Create a Payee Reassignment


Concept

In this topic, you will learn how to create a payee UEI reassignment.


Steps:

  1. Click the Payee menu item to begin the process of creating a payee UEI reassignment.

    Step 1
  2. Enter the correct information into the From Budget Fiscal Year field.

     

    For this example, enter a valid value e.g. "2022".

    Step 2
  3. Enter the correct information into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.011A".

    Step 3
  4. Click in the Payee/Grantee Type field to display the payee/grantee types.

    Step 4
  5. Select the Grantee Organization list item.

    Step 5
  6. Click the Search button to search for awards which meet the criteria.

    Step 6
  7. Note:  If you want to create a payee reassignment for all the awards which display, you may click the All link.  If you need to select only part of the list, you may check the check boxes for the awards for which you wish to create the reassignment.

    Step 7
  8. Click the Select checkbox to select the award for which you want to create a UEI reassignment.

     

    In this example, select the first award.

    Step 8
  9. Click the Reassign Payee button to move to the Reassignment tab.

    Step 9
  10. Enter the correct information into the Reassignment Requested By field.

     

    For this example, enter a valid value e.g. "Tony Stark".

    Step 10
  11. Note:  The reassignment start date defaults to the current date.  You may change it as needed.

     

    For this example, the default date will be used.

    Step 11
  12. Enter the correct information into the New Payee UEI field.

     

    For this example, enter a valid value e.g. "AAA111BBB223".

    Step 12
  13. The New Payee Type defaults to Organization.  You may update it as needed.

     

    For this example, the new payee is an organization.

    Step 13

  14. Click the Update button to update the information.

    Step 14
  15. Click the Continue > button to move to the Summary tab.

    Step 15
  16. After reviewing the information, click the Submit button to submit the reassignment to the system.

    Step 16
  17. The system displays a message indicating that the payee reassignment has been successfully submitted.

     

    NoteIf you would like to create additional payee UEI reassignments, you may click the Done button and return to the search screen to repeat the process.

    Step 17
  18. Click the Go to Home button to return to the My Home Page screen.

    Step 18

Congratulations!

 

You have successfully created a payee UEI reassignment.