TCM1000328 - How to delete bank account details

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Correction’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’.

If you are taken to the ‘Select Application’ screen

  • select the relevant claim
  • select ‘OK’. You will be taken to the ‘Applicant Details’ screen
  • go to Step 2.

If you are taken straight to the ‘Applicant Details’ screen, go to Step 2.

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Step 2

On the ‘Applicant Details’ screen

  • select ‘Pm1’ or ‘Pm2’ on the toolbar, as appropriate. You will be taken to the ‘Payment Details’ screen
  • select ‘Delete’

Note: If the bank account details need deleting for both customers in a joint claim, repeat the above to delete the account details for the second customer.

  • select ‘OK’. You will be taken to the ‘Amend Finish’ screen
  • don’t complete the ‘Amend Finish’ screen at this point, just return to the guidance you were previously following.