Manually Changing the Status of a Self-Funded Policy to Runout
Prerequisites
To manually change the status of a self-funded policy to Runout, you should have:
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Runout end date specified in the self-funded policy.
Procedure
To manually change the status of a self-funded policy to Runout:
- Search for the self-funded policy in the Policy screen.
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In the Search Results section, click
the link in the Policy Information column corresponding
to the self-funded policy whose status you want to change.
The Policy screen appears.
- Ensure that the Main tab is selected.
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Click the Runout button in the Policy zone.
The status of the self-funded policy is changed to Runout.Note:
The Runout button appears when the self-funded policy is in the In Force/Active status.
You cannot transition a self-funded policy to the Runout status when:
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The self-funded policy is renewed.
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The runout end date is not specified.
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The policy end date is earlier than the system date.
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Related Topics
For more information on... | See... |
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How to search for a self-funded policy | Searching for a Policy |
Policy screen | Policy (Used for Viewing) |
Policy zone | Policy |