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Step 2 Check the claim form for any appointee details. This will be shown on page 11 of the claim form. If the claim form does not contain any appointee details, go to Step 3. If the claim form contains details of an appointee and the details are the same as the customer’s details do not capture the details of the appointee If the claim form contains details of an appointee and the details are different to the customer’s details, use Function CAPTURE APPLICATION to continue to capture the remainder of the claim form and note down any missing information do not contact the customer for any of the missing information ....
Check for any change of circumstances. To do this check the manual file for any Work Area Mailbox (WAM) referrals, physical change of circumstances or a copy of the ‘Free Format’ screen to see if there has been a change of circumstance check the Unprocessed Change of Circs work list. For how to do this, use TCM1000208. Note: If the change relates to a child/young person who is an exception or potential exception contact the Exception Team (This content has been withheld because of exemptions in the Freedom of Information Act 2000) Note: From 6 April 2012 notified change of circumstances which will result in an increase in entitlement will be backdated to a maximum of one calendar month. ....
Step 3 If you’re dealing with an expired BF date but have not received a response to the initial E Forms which have been sent check the manual file to see if the customer has reported any change of address for her/his partner in the EU Member State. Note: The Change of Circumstances Team will have linked any WAM referrals or physical change of circumstances to the manual file, if appropriate. check the ‘Unprocessed Change of Circs’ work list, for how to do this, use TCM1000208 check the manual file and free format screen for any information relating to a change, if there has been a change of address affects which area authority within the EU Member State you need to contact for information about the family composition. Check that the correct E Forms, UK-PL or SEDs have been issued to the correct EU Member State, for how to do this, use TCM0305100 ....