Add/Update an Employer Owner/Officer

Background Information:

Process Name:	Add/Update an Employer Owner/Officer
Role:	• Employer • Internal SUITS user
Objective(s):	An Employer needs to add an Owner/Officer record to its UI account using the Self-Service portal.
Before you begin:	A new Owner or officer has joined the Employer and the Employer now needs to report that to the UI agency. Note – An Employer is required to have all Owners or at least three officers on file with the UI agency.
What happens next:	• The Employer has added a new Ownership record to his UI account. • SUITS reflects the new Ownership record. • SUITS adds an Account History note indicating the User made a change to Ownership.

How to do it:

#	User Action	System Response	Notes
1.	Click the Account Maintenance left-navigation menu item from the Home screen.	SUITS displays the Employer Maintenance screen.	To complete this as an internal user, go to the Employer Lookup screen and search for the Employer, then access the Employer self-service portal as an internal user and complete these steps.
2.	Click the Employer Maintenance hyperlink.	SUITS displays the Employer Detail Maintenance screen.
3.	Select the Ownership Summary tab in the Other Information panel.	SUITS displays existing Ownership records.
4.	Select the radio button corresponding to any Ownership record.
5.	Click the Edit Ownership button.	SUITS displays the Employer Owner Officer Maintenance screen.
6.	Click the New button.	SUITS displays the Owner/Officer Detail panel.	• This option is available to Employers that are not a 100% Proprietary Employer. • ALTERNATE ACTION: You can update a current Owner by selecting their record, and clicking Edit.
7.	Select Owner Type from the dropdown menu.		• Enter information about the Owner(s) or officer(s) of the business. Enter the Owner or officer’s residential address; do not enter a business address on this page. • For Governmental entities, please provide information for a single contact within the organization’s senior management (commissioner, secretary, director, mayor, etc.).
8.	Enter a First Name.
9.	Enter a Middle Initial (optional).
10.	Enter a Last Name.
11.	Enter Social Security Number.
12.	Select the Yes or No radio button for the question: “Is the Owner Officer Information change related to a merger/acquisition or business reorganization?”
13.	Select a Job Title from the dropdown menu in the Additional Information panel.
14.	Enter the Percent of Ownership.		Percent of Ownership are subject to rules surrounding Employer Type.
15.	Select the Yes or No radio button for the question: “Is the Owner or officer compensated for their services?”
16.	Enter a Date of Ownership.
17.	Enter Address 1.
18.	Enter Address 2 (optional).
19.	Enter City.
20.	Select State from dropdown menu.
21.	Enter Zip.
22.	Select Country.
23.	Enter Telephone Number.
24.	Enter E-mail Address.
25.	Confirm E-mail Address.
26.	Click the Update button.	• SUITS returns to the Employer Owner Officer Maintenance screen and displays the new record you entered.
27.	Click the Submit button.	SUITS displays a Confirmation message that the changes to the Ownership information have been received: “Your request to update your employer/owner officer information has been received and may require further review. If any additional information is needed you will be contacted by staff. You may click on the Edit Ownership button to make any additional changes.”