TCM1000560 - How to set up a payment plan on the National Direct Debit System (NDDS)

Version 1.0

Changes to previous version - new guidance

Step 1

  • select 鈥楾ime To Pay鈥� from the options available in the 鈥楶lan Type鈥� field
  • select 鈥楾elephone鈥� from the options available in the 鈥楥reation Channel鈥� field
  • select 鈥楥ontinue鈥�. You will be taken to the 鈥楥reate Time To Pay鈥� screen
  • select NTC from the options available in the 鈥楬ead of Duty鈥� (HoD) field

Note: The HoD details may have been carried forward from your search results

  • enter the HoD reference in the 鈥楬oD Reference鈥� field

Note: The reference is made up of the customer鈥檚 NINO excluding the suffix, the entitlement end date, head of duty ref (which is always N for NTC) and the 鈥楥heck Character鈥� which you will have obtained from 鈥楶rint Payslip鈥�

For example

AA123456300609NR

  • enter the total amount that the customer has agreed to pay against this HoD reference in the 鈥楢mount Due鈥� field

Note: For multiple overpayments from within the same household you must enter each year separately starting with the earliest year

Note: If the customer has overpayments from a previous household you must create a new Payment Plan for these. Under no circumstances can overpayments from different households be included within the same entry on NDDS

  • if applicable enter the date of the initial payment in the 鈥業nitial Collection Date鈥� field

Note: This must be at least 14 days after the date you set up the arrangement

  • if applicable enter the amount of the initial payment in the 鈥業nitial Collection Amount鈥� field

Note: The Initial Collection Date / Amount fields are there specifically to allow you to negotiate a larger initial payment. However a smaller amount can be entered if that is what you have agreed with the customer. You can also use this field to adjust the amount of the final payment

  • enter the date of the first instalment to be collected after the initial payment in the 鈥楻egular Collection Date鈥� field
  • select the frequency of payments from the options available in the 鈥楩requency鈥� field

  • enter either

    • the amount to be regularly collected in the 鈥楻egular Collection Date鈥� field, or
    • the date the final payment will be collected in the 鈥楨nd Date鈥� field, or
    • the number of payments to be made in 鈥楾he Number of Collections鈥� field
  • select 鈥楥alculate Summary鈥�. A summary of the payment plan will be displayed below

  • From the 鈥楽ummary鈥� screen confirm with the customer,

    • when the first payment will be taken
    • the amount of the first payment
    • the monthly payments
    • when and how much the final payment will be

If the customer agrees with the payment plan

  • select 鈥楽ave鈥�
  • select 鈥楩inish鈥�

If the customer wants to amend, or does not agree with, the payment plan

  • select 鈥楥hange Payment Plan鈥�
  • return to the beginning of this step to re-enter the details