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How do I transfer child records from one program to another?

Written by lbrack

Updated at December 6th, 2024

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An Account Administrator can transfer child records from one program to another within their Enterprise account. To transfer child records from one program to another:

  1. Log in as Account Administrator.
  2. On the Account Details page, scroll down to the Incoming Child Transfers section.

  3. Select "Create New Transfer".
  4. Select a program from the Transfer From dropdown.
  5. Select a program from the Transfer To dropdown menu.

  6. Click the checkbox next to each child name you want to transfer. Click NEXT.

  7. Review the transfer details within the Details section of the Transfer Children page. Click START TRANSFER.

You will land on the Transfer Details page where you can view the transfer status.

The transfer details can also be viewed at anytime on the Account Details page in the Child Transfers section.


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