The Tape
These are the types of accounts that come over on the tape transfer
What is advisory and brokerage accounts
True or False: Two repapering requests can exist at the same time
What is False
This screen will tell us if an account is part of the conversion
What is the ACCT screen, Old account #
This error for missing DOB can be resolved this way
What is updating in CW edit > client
This is how long it will take for a change made in BETA to appear in the repapering request
What is overnight processing
These types of accounts will always require an account application in repapering
What is entity accounts
These types of accounts are not eligible for the repapering tool
What is employer sponsored plans, existing collateral and manual accounts
This BETA screen will change WHO codes once the repapering is submitted
What is DOCA
An advisor can go here to make edits to client information in order to move along in the repapering request
What is CW edit > client
This is the SLA for an account application
What is one business day
This is what is required of advisors after we open accounts at LPL
What is repapering or data capture
This is what is required for us to change the number of signors on an account
What is not repapered and an entity account
This WHO code is associated with an action taken during repapering
What is EDP
If a beneficiary comes over with the last name missing this is how we can resolve
What is update name in MDRO with defaultor previous adoption agreement
This form is required to add TOD to a non retirement account
What is the F75
These are the deadlines for completing repapering before restriction
Brokerage - 180 days; Advisory - 90 days
If the SSN needs to be updated this is how an advisor would do it
What is a forms request
This is how to look up the old account# in BETA
What is & + account number
This is the BETA screen to check reg code if an error appears
What is AIRE
This is where you would go in CW to create a networking adjustment
What is CW actions > create online request
This is how long a client has to opt out of the tape transfer
What is 45 days from receipt of letter
This is required to update a bbk account to an advisory if it came over incorrectly
What is repaper account and convert
This screen(s) will leave a note once the repapering is submitted
What is SPAD and AIRE
If the TID field is left blank in MDRO it means this
What is a natural person
This is the form required to reactivate an advisory SAM account
What is the F761