Update an Existing Joint Account

Background Information:

Process Name:

Update an Existing Joint Account

Role:

•      Internal user

Objective(s):

The objective of this process is for an Internal User to edit a Joint account which may include:

•      Editing Joint Name

•      Deleting an Employer Account

•      Adding an Employer Account

•      Deleting a Joint Administrator

•      Adding a Joint Administrator

Before you begin:

•      The Joint Account exists in SUITS, but has not been finalized yet.

•      Information within the Joint Account needs to be updated, and the group has not been finalized

Note: Once a group is created, the only members that can be deleted are those added while updating the group. For existing group members, the member will need to be end-dated within the group, this will effectively remove them from the group.

What happens next:

•      SUITS reflects the updated Joint Account information.

•      SUITS sends a notification to the Joint Administrator’s Self-Service portal: Joint Created.

 

How to do it:

#

User Action

System Response

Notes

23.

Click the Employer Services left-navigation menu item from the Home screen.

SUITS displays the Employer Services Maintenance screen.

 

24.

Click the Manage Joint Accounts link.

SUITS displays the Joint Account Lookup screen.

 

25.

Enter an Employer Account ID.

 

 

This can be any of the Account IDs of any of the Employers in the group.

26.

Click the Search button.

SUITS displays the Joint record in the Search Results panel.

 

27.

Select the radio button associated with the record.

 

 

28.

Click the Modify button.

SUITS displays Step 1 - Joint Account Details, of the Joint Account Wizard screen.

 

29.

Update the Joint Name, if needed.

 

 

30.

Click the Next button.

SUITS displays Step 2 – Joint Employer Details.

 

31.

To delete an Employer record, select the radio button associated with the record.

 

 

 

32.

Click the Delete button.

SUITS removes the Employer record you just deleted.

 

33.

Enter another Employer Account ID to add additional accounts

(If needed use the magnifying glass icon to search for the Employer Account ID).

 

 

34.

Click the Add Employer button.

SUITS displays the Employer record you just added to the group.

 

35.

Select the radio button associated with the record to delete the Administrator’s record.

 

 

 

36.

Click the Delete button.

SUITS removes the Employer record you just deleted.

 

37.

To add an Administrator, enter another Employer Account ID.

(If needed use the magnifying glass icon to search for the Employer Account ID).

 

This is the Account ID of the Employer who is named as the Administrator of the group.

38.

Click the Add Employer button.

SUITS displays the Employer record you just added to the group.

 

39.

Click the Next button.

SUITS displays the Review Joint Summary screen.

 

40.

Review the data.

 

 

41.

Click the Previous button to return to any step and update the data, if needed.

 

 

42.

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.

43.

Click the Finish button.

SUITS displays the Joint Account Lookup screen.

 

44.

 

SUITS sends a notification to the Joint Administrator’s Self-Service portal: “Joint Account Modified”.