Change the cancellation effective date in a scheduled cancellation

Before you begin

Follow the steps in Cancel a policy and select to schedule a cancellation in the future.

About this task

You must have the Cancellation reschedule (cancelreschedule) permission to change the cancellation effective date in an open cancellation.

Procedure

  1. Navigate to a policy with a cancellation pending.
    Policies awaiting cancellation display a message that the policy is pending cancellation. The policy Summary screen displays Pending Policy Transactions.
  2. Click the Transaction # link for the cancellation.
  3. Click Edit Policy Transaction on the Confirmation screen.
    On the Entry screen, you can edit the Reason Description and Cancellation Effective Date.