| Memorandum IM-#67 (6/17/98) discusses
the steps to follow to add, change, or delete alternate payees in EBTU.
Data Processing advises that additional steps must be included for the
change and delete processes to work correctly. EMAIL-IM-032 (3/2/99)
addresses the extra step needed for changing alternate payees. This
memorandum provides further clarification of the procedures discussed in
EMAIL-IM-032.
Provided are the steps to follow when a
participant reports a change in alternate payee or requests an alternate
payee be deleted.
CHANGING AN ALTERNATE PAYEE:
-
Through the Administrative Terminal (MOP),
access the client/card detail screen using the participant's DCN.
Press the F8 key to access the alternate payee screen. Deactivate
the alternate payee's card using Z1 in the card status field.
-
In EBTU, access the alternate payee screen
(EBT4) by pressing the F9 key. Enter a "C" in the action field to
change the information. Type the new alternate payee information
over the old information in the appropriate fields.
-
In EBTU, enter a "Y" in the deactivate field.
Enter a "Y" in the reissue card field to generate an EBT card to the new
alternate payee. Press enter. This alerts MOP of the change
and issues a card to the new alternate payee.
DELETING AN ALTERNATE PAYEE:
-
Through MOP, deactivate the alternate payee's
card as described above.
-
In EBTU, access the alternate payee screen
as described above. Enter a "D" in the action field and a "Y" in
the deactivate field. Press enter. This will delete the record
from EBTU and MOP.
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