Adding Dependents to a QB
Category: Support
Topics: dependent, support
Working day in and day out, Travis Support has identified some common questions heard on a regular basis that usually have simple answers. One such question is how to add dependents to an existing QB.
Let’s say you are notified that a QB just had a baby or just got married and you need to add a dependent to their record but are unsure of how to do this.
To accomplish this task, all you have to do is:
1. View the QB’s record, and at the top of the page, select the “QB Group” link.
2. Once you are viewing the QB group, select “View/Edit Qualified Beneficiary Group.”
3. Next, select “Add Additional member to this QB Group.”
4. You will then be guided through a wizard (the first step of which, is shown below) similar to the “QB Add Wizard,” which will ask you for the dependent’s information.
5. Once you reach the last step (Step 4) and select “Save and Add New QB to Group,” your new dependent will be added to the QB Group.
Now, when you view the QB Group, you will see the QB with their dependent listed below.
Keep checking the offical Travis Software Blog for more answers to common questions!
1 Response to “Adding Dependents to a QB”
Comments are closed for this article.
October 23rd, 2008 at 08:39 AM
Thanks, this was helpful to our users. What is the easiest way to DROP a QB from a QB group without deleting them.