Getting the Dates Right

All staff who deal with processing HB/CTB.

Duration: One day

Many assessment officers have difficulty with the rules relating to dates when deciding benefit claims. As a result, we have designed a training course that covers all aspects relating to claim dates including backdating and changes of circumstance. There are exercises and discussion throughout to reinforce the learning.

Learning outcome

The delegates on this course will have a sound understanding of the regulations and their practical application. Thorough course notes are supplied for future reference.

Content:

Claim and start dates

  • Date of claim and Entitlement dates
  • Standard / Passport claims
  • New liability
  • Pensioners

Change in circumstances

  • Revision / supersession
  • Changes of address / liability / frequency
  • Death of claimant
  • Starting work and extended payments
  • Non-dependents
  • Pensioner rules

Backdating

  • Using your judgement and ensuring consistency
  • What is backdating?
  • The subsidy implications of backdating
  • The legislation relating to backdating
  • Definitions of the regulations
  • Examples of good cause
  • A step by step guide
  • Recording the decision and notification