Create 3rd Party Verification Forms

This is the first step in the Interim or Unscheduled Recertification process.

How do you get here?

Household Detail General Tab Tasks Interim Recertification or Unscheduled Recertification

To Create 3rd-Party Verification Forms:

1. Select  1. Create 3rd-Party Verification Forms

2. Add, edit, or delete references for the household and adding/editing/deleting expected family additions.  For detailed information on this click here References.

   To Add a reference click either "Add Personal Reference"   or "Add Business Reference". The only difference between the two record types is the way they are addressed. Personal records will have a first name and last name. Business records have one name field. You can have a personal or business employer or landlord.

   Search for the business name or person name you wish to add to prevent duplicates.  If a match is found click "OK". If it is not click "New" to create a new record.

   Enter the Member Name for this reference, the reference type, and the claim number if necessary. If this was a new record you will also need to add the phone number and address for this reference.

   Click "Save" to save your changes or "Save and New" to add additional references.

   Continue this process until all references have been added.

    

3. Click Next.

4. You may select individual verification forms to print by checking the box next to each in the top of the screen.  If you do so you should un-check the Verification Forms box in the bottom of the screen.

5. Enter the Send date and Return date for the documents.

6. Select and/or de-select documents to print.  If you left the verification forms unchecked in the top of the screen and want to print them all make certain the Verifications form document is checked.

   • You can also use the Select All and Deselect All links to help in making your selections.

   • Documents included in the "Interim Certification: Create Verification Forms" or the "Unscheduled Recertification: Create Verification Forms" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents

7. Enter the Send date and Return date, if applicable, in the Additional Information Needed section..

8. Click Finished.

9. A pop-up will appear stating "You have successfully created the reference forms for this household."  Click OK.

Back to Interim Recertification

Back to Unscheduled Recertification