How the online appeals service can help Agents

1. How the online appeals service can help Agents Click to continue

2. We’ve got facilities to make filling in our online forms easier… Once you have submitted one appeal to us, and it has been ‘Started’, you can… Click to continue

3. Reuse that information … See how We’ve got facilities to make filling in our online forms easier… Once you have submitted one appeal to us, and it has been ‘Started’, you can… Click to continue

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

5. Reuse that information … See how Send hard copy attachments following an online appeal Save and reuse partially completed forms … See how … See how We’ve got facilities to make filling in our online forms easier… Once you have submitted one appeal to us, and it has been ‘Started’, you can… Click to continue

6. Reusing information held on the appeals system Click to continue

7. Open the appeal form. Click to continue

8. Click on the ‘Yes’ option in the Agent box. Click to continue

9. Click on the next ‘Yes’ box. Click to continue

10. Enter your Surname and Postcode in the boxes. Click to continue

11. 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. Click to continue

12. Click on the grey button. Click to continue

13. The system will search for your details. Click to continue

14. and will display a list of matching records. Click to select. Click to continue

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

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

17. and here. Click to continue

18. Enter the name of the company here. Click to continue

19. Click on the grey button. Click to continue

20. The system will search for the company details. Click to continue

21. and will display a list of matching records. Click to select. Click to continue

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

23. Saving and reusing partially completed forms Click to continue

24. Scroll down to the ‘Save’ section. Click to continue

25. Click on the grey button. Click to continue

26. Click on ‘Yes’. Click to continue

27. 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). Click to continue

28. Click to continue

29. The location will default, as will the file name. You can change either or both. Click to continue

30. Click on the ‘Save’ button. Click to continue

31. 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. Click to continue

32. Click to continue

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

34. 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. Click to continue

35. 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. Click to continue

36. Click to continue

37. Send hard copy attachments following an online appeal Click to continue

38. 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. Click to continue

39. 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. Click to continue

40. 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. Click to end