Add a Family Member as a Derivative to an Existing Case

Add a Family Member as a Derivative to an Existing Case

How to add or delete a Derivative to an existing case? After the case is created, the a Family Member, who is a Derivative, can be modified in the Members tab.


Notes

The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and Derivatives/Dependents.


Instructions

  1. Go to an existing case.

  2. Click the Add Member dropdown. 

  3. Select Derivative. 

  4. Input the Derivative of - the person that is the Derivative’s sponsor. Please note that the Derivative Of must be linked as a member to the Derivative. If the Derivative doesn’t already exist as a contact then click Add Contact. If the Derivative is already a contact yet you do not see him/her in the Derivative Contact dropdown, then you must link them together via “Add Member”. 


  5. Input the Derivative - the person that is the Derivative.

  6. Click Save.


Info
Add Contact - If the Dependent/Derivative does not already exist as a contact then click this to quickly add a new contact to the system.  The system will come back to the above screen with the Case and Dependent Contact pre-selected.


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