Search Trust Fund Account

WINDOW OVERVIEW:

The Search Trust Fund Account window is used to collect search criteria that is used to find information about a State Ward's trust fund account. To open the window select the State Ward button on the State Ward Sub Menu. If there is only one account the Detail Trust Fund Account window opens. If there is more than one account that meets the search criteria the List Trust Fund Account window opens.

A trust account information can be located by using the:

Account number
State Ward information
Staff Person information
or Bank Account information

State Ward Trust Fund Account - Overview

FIELD DESCRIPTIONS:

Account Group Box:

Number: Enter the trust fund account number. The Detail Trust Fund Account window opens. If no trust fund matches the number an
No state ward account founderror message displays.

Ward Group Box:

Name: Use the search arrow to open the Person Search window where the state ward's name or Social Security number can be entered. If only one person matches the name or SSN that persons information is used to complete this field. If more than one person matches, the Person List window opens. Highlight the correct person and use the return Return arrow to bring back the highlighted persons system information. If no one matches the name an
Person not founderror message displays.

SSN: The state ward's social security number will display when the return Return arrow has been used to bring back selected persons system information.

All Locations: Check this box if all account locations should be checked. If not checked only accounts that the worker is assigned to will display.

Staff Person Group Box:

Logon: This logon ID number defaults to the number for the user currently logged on to N-FOCUS.

Bank Account Group Box:

Select the search arrow to open the List Bank Account window where the name of the bank can be selected. Highlight the appropriate account line and use the Return Return arrow to bring back the bank account information.

Type/Status Account Group Box:

The options in this box can be used with either the Ward, Staff Person or Bank Account group boxes. If none of the search criteria match an account an
No state ward account founderror message displays.

Type: Select the type of trust fund bank account from those in the drop down list or select ALL to view all accounts.

Status: Select the
Open
Closed
Suspended
Frozen
Held
(ALL)status of the bank account from those in the drop down list.

Exclude Closed Accounts: Check this box to remove closed accounts from the search.

ACTION BUTTONS:

	Select the Search button to begin the search based on the selected criteria. The Detail Trust Fund Account or List Trust Fund Account window opens.
	Select the New button to open the Detail Trust Fund Account window to create a new account.
	Select the Clear button to remove any search criteria and remain on the window.
	Select the Cancel button to close the window and return to the State Ward Sub Menu.
	Select the Help button to open the Help information for this window.

(12-2005)

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