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terminating_a_contract

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terminating_a_contract [2025/03/21 17:23] – tina.roblesterminating_a_contract [2025/03/26 17:02] (current) – tina.robles
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-A date is required for each of the terminate actions, but a user can choose to terminate Accruals only, Claims only, Sweep only, or a combination of any of the three dates.  The recommendation is if a user is choosing a Sweep option that both the Accruals and Claims are terminated.  To terminate any of these, enter in a date (today's date or greater) and click Terminate.+A date is required for each of the terminate actions, but a user can choose to terminate Accruals only or Claims only. Sweep should only be used in combination with one of the other dates.  The recommendation is if a user is choosing a Sweep option that both the Accruals and Claims are terminated.  To terminate any of these, enter in a date (today's date or greater) and click Terminate. 
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 +  * **Accruals Date**:  Accruals as of this date now stay static and no longer change.  The system will automatically update the end date to match the date entered.  Any lumpsums on the contract will also have the end date updated to match the date entered. The contract state remains and does not update to Terminated.
  
-  * **Accruals Date**:  Accruals as of this date now stay static and no longer change.  The contract state remains and does not update to Terminated. 
   * **Claims Date**:  No more claims are processed after this date.  The contract state will update to Terminated on the date entered for Claims.   * **Claims Date**:  No more claims are processed after this date.  The contract state will update to Terminated on the date entered for Claims.
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   * **Sweep Date**:  After this date, the balance of the accrued dollars on the contract become $0 and the swept amount is now what the balance was. Using this example below, the $4K balance is zeroed out and the report will show the amount that was swept.  Clicking sweep does not update the contract status.     * **Sweep Date**:  After this date, the balance of the accrued dollars on the contract become $0 and the swept amount is now what the balance was. Using this example below, the $4K balance is zeroed out and the report will show the amount that was swept.  Clicking sweep does not update the contract status.  
  
terminating_a_contract.1742577828.txt.gz · Last modified: 2025/03/21 17:23 by tina.robles

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