TCM1000626 - How to check if a customer has Universal Credit (UC) interest
Step 1
On the 鈥楩unction Menu鈥�
- select 鈥楢pplication鈥� on the tool bar
- select 鈥榁iew鈥� from the options available. You will be taken to the 鈥楰ey Entry data鈥�-Applicant 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 Application鈥� screen
- select the relevant application
- select 鈥極K鈥�. You will be taken to the 鈥楢pplication Version鈥� screen
- select the latest award version number
- select 鈥極K鈥�. You will be taken to the 鈥楢pplication Summary鈥�
- go to Step 2
If you are taken straight to the 鈥楢pplication Summary鈥� screen, go to Step 2.
Step 2
If you receive a 鈥榩op up鈥� box with 鈥楿niversal Credit鈥� and a date
- the claim has ceased because somebody in the household has claimed Universal Credit (UC)
- go to Step 3
If you do not receive a 鈥榩op up鈥� box with 鈥楿niversal Credit鈥� and a date
- the claim has not ceased due to Universal Credit being claimed
Note: Where a household breakdown has been recorded, and the date used is prior to that of Universal Credit interest, the 鈥榩op up鈥� box will display 鈥楬ousehold Breakdown鈥� and the date that this occurred.聽 Universal Credit interest will be displayed as an 鈥楢lert!鈥� 聽聽
Where a household breakdown has been recorded, and the date used is after that of Universal Credit interest, the 鈥榩op up鈥� box will display 鈥楿CHB鈥� and the date that this occurred. Universal Credit interest will be display as an 鈥楢lert!鈥�
Step 3
In the 鈥榁iew Application Summary鈥� screen
- select 鈥楥ontinue鈥�. This will allow you to view 鈥楢dditional Information鈥� for Applicant 1
- make a note of whether 鈥楿C Details鈥� displays 鈥榊es鈥� or 鈥楴o鈥�
- select 鈥楥ontinue鈥�. This will allow you to view 鈥楢dditional Information鈥� for Applicant 2
- make a note of whether 鈥楿C Details鈥� displays 鈥榊es鈥� or 鈥楴o鈥�
- 驳辞听迟辞 Step 4.
Step 4
If 鈥楿C Details鈥� displays 鈥榊es鈥�
- the applicant is a matched Universal Credit Claimant
If 鈥楿C Details鈥� displays 鈥楴o鈥�
- the applicant is not a matched Universal Credit Claimant