eAccess Screen Package

Electronic Access

Internet Screen Package

Table of Contents
Electronic Access .......................................................................................................................................... 1
Application: .............................................................................................................................................. 6
Global Footer ........................................................................................................................................ 6
Create Account – Terms of Service ....................................................................................................... 7
Create Account – Verify Identity ........................................................................................................... 8
Create Account – Verify Identity (Extra security – Credit Card selected) ............................................. 9
Create Account – Verify Identity (Extra security – W-2 tax form selected) .......................................... 9
Create Account – Verify Identity (Extra security – 1040 Schedule SE form selected) ........................ 10
Create Account – Secure Identity (Out of Wallet Questions) ............................................................. 11
Get Security Code – Cell Phone selected (New or Grandfathered user) ............................................ 12
Get Security Code – Email selected (New or Grandfathered user) .................................................... 12
Create Account – Create User Name, Password, and Password Reset Questions ............................. 13
Create Account – Confirmation (Standard) ........................................................................................ 14
Create Account – Confirmation (Extra Security) ................................................................................. 14
Pilot: Opt-In/Out Driver’s License Manual option .............................................................................. 15
Create Account – Verify Identity ......................................................................................................... 16
Create an Account – I.D. Type – Manual Path .................................................................................... 17
Create an Account – Financial Verification - Credit Card selected ..................................................... 18
Create an Account – Financial Verification - Direct Deposit selected ................................................ 18
Create an Account – Financial Verification - W-2 selected ................................................................. 19
Create an Account – Financial Verification – 1040 Schedule SE selected .......................................... 19
Create an Account – Activation Code Delivery Options ..................................................................... 20
Create an Account – Activation Code Mailed Confirmation ............................................................... 20
Create an Account – Enter Your Activation Code (Multi. Address of Record - Text Message)........... 21
Create an Account – Enter Your Activation Code (Single Address of Record - Text Message) ........... 22
Create an Account – Enter Your Activation Code (Single Address of Record - Email) ........................ 22
Finish Setting Up Account –Terms of Service (In-Person Process) ..................................................... 23
Finish Setting Up your Account – Verify Identity ................................................................................ 24
Pilot: Driver’s License Manual Opt-In ................................................................................................. 26
Sign In/Create Account ....................................................................................................................... 27
Verify digital address (Cell Phone only Verified)................................................................................. 28
Verify digital address (Email Address only Verified) ........................................................................... 28
Verify Digital Address – Multiple Digital Address Verified.................................................................. 28
Get Security Code................................................................................................................................ 29

Enter Security Code – Phone Selected ................................................................................................ 29
Enter Security Code – Email Selected ................................................................................................. 30
Sign In – Terms of Service ................................................................................................................... 31
Forgot Username ................................................................................................................................ 32
Forgot Password - Verify Identity ....................................................................................................... 32
Forgot Password – Password Reset Questions ................................................................................... 33
Forgot Password – Update Password ................................................................................................. 33
Change Password – Confirmation ....................................................................................................... 34
Forgot Password – Email Password .................................................................................................... 34
Create New Password – Password Expired......................................................................................... 34
Forgot Password – Temporary Password Sent – Confirmation .......................................................... 35
Mail Temporary Password – Terms of Service .................................................................................... 36
Mail Temporary Password – Provide Information .............................................................................. 37
Mail Temporary Password – Confirmation ......................................................................................... 37
Enable Extra Security .......................................................................................................................... 38
Enable Extra Security – Enter Upgrade Code ...................................................................................... 38
Enable Extra Security – Confirmation ................................................................................................. 38
Cancel Extra Security........................................................................................................................... 39
Cancel Extra Security – Confirmation ................................................................................................. 39
Change Security Code Method – Terms of Service ............................................................................. 40
Change Security Code Method – Provide Info .................................................................................... 41
Change Security Code Method – Reset Not Allowed.......................................................................... 42
Change Security Code Method – Reset Code Mailed – Confirmation ................................................ 42
Change Security Code Method – Reset Code Letter ........................................................................... 43
Change Security Code Method – Enter Reset Code............................................................................ 43
Change Security Code Method – Enter Reset Code – Reset Code Strike ........................................... 43
Change Security Code Method – Confirmation .................................................................................. 44
Change Security Code Method – Request Your Reset Code Letter .................................................... 44
Account Summary - Standard Account – SMS .................................................................................... 45
Account Summary - Standard Account – Email .................................................................................. 46
Account Summary - Standard Account - Text and Email .................................................................... 47
Account Summary - Extra Security Account ....................................................................................... 48
Account Summary - Extra Security Pending........................................................................................ 49
Account Summary - Extra Security Removed ..................................................................................... 50
Add Extra Security - Terms of Service ................................................................................................. 51
Add Extra Security – Provide Information Credit Card ....................................................................... 52
Add Extra Security – Provide Information W-2 ................................................................................... 53

