How to Retire Certificates

After the beneficial owner has been entered in, proceed to the steps below on how to retire TERCs. 

1. On the Home screen, Select Transfers and Retirements.                                  

            

2. Select Retirement from the Transfer Type    

3. Select the Beneficial Owner.

   

4. Select the Retirement Reason. Please select the retirement reason that best suits the retirement.  
5. Select the Subaccount where you want the retirement placed.
6. Select View Certificates.
7. On the Select Your Certificates pane, Users can select the Select All or Clear All buttons to select all Certificates or clear the selection request. Users have the option to enter in the quantity of Certificates they want to transfer by entering in a value in the Transfer Quantity field.  Note:  Selecting Select All does not mean you select certificates for all your available Certificates across multiple pages. By default, the Select Your Certificates screen only displays 50 rows. Account holders can choose to increase the page size up to 500 rows to display more rows of certificates. 
8. Once a selection has been made, Users  will be able to see how many Certificates are ready for retirement by viewing the number of certificates ready for transaction. To submit the retirement select Submit.
9. Retirement details and PDF will be sent to the administrator's email. PDF will be attached to the email.