child support portal for employers navigation guide
TRANSCRIPT
Child Support Portal for Employers Navigation GuideChild Support
Portal for Employers Navigation Guide
Office of Child Support Enforcement 330 C Street SW, 5th Floor Washington, DC 20201 Version 2.0
Child Support Portal for Employers Navigation Guide
Table of Contents 1 Introduction ............................................................................................................ 1
1.1 GENERAL TIPS FOR USING THE PORTAL ............................................................................................................2 1.2 USING THIS GUIDE.......................................................................................................................................2
3 Employer Information Status................................................................................... 9 3.1 EMPLOYER INFORMATION STATUS – NAMES AND ADDRESSES ............................................................................12 3.2 PAYROLL/INCOME WITHHOLDING ORDER ADDRESS .........................................................................................13 3.3 NATIONAL MEDICAL SUPPORT NOTICE ADDRESS .............................................................................................16
3.4 NAME AND ADDRESSES – VERIFY ADDRESSES REPORTED TO THE NATIONAL DIRECTORY OF NEW HIRES (NDNH).........21 3.4.1 Update Addresses in Names and Addresses ...............................................................................22 3.4.2 Add New Address in Names and Addresses................................................................................24
3.5 SUPPLEMENTAL INFORMATION .....................................................................................................................27 3.5.1 Add/Update Supplemental Information .....................................................................................29
3.7 MULTISTATE REGISTRY................................................................................................................................38 3.7.1 Add Multistate Registry...............................................................................................................39 3.7.2 Deregister – Multistate Registry .................................................................................................41
3.8 MANAGE RELATIONSHIPS ............................................................................................................................42 3.8.1 Add Organization.........................................................................................................................42 3.8.2 Upload Multiple Organizations ...................................................................................................45
4.3 REPORT TERMINATION................................................................................................................................74 4.3.1 Report Termination – Each Employee.........................................................................................75 4.3.2 Report Termination – File Upload ...............................................................................................84 4.3.3 Report Termination – Never Worked Nor Received Periodic Income ........................................87
Child Support Portal for Employers Navigation Guide
1 Introduction The federal Office of Child Support Enforcement’s (OCSE) Child Support Portal (Portal) is a secure, cost-effective, and efficient way for employers to provide information to child support agencies about pending lump sum payments to employees and employee terminations. Employers can also update information about their organization and, if appropriate, register for the Multistate Employer Registry.
The Child Support Portal for Employers Navigation Guide contains instructions about how to provide the following information:
Employer Information Updates
• Update and certify addresses, points of contact, and supplemental information such as organization subsidiaries, the availability of employee health insurance, and third party providers for new hire reporting and verification of employment.
Multistate Registry
Employer Reporting
• Lump Sum Reporting
o Employers report employees who are eligible to receive upcoming lump sum payouts such as bonuses and severance.
o Lump sum information provided by employers is compared to individuals who owe child support and a match or no match response is provided.
o Employers receive information on which states received the lump sum match report and contact information for those states.
o State agencies receive notification when there’s a match, prompting them to contact the employer if child support should be withheld from the lump sum payment.
• Electronic Termination (eTerm)
o Employers report employee terminations and notify child support agencies sending income withholding orders that an individual no longer works or has never worked for them.
o Participating states receive notifications when employers report terminations online so the states can begin the process of locating a new employment source for the individual.
Version 1.0 Page 1
Child Support Portal for Employers Navigation Guide
1.1 General Tips for Using the Portal Follow these general tips for using the Child Support Portal for Employers:
• For easy access, save the Portal site to your web browser’s “Favorites” or as an icon on your desktop.
• Feedback appears in the upper right corner of each page and provides a means to submit suggestions or ideas regarding the Portal.
• Frequently Asked Questions (FAQs) will appear in the upper right corner of each page and many help answer your questions.
• If you have questions not found in the FAQs, use the Contact Us link found on the taskbar.
• Whenever the symbol appears beside a field, you may hover over it to see additional information about that field.
• Click Secure Home to return to the welcome page to access other applications. • Fields marked with a red asterisk (*) are required fields.
1.2 Using This Guide You will find the following informational messages throughout the navigation guide. The corresponding icons indicate whether the information is a note or warning.
Notes
Notes contain important information and additional hints to improve your results.
Warnings
2 Entering the Portal
2.1 Welcome to Employer Services The Welcome to Employer Services screen is the first screen you will see when you successfully log in to the Portal.
Figure 2-1: Welcome to Employer Services
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Child Support Portal for Employers Navigation Guide
The Welcome to the Child Support Portal page is the entry point for all Portal applications and provides users with Portal information, including broadcast messages, user guides, and calendar events in one location.
Figure 2-2: Welcome to Employer Services – Upper Portion
The upper portion of the page contains the following information:
• Settings – To update your user profile, click the gear ( ) symbol displayed with “Welcome” and your name in the upper right corner of the page and then click Update Profile Information.
• Log Out – Click Log Out in the upper right corner of the page to sign out and exit the Portal.
• Broadcast Messages – Appear only when necessary and display important information about Portal maintenance and system outages.
• Navigation Bar – Access point to enter specific Portal applications and allows users to navigate between the Secure Home, Select Application, Feedback, FAQ (Frequently Asked Questions), and Contact Us tabs. The Select Application drop-down menu only displays the applications that you have permission to access.
• In the Spotlight – Features informational messages and topics of general interest.
• Organization – Click Change to view another Federal Employer Identification Number organization information associated with your organization.
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Figure 2-3: Welcome to Employer Services – Middle Portion
The middle portion of the page contains the following information:
• Employer Information Status
o Report Lump Sum
Figure 2-4: Welcome to Employer Services – Lower Portion
The lower portion of the page contains the following information:
• Helpful Information – Provides access to guides, technical documents, and general reference materials such as presentations.
• Calendar – Displays information about federal holidays, conference calls, training opportunities provided by OCSE, and other events.
• Quick Links – Provides links to helpful external websites frequently used for case management or related work.
You can return to your dashboard by clicking Secure Home at anytime
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Child Support Portal for Employers Navigation Guide
You may provide feedback by clicking on the Feedback button from the Navigation Bar on the Portal Welcome page or in any Portal application. You can choose General or select a specific application and enter comments up to 540 characters in length (Figure 2-5). Do not include personally identifiable information or federal tax information when entering your feedback.
Figure 2-5: Feedback
Child Support Portal for Employers Navigation Guide
If you would like OCSE to contact you regarding your feedback, select ‘Yes’ under ‘Select Yes to be contacted’ (the default is ‘No’) and enter an email address or phone number.
Figure 2-6: Feedback Confirmation
Click Reset to clear all entered fields. Click Cancel to return to the previous page without leav- ing feedback. Click Submit to save your entries. For technical issues, contact the Portal Help Desk at [email protected] or 1-800-258-2736, and select Option 3.
