U.S. Individual Income Tax Return Forms

R1 Key Functionality
View AdvCTC Eligibility and Enrollment
Unenroll from AdvCTC Payments
View Processed Payment Amount

R1 Functionality: CTCUP Log-In Page

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Executive Demo | EPMO/IT

R1 Functionality: CTCUP Home Page
Eligible / Enrolled & Ineligible Designs

Eligible / Enrolled
Ineligible

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Executive Demo | EPMO/IT

R1 Functionality: AdvCTC Portal Step 1: Unenroll from
Receiving AdvCTC Payments

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Executive Demo | EPMO/IT

R1 Functionality: AdvCTC Portal Step 2: Unenroll from
Receiving AdvCTC Payments

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Executive Demo | EPMO/IT

May 25, 2021

R1 Functionality: AdvCTC Portal Step 3: Unenroll from
Receiving AdvCTC Payments

6

Executive Demo | EPMO/IT

May 25, 2021

R1 Functionality: AdvCTC Portal Homepage Unenrollment
Processing

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Executive Demo | EPMO/IT

R1 Functionality: AdvCTC Portal Homepage Unenrollment
Confirmed

8

Executive Demo | EPMO/IT

R1 Functionality: AdvCTC Portal Homepage; Enrolled with a
Single Payment Received

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Executive Demo | EPMO/IT

R1.1 Key Functionality
Update Bank Account

R1.1 Functionality: User Profile – Payment Info Page

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Executive Demo | EPMO/IT

R1.1 Functionality: User Profile – Update Payment Info

1 of 2

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Executive Demo | EPMO/IT

2 of 2

R1.1 Functionality: User Profile – Update Payment Info Error
Handling

1 of 2

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Executive Demo | EPMO/IT

2 of 2

R1.1 Functionality: User Profile – Payment Info Update
Processing

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Executive Demo | EPMO/IT

R1.1 Functionality: User Profile – Ineligible User

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Executive Demo | EPMO/IT

R1.1 Functionality: User Profile – Submission Error

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Executive Demo | EPMO/IT

R1.1 Functionality: User Profile – Service Unavailable

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Executive Demo | EPMO/IT

R2 Key Functionality
Update Mailing Address
Update Bank Account Information
Update Payment Method
View AdvCTC Payment Status
View Processed Payment History

R2 Functionality: Display Payment Status (Issued)

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Executive Demo | EPMO/IT

R2 Functionality: Display Payment Status (Reversed)

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Executive Demo | EPMO/IT

R2 Functionality: Display Payment Status (Reissued)

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Executive Demo | EPMO/IT

R2 Functionality: User Profile – Display Bank Name

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Executive Demo | EPMO/IT

R2 Functionality: User Profile – Display Bank Name
(continued)

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Executive Demo | EPMO/IT

R2 Functionality: User Profile – Update Payment Method

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Executive Demo | EPMO/IT

R2 Functionality: User Profile – Update Mailing Address

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Executive Demo | EPMO/IT

R2 Functionality: User Profile – Update Mailing Address

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Executive Demo | EPMO/IT