TCM1000339 - How to establish the period the overpayment relates to
Version 1.0
Changes to the previous version - new guidance
Step 1
On the ‘Function menu’
- select Household from the toolbar
- select ‘View Overpayment’. You will be taken to the ‘Key Entry Data’ screen
- enter the customer’s NINO
- select ‘all’
- select ‘OK’.
If you are taken to the select award screen
- select the relevant award
- select ‘OK’. You will be taken to the ‘View Overpayment’ screen
- go to Step 2
If you are taken straight to the ‘View Overpayment’ screen, go to Step 2
Step 2
If the period the overpayment relates to is known
- select the ‘period’ checkbox and enter the year in the Period field.
Note: If there isn’t an overpayment for the selected period, the warning message ‘No overpayment details found’ will display.
Note: If the View Overpayment Signals screen displays, select ‘OK’. You’ll be taken back to the View Overpayment screen.
If the period the overpayment relates to isn’t known
- select the ‘All’ checkbox
- select ‘OK’. You will be taken to the ‘Select Award’ screen
- select the earliest award with an outstanding overpayment
Note: If there isn’t an overpayment for the selected period, the warning message ‘No overpayment details found’ will display.
Note: If the View Overpayment’ Signals screen display, select ‘OK’. You will be taken back to the ‘View Overpayment’ screen.
- check if a dispute has already been registered or a manual suspension recorded against this overpayment
- complete the cover sheet with this information
- repeat this action for all the years that need suspending.