You will receive a feedback confirmation message. Click Close to return to the previous Portal page.
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3 Employer Information Status • The Employer Information Status table shows your organization’s current status for
certifying or verifying addresses and contacts and guides you to provide the information important to child support agencies.
o Update each section with the status “Needed or Pending.”
• The federal Office of Child Support Enforcement receives New Hire (NH) and Quarterly Wage (QW) information from your organization.
o You should note the addresses used for Payroll/Income Withholding Orders, National Medical Support Notices (NMSNs), and Verifications of Employment. If the address is not used for child support purposes, or is a duplicate address, mark it as DO NOT USE.
• You should report one consistent address for both NH and QW to reduce/eliminate address duplication.
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Figure 3-1: Employer Information Status
Status Fields
The Employer Information Status displays the following sections:
• Payroll/Income Withholding Order Address o Designate one Payroll/Income Withholding Order Address
• National Medical Support Notice Address (NMSN) o Designate one NMSN Address
• Names and Addresses o Update the Address Type for information reported for a Federal Employer
Identification Number (FEIN) through New Hire and Quarterly Wage reporting • Supplemental Information
o Update Medical Plan, Verification of Employment, Pension Plan, Third Party Provider’s, and PEO information
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• Point of Contact o Update Payroll/Income Withholding Order, NMSN
• Multistate Registry o Update multistate registry
• Pending Certification o Update needed for certification
• Needed o Address information is missing
• Pending Update o Address Information needs to be updated
• Pending Certification o Certification needs to be updated
• Certification Expired o Certification date is over one year
• Complete o Information has been updated in the last year
Actions: • Update • Add • Certify • View/Edit
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Figure 3-2: Employer Information Status
• Select Add in the Names and Address – Payroll/Income Withholding Order address
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Child Support Portal for Employers Navigation Guide
3.2 Payroll/Income Withholding Order Address Child support agencies issue Income Withholding Orders for Support to deduct child support payments from a parent’s income. The address for Payroll/Income Withholding Orders is first in the hierarchy for updates if the information is not current. Employers are required to provide a Payroll/Income Withholding Order Address.
Figure 3-3: Provide Payroll/Income Withholding Order Address – Step 1 of 2
• Select the existing address to designate as the Payroll/Income Withholding Order Address
• Click Next
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Child Support Portal for Employers Navigation Guide
Figure 3-4: Provide Payroll/Income Withholding Order Address – Step 2 of 2
• View/update information for new Payroll/Income Withholding Order Address
• Select multiple address types, if applicable
• Click Save
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Figure 3-5: Employer Information: Current Status
• Updated information displays as Complete
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Child Support Portal for Employers Navigation Guide
3.3 National Medical Support Notice Address Child support agencies issue NMSNs to instruct employers to enroll children in health care coverage.
Figure 3-6: Employer Information Status
• Click Add in Names and Addresses, National Medical Support Notice Address
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3.3.1 Select Existing Address – National Medical Support Notice
Figure 3-7: Provide National Medical Support Notice Address – Step 1 of 2
• Select existing address to designate the address as National Medical Support Notice address type
• Click Next
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• Select additional address type(s) • Click Save
Figure 3-9: Addresses
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Figure 3-10: Provide National Medical Support Notice Address
• Click Add New Address
• Add new address information
• Click Save
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Figure 3-12: National Medical Support Notice Address - Complete
• Address displays as Complete
Child Support Portal for Employers Navigation Guide
3.4 Name and Addresses – Verify Addresses reported to the National Directory of New Hires (NDNH)
The federal Office of Child Support Enforcement receives new hire (NH) and Quarterly Wage (QW) information from your organization and stores it in the National Directory of New Hires (NDNH).
• Organizations should note the addresses used for Payroll/Income Withholding Orders, National Medical Support Notice and Verification of Employment. If the address is not used for child support purposes, or is a duplicate, select the address and click Do Not Use.
• Organizations should report one consistent address for both NH and QW reporting to reduce and eliminate address duplication.
Figure 3-13: Employer Information Status
• Click Update in the Names and Addresses – Verify addresses reported through NDNH and QW
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Figure 3-14: Address Results
• Select address to update
• Click View/Edit
o Identify the correct Address Type for each address listed with the status of Pending Verification by selecting View/Edit, Verify or Undo
o If the address is not used for child support purposes or is a duplicate, mark as Do Not Use
Address Type – If you are unsure which Address Type to choose, mouse over the icon for more information. The organization name must be the name to be displayed on documents issued by child support agencies.
The addresses are reported through New Hire and Quarterly Wage reporting. Please make sure the address is reported in a consistent manner and the Payroll/Income WItholding Order address is provided in these reports.
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Figure 3-15: Edit Address
• Update address information
• Click Save and return to Verify Address on Names and Addresses
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3.4.2 Add New Address in Names and Addresses
Figure 3-16: Verify Addresses
• Click Add New Address
Employers can update and delete addresses listed on the Name and Addresses Search Results tab. Please use the same FEIN for new hire and quarterly wage reporting for each employee. It is important to make sure your organization is reporting accurate and consistent addresses for new hires and quarterly wages.
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Figure 3-17: Add Address
Figure 3-18: Verify Addresses
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3.5 Supplemental Information
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Child Support Portal for Employers Navigation Guide
Figure 3-20: Employer Information Status – Supplemental Information
• Select Add for in the Supplemental Information – Benefits and Services Provider Information
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3.5.1 Add/Update Supplemental Information Supplemental Information is optional to complete; however, the information is helpful for the child support agencies.
Figure 3-21: Add or Edit Supplemental Information
• Click Add Supplemental Information
• Select Yes or No as applicable, if Yes:
Figure 3-23: Medical Benefits Provider’s Address
• If your organization has one medical insurance provider – select No for the Does Your Company have multiple insurance providers?
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• Complete Medical Support Provider’s information
If there are multiple medical insurance providers, the child support agency will contact you for insurance carrier information because only one can be listed on the Portal.
Verification of Employment Information
Figure 3-25: Verification of Employment Information
• Select Yes or No as applicable
• If your organization has a third party administrator that handles your verification of employment actions – select Yes
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Figure 3-26: Verification of Employment Provider’s Information
• Complete Verification of Employment Provider’s information
Pension Plan
Figure 3-28: Pension Plan
• If your organization offers only one Pension Plan – select No to Does your organization offer multiple pension plans to employees
If there are multiple pension plans, the child support agency will contact you for information because only one can be listed on the Portal.
