File a Complaint

 

Use this guide to file a complaint on behalf of an Individual.

 

 

 

 

 

From the Home Page access the Admin Dashboard screen.

 

Process Steps

 

To file a complaint:

 

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

 

·        The Account Search screen is displayed.

 

2.      Enter search criteria for the account filing a complaint:

 

a.      Select Individual from the Role drop down menu.

 

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

 

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

 

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

 

e.      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.

 

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

 

g.     Enter the account’s application number in the Application Number textbox.

 

h.      Enter the Application Received Date from and the Application Received Date to fields in the format MM/DD/YYYY or select dates 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 on the Search button.

 

·        Accounts that match the 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 filing a complaint from the list of accounts retrieved in the search.

 

5.      Select View Account from the Admin Functions drop-down menu and click Submit.

 

·        The Admin View of the Individual Account Dashboard is displayed.

 

6.      Click on the Tasks tab in the Admin View of the Individual Account Dashboard.

 

·        The Tasks tab is displayed.

 

If the applicant has started other tasks, such as an requesting an appeal, applying for an exemption or filing a complaint, they are displayed in this screen and can be updated by clicking on them.

 

 

7.      Click the File a Complaint button.

 

·        The Complaint screen displays.

 

8.      Enter the reason the individual in filing a complaint in the Complaint Details textbox.

 

9.      Click Save Complaint.

 

·        The Tasks tab of the Admin View of the Individual Account Dashboard is displayed.

 

 

Results of the Procedure

 

A complaint is filed.