While in the context of a case:
Select Eligibility from Global Navigation. Select Customer Information from Local Navigation.
Select Verifications in the Task Navigation.
If there are verifications that require manual addition, select the Program Type from the drop-down menu and click the Add button. Proceed to STEP 3.
If there are no verifications to manually add, proceed to STEP 9.
Select the verification using the Type drop-down menu.
Select the case person for whom specific verification requested using the Name drop-down menu.
Select the requested verification information using the Status drop-down menu.
Enter the Request Date and the Due Date using the <mm/dd/yyyy> format or the calendar icon.
Enter a brief description of the verification request if not pre-populated in the Description field.
Click the Save and Return button. The Verifications List page displays.
Click the Generate Form button. The Document Parameters page displays. The case number is auto-populated.
Select the appropriate values from the Customer Name and Program drop-down menus.
Confirm the Language is correct, or change it.
Click the Generate Form button.
NOTE: The Verifications Request List form displays in PDF format with auto-populated case and office information. The body of the form lists missing requested verifications as well as for whom the missing verifications are intended.
NOTE: If there is no address listed for the consumer the Form is being generated for, the following Hard Warning message displays: Error. Consumer does not have a current mailing address. If this message is received, navigate to the Contact Summary page to add the consumer’s address.
Review the form for accuracy. Modify or add information in the enterable shaded areas.
Click the Save and Print Locally or the Save and Print Centrally button.
Complete a Journal entry.