Define 1031/LOC Recipient Organization Enrollment

Step 1 of 4 (Continued)

Review Potential Matching 1031/LOC Recipient Organizations

Purpose of Step

This is a continuation of Step 1 which is displayed if the data entered matches either the UEI or EIN of an existing 1031/LOC Recipient Organization. The user will determine if the new 1031/LOC Recipient Organization entered already exists in ASAP or if the user needs to re-enter data.

Actions for this Step

1.      Review the 1031/LOC Recipient Organization data displayed and determine whether or not the organization entered on Step 1 already exists in ASAP.

·         These organizations were retrieved because ASAP found a match on either the UEI or EIN number.

2.      Either click Continue to proceed or click Cancel to return to Step 1.

·         If the information entered on Step 1 is correct, click Continue to proceed to Step 2 of the enrollment process.

·         If the organization is already enrolled, click Cancel to return to Step 1 to re-enter recipient information.  If changes are required, the user will need to work with the Point of Contact at the Recipient Organization.

 

Next Step for 'Continue'

Next Step for 'Cancel'

Procedures

Tips & Tricks

Error Message Explanations