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CCMS Provider: Change of Client Circumstance

Throughout the life of a case your client’s details or circumstances may change. This guidance will take you through the process of how to amend the client’s details in CCMS. 

First, search for the case you wish to update and navigate to the Case Overview screen. Scroll to the bottom of the screen to the Available Actions table. Click on Amend Client to begin amending the client’s details. 

The Amend Client screen will open, then edit the applicable details for the client. The links on the right of each section open the fields for editing. Multiple amendments to the client details can be done at the same time. You do not need to submit each individual amendment separately. 

NOTE: You will be unable to amend the client’s surname, date of birth, password and country of origin as these are protected fields. If you wish to amend these fields (apart from country of origin) please contact the Customer Service Team who will be able to make the amendment on your behalf. To clarify, the country of origin field cannot be amended, however, it has no impact on your application. 

Make the amendment needed to the client’s details by changing the previous answers. Click Confirm. 

From the Amend Client screen, click Submit Amendments to begin the submission process. 

You will then see the Submission Confirmation screen which confirms that the amendment has successfully been submitted. 

Click Next to return to the Case Overview screen. 

NOTE: If the Means or Merits information is updated, a document/evidence request will be sent to the primary contact. This must be processed before the LAA can process the amendment. 

For more information on sending evidence, please see the Submitting Electronic Evidence guidance.