To process a Cancellation, follow the steps below:

 

1.Retrieve the account and once account loads, click the 'Cancel' button

 

2. Enter the Cancellation Effective Date and select the Cancellation Reason 

 

 

3. Click the Calculate Cancellation button 

 

4. View the Calculated 'Cancellation Premium Return' Rate to confirm the amount

 

 

5. If the Cancellation amount requires an override, then enter the Override Amount in the 'Override Cancellation Premium' field

 

 

6. If applicable, enter the Tax and Fees amount  

 

 

7. Click the Complete Cancellation Button