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What should a firm do if it realizes it forgot to add a state for an individual it has already transitioned?

April 26, 2017firm Forgot individual realizes State transitioned

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What should a firm do if it realizes it forgot to add a state for an individual it has already transitioned?

1 Answer

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The firm should access the Transition Registration Request Screen again and mark the state it missed. The $45 Initial Setup Fee will NOT be charged again.