TCM1000189 - How to check the customer鈥檚 personal details

Version 1.0

Changes to previous version - new guidance

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楢pplication鈥� on the toolbar
  • select 鈥榁iew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 鈥楢ll鈥� checkbox
  • select 鈥極K鈥�.

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

  • select the relevant claim
  • select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen

Note: If you are instead taken to the 鈥楽elect Application鈥� screen or the 鈥楽elect Application Version鈥� screen, follow the later guidance for those screens.

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

  • select the claim with the status of 鈥楢ward Issued鈥�
  • select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen

Note: If you are instead taken to the 鈥楽elect Application Version鈥� screen, follow the later guidance for that screen.

If you are taken to the 鈥楽elect Application Version鈥� screen

  • select the relevant version of the claim
  • select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen
  • go to Step 2.

If you are taken straight to the 鈥楢pplication Summary鈥� screen, go to Step 2.

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Step 2

On the 鈥楢pplication Summary鈥� screen

  • select 鈥楥ontinue鈥�. You will be taken to the 鈥楢pplicant 1 Additional Information鈥� screen

Note: If you need to check the customer鈥檚 partner鈥檚 personal details, select 鈥楥ontinue鈥� and you will be taken to the 鈥楢pplicant 2 Additional Information鈥� screen.

  • the entries on this screen will tell you the customer鈥檚 personal details.