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Internal: Process for Completing a Firm Split

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Before proceeding with any of the steps involved in the Firm Split process, it must be determined that the given situation is truly a firm split as Thomson Reuters defines it.

If the location of some software will be changing to a new location this would be considered a Firm Split. In this situation, the current licensee's intention is to move some licenses to a new location. If this is not the case, see Guidelines- Changing a Name, Address, and/or Licensing Information to determine the correct course of action to follow.

Note: This process should also be followed when both location and ownership are changing for some software.

Steps to Complete a Firm Split

  1. Identify all Firm IDs involved.
  2. Review product mix and who the licensees for each product are with the caller for all involved firms.
  3. If there are Web Services involved, it must be determined if the intention is to continue or cancel the services. For additional information about cancellations, see Web Services Cancellations.
  4. Determine if the current firm also intends to continue using the software that is changing location.  If so a re-buy might be needed.
  5. Based on the above, what does the caller want to happen and in what time frame?
  6. Once the desired outcome has been identified offer a callback, addtional research will need to be completed to recommend next steps.  The Research Guidelines sections below detail what to research dependant on the given situation. 
  7. Once research has been completed contact the external user to provide the following:
    • Correct forms to be completed.
    • Steps needed to achieve the desired outcome identified.
    • An explanation of the fee structure for the request.
    • Upon receipt, the turnaround time is typically 5-7 business days for most requests.  Requests should not be submitted until the time they are desired to take effect, with consideration given to the amount of time needed to complete it.

Note: All forms are available within the Marketing Email Library (MEL), to launch click here.  For addtional information about Licensing & Piracy requirements for completing a merge product licences, see License Transfers 101.

Research Guidelines

The information that needs to be gathered is dependant upon whether there is an existing firm id, software use will continue at both firms, and if there are Web Services involved. Review each of the research topics outlined below based on the firm's given situation.

New Location for Products

The research that needs to be completed will be dependant upon whether the new location has an existing firm id or not. See below for the specific steps to follow in each given scenario:

  1. Review license types for each product in EMS for both ID's involved. For any products that are owned by both firms, the license types must be the same in order to complete the move. See Types of Licensing for addtional information.
  2. Review network types for each product in EMS for both ID's involved. For any products that are owned by both firms, the network types must be the same in order to complete the move.
  3. Ensure that all products being moved to the new ID are current, expired products cannot be moved. For addtional information on reinstating expired products, see Reinstatement Policy for Expired Products .
  4. This scenario would require the completion of the Firm Merge/Split Request form which can be sent via the Marketing Email Library (MEL). Click here to launch MEL or here to view the external PDF.

In this scenario the receiving firm does not have an existing ID, the steps to be taken will depend on wether the current firm will continue software use or not.

  • If the current firm will be discontinuing use of the software that is changing location a new firm id will need to be created to move the software to. Work with the Customer Service Call Facilitator to complete this process. Once the new firm id has been created this scenario would require the completion of the Firm Merge/Split Request form which can be sent via the Marketing Email Library (MEL). Click here to launch MEL or here to view the external PDF.
  • If the current firm intends to also continue software use a rebuy of the software will be required.

Continued Software Used

It must also be determined if the current firm intends to continue using the the software the licensee is taking to a new location.

Web Services

Are there any Web Services products owned by either firm involved?

UltraTax CS

Does either firm involved own UltraTax CS?

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