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Third Party Provider’s Information
Figure 3-30: Third Party Provider’s Information
• Select Yes or No as applicable, if Yes:
Figure 3-31: Third Party Payroll Provider’s Address
• Complete Third Party Payroll Provider’s Address information
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PEO Provider’s Information
• Select Yes or No as applicable, if Yes:
Figure 3-33: PEO Provider’s Address
• Complete PEO Provider’s Address information
• Click Save Changes to save all Supplemental Information.
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Figure 3-34: PEO Provider’s Address
• Supplemental Information displays as Complete
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3.6 Points of Contact
3.6.1 Add New Payroll/Income Withholding Order Contact – Points of Contact
Figure 3-36: Provide Payroll/Income Withholding Order Contact
• Click Add New Contact
Figure 3-20: Provide Payroll/IWO Contact
Step 2 of 2
• Add Payroll/IWO contact information
• Select Does this email address belong to a shared email box?
• Select Contact Type(s)
• Click Save
The Payroll/Income Withholding Order Contact Type is pre-selected as it is the most important contact type for child support agencies. You can select additional Contact Types also.
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Figure 3-38: Employer Information: Current Status
• Point of Contact displays Complete
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Child Support Portal for Employers Navigation Guide
3.7 Multistate Registry Multistate Registry displays for organizations that have employees in more than one state and are registered with the Department of Health and Human Services to report new hires to one state. Organizations cannot report new hire information on the Portal; this page allows organizations to update the state where they report new hires as well as those where they have employees. This page allows organizations to update the Reporting and Operating State information.
Figure 3-39: Employer Information Status – Multistate Registry
• Click Add in Multistate Registry- Update Multistate new hire reporting
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3.7.1 Add Multistate Registry
Figure 3-40: Multistate Registry
Figure 3-41: Multistate Registry
3.7.2 Deregister – Multistate Registry
Figure 3-42: Multistate Registry
• Select Deregister
o If you choose the option to Deregister, no further reports will be generated to states listing your company as a multistate employer. If you are not registered as a multistate employer, you must report new hires to each state where you have employees working.
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3.8 Manage Relationships Manage Relationships displays FEINs associated with your organization.
3.8.1 Add Organization
Figure 3-44: Add New Organization
• Click Add Organization
Figure 3-45: Add New Organization
• New organization displays
3.8.2 Upload Multiple Organizations
• Click Upload Multiple Organizations
• Enter Email
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Figure 3-48: Template Example
• Complete and save template
Figure 3-49: Upload Multiple Organizations
• Click Browse to locate file
• Click Upload
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Figure 3-50: Upload Multiple Organizations
• File is uploaded successfully message displays. An email is generated when the file is processed and the new organizations display in Manage Relationships.
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Child Support Portal for Employers Navigation Guide
3.9 Certification Certification is the final step and lets you “certify” that all the information is up to date.
Third Party Providers and PEOs may not be able to certify the information if they do not have all the required information for their customers but should provide as much information as possible.
You must certify information every year.
3.9.1 Update Certification
• Review and ensure all actions are Complete
• Click Certify – in Certification – Review and Certification
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Figure 3-52: Review and Certify
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• Click Certify
Employers are prompted to certify information yearly to keep information current.
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4 Services
The Services section provides quick and easy access to:
• Look Up State Contact o View state contact information for lump sum and termination reporting
• Report Lump Sum o Report lump sum payout information o Receive match/no match response o Receive state contact information
• Report Termination o Report termination information
• Search reporting history o Lump Sum Reporting History o Termination Reporting History o File Upload History o Match/No Match History
• Update Employer Information o Status o Names and Addresses o Manage Relationships o Supplemental Information o Points of Contact o Multistate Registry o Certification
• Update Multistate Reporting o Update Reporting and Operating States
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4.1 Look Up State Contact
Figure 4-1: Services
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Figure 4-2: Look Up State Contact
• Select State • Click Go
Figure 4-3: Look Up State Contact
• View information • Click on email address to open a blank email
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Figure 4-4: Sample Email
Child Support Portal for Employers Navigation Guide
4.2 Report Lump Sum Employers can use OCSE’s Child Support Portal to notify 52 states and territories* about upcoming lump sum payouts to employees who owe child support. Lump sums are income and can be attached to collect child support. Employers provide information about potential lump sum payouts for employees. OCSE matches the employer-provided Social Security Number (SSN) to individuals who owe past-due support and shares match information with the employer.
• No match — employer may release the lump sum payout
• Match — information sent to the child support agency, and contact information for the agency provided to the employer
The agency will notify the employer whether to withhold from the lump sum payout.
*Rhode Island and Wisconsin do not use the Portal to receive lump sum payout information
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Figure 4-5: Services Section
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4.2.1 Report Lump Sum – File Upload
Figure 4-6: Report Lump Sum
• Select Upload a file • Click Next
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Child Support Portal for Employers Navigation Guide
Figure 4-7: Report Lump Sum – File Upload
• Browse – locate the Lump Sum file to upload • Update Email address if necessary • Click Submit
Download the current Lump Sum Template. Do not modify the format or you may encounter file errors.
The Email address defaults to the Payroll/Income Withholding Order contact listed in Point of Contacts on the portal. You may update the email address.
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Figure 4-8: Report Lump Sum – Confirmation
• Review email to determine if file upload was successful
• Click Report Another Lump Sum to report information about additional lump sums, if applicable
Figure 4-9: Email Confirmation – Lump Sum File Processed Successfully
• Click Match results to access the Portal to review Reporting History on the next busi- ness day. (See Reporting History section)
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Figure 4-10: Email Confirmation – Lump Sum File Process Failure
• Click Search Reporting to access the portal to review Reporting History – File Errors (See Reporting History section)
If the file upload fails, review the spreadsheet in Reporting History and fix only the specified errors. The whole file fails until the errors are fixed and resubmitted.
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4.2.2 Report Lump Sum – Each Employee – No Match
Figure 4-11: Report Lump Sum – Each Employee
• Click the Change button to report a termination for a different Organization/ Federal Employer Identification Number (FEIN), if applicable
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Figure 4-12: Change Organization
• Enter FEIN in the Search by FEIN field • Click Go • Select the FEIN
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Figure 4-13: Report Lump Sum - Step 1 of 4
• Enter required information • Click Next
OCSE initiates a Match/No Match process when Next is selected. The SSN is matched against the Debtor file to determine if the employee owes past-due support. If there is no match, employers may release the lump sum payment. If there is a match, the state(s) are notified and contact information is provided.
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Child Support Portal for Employers Navigation Guide
Figure 4-14: Report Lump Sum – No Match or No Arrears on Debtor File for Participating States
• Click Report Another Lump Sum if applicable
Click Search Reporting for printing/reviewing Match/No Match information
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• Click Next
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Figure 4-16: Report Lump Sum – Step 1 of 4
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Child Support Portal for Employers Navigation Guide
Figure 4-17: Report Lump Sum – Step 2 of 4 - Each Employee (Match)
• Select Payout Type • Enter Response Due From State By date • Enter Reference Identifier, if applicable • Enter Amount, if known • Click Next
Response Due From State By: This should be the date your company needs the information back from the state, not the payout date.
