TCM1000103 - How to mark the Annual Declaration as not served

Version 2.0

Changes to previous version - amended guidance, amendments to step 2.

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楻enewal鈥� on the toolbar
  • select 鈥楳anage Finalisation鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
  • enter the customer鈥檚 NINO
  • select the 鈥楶eriod鈥� checkbox and enter the relevant year as 06/04/YYYY - 05/04/YYYY
  • select 鈥極K鈥�.

If you are taken to the 鈥楽elect Household鈥� screen

  • select the relevant household
  • select 鈥極K鈥�. You will be taken to the 鈥楳anage Finalisation鈥� screen
  • go to Step 2.

If you are taken straight to the 鈥楳anage Finalisation鈥� screen, go to Step 2.

Top of page

Step 2

On the 鈥楳anage Finalisation鈥� screen

  • select 鈥楥ontinue鈥�. You will be taken to the 鈥楩inalisation Details鈥� screen
  • select 鈥楥ontinue鈥�. You will be taken to the 鈥楴otice Details鈥� screen
  • in the 鈥楽17 Notice鈥� field, select the 鈥楴ot Served Applicant 1鈥� checkbox and / or 鈥楴ot Served Applicant 2鈥� checkbox .

Note: In a joint claim where a family break up has occurred, both checkboxes must be selected.

  • select 鈥楶rocess鈥�. This will mark the Annual Declaration as 鈥楴ot Served鈥