As an agent, you can add multiple beneficiaries to an existing request for social benefits. Applicants, or the representatives of an applicant, can also add additional beneficiaries to an application through the Government Service Portal. Beneficiaries are people that share the household or are related to the applicant who will benefit from the assistance being provided.
Vorbereitungen
Role required: admin
Prozedur
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In the CSM Configurable Workspace, navigate to .
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Select New to create a case.
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Select Create Case.
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On the Answer eligibility questions activity card, confirm the applicant's eligibility using the eligibility questions, and select Check Eligibility.
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If the applicant is eligible for the benefit associated with the application currently open, select Start Application.
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On the form, fill in the fields with the primary applicant's personal and financial information, including SSN, demographic information, location, and contact information, and select Mark Complete
to continue to the next activity.
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Add any people who would also be receiving benefits along with the primary applicant.
You may add more than one. Related people may include spouses, dependents, children, household members, or any person who may be receiving benefits along with the primary applicant.
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Select Mark Complete.