Reference Identifier: This is an optional field for you to provide an identifier for states to include on their notice to withhold from a lump sum payment.
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Figure 4-18: Report Lump Sum – Step 3 of 4
• Organization information is pre-filled • Update any information (for this payout) • Click Review
Information updated on this page is for this payout only. To update organization information, go to Employer Information Updates.
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Figure 4-19: Report Lump Sum – Step 4 of 4
• Review information • Click Submit
Figure 4-20: Report Lump Sum – Results for Participating States
• Contact information for the matched state(s) displays • Click on Email address to open a new email
In states that require notification prior to making a lump sum payment to a debtor, state law must be followed concerning hold periods. View the Lump Sum matrix for state-specific information.
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Figure 4-21: Sample Email
Figure 4-22: Report Lump Sum – Results
• Click Report Another Lump Sum, if applicable
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Child Support Portal for Employers Navigation Guide
4.3 Report Termination Employers must notify the child support agency when an employee with an Income Withholding for Support Order (IWO) ends employment.
Figure 4-23: Welcome to Employer Services
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4.3.1 Report Termination – Each Employee
Figure 4-24: Report Termination – Step 1 of 6
• Click Next
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Figure 4-25: Report Termination – Step 2 of 6
• Select No longer works nor receives periodic income radio button • Select State • Enter Case Identifier • Enter Order Identifier, if applicable • Select Order Type, if applicable • Click Add Case to report additional cases for termination reporting
Click the Previous button to go to the prior screen. Information on the current page will not be saved.
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• Select Next
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Figure 4-27: Report Termination – Step 3 of 6
• Enter Termination Date • Enter Final Payment Date • Enter Final Payment Amount • Click Next
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Figure 4-28: Report Termination – Step 4 of 6
• Click Yes (if the last known address is known)
These fields are not required; however, if the information is available, it will help the child support agency locate the parent and issue an IWO to the new employer.
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Figure 4-29: Report Termination – Step 4 of 6
• Enter last known address information • Click Next
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Figure 4-30: Report Termination – Step 5 of 6
• Enter new employer information • Click Review
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Figure 4-31: Report Termination – Review
• Review information • Click Submit
Figure 4-32: Report Termination – Confirmation
• Review information • Click Report Another Termination, if applicable
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4.3.2 Report Termination – File Upload
Figure 4-33: Report Termination – Upload File
• Select Upload a file • Click Next
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Figure 4-34: Report Termination – Upload File
• Click Browse and select Termination File • Enter Email address for Termination reporting contact • Click Submit
Download the current Termination Template. Do not modify the format or you will encounter file errors.
The Email address defaults to the Payroll/Income Withholding Order contact listed in Point of Contacts on the portal. You may update the email address.
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Figure 4-35: Report Termination – Confirmation
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4.3.3 Report Termination – Never Worked Nor Received Periodic Income
Figure 4-36: Report Termination – Enter information for each employee
• Select Enter information for each employee • Click Next
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Figure 4-37: Report Termination – Step 1 of 6
• Enter required information • Click Next
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Figure 4-38: Report Termination – Step 2 of 6
• Select Never worked nor received periodic income • Enter required information • Click Next
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Figure 4-39: Report Termination – Review
• Click Submit
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Figure 4-40: Report Termination – Confirmation
• Click Report Another Termination, if applicable
You can return to your dashboard by clicking Secure Home at anytime
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Child Support Portal for Employers Navigation Guide
5 Search Reporting The Portal maintains information for 60 days. Search Reporting allows you to review:
• File Upload status
• Match/No Match reporting history
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Figure 5-2: Search Reporting
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• Select File Upload in the Search by field
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• Enter From Date and To Date • Select Processed Status
o All o Failed o Pending o Successful
• Click Search
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Figure 5-5: Search Reporting – Lump Sum Search Results
• Select Download Input File
• Click X to close
Figure 5-7: Search Reporting – Lump Sum Search Results
• Select Download Error File
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5.1.2 Search Reporting – Lump Sum History
Figure 5-9: Search Reporting – Reporting History
• Select Reporting Type – Lump Sum • Select Search By Reporting History • Enter From Date and To Date • Enter SSN, if applicable • Select Match Status • Select Matched State • Click Search
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Figure 5-10: Search Reporting – Reporting History
• View Search Results • Click SSN for Lump Sum Details
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Figure 5-11: Search Reporting – Lump Sum Search Results
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5.1.3 Search Reporting – Termination – File Upload
Figure 5-12: Search Reporting – Termination
• Select Termination in Select Reporting Type
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Figure 5-13: Search Reporting – Termination Search
• Select File Upload in Search By • Enter From Date and To Date • Select Process Status • Click Search
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• Select Download Input File or Download Error File as applicable
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5.1.4 Search Reporting – Termination – Reporting History
Figure 5-15: Search Reporting – Termination Reporting History
• Select Reporting History in Search By • Enter From Date and To Date • Select SSN • Select State Reported To • Click Search
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Figure 5-16: Search Reporting – Termination Reporting History Search Results
• Click SSN for Termination Details
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Figure 5-17: Search Reporting – Termination Details
• Review Termination Details
You can return to your dashboard by clicking Secure Home at anytime
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Child Support Portal for Employers Navigation Guide
6 Conclusion Employers use OCSE’s Child Support Portal to easily report lump sum payments and terminations to multiple states, as well as to provide and update information about their organization such as contacts, addresses, third party providers, and health insurance availability.
If you have questions, contact the Employer Services team at [email protected].
