August 20th, 2024 Release

General Notice:

This update release is scheduled to occur on the morning of August 20th, 2024. 

Forms

As part of the McGlinchey annual audit, the F11550 Explanation of Calculation of Surplus and Deficiency was updated in 3 states: 

Forms | F11550-SC-2 Explanation of Calc of Surplus/Def - Affects SC Locations

For South Carolina, F11550-SC-2 Explanation of Calculation of Surplus or Deficiency was revised per the McGlinchey annual review.  The "original cash price" threshold amount was revised (in two places). 

Forms | F11550-OK-2 Explanation of Calc of Surplus/Def - Affects AR Locations

For Oklahoma, F11550-OK-2 Explanation of Calculation of Surplus or Deficiency was revised per the McGlinchey annual review.  The "original cash price" threshold amount was revised (in two places). 

Forms | F11550-MN Exp of Calc of Surplus/Deficiency - Affects MN Locations

For Minnesota, F11550-MN Explanation of Calculation of Surplus or Deficiency was revised per the McGlinchey annual review.  The "aggregate amount of credit extended" threshold amount was revised (in two places). 

CRM

CRM  Lead Book - added Low Balance filter to Contact Source

Added Low Balance, Rollover, PPC PayPerClick, OLA Full, and Web to the Lead Book when filtering by Contact Source.