Location: Account Maintenance or Enrollment Process /New Address
Use the following procedure to enter a new address. In this procedure an address is added for a participant, but adding an address for a beneficiary, client contact, employer, etc., follows to same steps.
Use the information from How to Find and Open a Member Online to open the record you want to work with.
From the Administration tab, select the Account Maintenance Process from the drop-down list.
Select the New Address event. The New Address Wizard opens.
Accept the default Effective Date or double-click to open the Calendar and modify the date as required.
Select a Description from the drop-down list (Home, Business, Mail, Bank, etc.). Note: By default, an address designated as 'Mail' will be automatically picked up by Retirement/Termination/Withdrawal wizards for use as a mailing address.
Enter a Street Address and Apartment or Unit if applicable.
If necessary, select a Country using the drop-down list.
If necessary, select a Province/State from the drop-down list and enter a City and Postal Code. Note: Depending on the country selected in Step 7, the field captions for Province and Postal Code change as required. For example, if the country selected is United States, the 'Province' caption becomes 'State' and the 'Postal Code' caption becomes 'Zip Code'.
For Phone 1 and Phone 2, select a telephone type from the drop-down list (Home, Business, Fax, Mobile, etc.) and enter the area code, phone number, and extension, if applicable.
Enter an E-Mail Address, if appropriate. Your completed address looks similar to the following.
Click Next. The system displays a Summary.
If the Summary is correct, click Finish. The system adds the new address to the member's address list.
Notes:
You can store multiple addresses for a member.
Each address also has a Valid (Yes/No) flag.
For more information, see Enrollment Process (Online).
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