Once the Transferor initiates the Forward Certificate transfer, the Transferee can Accept or Reject the request through the Forward Certificate Inbox module.
Accept Forward Certificate Transfer
To accept a Forward Certificate Transfer, the Transferee takes the following steps:
- In the Account Dashboard, locate the Forward Certificate Transfer Inbox
- Select the Accept hyperlink under the ‘Accept’ column to update the status of the pending Forward Certificate Transfer to ‘Accepted’.
Note: Vintages within a scheduled forward transfer will process on the applicable monthly issuance date.
- You are then taken to the “Certificate Transfer Confirmation” page. The Transferee will select the Deposit Sub-Account (where the certificates will be deposited) and then select [Accept] to finalize acceptance of the new Forward Certificate Transfer.
- 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
- Under the Forward Certificate Transfers table, select the Reject hyperlink under the Reject column to decline the Forward Certificate Transfer.
- Select the [OK] button to confirm the selection.
- Transferor and Transferee will be notified via email of the new status of the Forward Certificate Transfer.