Mock-Up of Revisions to the RPS Screens

RPS Screen Mockup for UDD project

As of April 2008

New Applications

RELA screen – Relationship Information screen

RPAY RELATIONSHIP INFORMATION RELA

TRANSFER TO: XXXX

RP: SSS-SS-SSSS SSSSS SSSSSSSSSS BN: SSS-SS-SSSS SSSSS SSSSSSSSSS

HAVE YOU ESTABLISHED A BANK ACCOUNT FOR RECEIPT OF THESE PAYMENTS? (Y/N):

DO YOU WANT DIRECT EXPRESS? (Y/N):

CHOOSE TYPE OF APPLICANT/REP PAYEE: 99

01. SELF 07. SPOUSE

02. NATURAL OR ADOPTIVE FATHER 08. STEPFATHER

03. NATURAL OR ADOPTIVE MOTHER 09. STEPMOTHER

04. NATURAL OR ADOPTIVE CHILD OR STEPCHILD 10. GRANDPARENT

05. OTHER RELATIVE, SPECIFY: 11. ESSENTIAL PERSON

XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 12. INSTITUTION

06. OTHER, SPECIFY:

XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

DO YOU HAVE PHYSICAL CUSTODY? (Y/N): X

DOES THE BENEFICIARY/RECIPIENT HAVE A COURT APPOINTED LEGAL GUARDIAN? (Y/N): X

IF YES, ARE YOU THE LEGAL GUARDIAN? (Y/N): X

IF NOT SELF/RELATIVE, WHEN DID YOU MEET THE

BENEFICIARY/RECEPIENT? (MMYYYY): 999999

******************************************************************************

If the rep payee is an institution the heading will be:

RP: SSSSS SSSSSSSSSSSSSSSSSSSSSS BN: SSS-SS-SSSS SSSSS SSSSSSSSSS

The “Do you want Direct Express?” is the new question added to this screen.

If the answer is “Y” to Direct Express question, then on the RPDA screen the unique RTN “072413133”, Type of Account: C, and the DAN “DIRECTEXPRESS” or whatever wording policy decides will display.

If the answer is “N” to Direct Express question, then “I do not want direct express” will print out on the SSA-11 application.

RPDA screen - DIRECT DEPOSIT APPLICATION

RPAY DIRECT DEPOSIT - APPLICATION RPDA

TRANSFER TO: XXXX

RP: SSS-SS-SSSS SSSSS SSSSSSSSSS BN: SSS-SS-SSSS SSSSS SSSSSSSSSS

DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER: 072413133

TYPE OF ACCOUNT: C C: CHECKING S: SAVINGS

ACCOUNT NUMBER: DIRECTEXPRESSXXXXXXX

CHOOSE FOR THE ENTITLEMENT LISTED BELOW:

1 THE ABOVE DIRECT DEPOSIT DATA APPLIES

2 OTHER DIRECT DEPOSIT DATA APPLIES

3 DIRECT DEPOSIT DOES NOT APPLY

ACCOUNT NUMBER BIC/ID TITLE 2/16 CHOICE SELECTION STATUS

SSSSSSSSS SSS SS X SS

SSSSSSSSS SSS SS X SS

SSSSSSSSS SSS SS X SS

SSSSSSSSS SSS SS X SS

NOTE: You will receive 1 debit card for each entitlement. If you want 1 debit

Card for multiple entitlements, please (PF7) back to the RELA screen and

change the answer to “N” on Do you want Direct Express?” and contact

Comerica Bank directly.

*****************************************************************************

NOTE: If the rep-payee is an institution, the heading will be displayed as:

RP SSSSS SSSSSSSSSSSSSSSSSSSSSS

Only thing we are adding to this screen is a note for the CR.

