Edit My Profile as a Payee or Servicer


Concept

In this topic, you will learn how to edit your profile in the G5 system as a payee or servicer.


Steps:

  1. Click the My Profile menu to move to the Edit Profile screen.

    Step 1

  2. Payees and servicers can use the Edit Profile page to request updates to their email addresses, names, assigned UEIs, and more.

     

    To request these changes, the user must complete the G5 Payee/Servicer Access Request Form and submit the form using Adobe Sign or a notarized paper form.

    Step 2

  3. To request an email address change, click the Email Change  radio button.

    Step 3

  4. When performing an email change, you will be prompted to enter your new email address.  This email address will then populate on the G5 Payee/Servicer Access Request Form.

    Step 4

  5. Click the Other Changes radio button to request name changes, UEI changes, or access level changes.

    Step 5

  6. Enter your senior official's email address in the Senior Official Email Address in the field.

     

    In this example, enter "jpitt@utraining.edu".

    Step 6

  7. Click the checkbox to acknowledge that you and your senior official will verify your signatures with ID.me and sign the form using Adobe Sign.

    Step 7

  8. Click the Send Adobe Form button to submit the form request.

    Step 8

  9. A message will appear confirming that the link to the Adobe Form has been sent to your email address.

    Step 9

  10. You will receive an email titled "Signature requested on "G5 Payee Access Form"."

     

    Click the Review and sign button in that email.

    Step 10

  11. Click the Verify Identity button to open ID.me.

    Step 11

  12. Enter your email address and password for your ID.me account then click the Sign In button.

    Step 12

  13. Enter the code provided by your multi-factor authentication option.

     

    In this example, enter "326329" in the 6-digit code field.

    Step 13

  14. Click the Continue button.

    Step 14

  15. The G5 Payee Access Request Form will appear in Adobe Sign.

     

    Click the Continue button to begin the signature process.

    Step 15

  16. Click the Start button to begin editing fields.

     

    Required fields are identified by a red asterisk(*).

    Step 16

  17. The form can now be edited.

     

    Use the checkboxes at the top of the page to specify the changes you wish to make.

    Step 17

  18. This example will cover how to request a UEI change.

     

    Click the A current G5 Payee user who wants to change or add a Payee UEI number(s) on their account checkbox.

    Step 18

  19. Enter your name in the Payee User Name fields.

     

    In this example, enter "Applicant" in the Last Name field.

    Step 19

  20. The First Name field has been completed for you in this example.

     

    Next, enter your phone number in the Telephone # field.

     

    In this example, enter  "2025555555".

    Step 20

  21. Enter the new UEI in one of the Payee UEI fields.

     

    In this example, enter "AAA111BBB222" in the first Payee UEI text field.

    Step 21

  22. Next, click the appropriate checkbox to specify the access level you need for the provided UEI.

     

    In this example, select Full Access.

    Step 22

  23. Click in the Payee User Signature field to add your signature.

    Step 23

  24. Your signature will in a popup window.

     

    Click the Apply button to add your signature to the form.

    Step 24

  25. Your signature now appears on the form.

     

    Click the Click to Sign button to submit your signed form.

    Step 25

  26. You will receive a confirmation that you have finished signing the form.  The form will next be sent to your senior official for their signature.

     

    After your senior official signs the form, it will be sent to the G5 team for processing.  You will receive a resolution email after your account has been updated.

    Step 26

Congratulations!

 

You have successfully edited your profile in the G5 system as a payee or servicer.

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