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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.
  • Technical Specifications: New and updated data requirements, including file layout, data definitions and report mock-ups. – Updated as of March 9, 2018
  • 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

  • Frequently Asked Questions: You ask, we answer. Review the top questions we hear from you. – Updated March 2018
  • Future State Overview: A snapshot example of the future monthly investor reporting cycle.
  • Getting Ready Checklist: Are you on track for the May 2019 deadline? Use our interactive checklist as a tool to help you prepare. – Updated as of August 30, 2017


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

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