If you’ve already downloaded a ZIP file and later discover an error in one of the plans, follow these steps to make corrections and generate an amended batch:
Step 1: Unlock the Batch
- Go to the Batches/Fulfillment screen.
- Locate the batch containing the plan with the error.
- Unlock the batch to allow edits.
Step 2: Remove the Plan
- From the unlocked batch, remove the specific plan that needs to be amended.
Step 3: Amend the Plan
- Navigate to the plan.
- Check the box for Part I, Item B to indicate an amendment.
- Make all necessary updates to the plan.
Step 4: Create a New Batch
- Return to the Batches/Fulfillment screen.
- Select Create New Batch.
- Be sure to check the box labeled “Amended batch?” during setup.
Step 5: Select Amended Plans
- On the Select Plan screen, you will see a list of:
- Plans with the “Amended” box checked on the 8955-SSA.
- Plans not currently included in another batch.
- Select the appropriate amended plans.
Step 6: Finalize and Download
- Lock the new batch.
- Download the updated ZIP file.
