In this topic, you will learn how to create recipient data in G5.
Steps:
Click the Recipient Data Maintenance menu item to begin the process of creating recipient data.
Step 1Click the Create button to create new recipient data.
Step 2Note: Certain fields are required for individuals to complete and other fields are required for organizations to complete.
Step 3Enter the correct information into the UEI field.
For this example, enter a valid value e.g. "JJJ111AAA222".
Step 4Click the button to the right of the Recipient Type field to display the recipient types.
Step 5Click the Individual list item.
Step 6Click in the Recipient Status field to display the list of recipient statuses.
Step 7Click the Active list item.
Step 8Click in the FAADS Code field to display the list of FAADS codes.
Step 9Click the Individuals list item.
Step 10Click the Vertical scrollbar and scroll down to the Owner/Individual section of the page.
Step 11Enter the correct information into the First Name field.
For this example, enter a valid value e.g. "Samantha".
Step 12Enter the correct information into the Last Name field.
For this example, enter a valid value e.g. "Dimon".
Step 13Note: You may check any box in the Indicators region as needed. These boxes are optional.
Step 14Click the Continue > button to move to the Legal Address tab.
Step 15Enter the correct information into the Phone field.
For this example, enter a valid value e.g. "202-555-1234".
Step 16Enter the correct information into the Address 1 field.
For this example, enter a valid value e.g. "567 Main Street".
Step 17Enter the correct information into the City Name field.
For this example, enter a valid value e.g. "Washington".
Step 18Enter the correct information into the County Name field.
For this example, enter a valid value e.g. "District of Columbia".
Step 19Enter the correct information into the Congressional District field.
For this example, enter a valid value e.g. "01".
Step 20Click in the State field to display the list of state abbreviations.
Step 21Click the DC list item.
Step 22Enter the correct information into the Zip Code field.
For this example, enter a valid value e.g. "20202".
Step 23Click the Continue > button to move to the Summary tab.
Step 24Click the Vertical scrollbar to scroll down and review the Summary information.
Step 25Click the Submit button to submit the recipient data to the system.
Step 26Note: The system displays a message indicating that the recipient's data has been successfully created.
Step 27Click the My HomePage menu item to return to the My Home Page screen.
Step 28Congratulations!
You have successfully created recipient data.