TCM1000580 - How to disregard an Award Declaration

Step 1

On the ‘Function Menu’ select ‘IY Finalisation’ on the toolbar

  • select ‘Maintain IY Finalisation’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’
  • go to Step 2.

Step 2

If the message ‘No suitable matches can be found with the information supplied’ is displayed

  • attempt to trace the customer using the Trace Citizen function. For how to do this, use TCM1000465

If you are able to trace the customer, go to Step 3.

If you are unable to trace the customer

  • Send the documents to storage. Follow the guidance in TCM0074140 
  • Take no further action

If the message ‘No suitable matches can be found with the information supplied’ is not displayed, go to Step 3.

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Step 3

If you are taken to the ‘Select Individual’ screen

  • select the relevant customer
  • select ‘OK’
  • go to Step 5.

If you are not taken to the ‘Select Individual’ screen, go to Step 4.

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Step 4

If you are taken to the ‘Select Household’ screen

  • select the relevant household
  • select ‘OK’
  • go to Step 5.

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Step 5

If the message - ‘A claim marked for IY Finalisation could not be found’ is displayed

  • select ‘OK’
  • select ‘Cancel’
  • take no further action

If the message - ‘A claim marked for IY Finalisation could not be found’ is not displayed

  • Select ‘Notice Details’ from the ‘Navigation Menu’, go to Step 6.

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Step 6

In the ‘Notice Details’ screen

  • select the ‘Disregard’ checkbox
  • select the appropriate category in the ‘Actioned By’ field
  • select the appropriate reason in the ‘Reason’ field
  • go to Step 7.

Note: where the family has broken down, make sure you select the correct notice to disregard. In these cases, the second customer’s details are shown on the right hand side of the screen

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Step 7

If one or both of the following messages are displayed

  • ‘Actioned By’ field must be completed
  • ‘You must select a reason for disregarding the Reply’
  • go to Step 6.

If no message is displayed, go to Step 8.

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Step 8

On selection of the ‘OK’ button, the reply status of the declaration will be changed to ‘Disregard’ and any associated IYS17 worklist entries will be deleted

Take no further action