Transistion a Controlling Trustee Job to an Executed PIA

This article details how to transition a Job once the CT period ends and the PIA commences.

To transition a Controlling Trustee appointment into an Executed Personal Insolvency agreement you proceed to the Appointment Details Wizard and select Click Here:

The Wizard will then allow you to select Transition Current Job, then select Next:

You may then select the change in Estate Type and the details of the appointment, once finalised select Next to proceed:

Wizard then automatically selects all accounts for transistion, although you have the option to untick and do this process manually. Select Next to proceed and Finish once complete.

The Job History will now identify the past controlling Trustee period.

On Accounts and other relevant sections it will now identify job types, this allows you to look at the current PIA or look back at the Controlling Trustee period:

You have now transitioned the Job from a Controlling Trustee to a PIA.