TCM1000522 - How to check if an in year adjustment or cross year recovery

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楬ousehold鈥� on the toolbar
  • select 鈥楢djust in year payments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 鈥極K鈥�. You will be taken to the 鈥楢djust in year payments鈥� screen
  • check the 鈥�% of remaining entitlement authorised for payment鈥� field, to determine the amount currently set.

If the percentage amount is blank or set to nil, an in year adjustment isn鈥檛 in place, go to Step 2.

If the percentage amount is set to anything other than blank or nil, an in year adjustment is in place, go to Step 2.

Note: A message may display stating you are denied access to that customer鈥檚 details. If this happens, follow the guidance in TCM0068160.

Step 2

On the 鈥楩unction Menu鈥�

  • select 鈥榁iew household account鈥� on the toolbar
  • enter the customer鈥檚 NINO
  • select 鈥楲atest鈥�
  • select 鈥極K鈥�. You will be taken to the 鈥榁iew direct payments schedule鈥� screen
  • check the 鈥楢mount recovered鈥� field

If an amount is shown聽

  • cross year recovery has been applied

Note: the cross year recovery may be as a result of Cross Award Recovery

If an amount is not shown聽

  • cross year recovery hasn鈥檛 been applied
  • return to the guidance you were previously following.

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Step 3

To determine if there is an in year adjustment as well as a cross year recovery

  • on the 鈥榁iew direct payments schedule鈥� screen, identify the date that the regular payments have been reduced

  • make a note of

    • the date in the 鈥業ssued鈥� field of the first reduced regular payment
    • the pay frequency
    • the reduced regular payment amount

Note: Regular payments fall at a set period of either 7 or 28 days apart

  • select 鈥楶ostings鈥�
  • using the above date, locate the corresponding amended WTC/CTC award.

Note: The amended award will be on or before the date noted from schedule.

Note: Where there are two award postings one after the other, the award has been re-profiled.

  • there will be a plus and a minus figure.

If the minus figure is greater than the plus figure聽

  • the award entitlement has dropped and an in year adjustment has been applied
  • return to the guidance you were previously following.

If the minus figure is not greater than the plus figure, go to Step 4.

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Step 4

Continue to work backwards through the postings to look for types with the description 鈥楳anual giro payment WTC/CTC鈥�.

If there are 鈥楳anual giro payment WTC/CTC鈥� postings and there has also been a re-profiling on the award聽

  • an in year adjustment has been applied
  • return to the guidance you were previously following.

If there are no 鈥楳anual giro payment WTC/CTC鈥� postings聽

  • an in year adjustment has not been applied
  • return to the guidance you were previously following.