TCM1000626 - How to check if a customer has Universal Credit (UC) interest

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the tool bar
  • select ‘View’ from the options available. You will be taken to the ‘Key Entry data’-Applicant screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’

If you are taken to the ‘Select Application’ screen

  • select the relevant application
  • select ‘OK’. You will be taken to the ‘Application Version’ screen
  • select the latest award version number
  • select ‘OK’. You will be taken to the ‘Application Summary’
  • go to Step 2

If you are taken straight to the ‘Application Summary’ screen, go to Step 2.

Step 2

If you receive a ‘pop up’ box with ‘Universal Credit’ and a date

  • the claim has ceased because somebody in the household has claimed Universal Credit (UC)
  • go to Step 3

If you do not receive a ‘pop up’ box with ‘Universal Credit’ and a date

  • the claim has not ceased due to Universal Credit being claimed

Note: Where a household breakdown has been recorded, and the date used is prior to that of Universal Credit interest, the ‘pop up’ box will display ‘Household Breakdown’ and the date that this occurred.  Universal Credit interest will be displayed as an ‘Alert!’   

Where a household breakdown has been recorded, and the date used is after that of Universal Credit interest, the ‘pop up’ box will display ‘UCHB’ and the date that this occurred. Universal Credit interest will be display as an ‘Alert!’

Step 3

In the ‘View Application Summary’ screen

  • select ‘Continue’. This will allow you to view ‘Additional Information’ for Applicant 1
  • make a note of whether ‘UC Details’ displays ‘Yes’ or ‘No’
  • select ‘Continue’. This will allow you to view ‘Additional Information’ for Applicant 2
  • make a note of whether ‘UC Details’ displays ‘Yes’ or ‘No’
  • go to Step 4.

Step 4

If ‘UC Details’ displays ‘Yes’

  • the applicant is a matched Universal Credit Claimant

If ‘UC Details’ displays ‘No’

  • the applicant is not a matched Universal Credit Claimant