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1.2 Using This Guide
2 Entering the Portal
3 Employer Information Status
3.2 Payroll/Income Withholding Order Address
3.3 National Medical Support Notice Address
3.3.1 Select Existing Address – National Medical Support Notice
3.3.2 Add Address – National Medical Support Notice
3.4 Name and Addresses – Verify Addresses reported to the National Directory of New Hires (NDNH)
3.4.1 Update Addresses in Names and Addresses
3.4.2 Add New Address in Names and Addresses
3.5 Supplemental Information
PEO Provider’s Information
3.6 Points of Contact
3.6.1 Add New Payroll/Income Withholding Order Contact – Points of Contact
3.7 Multistate Registry
4.2 Report Lump Sum
4.2.2 Report Lump Sum – Each Employee – No Match
4.2.3 Report Lump Sum – Each Employee – Match
4.3 Report Termination
4.3.3 Report Termination – Never Worked Nor Received Periodic Income
5 Search Reporting
5.1.2 Search Reporting – Lump Sum History
5.1.3 Search Reporting – Termination – File Upload
5.1.4 Search Reporting – Termination – Reporting History
6 Conclusion
Office of Child Support Enforcement 330 C Street SW, 5th Floor Washington, DC 20201 Version 2.0
Child Support Portal for Employers Navigation Guide
Table of Contents 1 Introduction ............................................................................................................ 1
1.1 GENERAL TIPS FOR USING THE PORTAL ............................................................................................................2 1.2 USING THIS GUIDE.......................................................................................................................................2
3 Employer Information Status................................................................................... 9 3.1 EMPLOYER INFORMATION STATUS – NAMES AND ADDRESSES ............................................................................12 3.2 PAYROLL/INCOME WITHHOLDING ORDER ADDRESS .........................................................................................13 3.3 NATIONAL MEDICAL SUPPORT NOTICE ADDRESS .............................................................................................16
3.4 NAME AND ADDRESSES – VERIFY ADDRESSES REPORTED TO THE NATIONAL DIRECTORY OF NEW HIRES (NDNH).........21 3.4.1 Update Addresses in Names and Addresses ...............................................................................22 3.4.2 Add New Address in Names and Addresses................................................................................24
3.5 SUPPLEMENTAL INFORMATION .....................................................................................................................27 3.5.1 Add/Update Supplemental Information .....................................................................................29
3.7 MULTISTATE REGISTRY................................................................................................................................38 3.7.1 Add Multistate Registry...............................................................................................................39 3.7.2 Deregister – Multistate Registry .................................................................................................41
3.8 MANAGE RELATIONSHIPS ............................................................................................................................42 3.8.1 Add Organization.........................................................................................................................42 3.8.2 Upload Multiple Organizations ...................................................................................................45
4.3 REPORT TERMINATION................................................................................................................................74 4.3.1 Report Termination – Each Employee.........................................................................................75 4.3.2 Report Termination – File Upload ...............................................................................................84 4.3.3 Report Termination – Never Worked Nor Received Periodic Income ........................................87
Child Support Portal for Employers Navigation Guide
1 Introduction The federal Office of Child Support Enforcement’s (OCSE) Child Support Portal (Portal) is a secure, cost-effective, and efficient way for employers to provide information to child support agencies about pending lump sum payments to employees and employee terminations. Employers can also update information about their organization and, if appropriate, register for the Multistate Employer Registry.
The Child Support Portal for Employers Navigation Guide contains instructions about how to provide the following information:
Employer Information Updates
• Update and certify addresses, points of contact, and supplemental information such as organization subsidiaries, the availability of employee health insurance, and third party providers for new hire reporting and verification of employment.
Multistate Registry
Employer Reporting
• Lump Sum Reporting
o Employers report employees who are eligible to receive upcoming lump sum payouts such as bonuses and severance.
o Lump sum information provided by employers is compared to individuals who owe child support and a match or no match response is provided.
o Employers receive information on which states received the lump sum match report and contact information for those states.
o State agencies receive notification when there’s a match, prompting them to contact the employer if child support should be withheld from the lump sum payment.
• Electronic Termination (eTerm)
o Employers report employee terminations and notify child support agencies sending income withholding orders that an individual no longer works or has never worked for them.
o Participating states receive notifications when employers report terminations online so the states can begin the process of locating a new employment source for the individual.
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Child Support Portal for Employers Navigation Guide
1.1 General Tips for Using the Portal Follow these general tips for using the Child Support Portal for Employers:
• For easy access, save the Portal site to your web browser’s “Favorites” or as an icon on your desktop.
• Feedback appears in the upper right corner of each page and provides a means to submit suggestions or ideas regarding the Portal.
• Frequently Asked Questions (FAQs) will appear in the upper right corner of each page and many help answer your questions.
• If you have questions not found in the FAQs, use the Contact Us link found on the taskbar.
• Whenever the symbol appears beside a field, you may hover over it to see additional information about that field.
• Click Secure Home to return to the welcome page to access other applications. • Fields marked with a red asterisk (*) are required fields.
1.2 Using This Guide You will find the following informational messages throughout the navigation guide. The corresponding icons indicate whether the information is a note or warning.
Notes
Notes contain important information and additional hints to improve your results.
Warnings
2 Entering the Portal
2.1 Welcome to Employer Services The Welcome to Employer Services screen is the first screen you will see when you successfully log in to the Portal.
Figure 2-1: Welcome to Employer Services
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Child Support Portal for Employers Navigation Guide
The Welcome to the Child Support Portal page is the entry point for all Portal applications and provides users with Portal information, including broadcast messages, user guides, and calendar events in one location.
Figure 2-2: Welcome to Employer Services – Upper Portion
The upper portion of the page contains the following information:
• Settings – To update your user profile, click the gear ( ) symbol displayed with “Welcome” and your name in the upper right corner of the page and then click Update Profile Information.
• Log Out – Click Log Out in the upper right corner of the page to sign out and exit the Portal.
• Broadcast Messages – Appear only when necessary and display important information about Portal maintenance and system outages.
• Navigation Bar – Access point to enter specific Portal applications and allows users to navigate between the Secure Home, Select Application, Feedback, FAQ (Frequently Asked Questions), and Contact Us tabs. The Select Application drop-down menu only displays the applications that you have permission to access.
• In the Spotlight – Features informational messages and topics of general interest.
• Organization – Click Change to view another Federal Employer Identification Number organization information associated with your organization.
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Figure 2-3: Welcome to Employer Services – Middle Portion
The middle portion of the page contains the following information:
• Employer Information Status
o Report Lump Sum
Figure 2-4: Welcome to Employer Services – Lower Portion
The lower portion of the page contains the following information:
• Helpful Information – Provides access to guides, technical documents, and general reference materials such as presentations.
• Calendar – Displays information about federal holidays, conference calls, training opportunities provided by OCSE, and other events.
• Quick Links – Provides links to helpful external websites frequently used for case management or related work.
You can return to your dashboard by clicking Secure Home at anytime
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Child Support Portal for Employers Navigation Guide
You may provide feedback by clicking on the Feedback button from the Navigation Bar on the Portal Welcome page or in any Portal application. You can choose General or select a specific application and enter comments up to 540 characters in length (Figure 2-5). Do not include personally identifiable information or federal tax information when entering your feedback.
Figure 2-5: Feedback
Child Support Portal for Employers Navigation Guide
If you would like OCSE to contact you regarding your feedback, select ‘Yes’ under ‘Select Yes to be contacted’ (the default is ‘No’) and enter an email address or phone number.
Figure 2-6: Feedback Confirmation
Click Reset to clear all entered fields. Click Cancel to return to the previous page without leav- ing feedback. Click Submit to save your entries. For technical issues, contact the Portal Help Desk at [email protected] or 1-800-258-2736, and select Option 3.
