Investment Maturity Notices Did Not Generate

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We generated maturity notices, but several of the letters did not appear in the merge batch. Why?

The first place to check is the Maturity Notification code on the State Sales Maintenance screen. Locate the registration for the state that the investors are located, and look at the Maturity Notification code field:


Inv Maturity Notification Code 1.png


If this code is set to 0, maturity notices will not be generated for investments in this state. To correct the issue:


  • Click Edit
  • Click the list icon to the right of the Maturity notification field and select the correct code:


Inv Maturity Notification Code 2.png


  • Click Save
  • Re-Run the Investment Maturity Notices report (IL211 or IL212)


The notices should now appear. If they do not, contact DDI Client Support for additional assistance.

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