TCM0270160 - Renewals - work lists (Unfinalised): Unfinalised S17 work list - Not past 1SD
Version 1.0
Changes to previous version - amended guidance. Replaces 바카라 사이트˜Unfinalised S17 Work List: Not Past 1SD (AG)바카라 사이트™.
Checklist
Before you follow this guidance, make sure
- you바카라 사이트™ve 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
- you바카라 사이트™re in the correct MU. Use TCM0322460 for the correct MU number.
Background
An Annual Declaration (S17) has been issued late and the 1s t Specified Date (1SD) falls after 25 February.
The system functionality is switched off on 25 February, which would normally finalise PY and terminate CY because the Annual Declaration hasn바카라 사이트™t been returned.
A clerical BF date is set until the 1SD has passed, when PY must be finalised and CY terminated manually.
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.
Step 1
If you바카라 사이트™re following this guidance for the first time, go to Step 2.
If you바카라 사이트™re dealing with an expired action date because the work item was also on the Unprocessed S17 work list, go to Step 3.
If you바카라 사이트™re dealing with an expired action date because the 1SD hadn바카라 사이트™t passed, go to Step 5.
Step 2
Access the Unfinalised S17 work list. Follow the guidance in TCM0270100
then, if applicable
- return to this guidance and go to Step 3.
Step 3
Check if the work item is on the Unprocessed S17 work list. For how to do this, use TCM1000142.
If the work item is on the Unprocessed S17 work list, go to Step 4.
If the work item isn바카라 사이트™t on the Unprocessed S17 work list, go to Step 5.
Step 4
Set an action date on the Unfinalised S17 work list item. For how to do this, use TCM1000008
Note: Ask your manager what action date to set.
- go to Step 13.
Step 5
Check if the 1SD has passed. For how to do this, use TCM1000002.
If the 1SD hasn바카라 사이트™t passed
- set an action date on the Unfinalised S17 work list item to the day after the 1SD. For how to do this, use TCM1000008
- go to Step 13.
If the 1SD has passed, go to Step 6.
Step 6
Determine whether the Annual Declaration is Reply Required or Auto Renewal S17. For how to do this, use TCM1000204.
If the Annual Declaration was reply required and you noted an Appeal marker was present in TCM0270100, go to Step 13.
If the Annual Declaration was reply required and you didn바카라 사이트™t note an Appeal marker in TCM0270100, go to Step 8.
If the Annual Declaration was auto-renewal, go to Step 7.
Step 7
Check if there바카라 사이트™s CY entitlement. For how to do this, use TCM1000229.
If there is any CY entitlement and you didn바카라 사이트™ot note an appeal marker in TCM0270100, go to Step 11.
If there is any CY entitlement and you noted an appeal marker in TCM0270100, go to Step 10.
If there isn바카라 사이트™t any CY entitlement and you didn바카라 사이트™t note an appeal marker in TCM0270100, go to Step 9.
If there isn바카라 사이트™t any CY entitlement and you noted an appeal marker in TCM0270100, go to Step 12.
Step 8
Terminate the award on the tax credits computer. For how to do this, use TCM1000149
Note: Make sure you select 바카라 사이트˜No Reply바카라 사이트™ in the 바카라 사이트˜Terminate바카라 사이트™ field.
- go to Step 9.
Step 9
Finalise the PY award on the tax credits computer. For how to do this, use TCM1000205
- go to Step 12.
Step 10
Renew CY without finalising PY. For how to do this, use TCM1000018
Note: When the Appeal has been resolved, the Appeals team will 바카라 사이트˜Finalise바카라 사이트™ the PY award.
- go to Step 12.
Step 11
Finalise the PY award and renew the CY award on the tax credits computer. For how to do this, use TCM1000017
- go to Step 12.
Step 12
Check if the work item is still on the Unfinalised S17 work list.
If the work item isn바카라 사이트™t still on the work list, go to Step 13.
If the work item is still on the work list
- transfer it to the 바카라 사이트˜Unfinalised S17 Worked and Cleared바카라 사이트™ MU. Use TCM0322460 for the correct MU number
- go to Step 13.
Step 13
Following your action
- update Household Notes with the appropriate message - SN15, SN16 , SN18, SN19 or SN21 from TCM0172060. For how to do this, use TCM1000001
Note: If these Household Notes don바카라 사이트™t cover the action you바카라 사이트™ve taken, record any additional action using the Renewals & Reminders category.
- take no further action.