Blind Pension/SAB Hand Off

 

Do NOT Add Task in Current for Trust & Annuities. Go to: Trust & Annuity Search

 

  • Add notes to EUMEMROL in FAMIS regarding what was discovered and that you are completing a Hand Off
  • Update Outcome to the current task with Outcome “Other Action” and Reason “Hand Off”
  • Add specialty task in Current by selecting “Add Case” and follow instructions below:
    • Add concise notes to the Add notes field
    • Use 8 digit DCN when entering the ID Number to ensure you are entering it correctly
    • Confirm the first name and last name are entered correctly