Getting Started

Initial Request for Deconversion
Wed, Aug 26, 2026 at 11:34 AM
Review of Deconversion Authorization Form
Purpose To ensure all Deconversion Authorization Forms are reviewed for completeness, accuracy, and readiness prior to scheduling deconversion timelines...
Wed, Aug 26, 2026 at 11:35 AM
Adding Blackout Notices in PlanConnect
Wed, Aug 26, 2026 at 11:40 AM
Deconversion Wire & Final File Distribution
Purpose   The purpose of this SOP is to define the standardized process for reviewing, validating, and distributing wire details and final files for pl...
Wed, Aug 26, 2026 at 11:40 AM