Redo Certify Move-In/Transfer

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You can use this task if you need to make a correction to the income, assets, expenses, member information, or other data used when creating a certification.

Prerequisites:

How do you get here?

Occupancy and Compliance Manage Vacancies Tab Tasks Redo Certify Move-In/Transfer

or

Household Detail General TabTasksRedo Certify Move-In/Transfer

To Redo the Certify Step of the Move-In/Transfer:

  1. If this is for a 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.

  2. Make any necessary changes on the member tab

  3. Click Next

  4. Make any necessary changes on the income and expense tab.  For detailed information regarding income and expenses click here: Income and Expense.

  5. Click Next.

  6. Make any necessary change on the certify Move-In tab

  7. Click Next.

  8. You will get a status box telling you if the action passed or failed. If the action has passed, you can close the box. If it has 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.

  9. Reprint any documentation that you need for the move in. You can select which documents you would like by placing a check in the box and specify the number of copies. You can preview or edit the documents in Microsoft Word by clicking the Preview icon.

  10. Click Finished to generate your forms.

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