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TIN Matching Customer Experience May 22, 2017

Table of Contents Initial Login and Navigation .......................................................................................................................... 2

Login .......................................................................................................................................................... 2

Select Organization ................................................................................................................................... 3

Landing Page (Individual) .......................................................................................................................... 4

TIN Matching Application: New .................................................................................................................... 6

Firm Information ....................................................................................................................................... 6

Location ..................................................................................................................................................... 7

Authorized Users ....................................................................................................................................... 8

Application Submission ............................................................................................................................. 9

TIN Matching Application: Edit/View .......................................................................................................... 10

Firm Information ..................................................................................................................................... 11

Location ................................................................................................................................................... 12

Authorized Users ..................................................................................................................................... 14

TIN Matching Application: Error Messages................................................................................................. 16

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Initial Login and Navigation

Login

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Initial Login and Navigation, Continued

Select Organization

Each organization will display the application type to the left of the company name in ().

Note – The Individual option must be selected to complete a new application.

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Initial Login and Navigation, Continued

Landing Page (Individual)

The Individual option allows the user to create a new application as well as to view, edit or delete any associated applications. If there are more than 20 applications, a search option will be displayed.

All Applications can be sorted by: • Doing Business As • Last Update • Application Status • Tracking Number • Application Type

Icon used to view/edit an existing application.

Icon used to delete an existing application.

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Initial Login and Navigation - Landing Page (Individual), Continued

A Search option is listed if a customer is associated with more than 20 applications.

When using the search, the user will be prompted to select form the available search parameters.

Icon used to add additional search criteria Icon used remove search criteria.

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TIN Matching Application: New

Firm Information

The customer must complete the application before the system performs an eligibility check.

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TIN Matching Application: New, Continued

Location

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TIN Matching Application: New, Continued

Authorized Users

The user will be prompted to select the role of the individual being added to the application.

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TIN Matching Application: New, Continued

Application Submission

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TIN Matching Application: Edit/View

The edit/view option will populate the Application Summary.

Note – Updates cannot be made on the Application Summary page.

Select from the navigation menu at the top to update Firm Information, Location or Authorized Users.

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TIN Matching Application: Edit/View, Continued

Firm Information

TIN and Firm/Organization Legal Name cannot be edited on an existing application.

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TIN Matching Application: Edit/View, Continued

Location

The user can select the icon to edit an existing location or choose the option to add a new location.

Icon used to view an existing application.

Icon used to edit an existing location.

Icon used to delete an existing application.

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TIN Matching Application: Edit/View Location, Continued

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TIN Matching Application: Edit/View, Continued

Authorized Users

Use the scroll bar below the list of authorized users to edit or delete an existing user.

To add a new user, select ADD and choose the applicable role.

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TIN Matching Application: Edit/View Authorized Users, Continued

The Name and SSN fields cannot be edited for an existing user.

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TIN Matching Application: Error Messages Firm Information Error Messages:

Application Submission Error Messages: