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7.3 Pending Transfers

If you have requested a transfer to another account, or you have yet to complete a program-to-program transfer that you have started, you can view these transfers under the Pending Transfers tab.

To view pending transfers:

1.      Select Child Profiles from the top navigation menu.

2.      Click the Pending Transfers tab.

The Pending Transfers page will list the name of the child, the Child ID, the Alt. ID, the child’s date of birth (DOB), and the child’s current program.

If you have requested this child be transferred to another account, “Request Pending” will appear next to the child.

If you have yet to complete a program-to-program transfer that you have started, there will be a Preview Transfer link next to each child that has a pending transfer. To proceed with the transfer, click the Preview Transfer link. You will be taken to the Transfer Preview page where you can process or reject the transfer. 



See also

7.1 Program-to-Program Transfer
7.2 Account-to-account Transfer
7.4 Running a Transfer History Report
7.5 Items That Will Not Transfer
7.6 Invalid Data