Record a Child's Benefit Account

Record a child's benefit account as follows:

1. Click the Financial tab at the top of the screen.

2. Click the Benefits tab. The Client Benefit Account Criteria screen appears.

3. Enter either the child's Social Security number or Person ID number.

4. Click Search. The Client Benefit Account Search Results table appears. It displays child's name, DOB, and two tables. The first is the Accounts table. The second is the Benefit table.

5. Click Add Account button. The Client Benefit Account Details screen appears.

6. Complete the fields on this screen.

7. Click Save. You are returned to the Client Benefit Account search screen.