You will receive a feedback confirmation message. Click Close to return to the previous Portal page.
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3 Employer Information Status • The Employer Information Status table shows your organization’s current status for
certifying or verifying addresses and contacts and guides you to provide the information important to child support agencies.
o Update each section with the status “Needed or Pending.”
• The federal Office of Child Support Enforcement receives New Hire (NH) and Quarterly Wage (QW) information from your organization.
o You should note the addresses used for Payroll/Income Withholding Orders, National Medical Support Notices (NMSNs), and Verifications of Employment. If the address is not used for child support purposes, or is a duplicate address, mark it as DO NOT USE.
• You should report one consistent address for both NH and QW to reduce/eliminate address duplication.
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Figure 3-1: Employer Information Status
Status Fields
The Employer Information Status displays the following sections:
• Payroll/Income Withholding Order Address o Designate one Payroll/Income Withholding Order Address
• National Medical Support Notice Address (NMSN) o Designate one NMSN Address
• Names and Addresses o Update the Address Type for information reported for a Federal Employer
Identification Number (FEIN) through New Hire and Quarterly Wage reporting • Supplemental Information
o Update Medical Plan, Verification of Employment, Pension Plan, Third Party Provider’s, and PEO information
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• Point of Contact o Update Payroll/Income Withholding Order, NMSN
• Multistate Registry o Update multistate registry
• Pending Certification o Update needed for certification
• Needed o Address information is missing
• Pending Update o Address Information needs to be updated
• Pending Certification o Certification needs to be updated
• Certification Expired o Certification date is over one year
• Complete o Information has been updated in the last year
Actions: • Update • Add • Certify • View/Edit
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Figure 3-2: Employer Information Status
• Select Add in the Names and Address – Payroll/Income Withholding Order address
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Child Support Portal for Employers Navigation Guide
3.2 Payroll/Income Withholding Order Address Child support agencies issue Income Withholding Orders for Support to deduct child support payments from a parent’s income. The address for Payroll/Income Withholding Orders is first in the hierarchy for updates if the information is not current. Employers are required to provide a Payroll/Income Withholding Order Address.
Figure 3-3: Provide Payroll/Income Withholding Order Address – Step 1 of 2
• Select the existing address to designate as the Payroll/Income Withholding Order Address
• Click Next
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Child Support Portal for Employers Navigation Guide
Figure 3-4: Provide Payroll/Income Withholding Order Address – Step 2 of 2
• View/update information for new Payroll/Income Withholding Order Address
• Select multiple address types, if applicable
• Click Save
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Figure 3-5: Employer Information: Current Status
• Updated information displays as Complete
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Child Support Portal for Employers Navigation Guide
3.3 National Medical Support Notice Address Child support agencies issue NMSNs to instruct employers to enroll children in health care coverage.
Figure 3-6: Employer Information Status
• Click Add in Names and Addresses, National Medical Support Notice Address
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3.3.1 Select Existing Address – National Medical Support Notice
Figure 3-7: Provide National Medical Support Notice Address – Step 1 of 2
• Select existing address to designate the address as National Medical Support Notice address type
• Click Next
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• Select additional address type(s) • Click Save
Figure 3-9: Addresses
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Figure 3-10: Provide National Medical Support Notice Address
• Click Add New Address
• Add new address information
• Click Save
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Figure 3-12: National Medical Support Notice Address - Complete
• Address displays as Complete
Child Support Portal for Employers Navigation Guide
3.4 Name and Addresses – Verify Addresses reported to the National Directory of New Hires (NDNH)
The federal Office of Child Support Enforcement receives new hire (NH) and Quarterly Wage (QW) information from your organization and stores it in the National Directory of New Hires (NDNH).
• Organizations should note the addresses used for Payroll/Income Withholding Orders, National Medical Support Notice and Verification of Employment. If the address is not used for child support purposes, or is a duplicate, select the address and click Do Not Use.
• Organizations should report one consistent address for both NH and QW reporting to reduce and eliminate address duplication.
Figure 3-13: Employer Information Status
• Click Update in the Names and Addresses – Verify addresses reported through NDNH and QW
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Figure 3-14: Address Results
• Select address to update
• Click View/Edit
o Identify the correct Address Type for each address listed with the status of Pending Verification by selecting View/Edit, Verify or Undo
o If the address is not used for child support purposes or is a duplicate, mark as Do Not Use
Address Type – If you are unsure which Address Type to choose, mouse over the icon for more information. The organization name must be the name to be displayed on documents issued by child support agencies.
The addresses are reported through New Hire and Quarterly Wage reporting. Please make sure the address is reported in a consistent manner and the Payroll/Income WItholding Order address is provided in these reports.
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Figure 3-15: Edit Address
• Update address information
• Click Save and return to Verify Address on Names and Addresses
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3.4.2 Add New Address in Names and Addresses
Figure 3-16: Verify Addresses
• Click Add New Address
Employers can update and delete addresses listed on the Name and Addresses Search Results tab. Please use the same FEIN for new hire and quarterly wage reporting for each employee. It is important to make sure your organization is reporting accurate and consistent addresses for new hires and quarterly wages.
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Figure 3-17: Add Address
Figure 3-18: Verify Addresses
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3.5 Supplemental Information
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Child Support Portal for Employers Navigation Guide
Figure 3-20: Employer Information Status – Supplemental Information
• Select Add for in the Supplemental Information – Benefits and Services Provider Information
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3.5.1 Add/Update Supplemental Information Supplemental Information is optional to complete; however, the information is helpful for the child support agencies.
Figure 3-21: Add or Edit Supplemental Information
• Click Add Supplemental Information
• Select Yes or No as applicable, if Yes:
Figure 3-23: Medical Benefits Provider’s Address
• If your organization has one medical insurance provider – select No for the Does Your Company have multiple insurance providers?
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• Complete Medical Support Provider’s information
If there are multiple medical insurance providers, the child support agency will contact you for insurance carrier information because only one can be listed on the Portal.
Verification of Employment Information
Figure 3-25: Verification of Employment Information
• Select Yes or No as applicable
• If your organization has a third party administrator that handles your verification of employment actions – select Yes
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Figure 3-26: Verification of Employment Provider’s Information
• Complete Verification of Employment Provider’s information
Pension Plan
Figure 3-28: Pension Plan
• If your organization offers only one Pension Plan – select No to Does your organization offer multiple pension plans to employees
If there are multiple pension plans, the child support agency will contact you for information because only one can be listed on the Portal.
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Third Party Provider’s Information
Figure 3-30: Third Party Provider’s Information
• Select Yes or No as applicable, if Yes:
Figure 3-31: Third Party Payroll Provider’s Address
• Complete Third Party Payroll Provider’s Address information
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PEO Provider’s Information
• Select Yes or No as applicable, if Yes:
Figure 3-33: PEO Provider’s Address
• Complete PEO Provider’s Address information
• Click Save Changes to save all Supplemental Information.
