Representative Account Setup

This course will explain the Account Setup process for a Representative account. It will describe the role of the Account Manager and explain how the Account Manager will complete the Account Setup and register themselves as the Account Manager. It will conclude with the steps to follow once the Account Setup has been completed. Note: This module is intended for those entities who will register for a representative account. A representative account is intended for a non-corporate, single representative of a beneficiary without a corporate Employer Identification Number (EIN).