How to Add/Edit a Deferral Date

Created by Heather Zeh, Modified on Thu, 02 Mar 2023 at 01:36 PM by Heather Zeh

1. Click the EDIT button under Owner on the ACCOUNT DETAILS page.

2. Change the Start and End Deferral dates and click the Save button.

3. Confirm the Account has an Active Deferral badge.