Add Extra Security – Provide Information 1040 ................................................................................. 54
Add Extra Security - Confirmation ...................................................................................................... 54
Disable your Extra Security ................................................................................................................. 55
Enable Second Factor – Email ............................................................................................................. 55
Enable Second Factor - Text ................................................................................................................ 55
Disable Second Factor – Email ............................................................................................................ 56
Disable Second Factor – Text .............................................................................................................. 56
Update Second Factor – Email ............................................................................................................ 56
Update Second Factor – Text .............................................................................................................. 56
Enter Security Code............................................................................................................................. 57
Enter Security Code - Security Code Does Not Match ........................................................................ 57
Enter Security Code - Limit of Attempts Reached .............................................................................. 58
Update Password ................................................................................................................................ 58
Update Email Address ......................................................................................................................... 59
Update Password Reset Questions ..................................................................................................... 59
Deactivate Account ............................................................................................................................. 59
Deactivate Account – Confirmation .................................................................................................... 60
Help Pages: ............................................................................................................................................. 60
Tell me more (1040 Tax Form) ............................................................................................................ 60
Tell Me More about Credit Card ......................................................................................................... 60
Tell me more about W2 wages ........................................................................................................... 61
How can I protect my identity?........................................................................................................... 61
How We Protect Your Information ..................................................................................................... 61
Privacy & Security Questions .............................................................................................................. 62
Privacy Act Statement ......................................................................................................................... 63
Why We Ask For Your Phone Number ................................................................................................ 63
Why do I need password reset questions? ......................................................................................... 64
Why are these questions important? ................................................................................................. 64
Keep your Account Secure .................................................................................................................. 65
How can I stop receiving security codes by email?............................................................................. 65
How can I stop receiving security codes by text? ............................................................................... 65
How do I sign up for extra security? ................................................................................................... 66
Error Screens: ......................................................................................................................................... 67
Create an Account – Terms of Service – Error .................................................................................... 67
Finish Setting Up your Account – Terms of Service – Error ................................................................ 67
Financial Strike .................................................................................................................................... 67
Financial Lockout................................................................................................................................. 68

Identity Lockout .................................................................................................................................. 68
OOW Lockout ...................................................................................................................................... 68
Under Age ........................................................................................................................................... 69
Common Error Message ..................................................................................................................... 69
Cannot Create Account ....................................................................................................................... 69
Permanent lockout.............................................................................................................................. 69
Blocked Account.................................................................................................................................. 70
Activation Code Expired ...................................................................................................................... 70
Off Hours ............................................................................................................................................. 70
Password Reset Questions – Strikeout ............................................................................................... 71
Reset Code Identity Perm Lockout...................................................................................................... 71
Reset Code Expired ............................................................................................................................. 71
Fail Reset Code Temp Lockout ............................................................................................................ 71
System Error........................................................................................................................................ 72
Upgrade Code Expired ........................................................................................................................ 72
Upgrade Code Temp Lockout.............................................................................................................. 72
Terms of Service to add extra security online .................................................................................... 72

Application:
Global Footer

Create Account – Terms of Service

Create Account – Verify Identity

Create Account – Verify Identity (Extra security – Credit Card selected)

Create Account – Verify Identity (Extra security – W-2 tax form selected)

Create Account – Verify Identity (Extra security – 1040 Schedule SE form selected)

Create Account – Secure Identity (Out of Wallet Questions)

Get Security Code – Cell Phone selected (New or Grandfathered user)

Get Security Code – Email selected (New or Grandfathered user)

Create Account – Create User Name, Password, and Password Reset Questions

Create Account – Confirmation (Standard)

Create Account – Confirmation (Extra Security)

Pilot: Opt-In/Out Driver’s License Manual option

Create Account – Verify Identity

Create an Account – I.D. Type – Manual Path
Multiple variations of this page based on users entry:
“Next” button will display when user lands from CAVI page.
“Next” and “Previous” button will display when a user lands from FUPLD or VYIC page.

