Modify Recipient Data


Concept

In this topic, you will learn how to modify recipient data.


Steps:

  1. Click the Recipient Data Maintenance menu item to begin the process of modifying recipient data.

    Step 1
  2. Enter the correct information into the UEI field.

     

    For this example enter a valid value e.g. "JJJ111BBB222".

    Step 2
  3. Click the Search button to search for the recipient information for the UEI you have entered.

    Step 3
  4. Click the Select button to mark Driftmark University.

    Step 4
  5. Click the Modify button to modify the recipient's information.

    Step 5
  6. Click the Legal Address tab to view the recipient's legal address information.

    Step 6
  7. Note:  In this example, Address1 will be modified.

    Step 7
  8. Click in the Address1 field and highlight the address.

    Step 8
  9. Press [Delete] to delete the current address.

    Step 9
  10. Enter the correct information into the Address 1 field.

     

    For this example, enter a valid value e.g. "125 South Street".

    Step 10
  11. Click the Summary tab to display the summary information.

    Step 11
  12. The summary information displays.

     

    Click the Vertical scrollbar to scroll down and review your updates.

    Step 12
  13. Once you have finished reviewing your updates, click the Submit button to submit the changes to the system.

    Step 13
  14. The system displays a message indicating that the modifications have been saved successfully.

     

    Click the Vertical scrollbar to scroll down.

    Step 14
  15. Note:  If you want to modify data for additional recipients, you can click the Done button and return to the search screen to repeat the process.

    Step 15

  16. Click the Go To Home button to return to the My Home Page screen.

    Step 16

Congratulations!

 

You have successfully modified recipient data.