Yes and No. The answer to this is dependent on how the order was originally placed.
- If you used the Product Ordering on thefund.com to place the order, you may request a change of the import file format. This can be done by creating a Note from the File Summary window after looking up the recent request or by calling or emailing the branch that is processing your order.
- If you utilized a specific closing software integration to place the order, the import file format will be set to the same closing software type. This is to prevent the incorrect file format from being sent back to your closing software. If for any reason you must change the import file format to be different from the closing software used to place the order, it is best to create a new request in the correct closing software and reference the original order number and the circumstances behind the change in the “Special Instructions/Comments” field of the order form. The Fund’s Branch can then take the appropriate actions to send the data to you in the correct format.