Creating Organizations

Use this task to create a new guarantor organization.

Step-By-Step Guide

Step	Instructions	Additional Information
1	From the Create Organization page, in the Name and Address section, enter the name of the organization in the Name field.
2	Enter of the street address for the organization in the Address line 1 and line 2 fields, if applicable.
3	Enter the zip code for the organization in the Zip Code field.
4	(Optional) Enter the name of the city for the organization in the City field.	The City field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary.
5	(Optional) Open the State drop down list and select the state for the organization.	The State field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary.
6	In the Tax ID section, open the Tax ID Number drop down list and select the format the organization uses for reporting tax information.
7	In the EIN or SSN field, enter the organization's Employer Identification Number or Social Security Number.	This field varies depending on the option selected in the Tax ID Number field.
8	In the Contact Information field, enter the name of the organization's primary contact in the Contact Name fields.
9	Enter the phone number of the organization in the Phone Number and Ext. fields, if applicable.
10	Enter the facsimile number of the organization in the Fax Number and Ext. fields, if applicable.
11	Click OK to save and close the page.

Related Topics

New > [Object]

Related Training/Support Documentation

Not applicable for this topic