Automated Substitution Process – Step 1

Automated Substitution Process – Step 1

From the registrants Options page � Select “SUBSTITUTE REGISTRATION”. They can also get here by the PLC clicking the RegID once a registration is Active.

Automated Substitution Process – Step 2 (Options Page)

Automated Substitution Process – Step 3 (Transferring Registration)

Option #1

Option #2

If Option 1…..OPTION 1 - Automated Substitution Process – Step 4 (Transferring Registration – if Option 1 is Selected)

OPTION 1 - Automated Substitution Process – Step 5 (Substitution Confirmation– if Option 1 is Selected)

If Option 1…..Option 1 – Email Communication Alerts

Original Registrant

New (Substituted) Registrant

Option 1 – Registering & Completing Registration

If Option 2……OPTION 2 - Automated Substitution Process – Step 6 (Transferring Registration – if Option 2 is Selected)

OPTION 2 - Automated Substitution Process – Step 7 (Substitution Confirmation– if Option 2 is Selected)

If Option 1…..Option 2 – Email Communication Alerts

If Option 2……Option 2 – Registering & Completing Registration

Go through the registration flow

If Option 2……Option 2 – Verification Page / Confirmation Email

Cardholder Notification….Cardholder Notification