Active Applications

RDDU

|------------------------------------------------------------------|

| RPAY PF1 = HELP REPRESENTATIVE PAYEE DIRECT DEPOSIT UPDATE RDDU |

| |

| RP: SSSSS SSSSSSSSSSSSSSSSSSSS |

| |

| ENTER OPTION TO VIEW BENEFICIARIES: 3 |

| 1. WITH NO BANK INFORMATION |

| 2. UNDER SPECIFIC BANK INFORMATION |

| 3. ALL ASSOCIATED BENEFICIARIES |

| FOR OPTION 2, ENTER THE OLD BANK INFORMATION |

| OLD BANK INFORMATION: |

| DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER: 999999999 |

| |

| TYPE OF ACCOUNT: X C: CHECKING S: SAVINGS |

| ACCOUNT NUMBER: XXXXXXXXXXXXXXXXXX |

| |

| ENTER NEW BANK INFORMATION: |

| DIRECT DEPOSIT ROUTING AND TRANSIT NUMBER: 999999999 |

| TYPE OF ACCOUNT: X C: CHECKING S: SAVINGS |

| ACCOUNT NUMBER: DIRECTEXPRESSXXXXXXX |

| |

| INDICATE ORDER OF LIST OF BENEFICIARIES: 1 |

| 1. ALPHABETICAL 2. ACCOUNT NUMBER 3. BOAN |

| MORE? (Y/N): X |

| ****************************************************************************** |

| |

|-----------------------------------------------------------------------------------|

If the rep payee is an individual, the heading will be:

RP: SSS-SS-SSSS SSSSS SSSSSSSSSS

User will enter this screen through RPDU option 15. If the applicant wants Direct Express, the CR will type the unique DAN “DIRECTEXPRESS”, and proceed as normal. The system program will send the ACCT Number along with the Unique RTN and Type of Account to the MBR/SSR. When the user comes back to this screen the ACCT Number, Unique RTN and Type of Account will display on screen.

RDDC - No changes

|--------------------------------------------------------------------------------|

| RPAY REPRESENTATIVE PAYEE DIRECT DEPOSIT CONTINUATION RDDC |

| |

| RP: SSSSS SSSSSSSSSSSSSSSSSSSSS |

| DIRECT DEPOSIT RTN: OLD: SSSSSSSSS NEW: 072413133 |

| TYPE OF ACCOUNT: S C |

| ACCOUNT NUMBER: SSSSSSSSSSSSSSSSSS DIRECTEXPRESSSSSSSS |

| KEY AN "X" NEXT TO THE BENEFICIARIES WHOSE DIRECT DEPOSIT HAS CHANGED |

| TITLE BOAN ACCOUNT NUMBER BIC/ID BN NAME CHOICE |

| SS SSS-SS-SSSS SSS-SS-SSSS SSS SSSSS SSSSSSSSSS - |

| SS SSS-SS-SSSS SSS-SS-SSSS SSS SSSSS SSSSSSSSSS - |

| SS SSS-SS-SSSS SSS-SS-SSSS SSS SSSSS SSSSSSSSSS - |

| SS SSS-SS-SSSS SSS-SS-SSSS SSS SSSSS SSSSSSSSSS - |

| SS SSS-SS-SSSS SSS-SS-SSSS SSS SSSSS SSSSSSSSSS - |

| SS SSS-SS-SSSS SSS-SS-SSSS SSS SSSSS SSSSSSSSSS - |

| SS SSS-SS-SSSS SSS-SS-SSSS SSS SSSSS SSSSSSSSSS - |

| SS SSS-SS-SSSS SSS-SS-SSSS SSS SSSSS SSSSSSSSSS - |

| SS SSS-SS-SSSS SSS-SS-SSSS SSS SSSSS SSSSSSSSSS - |

| SS SSS-SS-SSSS SSS-SS-SSSS SSS SSSSS SSSSSSSSSS - |

| SS SSS-SS-SSSS SSS-SS-SSSS SSS SSSSS SSSSSSSSSS - |

| SS SSS-SS-SSSS SSS-SS-SSSS SSS SSSSS SSSSSSSSSS - |

| SS SSS-SS-SSSS SSS-SS-SSSS SSS SSSSS SSSSSSSSSS - |

| MORE? (Y/N): X|

| ****************************************************************************** |

| |

|--------------------------------------------------------------------------------|

The Unique RTN, Type of Account and ACCT Number will display from the RDDU screen.

Created on 4/1/2008 5:52 PM Page 9 of 9

Modified on 2/4/2021 14:11:36 a2/p2

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