Adding, Removing, and Editing Co-Applicants

Overview

This article is for workers who want to add/edit/remove a co-applicant, resource parent, or caregiver from one of their providers/caregivers. Applicants must contact support for help modifying co-applicants.

How do I add a co-applicant ?

1. Navigate to the Edit Application page.
2. Scroll down to the Number of Applicants section and change the number of applicants from 1 to 2. Fields will populate for the co-applicant's information:
   
                              
    
3. To save, scroll to the bottom of the page and click the "Update Application" button.

Note: When you get to the 'Co-applicant' section in Edit Application you might see wording that says 'Additional Caregivers are now managed from the Care Provider Profile'. if you see that here are the steps to follow:

1. Click on the hyperlink in that message that says 'Care Provider Profile'
2. Click the blue 'Add a person' button.
3. Select a person or create a new person
4. Fill in all basic info about the person you are adding and click 'Save and Continue' on the bottom right
5. Choose what role you want, in this case Additional Caregiver
6. Click 'Save and Confirm' if you are done or 'Save and Add Another Person' if you want to add someone else to the household.

How do I remove a co-applicant from a home?

We have a self-assisted way for workers to remove a co-applicant. This feature is in a phased rollout. If you do not have this feature and need to remove a co-applicant please type 'Talk to a Human' in the chat widget and BInti support can assist you to remove a co-applicant.

If you have this feature you can:

1. Navigate to the Applicant Data page and scroll down to the Co-Applicant section.
2. If available you will see a 'Remove Co-Applicant' button. If you don't see this please type 'Talk to a Human' in the chat widget.
3. Click that button to remove the co-applicant. If you want to convert that co-applicant to an other adult in the. home, click the Convert to Other Adult' button.
   

If you don't see the Remove Co-Applicant button you can remove the co-applicant by typing 'Talk to a Human' in the chat widget and Binti support will be happy to assist you with this.

Why don't I see the Remove Co-Applicant button?

If you don't see this button this feature has not been enabled yet for your agency. This feature is in a phased rollout so in the upcoming months you should see this functionality. In the meantime, Binti Support can help you do this. Please chat with us if you need help changing a dual applicant application to a single applicant application by typing in "Talk to a Human" in the chat widget.

How do I edit a co-applicant?

To edit general personal info about the co-applicant: 

1. Navigate to the Edit Application page and scroll down to the Co-Applicant section.
2. Make the necessary changes.
3. To save, scroll to the bottom of the page and click the "Update Application" button.

Note: When you get to the 'Co-applicant' section in Edit Application you might see wording that says 'Additional Caregivers are now managed from the Care Provider Profile'. if you see that here are the steps to follow:
 

1. Click on the hyperlink in that message that says 'Care Provider Profile'
2. On that page find the co-applicant and click the  menu under Actions (on the right side of the window) and chose 'Edit person'.
3. Edit the information you wish to change.

To edit email or phone number: 

1. Navigate to the Applicant Data page and scroll down to the Co-Applicant section.
2. Make the necessary changes and save.