Yes’
  • select ‘Next’
  • enter a date two weeks from today’s date
  • go to Step 3.

If the award notice doesn’t need to be signed

  • select ‘No’
  • select ‘Next’
  • when the question ‘Have you back dated the claim?’ displays, select ‘No’
  • select ‘Next’
  • go to Step 3.

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Step 3

When the question ‘Is this a joint claim household?’ displays, select ‘No’

  • select ‘Next’
  • when the question ‘Select the cluster/work task that is issuing this notice’ displays, select ‘WTC Up Front’
  • select ‘Next’
  • when the question ‘Where do the children live?’ displays, select the name of the country
  • select ‘Next’
  • when the question ‘Does the household have an appointee?’ displays.

If the household doesn’t have an appointee

  • select ‘No’
  • select ‘Next’
  • go to Step 4.

If the household does have an appointee

  • select ‘Yes’
  • select ‘Next’
  • enter the appointee’s name
  • select ‘Next’
  • go to Step 4.

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Step 4

When the question ‘Claimant 1’s details and NINO’ displays

Note: Claimant 1 means the customer who is living in the United Kingdom.

  • enter the customer’s details

Note: Enter the customer’s full title and name on the first line - for example, Mr Gordon Brown.

  • enter the customer’s NINO
  • select ‘Next’
  • when the question ‘Claimant 1’s residency’ displays, select ‘United Kingdom’
  • select ‘Next’
  • when the question ‘Claimant 1’s country of work’ displays, select ‘United Kingdom’
  • select ‘Next’
  • when the question ‘Claimant 1’s Address’ or ‘Appointee’s address’ if applicable displays, enter the customers or appointees address
  • select ‘Next’
  • when the question ‘Was either claimant in receipt of IS, JSA or PC during the award period’ displays, select ‘No’
  • select ‘Next’
  • when the question ‘Has the household provided CY income (tax year the award period is in)’ displays.

If the customer hasn’t provided current year (CY) income

  • select ‘No’
  • select ‘Next’
  • go to Step 8.

If the customer has provided CY income

  • select ‘Yes’
  • select ‘Next’
  • go to Step 5.

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Step 5

When the question ‘Is the CY income actual or estimated?’ displays.

If the customer has provided actual CY income

  • select ‘A’
  • select ‘Next’
  • go to Step 6.

If the customer has provide estimated CY income

  • select ‘E’
  • select ‘Next’
  • go to Step 6.

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Step 6

When the question ‘Claimant’s 1 CY Income Breakdown’ displays, complete the fields as appropriate

Note: Currency must be entered in the following format - for £25,000.00, enter 25000.

Note: TSSB stands for Taxable Social Security Benefits.

  • select ‘Next’
  • go to Step 7.

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Step 7

When the question ‘What is the income total used to calculate the award?’ displays, enter the income total used to calculate the award

  • select ‘Next’
  • go to Step 8.

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Step 8

When the question ‘Has the household provided PY income?’ displays

If the customer hasn’t provided PY income

  • select ‘No’
  • select ‘Next’
  • go to Step 11.

If the customer has provided PY income

  • select ‘Yes’
  • select ‘Next’
  • go to Step 9.

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Step 9

When the question ‘Is the PY income actual or estimated?’ displays

If the customer has provided actual PY income

  • select ‘A’
  • select ‘Next’
  • go to Step 10.

If the customer has provide estimated PY income

  • select ‘E’
  • select ‘Next’
  • go to Step 10.

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Step 10

When the question ‘Claimants 1’s PY income breakdown’ displays, complete the fields as appropriate

Note: Currency must be entered in the following format - for £25,000.00, enter 25000.00.

Note: TSSB stands for Taxable Social Security Benefits.

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Step 11

When the question ‘What is the status of the renewal’ displays

  • select ‘Not Issued’
  • select ‘Next’
  • when the question ‘Hours per week claimant 1 currently works’ displays, enter the amount of hours the customer normally works
  • select ‘Next’
  • when the question ‘Is claimant 1 currently eligible for the following elements?’ displays, select ‘No’ for

    • Disabled
    • DLA HCC / PIP (ER)
    • 50+
  • select ‘Next’
  • when the question ‘Did the household pay CC costs at any time during the award period? displays, select ‘No’
  • select ‘Next’
  • enter the amount of WTC still to be paid

Note: This is not necessarily the award amount as the customer may have already received system payments before the ‘Payment Suspension’ marker was set.

  • select ‘Next’
  • when the question ‘Do we pay WTC into a bank account?’ displays, select ‘No’
  • select ‘Next’. Phase 1 is now complete
  • select ‘Phase 2’
  • go to Step 12.

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Step 12

Phase 2 - you will now be indicating which messages you need to include in the award notice by selecting ‘Yes’ or ‘No’.

Note: Enter all data in block capitals.

If you are issuing a provisional award notice, go to Step 13.

If you aren’t issuing a provisional award notice, go to Step 14.

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Step 13

If the customer has informed you of a change of circumstances, go to Step 14.

If the customer hasn’t informed you of a change of circumstances

  • change the paragraph ‘Thank you for telling us your circumstances has changed’ to ‘No’ using the drop down menu
  • go to Step 14.

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Step 14

Opening messages. You don’t need to change any of the messages to ‘Yes’ or ‘No’

  • scroll down to ‘What to do now’. You don’t need to change any of the messages to ‘Yes’ or ‘No’
  • scroll down to ‘Working Tax Credit’

    • enter the dates and amount for the basic element
    • select ‘30 hour element’
    • enter the dates and amount for the 30 hour element
    • enter the tapered entitlement of WTC in the ‘Amount for the period’ box
  • scroll down to ‘Payments’.

If the customer is due payment for any arrears

  • enter the dates of the payments by cheque
  • enter the payment amounts
  • go to Step 15.

If the customer isn’t due payments for any arrears, go to Step 15.

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Step 15

If there aren’t any other payments due, go to Step 17.

If there are any other payments due, go to Step 16.

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Step 16

If the remaining payments are to be paid weekly

  • select ‘Then by cheque every 1 week’
  • go to Step 17.

If the remaining payments are to be paid four-weekly

  • select ‘Then by cheque every 4 weeks’
  • enter the date the amount or frequency will end
  • enter the payment amount
  • go to Step 17.

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Step 17

Select ‘View’. Review the information on the award notice.

If changes don’t need to be made to the award notice, go to Step 18.

If changes do need to be made to Phase 1 only on the award notice

  • select ‘Phase 1’
  • select either ‘Restart’ or ‘Back’, as appropriate
  • make the changes
  • select ‘Phase 2’
  • select ‘View’
  • go to Step 18.

If changes do need to be made to Phase 1 and Phase 2 on the award notice

  • select ‘Phase 1’
  • select either ‘Restart’ or ‘Back’, as appropriate
  • make the changes
  • select ‘Phase 2’
  • make the changes
  • select ‘View’
  • go to Step 18.

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Step 18

Select ‘Print’. You have completed and printed off the TC602 manual award notice for the WTC upfront complex case.