1. Scroll to bottom of screen
  • Is someone listed in the Review/Select Owner/Officer Info section?
    • If YES,
      • Select the Radio button next to the Owner/Officer Name
      • Select the Modify button
      • The Owner/Officer information will populate the fields above
      • Complete the required fields
  • If the Owner/Officer is an individual, enter only the:
    • First Name
    • Middle Initial
    • Last Name (No special characters)
    • SSN (No Dashes)
    • Compensation Question Yes/No
    • The Legal Entity Name and FEIN fields MUST BE BLANK for an individual
    • Complete the Additional Information section
    • NO DASHES OR SPECIAL CHARACTERS except in date field (MM/DD/YYYY or MM/DD/YY)
    • Select Save
    • Address Validation Screen appears, Select Correct Address, Select Next
    • Owner/Officer screen appears Scroll down to see updated list of Owner/Officers in Review/Select Owner/Officer Information section
    • Select Next to complete Activation
  • If the Owner/Officer is a Legal Entity, enter only the
      • Legal Entity Name
      • FEIN (No Dashes)
      • Compensation Question Yes/No
      • First Name, Middle, Last Name, SSN MUST BE BLANK
      • Complete the Additional Information section
      • NO DASHES OR SPECIAL CHARACTERS except in date field (MM/DD/YYYY or MM/DD/YY)
      • Select Save
      • Address Validation Screen appears, Select Correct Address, Select Next
      • Owner/Officer screen appears Scroll down to see updated list of Owner/Officers in Review/Select Owner/Officer Information section
      • Select Next to complete Activation
    • If NO, go to step 2

2. Enter the New Owner/Officer information.

  • If the Owner/Officer is an individual, enter only the:
    • First Name
    • Middle Initial
    • Last Name (No special characters)
    • SSN (No Dashes)
    • Compensation Question Yes/No
    • The Legal Entity Name and FEIN fields MUST BE BLANK for an individual
    • Complete the Additional Information section
    • NO DASHES OR SPECIAL CHARACTERS except in date field (MM/DD/YYYY or MM/DD/YY)
    • Select Add
    • Address Validation Screen appears, Select Correct Address, Select Next
    • Owner/Officer screen appears Scroll down to see updated list of Owner/Officers in Review/Select Owner/Officer Information section
    • Select Next to complete Activation
  • If the Owner/Officer is a Legal Entity, enter only the
    • Legal Entity Name
    • FEIN (No Dashes)
    • Compensation Question Yes/No
    • First Name, Middle, Last Name, SSN MUST BE BLANK
    • Complete the Additional Information section
    • NO DASHES OR SPECIAL CHARACTERS except in date field (MM/DD/YYYY or MM/DD/YY)
    • Select Save
    • Address Validation Screen appears, Select Correct Address, Select Next
    • Owner/Officer screen appears Scroll down to see updated list of Owner/Officers in Review/Select Owner/Officer Information section
    • Select Next to complete Activation

3. Delete Owner/Officers that are duplicate or are no longer with the
employer.

  • Select the Radio button next to the Owner/Officer Name
  • Select the Delete button
  • Owner/Officer screen will refresh and the deleted Owner/Officer should no longer appear in the list at the bottom of the screen.
  • Other things to look for:
    • No special characters (, . % -) except in date field (MM/DD/YYYY or MM/DD/YY)
    • Ownership cannot equal more than 100%