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How to Enter a Qualified Beneficiary/Special Plan Member/New Plan Member

Written by Rachael Seida
Updated 2 months ago
  1. Login here
  2. Either select Client from the list on the left or search for the client in the search box
  3. Click on the Members Tab
  4. Select the corresponding radio button for the type you want to add
  5. Click Add a new QB/SPM/NPM link
  6. Fill in the required fields (marked by a red outline) and any other information desired
  7. Click Next at the bottom of the page
  8. Continue to fill out the information and click Next to progress through the rest of the pages
  9. When done, click Finish
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