TCM1000529 - How to refer for local recovery

Version 1.0

Changes to previous version - new guidance

Step 1

Open the ‘Interim Single Sign On’ icon

  • select ‘NTC Receivables BS’ from the left hand column
  • select ‘RMBS O/P Rec Officer’ from the right hand column. You will be taken to the ‘RMBS - Function Menu’ screen
  • select ‘Household’ on the toolbar
  • select ‘View Overpayment’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
  • enter the customer’s NINO
  • select ‘OK’

If you are taken to the ‘Select Award’ screen

  • highlight 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

Top of page

Step 2

On the ‘View Overpayment’ screen

  • select ‘Details’. You will be taken to the ‘View Overpayment - Direct’ screen
  • select ‘Maintain Overpayment’. You will be taken to the ‘Maintain Overpayments’ screen
  • select the ‘Refer to Local Recovery’ checkbox in the ‘Local Recovery’ field
  • select ‘Other’ from the options available in the ‘Referral Reason’ field
  • select the ‘OK’ button

Note: If the overpayment outstanding is below £200 a further message will display. If it does display, select ‘Menu’