How the online appeals service can help Agents

How the online appeals service can help Agents

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We’ve got facilities to make filling in our online forms easier…

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Once you have submitted one appeal to us, and it has been ‘Started’, you can…

We’ve got facilities to make filling in our online forms easier…

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Once you have submitted one appeal to us, and it has been ‘Started’, you can…

Reuse that information

… See how

We’ve got facilities to make filling in our online forms easier…

Click to continue

Once you have submitted one appeal to us, and it has been ‘Started’, you can…

Reuse that information

… See how

Save and reuse partially completed forms

… See how

We’ve got facilities to make filling in our online forms easier…

Send hard copy attachments following an online appeal

… See how

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Once you have submitted one appeal to us, and it has been ‘Started’, you can…

Reuse that information

… See how

Save and reuse partially completed forms

… See how

Reusing information held on the appeals system

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Open the appeal form.

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Click on the ‘Yes’ option in the Agent box.

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Click on the next ‘Yes’ box.

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Enter your Surname and Postcode in the boxes.

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Enter your Surname and Postcode in the boxes.

If you work for a company of agents, you should also scroll down and click on the ‘Yes’ option here.

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Click on the grey button.

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The system will search for your details.

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and will display a list of matching records.

Click to select.

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The details for the selected person will be used to complete the form.

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If you work for a company of agents, click on the ‘Yes’ option here.

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and here.

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Enter the name of the company here.

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Click on the grey button.

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The system will search for the company details.

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and will display a list of matching records.

Click to select.

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The details for the selected company will be used to complete the form.

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Saving and reusing partially completed forms

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Scroll down to the ‘Save’ section.

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Click on the grey button.

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Click on ‘Yes’.

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When this screen is displayed, the file will NOT have been saved.

You must click on ‘File’, then ‘Save as’ (for Internet Explorer

users) or the equivalent (for users of other

browsers).

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The location will default, as will the file name.

You can change either or both.

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Click on the ‘Save’ button.

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You will be returned to this screen. (You can leave it open while you check that the file has been saved in the selected location.)

Then

you can either continue with the appeal by clicking the grey button,

or you can close the window until you are ready to carry on with the form.

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To go back to the form, click on the grey button.

If you click on ‘Continue with Appeal’ you will be taken back to the form, and it will contain everything you entered before you saved the form.

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When you fully complete the form and submit it, the Save file, with your details in it, will remain on your computer, and can be used again.

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Send hard copy attachments following an online appeal

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Once you submit the appeal form, you will get an on-screen receipt showing the reference number, and providing a link for you to get a copy of your appeal form.

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On the final page of that copy of the appeal form will be the appeal reference number, and a list of the documents that you have said will follow by post.

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This page can be printed and used as both a check list to ensure you send us everything we need, and a cover sheet so we can marry up the documents with the right appeal.

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