Add/ Create New Party

Step by Step Instructions:

1. Click Add/ Create New Party

2. Enter party name or SSN. Click Search

3. Review search results for possible matches and proceed as indicated below

If Party is found:

1. Highlight name and verify all information in pop-up window

2. If record is correct, click Select name from list

3. Select appropriate role. Click Submit

4. Select party. Click Next

Note: The party name cannot be in ALL CAPITALS, and cannot be longer than 50 characters. If a party displayed in the search results is not available for selection, it is because it is longer than 50 characters so a new party must be created that does not exceed the limit.

If Party is not found:

1. Click Create new party

2. Enter party information. Click Submit

3. Select party. Click Next

Note: The party name cannot be in ALL CAPITALS, and cannot be longer than 50 characters.