Loans - No links to the loan module Loans - No links to the loan module

Loans - No links to the loan module

Aimee Nash Aimee Nash

The plan checklist needs to be coded to allow loans - select section J and change J30 to Yes. There are some additional questions that will also feed through to the compliance loan module such as whether the plan allows an extended repayment period for a loan to purchase a principal residence and whether spousal consent is required.

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