Purpose: The Joint Account Wizard screen is the screen housing the wizard where internal staff members can create a new joint account or edit an existing joint account in SUITS. Through this process, they will add or remove employer accounts, as well as designate which employer is the administrator of the account. The wizard contains the following steps:
1. Joint Account Details
2. Joint Account Member Details
3. Review Joint Account Summary
4. Confirmation
The following information is needed in order for an internal user to create or edit a joint account in SUITS:
•Employer account information
•Joint account information
This wizard is viewable by internal staff members in the SUITS internal Staff Portal.
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