Create an Amendment

Once an appointment is accepted by the Agency, an amendment is required in order to change any of the following items:

  • Name
  • Permanent Mailing Address
  • Appointment Period
  • Support from the Grant

NOTE: Some changes, such as name or mailing address, will also need to be updated by the Trainee under Personal Profile within eRA Commons.

You must be a PD/PI or Delegate (ASST) to amend a 2271.

NOTE: Only appointments can be amended. Fellowships cannot be amended.

Create an Amendment

1. In the Awarded Grants table, click the hyperlinked grant number to display the Trainee Roster screen.
2. Locate the trainee you wish to terminate. The Filter table field can be used to locate someone quickly if desired.

Trainee Roster with Actions and Amend highlighted

3. Click the three-dot ellipsis Actions button Actions button and select Amend.The Appointment Form screen is displayed.

Appointment Form screen for amendment

NOTE: If a Kirschstein-NRSA research training appointment is ending earlier than initially planned, the PD/PI should initiate a Termination, which will automatically amend the appointment and capture the new end date. 
For institutional career development and other non-NRSA appointments ending early, the PD/PI should document the new appointment end date by amending the appointment, unless specifically instructed to use the Termination Notice by the NIH awarding Institute and/or Center (IC). Refer to the Terminatiing Institutional Research Training Programstopic for additional information. 

4. Make the desired updates.

Save Draft

Save Draft pane

1. Click the Save as Draft button. A confirmation message displays.

Confirmation screen for save draft of amendment

2. Click the Save button. Your edits are saved and the form remains in your queue.

Once the draft amendment has been saved, it follows the same process as appointments:

1. PD/PI routes amendment to trainee
2. Trainee reviews and routes amendment to PD/PI
3. PD/PI reviews and routes amendment to Agency
4. Agency reviews and approves amendment.

Review the Create New Appointment by PD/PI and Process New Appointment by Traineetopics for more information.