How do I apply for a Plan Revision, Amendment, or Minor Change?

🔹 Process for Submitting Child Records

• Step 1: Log in to your account and go to My Records.
• Step 2: If your parent record is in the correct status, a Submit button will appear.
• Step 3: Click Submit, create the child record, answer any required questions, and upload the necessary documents.

🔗 Click here for more details.

🔹 If You Need to Resubmit Responses for an Existing Child Record

• If the child record was previously created, you should upload your responses and documents to the child record itself, not the parent record.
• Our staff will transfer documents from the parent record to the child record, ensuring a smooth review and approval process.
• Once the child record is approved, all documents will be migrated back to the parent record and will be visible under the Approved Tab.
  

This process helps maintain accuracy and ensures all changes are properly tracked. If you need guidance on submitting a revision, amendment, or minor change, please refer to the request form on our website or check our training materials.