Once the Forward Certificate transfer is initiated by the Transferor, the Transferee reviews the Forward Certificate Transfer Inbox module to review new Forward Certificate Transfer requests.
Approve Forward Certificate Transfer
To approve a Forward Certificate Transfer, the Transferee takes the following steps:
- In the Account Dashboard, locate the Forward Certificate Transfer Inbox Module.
- Click the Accept hyperlink under the ‘Accept’ column to effectuate the Forward Certificate Transfer.
- Click the ‘OK’ button to confirm the selection.
- Transferor and Transferee will be notified via email of the new status of the Forward Certificate Transfer.
Reject Forward Certificate Transfer
To reject a Forward Certificate Transfer, the Transferee takes the following steps:
- In the Account Dashboard, locate the Forward Certificate Transfer Inbox Module.
- Under the Forward Certificate Transfers table, click the Reject hyperlink under the Reject column to decline the Forward Certificate Transfer.
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Click the ‘OK’ button to confirm the selection.
- Transferor and Transferee will be notified via email of the new status of the Forward Certificate Transfer.
Please visit the Forward Certificate Transfer Management FAQ page for more information.