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

Written by Rachael Seida

Updated 2 months ago

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

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