Create an Account – Financial Verification - Credit Card selected

Create an Account – Financial Verification - Direct Deposit selected

Create an Account – Financial Verification - W-2 selected

Create an Account – Financial Verification – 1040 Schedule SE selected

Create an Account – Activation Code Delivery Options

Create an Account – Activation Code Mailed Confirmation

Create an Account – Enter Your Activation Code (Multi. Address of Record - Text Message)

Create an Account – Enter Your Activation Code (Multi. Address of Record - Email)

Create an Account – Enter Your Activation Code (Single Address of Record - Text Message)

Create an Account – Enter Your Activation Code (Single Address of Record - Email)

Finish Setting Up Account –Terms of Service (In-Person Process)

Finish Setting Up your Account – Verify Identity

Finish Setting Up Your Account – Create Account

Pilot: Driver’s License Manual Opt-In

Sign In/Create Account

Verify digital address (Cell Phone only Verified)

Verify digital address (Email Address only Verified)

Verify Digital Address – Multiple Digital Address Verified

Get Security Code

Enter Security Code – Phone Selected

Enter Security Code – Email Selected

Sign In – Terms of Service

Forgot Username

Forgot Password - Verify Identity

Forgot Password – Password Reset Questions

Forgot Password – Update Password

Change Password – Confirmation

Forgot Password – Email Password

Create New Password – Password Expired

Forgot Password – Temporary Password Sent – Confirmation

Mail Temporary Password – Terms of Service

Mail Temporary Password – Provide Information

Mail Temporary Password – Confirmation

Enable Extra Security

Enable Extra Security – Enter Upgrade Code

Enable Extra Security – Confirmation

Cancel Extra Security

Cancel Extra Security – Confirmation

Change Security Code Method – Terms of Service

Change Security Code Method – Provide Info

Change Security Code Method – Reset Not Allowed

Change Security Code Method – Reset Code Mailed – Confirmation

Change Security Code Method – Reset Code Letter

Change Security Code Method – Enter Reset Code

Change Security Code Method – Enter Reset Code – Reset Code Strike

Change Security Code Method – Confirmation

Change Security Code Method – Request Your Reset Code Letter

Account Summary - Standard Account – SMS

Account Summary - Standard Account – Email

Account Summary - Standard Account - Text and Email

Account Summary - Extra Security Account

Account Summary - Extra Security Pending

Account Summary - Extra Security Removed

Add Extra Security - Terms of Service

Add Extra Security – Provide Information Credit Card

Add Extra Security – Provide Information W-2

Add Extra Security – Provide Information 1040

Add Extra Security - Confirmation

Disable your Extra Security

Enable Second Factor – Email

Enable Second Factor - Text

Disable Second Factor – Email

Disable Second Factor – Text

Update Second Factor – Email

Update Second Factor – Text

Enter Security Code

Enter Security Code - Security Code Does Not Match

Enter Security Code - Limit of Attempts Reached

Update Password

Update Email Address

Update Password Reset Questions

Deactivate Account

Deactivate Account – Confirmation

Help Pages:
Tell me more (1040 Tax Form)

Tell Me More about Credit Card

Tell me more about W2 wages

How can I protect my identity?

How We Protect Your Information

Privacy & Security Questions

Privacy Act Statement

Why We Ask For Your Phone Number

Why do I need password reset questions?

Why are these questions important?

Keep your Account Secure

How can I stop receiving security codes by email?

How can I stop receiving security codes by text?

How do I sign up for extra security?

Error Screens:
Create an Account – Terms of Service – Error

Finish Setting Up your Account – Terms of Service – Error

Financial Strike

Financial Lockout

Identity Lockout

OOW Lockout

Under Age

Common Error Message

Cannot Create Account

Permanent lockout

Blocked Account

Activation Code Expired

Off Hours

Password Reset Questions – Strikeout

Reset Code Identity Perm Lockout

Reset Code Expired

Fail Reset Code Temp Lockout

System Error

Upgrade Code Expired

Upgrade Code Temp Lockout

Terms of Service to add extra security online