General
Tab Tasks Transfer Household
This is the third step to successfully transfer a household from one unit to another within the same community.
The Transfer must have been requested and scheduled.
Household Detail General
Tab Tasks Transfer Household
Select 3. Certify Transfer
If the unit transfer is not effective the first of a month skip to step 7.
If the unit transfer is effective the first of a month you will have the option to check a box indicating the household has changes in income and/or changes in household composition.
Click Next.
If you did not check the box in step 2b skip to step 7.
If you check the box in step 2b a pop-up window will appear asking "Are you sure that there were changes in the household income and/or household composition with this unit Transfer?" Click Yes or No.
If you selected No skip to step 7.
If you selected Yes you will be brought to the household's Assets, Income & Expense information so you can enter the new information. For detailed information on this click here Income & Expense.
Click Next.
Create the certification form. For detailed information regarding creating a certification click here: Create Certification.
Click Next.
An Overall Status window will pop up with a Passed or Failed message.
If it failed you may need to make a correction or contact Bostonpost Client Support at myMRI or contact a Client Support Analyst directly at (877) 579-8896 for assistance.
If it passed click Close.
Select any available documents you want to print by checking the box next to the document name.
You can also use the Select All and Deselect All links to help in making your selections.
Documents included in the "Transfer Household" Certify Transfer" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.
Specify the number of copies you want for each document.
You can preview many of the documents in Microsoft Word, make changes, and print them within Microsoft Word by clicking the preview icon.
Click Finished.
A pop-up message will appear stating "You have successfully certified this household for a transfer." Click OK.
Back to Transfer Household
