Recalculate LIF Maximum

Recalculate the annual LIF maximum for the current calendar year

How to submit the request

First, find the client's CRM Contact Record page by searching contact name in the search bar. Next, navigate to the Servicing (Service Request) tab on your clients contact card and select Account Administration. 

Step 1:

• Select Special handling

Step 2:

• Select Recalculate LIF Maximum

Step 3:

• Select the LIF account

Step 4:

• Submit the request