Change of Address

Change of Address Job Aid

Updating Existing Address Link

• Open a Transaction work area
• Search for a member
• In the personal panel click on the current address that needs to be updated
• When the Update box pops up, highlight the current address and hit backspace to remove the current address
• Start typing the new address and if an address record already exists, select the record from the resulting list.
  • If the resulting address does not have the last 4 numbers in the zip code, we need to validate that address. (see the “Inserting a New Address Link in Keystone” section of this Job Aid to create a new address link)
  • If an address record does not already exist – see the “Inserting a New Address Link in Keystone” section of this Job Aid.
• Click Update

Inserting a New Address Link

• Follow the same steps above, but if an address record does not already exist, you will need to Click on the Curved Arrow beside the address field

• An Address Inquiry box will pop up, and you will then have the option to Insert New

• Type in the New Address and Click Insert

• Verify that the Address Validation shows that this is a “Matched Single Valid Address” and click on “Accept Matched”. This validates the address in Keystone and ensures that the address is in the correct format.

Inserting an Additional Address

*If a member already has a physical address on file and wants to add an additional address or PO Box*

• Open a Transaction work area
• Search for a member
• In the personal panel click on the Blue Banner to add an additional address

• When the Insert Person Address Link box pops up, start typing the address and if an address record already exists, select the record from the resulting list
  • If the resulting address does not have the last 4 numbers in the zip code, we need to validate that address. (see the “Inserting a New Address Link in Keystone” section of this Job Aid to create a new address link)
  • If an address record does not already exist – see the “Inserting a New Address Link in Keystone” section of this Job Aid
• If this new address needs to be the mailing address, you can change the category field to Mailing

• Click Insert
• If the mail needs to go to the address that was just added, that address also needs to be the first address listed in the Address Box
• To do this, you will need to open your relationship tree and change it to standard view
• Click on the new address and drag and drop it just above the first address
• You will need to drop it when you see this icon
• The New Address should now be listed first in the address box in the personal panel