Adjustment for Wire Offset Job Aid

1. Select Account Services in the Department field.
2. Select Adjustments in the Group field.
3. Select Adjustment for Wire Offset in the Request Type field.
4. Add the applicable loan number.
   Note: The Customer should automatically appear in the Customer field once the loan number is entered.
5. Select the applicable Customer Type from the Customer Type dropdown menu.
6. Click Save and Close.
   Note: The case should now be created.
7. Add a description of the case into the free-form Description box.
   Note: The description should include a brief explanation of the fund amount, location, and what actions the Agent wants to take concerning the fund amount.
8. Navigate to the Additional Questions widget.
9. Complete the following questions:
   • # of Wires A
     Note: This refers to the number of applicable individual wires.
   • Amount of Wires
     Note: This refers to the total amount of funds in each individual wire.
   • Do you want the adjusted funds to be dispersed? (Yes/No)
   • Is the wire submitted? (Yes/No) 
10. Select Save.
11. Navigate to the Attachments widget.
12. Complete the following substeps to add an attachment:
    1. Click the Choose File button.
    2. Select the appropriate file from File Explorer.
    3. Click the blue Upload button.
       Note: Users must click the Upload button in the widget upon selecting their file. If not, the file will not be uploaded.
    4. Proceed to the next step. 
13. Click Submit.
14. End process.