TCM1000523 - How to adjust in year payments
Step 1
To apply the appropriate percentage.
On the ‘Function Menu’
- select ‘Household’ on the toolbar
- select ‘Adjust in year payments’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
- enter the customer’s NINO
- select ‘OK’. You will be taken to the ‘Adjust in year payments’ screen.
If you want to increase the rate of recovery, go to Step 3. {#}
If you do not want to increase the rate of recovery, go to Step 2
Step 2
- Compare the approximate payment amounts to the amount shown in the ‘Schedule’.
- (This content has been withheld because of exemptions in the Freedom of Information Act 2000)
If the new payments shown in the ‘Schedule’ are less than the recent payments
- don’t apply the new payment adjustment
- select ‘Cancel’
- return to the guidance you were following.
If the new payments shown in the ‘Schedule’ are more than the recent payments
- select ‘OK’
Note: The following message will appear ‘As a result of this processing any overpayment recovery will take longer. Do you wish to proceed?’. - select ‘Yes’
- return to the guidance you were following.
Step 3
If the customer no longer wants a payment adjustment applied
- select ‘Full Recovery’
- select ‘OK’
- return to the guidance you were following.
If the customer wants to increase their rate of recovery
- enter the appropriate percentage in the ‘% of remaining entitlement authorised for payment’ field
For example: To increase recovery from 10% to 25%, enter 75%. To increase recovery from 25% to 55%, enter 45%. - select ‘Claimant request higher recovery’
- select ‘OK’
- return to the guidance you were following.