Express Report Request

SLA - within 2 - 4 Hours (24/7)

Form Objective
MDs should complete this form to request for express reporting. Requests will be completed and provided back to the requester within 2-4 hours.
  • Express Reports must be ordered one plan number at a time
  • You can order multiple reports for a plan at the same time
  • You can order reports for any time period from 1/1/2013 forward, including previous month, quarter, or a custom date range
  • You can elect to have these reports set up to run automatically on a recurring basis
  • If you do not see the Express Report in this form, please refer to the Standard or Detailed Request.






Request Information

Fund Performance Report not available until the 15th of the month
Notes : 
All Fee Transparencies are now accessible within Salesforce under the account profile tab and notes section for all market segments to access, and as of Q1 2016 are also available via the web-based Fee Transparency Tool.

Loan Default / Delinquency reports for your whole Book of Business are available via the self-service Loan Default / Delinquency Tool.

Time frame is based on most current month or quarter



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