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Figure 3-34: PEO Provider’s Address
• Supplemental Information displays as Complete
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3.6 Points of Contact
3.6.1 Add New Payroll/Income Withholding Order Contact – Points of Contact
Figure 3-36: Provide Payroll/Income Withholding Order Contact
• Click Add New Contact
Figure 3-20: Provide Payroll/IWO Contact
Step 2 of 2
• Add Payroll/IWO contact information
• Select Does this email address belong to a shared email box?
• Select Contact Type(s)
• Click Save
The Payroll/Income Withholding Order Contact Type is pre-selected as it is the most important contact type for child support agencies. You can select additional Contact Types also.
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Figure 3-38: Employer Information: Current Status
• Point of Contact displays Complete
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Child Support Portal for Employers Navigation Guide
3.7 Multistate Registry Multistate Registry displays for organizations that have employees in more than one state and are registered with the Department of Health and Human Services to report new hires to one state. Organizations cannot report new hire information on the Portal; this page allows organizations to update the state where they report new hires as well as those where they have employees. This page allows organizations to update the Reporting and Operating State information.
Figure 3-39: Employer Information Status – Multistate Registry
• Click Add in Multistate Registry- Update Multistate new hire reporting
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3.7.1 Add Multistate Registry
Figure 3-40: Multistate Registry
Figure 3-41: Multistate Registry
3.7.2 Deregister – Multistate Registry
Figure 3-42: Multistate Registry
• Select Deregister
o If you choose the option to Deregister, no further reports will be generated to states listing your company as a multistate employer. If you are not registered as a multistate employer, you must report new hires to each state where you have employees working.
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3.8 Manage Relationships Manage Relationships displays FEINs associated with your organization.
3.8.1 Add Organization
Figure 3-44: Add New Organization
• Click Add Organization
Figure 3-45: Add New Organization
• New organization displays
3.8.2 Upload Multiple Organizations
• Click Upload Multiple Organizations
• Enter Email
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Figure 3-48: Template Example
• Complete and save template
Figure 3-49: Upload Multiple Organizations
• Click Browse to locate file
• Click Upload
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Figure 3-50: Upload Multiple Organizations
• File is uploaded successfully message displays. An email is generated when the file is processed and the new organizations display in Manage Relationships.
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Child Support Portal for Employers Navigation Guide
3.9 Certification Certification is the final step and lets you “certify” that all the information is up to date.
Third Party Providers and PEOs may not be able to certify the information if they do not have all the required information for their customers but should provide as much information as possible.
You must certify information every year.
3.9.1 Update Certification
• Review and ensure all actions are Complete
• Click Certify – in Certification – Review and Certification
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Figure 3-52: Review and Certify
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• Click Certify
Employers are prompted to certify information yearly to keep information current.
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4 Services
The Services section provides quick and easy access to:
• Look Up State Contact o View state contact information for lump sum and termination reporting
• Report Lump Sum o Report lump sum payout information o Receive match/no match response o Receive state contact information
• Report Termination o Report termination information
• Search reporting history o Lump Sum Reporting History o Termination Reporting History o File Upload History o Match/No Match History
• Update Employer Information o Status o Names and Addresses o Manage Relationships o Supplemental Information o Points of Contact o Multistate Registry o Certification
• Update Multistate Reporting o Update Reporting and Operating States
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4.1 Look Up State Contact
Figure 4-1: Services
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Figure 4-2: Look Up State Contact
• Select State • Click Go
Figure 4-3: Look Up State Contact
• View information • Click on email address to open a blank email
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Figure 4-4: Sample Email
Child Support Portal for Employers Navigation Guide
4.2 Report Lump Sum Employers can use OCSE’s Child Support Portal to notify 52 states and territories* about upcoming lump sum payouts to employees who owe child support. Lump sums are income and can be attached to collect child support. Employers provide information about potential lump sum payouts for employees. OCSE matches the employer-provided Social Security Number (SSN) to individuals who owe past-due support and shares match information with the employer.
• No match — employer may release the lump sum payout
• Match — information sent to the child support agency, and contact information for the agency provided to the employer
The agency will notify the employer whether to withhold from the lump sum payout.
*Rhode Island and Wisconsin do not use the Portal to receive lump sum payout information
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Figure 4-5: Services Section
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4.2.1 Report Lump Sum – File Upload
Figure 4-6: Report Lump Sum
• Select Upload a file • Click Next
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Child Support Portal for Employers Navigation Guide
Figure 4-7: Report Lump Sum – File Upload
• Browse – locate the Lump Sum file to upload • Update Email address if necessary • Click Submit
Download the current Lump Sum Template. Do not modify the format or you may encounter file errors.
The Email address defaults to the Payroll/Income Withholding Order contact listed in Point of Contacts on the portal. You may update the email address.
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Figure 4-8: Report Lump Sum – Confirmation
• Review email to determine if file upload was successful
• Click Report Another Lump Sum to report information about additional lump sums, if applicable
Figure 4-9: Email Confirmation – Lump Sum File Processed Successfully
• Click Match results to access the Portal to review Reporting History on the next busi- ness day. (See Reporting History section)
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Figure 4-10: Email Confirmation – Lump Sum File Process Failure
• Click Search Reporting to access the portal to review Reporting History – File Errors (See Reporting History section)
If the file upload fails, review the spreadsheet in Reporting History and fix only the specified errors. The whole file fails until the errors are fixed and resubmitted.
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4.2.2 Report Lump Sum – Each Employee – No Match
Figure 4-11: Report Lump Sum – Each Employee
• Click the Change button to report a termination for a different Organization/ Federal Employer Identification Number (FEIN), if applicable
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Figure 4-12: Change Organization
• Enter FEIN in the Search by FEIN field • Click Go • Select the FEIN
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Figure 4-13: Report Lump Sum - Step 1 of 4
• Enter required information • Click Next
OCSE initiates a Match/No Match process when Next is selected. The SSN is matched against the Debtor file to determine if the employee owes past-due support. If there is no match, employers may release the lump sum payment. If there is a match, the state(s) are notified and contact information is provided.
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Child Support Portal for Employers Navigation Guide
Figure 4-14: Report Lump Sum – No Match or No Arrears on Debtor File for Participating States
• Click Report Another Lump Sum if applicable
Click Search Reporting for printing/reviewing Match/No Match information
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• Click Next
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Figure 4-16: Report Lump Sum – Step 1 of 4
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Child Support Portal for Employers Navigation Guide
Figure 4-17: Report Lump Sum – Step 2 of 4 - Each Employee (Match)
• Select Payout Type • Enter Response Due From State By date • Enter Reference Identifier, if applicable • Enter Amount, if known • Click Next
Response Due From State By: This should be the date your company needs the information back from the state, not the payout date.
