Reconciliation Form (CustOnly)


enlightenedThe Conversion Coordinator will email you the Reconciliation Form specific to your conversion, AFTER receiving your signed/returned Discovery Phase Agreement and Conversion Standards form, which you are required to fill out and return before the Conversion can proceed. This page is for reference only. 


In order to validate the accuracy of converted data we require:

  • Record counts

If information cannot be provided you will need to sign a waiver as we have no way to validate the accuracy of converted data.

Record Counts

Please complete and initial each count:

  Count Initials
# of Customers      

 

 

 

Updated on Thu, 17 Feb 2022 by Angela Chiaravalle

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