How do I update my payer and/or recipient information?

Update payer data

To add or update payer information in your Yearli account, follow these steps:

  1. Log in to Yearli.
  2. Select Manage Payers and Recipients.
  3. To edit an existing payer, choose that payer from the Select Payer drop-down menu.  To add a new payer, choose the Add Another Payer button.
  4. Enter the appropriate payer information as needed.
  5. Select the Save button.

Update recipient data

To add or update recipient information in your Yearli account, follow these steps:

  1. Log in to Yearli.
  2. Select Manage Payers and Recipients.
  3. Choose the payer the recipient belongs to from the Select Payer drop-down menu.
  4. Scroll down the page to the Recipient Information section.
  5. To edit an existing recipient, choose that recipient from the Select Recipient drop-down menu.  To add a new recipient to this payer, choose the Add Another Recipient button.
  6. Enter the appropriate recipient information.
  7. Select the Save button.

Note: All changes made to payer and/or recipient information will apply to all forms that have not been submitted.  This includes all forms currently added to Forms in Progress and Submit Forms areas of your account.

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