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Comment: Published by Scroll Versions from this space and version 4.0.25

 

 

Use this task to create a new guarantor organization. Creating an organization also creates a person record in Connect. 

Step-By-Step Guide

 

Step

Instructions

Additional Information

1From the Create Organization tabpage, in the Name and Address section, enter the name of the organization in the Name field.

 

2

Select the International Address checkbox, if applicable.

 

3Enter of the street address for the person the organization in the Address line 1 and line 2 fields, if applicable. 
43Enter the zip code for the person the organization in the Zip Code field.
Note
If International Address is selected, the State and Zip Code fields are replaced with Postal Code, Provide Code, and Country.

 

45(Optional) Enter the name of the city for the person the organization in the City field.
Note
The City field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. 
65(Optional) Open the State drop down list and select the state for the personorganization.
Note
The State field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. 
7Enter the business hours phone number for contacting the person in the Day Phone field. 
8Enter the non-business hours phone number for contacting the person in the Evening Phone field. 
9Enter the person's electronic mail address for the person in the Email field. 
10In the Employer Information section, enter the name of the person's current employer in the Employer field.
Info

Employer information is optional and used for your record keeping. 

11Enter of the street address for the person's employer in the Address line 1 and line 2 fields, if applicable. 
12Enter the zip code for the person's employer in the Zip Code field. 
13(Optional) Enter the name of the city for the person's employer in the City field.
Note
The City field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. 
14(Optional) Open the State drop down list and select the state for the person's employer.
Note
The State field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. 
6In the Tax ID section, open the Tax ID Number drop down list and select the format the organization uses for reporting tax information. 
7In the EIN or SSN field, enter the organization's Employer Identification Number or Social Security Number.
Info
This field varies depending on the option selected in the Tax ID Number field.
8In the Contact Information field, enter the name of the organization's primary contact in the Contact Name fields. 
9Enter the phone number of the organization in the Phone Number and 15Enter the phone number of the employer in the Phone and Ext. fields, if applicable. 
1610Enter the facsimile number of the employer the organization in the Fax and Number and Ext. fields, if applicable. 
17In the Personal Information section, enter the person's SSN in the Social Security field. 
18Open the Gender drop down list and select the person's gender. 
19Open the Date of Birth drop down and select the date from the calendar.
Note
The date can also be entered manually by typing the date with the following format: mm/dd/yyyy.
20Open the Marital Status drop down list and select the person's marital status.  
21Open the Language drop down list and select the person's spoken language. 
22Open the Employment drop down list and select the person's current employment status. 
23Enter the person's current occupation in the Occupation field. 
24

Insurance Tab

Click the Insurance tab to add the insurance details.

 

 

25

In the Active Insurance section, click Add.

Info

Refer to the Adding Insurance topic for the step-by-step guide for completing this activity.

11Click OK to 26Click Save to save and close the page. 

 

 

 

 

 

 

Panel
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titleRelated Topics

New > [Object]

Create Account / Person Information Tab

Create Account / Insurance Tab

Create Insurance Window

Adding Insurance

Editing Insurance

Expiring Insurance

Reactivating Inactive InsuranceOrganization Page

Panel
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titleRelated Training/Support Documentation

Not applicable for this topic

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