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Product

Pre-M3

Post-M3

RIC Buyout

Not allowed

Account Servicing Provides

Fixed PPA Prepayment

Not allowed

Account Servicing Provides

Flex PPA Prepayment

Not allowed

Email Internal Team (see below) (soon case assignment for revenue protection)

Flex PPA Buyout (Prior to Year 6)

Create a case

  • Customer request typePrimary Reason

    • System transfer/UCC terminations

  • Customer request subtypeSecondary Reason

    • PPA Buyout < year 6

Create a case assignment for Resolution team

  • Referral

    • Per SOP

Email Internal Team (see below)(soon case assignment for revenue protection)

Fixed PPA Buyout (Prior to Year 6)

Create a case

  • Customer request typePrimary Reason

    • System transfer/UCC terminations

  • Customer request subtypeSecondary Reason

    • PPA Buyout < year 6

Create a case assignment for Resolution team

  • Referral

    • Per SOP

Email Internal Team (see below)(soon case assignment for revenue protection)

...