Add/Create a Joint Account

Background Information:

Process Name:	Add/Create a Joint Account
Role:	• Internal user
Objective(s):	The objective of this process is for an Internal User to create a joint account agreement between two or more contributory Employers.
Before you begin:	• Each Employer requesting the Joint Account has an existing UI account.
What happens next:	• The Internal User established a Joint Account Administrator. • The Joint Account is created. • SUITS sends a notification to the Joint Administrator’s Self-Service portal: Joint Account Created.

How to do it:

#	User Action	System Response	Notes
1.	Click the Employer Services left-navigation menu item from the Internal Home screen.	SUITS displays the Employer Services Maintenance screen.
2.	Click the Manage Joint Accounts link.	SUITS displays the Joint Account Lookup screen.	A Joint Account consists of 3 or more Reimbursable Employer accounts.
3.	Click the New button.	SUITS displays Step 1 - Joint Account Details, of the Joint Account Wizard screen.
4.	Enter a Joint Name.
5.	Click the Next button.	SUITS displays Step 2 – Joint Employer Details.
6.	Enter the Employer Account ID.
7.	Click the Add Employer button.	SUITS displays the Employer record you just added to the Joint.
8.	Enter another Employer Account ID to add additional accounts.		If needed, use the magnifying glass icon to search for the Employer Account ID.
9.	Click the Add Employer button.	SUITS displays the Employer record you just added to the Joint.
10.	Repeat as needed.	All accounts you add are displayed.
11.	Select an Employer to be the Administrator, and click Make Administrator	SUITS displays the Joint Administrator Details screen.	This is the Account ID of the Employer who is named as the Administrator of the group.
12.	Click the Next button.	SUITS displays the Review Joint Summary screen.
13.	Review the data.		If needed, click the Previous button to return to any step and update the data.
14.	Click the Next button when you are satisfied with the data.	SUITS displays the Confirmation screen.	Click the Print button to print this screen for your records.
15.	Click the Finish button.	SUITS displays the Joint Account Lookup screen.
16.		SUITS sends a notification to the Joint Administrator’s Self-Service portal: “Joint Created”.	The Joint Accounts can be established at any date, but their Effective Begin and End Dates are tracked at the Joint Level and are defaulted to 10/01/<YYYY> and 09/30/<YYYY> respectively. SUITS prevents Employers in Joint Accounts from changing their reporting type.