TCM1000386 - How to use function View Household Account to obtain the outstanding overpayment amount
Step 1
On the ‘Function Menu’
- select ‘Household’ on the toolbar
- select ‘View Account’ from the options available. You’ll be taken to the ‘Key Entry Date - Applicant’ screen
- enter the customer’s NINO
- select the ‘All’ checkbox
- select ‘OK’.
If you are taken to the ‘Select Award’ screen
- select the relevant award
- select ‘OK’. You’ll be taken to the ‘View Award Period Summary - Household’ screen
- go to Step 2.
If you are taken straight to the ‘View Award Period Summary - Household’ screen, go to Step 4.
Step 2
If the signals box does not show a signal of ‘Cross Award Transfer Made’, go to Step 4.
If the signals box shows a signal of ‘Cross Award Transfer Made’
- select ‘Postings’
- check for any postings that state ‘Cross award transfer to CTC’ or ‘Cross award transfer to WTC’
- make a note of the figures shown
- go to Step 3.
Step 3
If the last Cross Award Transfer to either CTC or WTC is a negative figure
- note that the overpayment has already been returned by Cross Award Recovery (CAR)
- note the correct ‘Overpayment Outstanding’ amount shown in ‘View Award Period Summary - Household’ Screen
- go to Step 4.
If the last Cross Award Transfer to either CTC or WTC is a positive figure
- note that the overpayment has not been returned by Cross Award Recovery (CAR)
- note that you are unable to determine the correct ‘Overpayment Outstanding’
- return to the guidance you are following and continue with your action.
Step 4
If there is an amount in the ‘Overpayment Outstanding’ field
- this is the outstanding overpayment amount for CTC and WTC
If there is not an amount in the ‘Overpayment Outstanding’ field
- an overpayment amount has not yet been returned from CAR.