REQUEST TO TRANSFER ACCOUNT INFO

Location Process

Overview

Each locations' database is independent from one another. This means when a family wants to transfer HFSS locations the family will need to to set up a new account at the desired location accepting policies, enrolling into their new class and completing payment/add card on file.
Remember: Very few Team Members have access to all iCP locations to create an account for the parent.

Request Drop Via Portal

The family will need to submit a drop at their current location through their Portal. Reason is Transfering HFSS location. Then adding in the comments the location they are moving to and the desired end date.
Why? We need a comment so we know to waive their notice to drop.

Submit Form

Complete  the above request to transfer form. This then will allow us to transfer MUT, financial credit, skills, etc. This transfer of items will be completed within the next 7 days.

Support Team Process

Overview

TIP! Use incognito window to open both locations for easy transfer.
While we do prefer an account to already be created there will be times that you need to create a new account.

Complete enrollment at the new location and drop at the other location. They will need to log in to the new account to accept policies & complete payment within 24 hours.

Complete  the above request to transfer form. This them will allow us to transfer MUT, financial credit, skills, etc. This transfer of items will be completed within the next 7 days.

Correcting Ledger With Credit

If needed, correct the drop location ledger based on the drop date. This will create a credit on this account to transfer to the new location.

Add in the Charge Title Transferring Funds to <location>.
This credit will be removed when the project manager receives your transfer form.

Moving Credit To New Location

Important Steps! This is how the Accounting Team will know to adjust funds behind the scenes with the bank.

Add a new payment:

1. Payment Type: Other
2. Amount: Must match credit left at their drop location
3. Reference/Check #: TRANSFER FROM <location>
4. Process Payment
   

Online Activity Request Process

Overview

TIP! Use incognito window to open both locations for easy transfer.
When we receive a comment on a drop indicating they are transferring HFSS locations you will complete  the above request to transfer form. 

Correcting Ledger With Credit

If needed, correct the drop location ledger based on the drop date. This will create a credit on this account to transfer to the new location.

Add in the Charge Title Transferring Funds to <location>.

This credit will be removed when the project manager receives your transfer form.

Moving Credit To New Location

Important Steps! This is how the Accounting Team will know to adjust funds behind the scenes with the bank.

Add a new payment:

1. Payment Type: Other
2. Amount: Must match credit left at their drop location
3. Reference/Check #: TRANSFER FROM <location>
4. Process Payment
   

Project Manager Process

Project Manager: GabrielleP@hubbardswim.com

Submitted forms will go directly to project manager to process within 7 days of receiving.

Remove Credit From Dropped Location

1. Create Charge
2. Line Item Type:  Other
3. Program:  Teacher & Me
4. Charge Category:  Transferring Funds
5. Line Item Title: Transferring to <location>
6. Amount:  Must match credit

Apply credit to the create charge line

Information To Transfer

Family Keywords
Family Notes
Student Keywords
Student Notes - Add new note Subject Transfer from <location>. Comment: Skills transferred.
Makeup Tokens
Skills & Ribbons