Reference Identifier: This is an optional field for you to provide an identifier for states to include on their notice to withhold from a lump sum payment.
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Figure 4-18: Report Lump Sum – Step 3 of 4
• Organization information is pre-filled • Update any information (for this payout) • Click Review
Information updated on this page is for this payout only. To update organization information, go to Employer Information Updates.
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Figure 4-19: Report Lump Sum – Step 4 of 4
• Review information • Click Submit
Figure 4-20: Report Lump Sum – Results for Participating States
• Contact information for the matched state(s) displays • Click on Email address to open a new email
In states that require notification prior to making a lump sum payment to a debtor, state law must be followed concerning hold periods. View the Lump Sum matrix for state-specific information.
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Figure 4-21: Sample Email
Figure 4-22: Report Lump Sum – Results
• Click Report Another Lump Sum, if applicable
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Child Support Portal for Employers Navigation Guide
4.3 Report Termination Employers must notify the child support agency when an employee with an Income Withholding for Support Order (IWO) ends employment.
Figure 4-23: Welcome to Employer Services
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4.3.1 Report Termination – Each Employee
Figure 4-24: Report Termination – Step 1 of 6
• Click Next
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Figure 4-25: Report Termination – Step 2 of 6
• Select No longer works nor receives periodic income radio button • Select State • Enter Case Identifier • Enter Order Identifier, if applicable • Select Order Type, if applicable • Click Add Case to report additional cases for termination reporting
Click the Previous button to go to the prior screen. Information on the current page will not be saved.
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• Select Next
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Figure 4-27: Report Termination – Step 3 of 6
• Enter Termination Date • Enter Final Payment Date • Enter Final Payment Amount • Click Next
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Figure 4-28: Report Termination – Step 4 of 6
• Click Yes (if the last known address is known)
These fields are not required; however, if the information is available, it will help the child support agency locate the parent and issue an IWO to the new employer.
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Figure 4-29: Report Termination – Step 4 of 6
• Enter last known address information • Click Next
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Figure 4-30: Report Termination – Step 5 of 6
• Enter new employer information • Click Review
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Figure 4-31: Report Termination – Review
• Review information • Click Submit
Figure 4-32: Report Termination – Confirmation
• Review information • Click Report Another Termination, if applicable
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4.3.2 Report Termination – File Upload
Figure 4-33: Report Termination – Upload File
• Select Upload a file • Click Next
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Figure 4-34: Report Termination – Upload File
• Click Browse and select Termination File • Enter Email address for Termination reporting contact • Click Submit
Download the current Termination Template. Do not modify the format or you will encounter file errors.
The Email address defaults to the Payroll/Income Withholding Order contact listed in Point of Contacts on the portal. You may update the email address.
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Figure 4-35: Report Termination – Confirmation
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4.3.3 Report Termination – Never Worked Nor Received Periodic Income
Figure 4-36: Report Termination – Enter information for each employee
• Select Enter information for each employee • Click Next
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Figure 4-37: Report Termination – Step 1 of 6
• Enter required information • Click Next
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Figure 4-38: Report Termination – Step 2 of 6
• Select Never worked nor received periodic income • Enter required information • Click Next
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Figure 4-39: Report Termination – Review
• Click Submit
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Figure 4-40: Report Termination – Confirmation
• Click Report Another Termination, if applicable
You can return to your dashboard by clicking Secure Home at anytime
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Child Support Portal for Employers Navigation Guide
5 Search Reporting The Portal maintains information for 60 days. Search Reporting allows you to review:
• File Upload status
• Match/No Match reporting history
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Figure 5-2: Search Reporting
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• Select File Upload in the Search by field
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• Enter From Date and To Date • Select Processed Status
o All o Failed o Pending o Successful
• Click Search
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Figure 5-5: Search Reporting – Lump Sum Search Results
• Select Download Input File
• Click X to close
Figure 5-7: Search Reporting – Lump Sum Search Results
• Select Download Error File
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5.1.2 Search Reporting – Lump Sum History
Figure 5-9: Search Reporting – Reporting History
• Select Reporting Type – Lump Sum • Select Search By Reporting History • Enter From Date and To Date • Enter SSN, if applicable • Select Match Status • Select Matched State • Click Search
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Figure 5-10: Search Reporting – Reporting History
• View Search Results • Click SSN for Lump Sum Details
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Figure 5-11: Search Reporting – Lump Sum Search Results
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5.1.3 Search Reporting – Termination – File Upload
Figure 5-12: Search Reporting – Termination
• Select Termination in Select Reporting Type
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Figure 5-13: Search Reporting – Termination Search
• Select File Upload in Search By • Enter From Date and To Date • Select Process Status • Click Search
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• Select Download Input File or Download Error File as applicable
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5.1.4 Search Reporting – Termination – Reporting History
Figure 5-15: Search Reporting – Termination Reporting History
• Select Reporting History in Search By • Enter From Date and To Date • Select SSN • Select State Reported To • Click Search
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Figure 5-16: Search Reporting – Termination Reporting History Search Results
• Click SSN for Termination Details
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Figure 5-17: Search Reporting – Termination Details
• Review Termination Details
You can return to your dashboard by clicking Secure Home at anytime
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Child Support Portal for Employers Navigation Guide
6 Conclusion Employers use OCSE’s Child Support Portal to easily report lump sum payments and terminations to multiple states, as well as to provide and update information about their organization such as contacts, addresses, third party providers, and health insurance availability.
If you have questions, contact the Employer Services team at [email protected].
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1.2 Using This Guide
2 Entering the Portal
3 Employer Information Status
3.2 Payroll/Income Withholding Order Address
3.3 National Medical Support Notice Address
3.3.1 Select Existing Address – National Medical Support Notice
3.3.2 Add Address – National Medical Support Notice
3.4 Name and Addresses – Verify Addresses reported to the National Directory of New Hires (NDNH)
3.4.1 Update Addresses in Names and Addresses
3.4.2 Add New Address in Names and Addresses
3.5 Supplemental Information
PEO Provider’s Information
3.6 Points of Contact
3.6.1 Add New Payroll/Income Withholding Order Contact – Points of Contact
3.7 Multistate Registry
4.2 Report Lump Sum
4.2.2 Report Lump Sum – Each Employee – No Match
4.2.3 Report Lump Sum – Each Employee – Match
4.3 Report Termination
4.3.3 Report Termination – Never Worked Nor Received Periodic Income
5 Search Reporting
5.1.2 Search Reporting – Lump Sum History
5.1.3 Search Reporting – Termination – File Upload
5.1.4 Search Reporting – Termination – Reporting History
6 Conclusion