Add/Edit/Delete Authorized Representative (AREP)

Created on: 
Oct 14 2018

See ACES Screens and Online Pages for an example of pages or screens used in this chapter.

Online Processing

How do I add an Authorized Representative (AREP) during screening?

  1. On the Applicant page, check the AREP/Payee box and click Next after entering the applicant's address.
  2. On the Add AREP page, complete the following fields:
  • Type field - Select appropriate AREP type from the drop down menu. 
  • Temporary AREP field - Check this box if the AREP entered in the Type field is temporary. 
  • Name field - Enter [Corporate name] or [First, Middle Initial (optional) and Last name of AREP or Protective Payee].
  • Address Line 1 field - Enter [AREP or Protective Payee's mailing address].
  • City/St/Zip fields - Enter [City, State, and Zip Code of the AREP or Protective Payee].
  • Phone field - Enter [phone number of the AREP or Protective Payee] if available.
  1. To add another AREP or Protective Payee, click the Add More checkbox and click Next. The Add AREP page displays, allowing entry of another AREP.
  2. When finished adding the last AREP, click Next to proceed with the screening process.
NOTE:  For additional information regarding AREPs, see ACES Manual - Authorized Representative/Protective Payee.

How do I add an Authorized Representative (AREP) for a client who is residing in a facility?

Only certified facilities are authorized to receive Basic Food benefits on a client’s behalf. When FS-Rep for client in drug/alcohol facility - LTRS, ER, EBT (AA) or FS Payee Group Home - LTRS, ER, EBT (GH) is selected, the following message displays: This AREP Type must be matched to a list of valid values: Enter Name and/or City to search for AREP -or- leave fields blank for complete list.

To add an AREP for a client residing in a facility, take the following steps:

  1. On the Add AREP page, complete the following fields:
  • Type field - Select FS-Rep for client in drug/alcohol facility - LTRS, ER, EBT (AA) or FS Payee Group Home - LTRS, ER, EBT (GH) from the drop down menu.
  • To locate the correct facility, enter Name (must be exact) and/or City of the facility the client is residing in.
  1. Click Next and the Add AREP - Matches page displays.
  • If no search criteria is entered on the Add AREP page, then the Add AREP - Matches page displays all active FS-Rep for client in drug/alcohol facility - LTRS, ER, EBT (AA) or FS Payee Group Homes - LTRS, ER, EBT (GH) representatives known to ACES.
  • If the facility your client resides in is not certified to receive Basic Food benefits, it does not display in the FS-Rep for client in drug/alcohol facility - LTRS, ER, EBT (AA) or FS Payee Group Homes - LTRS, ER, EBT (GH) list.
  1. Click the radio button next to the appropriate facility on the Add AREP - Matches page and click Next.
  2. On the Verify AREP - Match page, verify the AREP information and click Next.
  3. To add another AREP or Protective Payee, check the Add More box and click Next. The Add AREP page displays, allowing entry of another AREP.
  4. When finished adding the last AREP, click Next to proceed with the screening process.

How do I edit Authorized Representative (AREP) details during screening?

To edit AREP details during screening, take the following steps:

  1. From the Finalize page, click the Program name link to view the Finalize - Program Details page.
  2. Click the Name of the AREP in the Authorized Representatives/Payees Name section.
  3. On the Edit AREP page, edit the AREP/Payee details as needed and click Next.
  • If no changes are needed, click Skip or Next to returned to the Finalize - Program Details page.

How do I delete an Authorized Representative (AREP) during screening?

To delete an AREP during screening, take the following steps:

  1. From the Finalize page, click the Program name link to view the Finalize – Program Details page.
  2. In the Authorized Representatives/Payees section, remove the checkmark next to the AREP you want deleted and click Next.
  • To re-add the AREP, click the checkmark next to the AREP's name.

Mainframe Processing

This feature doesn't currently exist for Mainframe processing. For more information, see Online Processing.

 

See ACES Screens and Online Pages for an example of pages or screens used in this chapter.