This article provides steps for replacing an existing supplemental plan.
This article provides steps for replacing an existing supplemental plan.
Getting Here: Click Accounts > search for an account > Plans & Services > Supplemental Plans tab
The new plan will be assigned on the customer's next anniversary day. You can enter an Offset Interval to specify the additional number of billing intervals after the anniversary day on which you want the plan change to go into effect.
The new plan will be assigned immediately and you can specify how you want to perform proration. Proration will determine any charges or credits that should apply to the period between the plan assignment date and the customer's next anniversary day. The following proration riles are available:
The new plan will be assigned on your specified future date. You can click the calendar icon next to Effective Date to choose the date on which you want the plan assignment to go into effect. If you do not currently know the date on which the plan change should go into effect, you can leave Effective Date blank. When you know the date on which the plan change should go into effect, you can go to the Future Plan Changes screen and select the desired date or complete the plan change effective immediately.