Customer eForms - PowerPoint PPT Presentation

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Customer eForms

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FSA customers may download and use forms with a Level 1 eAuth ... Customers must have Adobe Reader Version 5.05 or higher on their PC to access the forms. ... – PowerPoint PPT presentation

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Learn more at: https://www.fsa.usda.gov
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Title: Customer eForms


1
Customer eForms
http//forms.sc.egov.usda.gov/
FSA customers may download and use forms with a
Level 1 eAuth account however, obtaining a Level
2 eAuth account gives you more benefits
Obtain forms, complete and save to online
account Obtain form(s) and submit word or
excel documents with application through higher
level account to FSA County Office.
This PowerPoint is for Guaranteed Loan Lenders to
become familiar with submitting applications
online.
2
Customer eForms

Click Here for easy site demo of how to submit
applications!
Registered customers will select SIGN IN to find,
complete, save and submit forms. Customers must
have Adobe Reader Version 5.05 or higher on their
PC to access the forms.
3
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4

Customer eForms
Customer can use left side navigation bar at any
time. Once signed in the customer can find and
complete a new form or go to their MY FORMS
account to access previously saved or submitted
forms. Select FIND FORMS.
5
Customer eForms

Customer will enter selection criteria and click
on SEARCH.
6
Customer eForms

Customer will enter selection criteria and click
on SEARCH.
7
Customer eForms

Forms found in the search will be
displayed. Click on round button with an I to
view instructions. Click on the form number
hyperlink to access the form for completion.
8
Customer eForms

Customer can complete, save, close or submit the
form. Customers should not use the X in the
upper right hand corner to exit the form. This
will close the browser session. Use the CLOSE
button. Customer would use the browser print
button if they want to print the form. Customer
can save the form if they are not done completing
it or if they may want to save more than one form
so they can group them in a package before
submitting them to a Service Center. Select the
SAVE button.
9
Customer eForms

Customer will type in a saved form name and
select the SAVE button. For the customer this
would be comparable to saving a Microsoft Word
document. They can choose whatever they would
like as long as they have not used it before. The
save option DOES NOT save the form to the
customers PC. It is saved on the eForms central
web server and can only be accessed by the
customer.
10
Customer eForms
The customer will be taken to their Saved Forms
folder and their saved form will be displayed.
The customer can delete a saved form at anytime
by clicking on the DELETE radio button. To access
the saved form, the customer would click on the
NAME of the saved form.
11
Customer eForms

After the customer is done completing the form
and they would like to submit, they will click on
the SUBMIT button.
12
Customer eForms
Or you may CREATE a Package from the left pane
and then NAME the package. When Name the
Package screen comes up, youll provide a NAME
to create a package
13
Customer eForms
By selecting the package here, it automatically
takes you to the US Map to select state, county,
etc. as follows on the next slides.
14
Customer eForms

The customer must select the Service Center
office they want to send their form to. Once a
customer selects a Service Center office they
will be shown a list of previously selected
offices to choose from or they can select a new
office. Select a STATE.
15
Customer eForms

Select a County.
16
Customer eForms

The customer will be shown the Service Centers
that service the county they selected. You will
click the radio button which will select the
office. A map is also provided if customer wants
to see where offices are located. Click on the
MAP button, if needed. If the form is sent to a
service center office, the service center
employee will be able to redirect the form to the
appropriate office. e.g. The Manhattan Service
Center services Riley and Geary Counties for FP
benefits however, the FLP Office that services
Riley County is Nemaha. Therefore, the customer
should choose the FLP Office to send their
guaranteed loan package to.
17
Customer eForms

Customer can attach files from their personal
computer if needed for the form they are
submitting. If the customer does not need to
attach additional files they can enter comments
they want to provide the Service Center office
about their submission and provide an email
address if they would like to receive
notifications pertaining to their submission.
Once a customer enters an address it will be
prefilled the next time they send a
package. Select ATTACH.
18
Customer eForms (attaching addl documents)

Customer will select the BROWSE button then
select a file and click on the OPEN button.
19
Customer eForms (attachment addl documents)

Customer must enter a description of the attached
file and select ADD THIS FILE TO PACKAGE.
20
Customer eForms (attachment addl documents)

Attached files are displayed and the customer can
continue to add files and then select CONTINUE
when they have no more files to attach.
21
Customer eForms

A screen is displayed asking the customer to
confirm their desire to submit their information
to a Service Center office for processing and to
attest the information is correct. All
submissions will be sent to the Service Center
office as a package. A package can include one
form or several forms and attachments. Select YES.
22
Customer eForms
The customer will receive their confirmation
number or may check under New Submissions. An
email will also be sent to the customer regarding
the submission, agency acceptance or any other
action that was taken.
23
Customer eForms

A menu with descriptions of the customers My
Forms folder is shown. Click on NEW
SUBMISSIONS.
24
Customer eForms

On returned packages, the customer can view
package contents, history or return reason. Click
on R for an explanation of the returned
form. Based on the return reason the customer
will make necessary changes to the forms and
resubmit or they may also delete the package if
they do not want to resubmit this information to
the Service Center office.
25
Customer eForms

If the customer clicks on the Accepted folder
they will be shown all packages accepted by the
Service Center office. They may view contents or
history but they cannot modify forms once they
are accepted.
26
Customer eForms

Customer review Saved Packages folder where they
can submit, modify or delete their saved
packages. If the customer submits a package they
will be taken through the same steps discussed
previously when submitting a single form--select
an office, attach a file, enter comments, enter
email address.
27

Customer eForms

Contact your local FSA County Office or the
Kansas State Office for additional
QUESTIONS
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