Get Payment Management System Pms Enrollment/change Form - Doleta

Filling out the Payment Management System (PMS) Enrollment/Change Form is essential for managing payments effectively. This guide provides a step-by-step approach to help you complete the form online with clarity and ease.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the form and open it in your editing tool.
2. Begin by indicating the action(s) requested at the top of the form. Choose from the following options: Establish New User Access, Change Existing User Access, Update Existing User Contact Information, or Deactivate User Access. Be sure to check all that apply.
3. Fill out the name of your institution or organization in the designated section.
4. Provide the Payee Identification Number (PIN) or if unknown, list the Employer Identification Number (EIN) or Tax Identification Number (TIN). Indicate if the action requested applies to all accounts associated with this PIN by marking ‘Yes’ or ‘No’.
5. In the next section, print the name of the individual for whom you are establishing, changing, or updating access. Include the title, telephone number, email address, and mailing address.
6. Select the type of access being requested for the user. You may choose Payment Requests and Inquiry or Federal Financial Report (FFR). If applicable, also select whether you require FFR View Only.
7. Ensure that the supervisor's approval is included. Print the supervisor's name, obtain their signature, and provide their title and telephone number.
8. If you only need to make minor changes to existing user access, consider faxing the form to the specified numbers instead of mailing it.
9. Once all sections are completed, review your entries for accuracy. You can save your changes, download, print, or share the form as needed.

Start completing your Payment Management System PMS Enrollment/Change Form online today!