Save Recipient Validated with airSlate SignNow

Save recipient validated

to set up your free my direct plan accounts open your internet browser and go to WWE direct clan comm right on the main page you'll see a button to register for a free account click on the green register for a free account button or register now in the top right of the screen you will be taken to the registration page select if you'll be registering as the recipient or person managing funds if you're the parent caregiver of the recipient you should select person managing funds if you're an adult recipient and you self manage your own passport funds you should select recipient once you've made your selection enter the email address you wish to use to log in and receive email notifications at then create a password your password must be at least 8 characters long include an upper and lower case letter a number and a special character reenter the password to confirm then check the box to agree to the terms and conditions and click sign up you will be sent a verification email go to your email inbox to find this email and click on the link to activate your account clicking on the link will take you back to the login page from here you can sign into your brand-new my direct plan account [Music] when you log into your account the startup wizard will appear to help you set up your accounts you can choose to go the wizard right then or sign out and do the wizard at another time for this wizard you'll need your funding approval letter that has your funding details when you start the wizard you will first need to fill in the recipient information the recipient is the individual with the physical or developmental disability who has been approved for funding enter their name and contact information you will also need to indicate if they are an adult or child this is an important selection as this will determine whether you see adult or child funding options on your account passport recipients need to ensure they select the adult option and then click Save if you register it as a person managing funds you will next be prompted to fill in the person managing funds profile if you signed up as a recipient you'll skip this profile enter the person managing funds name contact details and relationship to the recipient then click Save the next window that pops up will ask you to select whether you receive passport or residential funding click the ones that apply to you for passport funding you'll need to enter your passport agency funding start date total budget and amount your reimburse for mileage once you have your funding details entered click Save you will next need to fill out a payee profile the payee is individual who receives the direct deposit or check from the passport payment processing office enter the payees name and contact information and click Save you will be redirected to the recipient profile window and prompted to enter the recipient client code this is done so your information may be verified by the passport payment processing office when the wizard is complete you will land on the dashboard here is where you'll see an overview of your funding including how much you've used and how much you have remaining you can view and edit any of the details you've entered during the wizard in your account settings for your funding details this includes your budget passport agency and mileage rate here you can also see if the passport recipients details have been verified if you see a green checkmark you know the account information has been verified and you can begin sending in passport claims if any of the profile information is not verified you can make the necessary edit and click verify to begin entering expenses click on the add expenses button in the left-hand navigation bar here you'll see the list of eligible service types just click on any service type and enter the details if you want to claim any community participation support expenses you'll need to add your organization's first in the manage organization section just click on add organization and type in the name to search the list you can add companies service agencies or any organization you purchase community participation supports from this could be anything from a day program to a taxi company if you claim support worker hours you'll need to add your workers in your manage worker section just click on invite worker and enter their details the receive and invitation email and be able to electronically sign off on any hours worked all expenses entered are saved in the manage expenses section here is where they'll sit until you're ready to send them to your passport agency just check the checkboxes to select the expenses you want to submit and click create invoice all invoices you submit through my direct plan are saved in the invoices section of your account [Music] thanks for watching to learn more about my direct plan and to hear the latest updates be sure to subscribe and follow us on social media links can be found in the description below