Complete the following tasks in the listed order:
1. Access the End of Year Process page.
2. Set Promotion and Account Options.
3. Set Application Options.
4. Preview End of Year Changes.
5. Complete End of Year Changes.
6. Schedule Services.
Notes: If rollover is not performed by the end of school, new applications cannot be accepted (this feature helps prevent issues with invalid application dates).
If you forget to complete verification, the rollover process will automatically complete verification for you.