Bank Details and Employment Summary
Complete the bank details page. These details will be used as the default for the direct debit. First enter the sort code of the bank, select the magnifying glass icon to search for the bank the sort code relates to, if valid, this will autofill the Branch section. Complete the remaining sections and select if the bank account is a joint account. Select Next to continue.
This page is where you enter the employment history for your main applicant. You will need to provide at least 3 years history in order to proceed to the next screen and also to assist with the verification checks we perform. The screen will show as below and to add employment details select Add new.
As with the address history pages, the first one you add will relate to the customers current employment status.
There are 2 different pages here that display based on what employment category the customer is in. If they are retired, a full time carer, homemaker, on permanent Disability Living Allowance (or equivalent), student or unemployed you will be required to complete the following screen once you have selected the catagory from the drop-down list.
If your customer is employed or self-employed then the following screen will need to be completed and will diplay once you have selected the category from the drop-down list.
Please complete these pages as much as you can. All mandatory fields are shown with a red dot. Select Save to continue.
As with the address summary, if you have provided less than 3 years history and try to continue by selecting Next you will see the below error message.