TCM1000382 - How to change the FTNAE/AT include from date

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select the ‘Change of Circumstances’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
  • enter the customer’s NINO
  • select the ‘Latest’ checkbox
  • select ‘OK’.

If you’re taken to the ‘Select Household’ screen

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

If you’re taken to the ‘Select Application’ screen

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

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

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Step 2

On the ‘Applicant Details’ screen

  • select ‘Ch’ on the toolbar menu. You’ll be taken to the ‘Child Details’ screen
  • select the child that the change relates to
  • select ‘Correction’ button. You’ll be taken to the ‘Correction Child’ screen
  • select the ‘Full Time Education History’ checkbox
  • select ‘History’. The History screen will display
  • select the appropriate entry
  • select ‘Change’. The change screen will display
  • enter the appropriate date in the ‘Include From’ field
  • tab down to the next field

Note: ‘OK’ will be disabled until you tab down to the next field.

  • select ‘OK’. You’ll be returned to the History screen
  • select ‘OK’. You’ll be returned to the Correction Child screen
  • select ‘OK’. You’ll be returned to the Child Details screen
  • select ‘OK’. You’ll be taken to the Amend Finish screen.