Register as a Payee or Servicer


Concept

In this topic, you will learn how to register in the G5 system as a payee or servicer.


Steps:

  1. Click the Sign Up » link to register as a payee or servicer.

    Step 1
  2. The User Registration screen displays.

     

    Click the button to the right of the ED Employee/ED Contractor field to display the employee/contractor options.

    Step 2
  3. Select the No list item.

    Step 3
  4. Enter the information into the First Name field.

     

    For this example, enter a valid value e.g. "Tim".

    Step 4
  5. Enter the information into the Last Name field.

     

    For this example, enter a valid value e.g. "Applicant".

    Step 5
  6. Enter the information into the Telephone No. field.

     

    For this example, enter a valid value e.g. "9415555656".

    Step 6
  7. Enter the information into the Email Address field.

     

    For this example, enter a valid value e.g. "tim.applicant@gmail.com".

    Step 7
  8. For this example, the email address has been copied into the Confirm Email Address field.

    Step 8
  9. Click the Vertical scrollbar to scroll down and complete the registration information.

    Step 9
  10. Enter the information into the Address 1 field.

     

    For this example, enter a valid value e.g. "2000 Veterans Boulevard".

    Step 10
  11. Enter the information into the City field.

     

    For this example, enter a valid value e.g. "Punta Gorda".

    Step 11
  12. Click the button to the right of the State field to display the list of state codes.

    Step 12
  13. Select the FLORIDA list item.

    Step 13
  14. Enter the information into the Zip/Postal Code field.

     

    For this example, enter a valid value e.g. "33983".

    Step 14
  15. Click the button to the right of the Country field to display the list of countries.

    Step 15
  16. Click the Vertical scrollbar to scroll down through the list of countries.

    Step 16
  17. Select the USA list item.

    Step 17
  18. Click the Continue > button to continue to the user registration agreement.

    Step 18
  19. Click the Vertical scrollbar to scroll down and read the user agreement.

    Step 19
  20. Select the Agree option to agree to the user agreement.

     

    Note:  If you do not agree, then you may not complete the registration process.

    Step 20
  21. Click the Submit button to submit your account request.

    Step 21
  22. The system displays a message indicating that the system will send a notification to your email address.

    Step 22
  23. Next Step

     

    The system sends a message with a link to activate your account.

    Step 23
  24. Clicking the link takes you to the Account Activation screen.

     

    Click the Agree option to agree to the activation terms.

    Step 24
  25. Click the Submit button to submit your activation.

    Step 25
  26. Click the Vertical scrollbar to scroll down and review the rules for the user ID and password.

    Step 26
  27. Click the Continue > button to complete the password, security question and security answer.

    Step 27
  28. Click the Vertical scrollbar to scroll down.

    Step 28
  29. Enter the password you are creating into the Password field.

     

    For this example, enter a valid value e.g. "Passw0rd_1".

    Step 29
  30. For this example, the password has been re-entered in the Verify Password field.

    Step 30
  31. Click the button to the right of the Security Question field to display the security question options.

    Step 31
  32. Select the Who was your favorite teacher? list item.

    Step 32
  33. Enter the information into the Security Answer field.

     

    For this example, enter a valid value e.g. "Mr. Kotter".

    Step 33
  34. Click the Continue > button to continue to the summary information.

    Step 34
  35. Click the Activate button to activate your account and save your password and security information.

    Step 35
  36. The system displays a message indicating that the account has been activated and that you will need to log into G5 to select your role for access.

     

    Next Step

     

    You will receive an email with the G5 link.

    Step 36
  37. When you receive the G5 link in your email, you may click it to navigate to the log in screen.

    Step 37
  38. Enter the email address you used to register in G5 into the Email ID field.

     

    For this example, enter a valid value e.g. "tim.applicant@gmail.com".

    Step 38
  39. Enter the password you set up into the Password field.

     

    For this example, enter a valid value e.g. "Passw0rd_1".

    Step 39
  40. NoteYou must accept the Department's terms in order to successfully log into G5.

     

    Click the Yes, I Accept the Terms option.

    Step 40
  41. Click the Login to G5 button to log into the system.

    Step 41
  42. The Edit Profile screen displays with the information you entered when you set up your account.

     

    Click the Vertical scrollbar to scroll down and verify the information.

    Step 42
  43. Note:  You may update any of the fields which are active.  To change your password or email address, you must click the respective button.

    Step 43
  44. Select the Payee/Servicer list item.

    Step 44
  45. Click the Continue > button to continue to the Additional Information screen.

    Step 45
  46. Click the button to the right of the User Type field to display the user types.

    Step 46
  47. Select the Payee list item.

    Step 47
  48. Enter the payee's DUNS into the Payee DUNS field.

     

    For this example, enter a valid value e.g. "999999990".

    Step 48
  49. Enter the same information into the Grantee DUNS field.

     

    For this example, enter a valid value e.g. "999999990".

    Step 49
  50. Click the button to the right of the Access Level field to display the list of Access Levels.

    Step 50
  51. Select the Full Access list item.

    Step 51
  52. Enter the information into the Date of Birth field.

     

    For this example, enter a valid value e.g. "01/01/1980".

    Step 52
  53. Click the Continue > button to continue to the Edit Your Profile summary screen.

    Step 53
  54. Click the Vertical scrollbar to scroll down.

    Step 54
  55. Next you will print the External User Access Request Form.

    Step 55
  56. Click the here link to display the access form.

    Step 56
  57. After you print the request form, click the Vertical scrollbar to scroll down.

    Step 57
  58. Click the < Previous button to return to the Edit Profile summary screen.

    Step 58
  59. Click the Vertical scrollbar to scroll down.

    Step 59
  60. Click the Submit button to submit and complete your access.

    Step 60
  61. The system displays a message indicating that your profile was successfully updated.

     

    Click the Vertical scrollbar to scroll down.

    Step 61
  62. Click the Go To Home button to return to the My Home Page screen.

    Step 62

Congratulations!

 

You have successfully registered as a payee or servicer.<