TCM0220050 - Payment: manual payment - 1st Specified Date action

Checklist

Before you follow this guidance make sure

  • you follow the guidance in TCM0138020
  • you have the correct user roles to follow this guidance. Use the B&C Roles and Access Catalogue. You can find this by going to the Benefits & Credits Homepage, selecting 바카라 사이트˜R바카라 사이트™ on the B&C A-Z index, selecting 바카라 사이트˜Roles and Access Process바카라 사이트™, selecting 바카라 사이트˜Roles & Access Catalogue바카라 사이트™ from the Related links menu
  • you are in the correct MU. Use TCM0322460 for the correct MU number.

Background

Where a customer is receiving manual payments and has not returned their 바카라 사이트˜Annual Declaration바카라 사이트™ by the 바카라 사이트˜1st Specified Date바카라 사이트™ (1SD), you may need to stop paying their provisional 바카라 사이트˜Current Year바카라 사이트™ (CY) manual payments.

If following the termination of their manual payments, the customer requests that their claim is restored the Restore Team will obtain the 바카라 사이트˜Annual Declaration바카라 사이트™ details and then refer the case to the Manual Payments Team for the payments to be reinstated.

Guidance

Note: When sending customer, staff or process data to another individual or team, make sure you follow the latest data security guidelines or contact the Data Guardian or Data Security Team for advice.

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Step 1

If you are dealing with a payment which is due on the 바카라 사이트˜Manual Payments Database바카라 사이트™, go to Step 2.

If you are dealing with a referral from the Restore Team to reinstate the payments, go to Step 9.

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Step 2

Check Household Notes for one of the following messages PP13 or PP14 from TCM0168040. For how to do this, use TCM1000067.

If the message PP13 is present

  • Do not stop the payments
  • follow the guidance in TCM0220080.

If the message PP14 is present

  • do not make any manual payments
  • take no further action.

If neither note is present, go to Step 3.

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Step 3

Check the status of the renewal. For how to do this, use TCM1000153.

If the status is Auto Renewed DD/MM/CCYY, go to Step 8.

If the status is not Auto Renewed DD/MM/CCYY, go to Step 4.

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Step 4

Check if the 바카라 사이트˜RLS바카라 사이트™ signal is set. For how to do this, use TCM1000105.

If the 바카라 사이트˜RLS바카라 사이트™ signal is set

  • do not make any manual payments
  • update the Manual Payments 바카라 사이트˜BAU Database바카라 사이트™ or 바카라 사이트˜UPR Spreadsheet바카라 사이트™
  • enter today바카라 사이트™s date in the 바카라 사이트˜Date Closed바카라 사이트™ field
  • update Household Notes with the message PP03 from TCM0168040. For how to do this, use TCM1000001
  • take no further action.

If the 바카라 사이트˜RLS바카라 사이트™ signal is not set, go to Step 5.

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Step 5

On the 바카라 사이트˜Current Position바카라 사이트™ screen

  • check the 바카라 사이트˜S17 Notices바카라 사이트™ box to establish if the 바카라 사이트˜Annual Declaration바카라 사이트™ been issued.

If the 바카라 사이트˜Annual Declaration바카라 사이트™ has been issued, go to Step 6.

If the 바카라 사이트˜Annual Declaration바카라 사이트™ has not been issued

  • do not stop the payments
  • follow the guidance in TCM0220080 then return to this guidance
  • pass the case with the relevant details to your TALLO for them to either escalate to TAL to identify why the 바카라 사이트˜Annual Declaration바카라 사이트™ has not been issued or request a progress report
  • update Household Notes with the message PP15 from TCM0168040. For how to do this, use TCM1000001
  • take no further action.

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Step 6

On the Current Position screen

  • check if the 바카라 사이트˜Status바카라 사이트™ is 바카라 사이트˜Terminated at 1SD바카라 사이트™.

If the 바카라 사이트˜Status바카라 사이트™ is 바카라 사이트˜Terminated at 1SD바카라 사이트™

  • do not make any manual payments
  • go to Step 7.

If the 바카라 사이트˜Status바카라 사이트™ is not 바카라 사이트˜Terminated at 1SD바카라 사이트™ or the 바카라 사이트˜View Signals바카라 사이트™ button is disabled, go to Step 8.

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Step 7

Note: Do not make any manual payments.

Update the Manual Payments 바카라 사이트˜BAU Database바카라 사이트™ or 바카라 사이트˜URP Spreadsheet바카라 사이트™

  • enter today바카라 사이트™s date in the 바카라 사이트˜Date Closed바카라 사이트™ field
  • update Household Notes with the message PP16 from TCM0168040. For how to do this, use TCM1000001
  • take no further action.

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Step 8

Note: Do not stop the payments.

Update Household Notes with the message PP13 from TCM0168040. For how to do this, use TCM1000001

then

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Step 9

Manual payments should be reinstated from the date the customer was last paid up to

  • on the Manual Payments 바카라 사이트˜BAU Database바카라 사이트™ or 바카라 사이트˜URP Spreadsheet바카라 사이트™, remove the date in the 바카라 사이트˜Date Closed field바카라 사이트™
  • open the Manual payment calculation sheet (Excel 118KB)
  • select the Calculation sheet tab

then