Sending a Manual Notice

 

This function is used to create and send a manual notice. 

 

 

To start this process, access the Admin Dashboard screen from the Home Page.

 

Process Steps

 

To send a manual notice:

 

1.      Click the Manage an Individual Account link in the Admin Dashboard.

 

·        The Account Search screen is displayed.

 

2.      Enter the search criteria for the account for which a notice will be created :

 

a.      Enter the first name of the account’s primary applicant in the First Name textbox.

b.      Enter the middle name of the account’s primary applicant in the Middle Name textbox.

 

c.      Enter the last name of the account’s primary applicant in the Last Name textbox.

 

d.      Enter the date of birth of the account’s primary applicant in the Date of Birth textbox in the format MM/DD/YYYY or select it from the calendar.

 

e.      Enter the social security number of the account’s primary applicant in the Social Security Number textbox in the format XXX-XX-XXXX.

 

f.       Enter the account number in the Account ID textbox.

g.     Enter the Application Received Date from and the Application Received Date to fields in the format MM/DD/YYYY or select them from the calendar.

 

 

None of the fields to enter/select search criteria is mandatory; however, at least one must be selected or entered for the search to be completed.

 

 

3.      Click the Search button.

 

·        Accounts that match the search criteria are displayed.

 

After the results are displayed, the search criteria can be modified by manually entering the new information. To clear the criteria, click the Reset button.

 

 

4.      Select the radio button next to the account to be deactivated from the list of accounts retrieved in the search.

 

5.      Select Send Notice from the Admin Functions drop-down menu and click Submit.

 

·        The Manual Notice screen is displayed.

 

6.      Select the type of notice being sent out from the Comment/Notification drop-down menu. Options are:

 

a.      Narratives

 

b.      Request for Documentation

 

c.      Denied Notification

 

d.      Other Communication

 

7.      Enter the notice text in the Description field.

 

8.      Click the Submit button.

 

·        The notification is sent to the account holder.

 

Individuals who selected regular mail as their preferred method of communication during the account set-up process receive paper notifications. Individuals who selected email as their preferred method of contact receive electronic notifications.

 

 

·        The new notice is displayed in the Existing Notifications section. To view this or other manual notifications, click the View link adjacent to them.

 

 

Results of the Procedure

 

A notice is sent to the applicant.