TCM1000311 - How to complete form TC602 for a WTC upfront complex case revised award

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 (C or 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’
  • 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 ‘Complex’
  • 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 2.

If the household does have an appointee

  • select ‘Yes’
  • select ‘Next’
  • enter the appointee’s name
  • select ‘Next’
  • go to Step 2.

Top of page

Step 2

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 5.

If the customer has provided CY income

  • select ‘Yes’
  • select ‘Next’
  • go to Step 3.

Top of page

Step 3

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 4.

If the customer has provide estimated CY income

  • select ‘E’
  • select ‘Next’
  • go to Step 4.

Top of page

Step 4

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 5.

Top of page

Step 5

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 6.

Top of page

Step 6

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

Note: The previous year (PY) income is the tax year the award period is in.

If the customer hasn’t provided PY income

  • select ‘No’
  • select ‘Next’
  • go to Step 9.

If the customer has provided PY income

  • select ‘Yes’
  • select ‘Next’
  • go to Step 7.

Top of page

Step 7

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 8.

If the customer has provided estimated PY income

  • select ‘E’
  • select ‘Next’
  • go to Step 8.

Top of page

Step 8

When the question ‘Claimant’s 1 PY 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 9.

Top of page

Step 9

When the question ‘What is the status of renewal’ displays, select ‘Not issued’

  • select ‘Next’
  • when the question ‘Was the household eligible for WTC during the award period’ displays
  • select ‘Yes’
  • 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 to be paid

Note: This is the amount of WTC still to be paid, not the award amount.

  • 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 10.

Top of page

Step 10

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

Note: Enter all data in block capitals.

If you are issuing a provisional award notice, you selected award notice D in Step 1, go to Step 11.

If you aren’t issuing a provisional award notice, go to Step 12.

Top of page

Step 11

If the customer has informed you of a change of circumstances, go to Step 12.

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 12.

Top of page

Step 12

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

If there aren’t any one-off payments, go to Step 13.

If there are any one-off payments

  • enter the date of the payment by cheque
  • enter the payment amount
  • go to Step 13.

Top of page

Step 13

If there aren’t any other payments due, go to Step 15.

If there are any other payments due, go to Step 14.

Top of page

Step 14

If the remaining payments are to be paid weekly

  • select ‘Then by cheque every 1 week’
  • go to Step 15.

If the remaining payments are to be paid four-weekly

  • select ‘Then by cheque every 4 weeks’
  • enter the date this will change or stop
  • enter the payment amount
  • go to Step 15.

Top of page

Step 15

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

If changes aren’t needed to the award notice, go to Step 16.

If changes are needed to Phase 1 only on the award notice

  • select ‘Phase 1’
  • select either ‘Restart’ or ‘Back’, as appropriate
  • make the changes
  • select ‘View’
  • go to Step 16.

If changes are needed 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 16.

Top of page

Step 16

Select ‘Print’. You’ve completed and printed off the form TC602 for the WTC upfront complex case revised award.