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Resources & Training

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Resources and Training

The tools you'll need to better understand and implement the remittance and reporting changes.

Critical Resources

  • Business Requirements: Developmental guidance so you can successfully implement the changes. – Updated as of November 21, 2018
  • Technical Specifications: New and updated data requirements, including file layout, data definitions and report mock-ups. – Updated as of March, 2019
  • Customer Testing Strategy: Outlines our approach and provides details on customer testing activities to support the Investor Reporting Change Initiative – Updated as of November 10, 2017
  • Minimum Test Scenarios: Important investor reporting changes to test. – New as of November 10, 2017

Other Resources


Customer training will run through the May 2019 implementation date and beyond. Check back regularly for training updates.

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