EVERYTHING DiSC^® REQUEST FORMS

Assessment Transfer Form

This form is required to initiate the transfer of assessment records to a new Provider.
Allow 5-7 business days to complete assessment transfers.

Instructions

The Provider who is receiving the records needs to fill out this form in its entirety.
Along with this form, you must include an email from the client to you, confirming their intention to move the assessment records and proof that the former Account Administrator has been notified. (See section 5)

Tip: To find the EPIC Account ID, click on the link to login. From the top menu, select Personal Options > View/Edit Account Information, and select the EPIC Settings tab. Once there, scroll down to find the Account ID under Company Information.

Step 1: Transfer Information

Account Administrator’s Full Name

EPIC/PAC Account ID or Company Name

* Administrator/Company name can be found on the assessment cover page.

DESTINATION: Where should the accounts/assessments be moved?

EPIC Account ID / PAC Account Name

Account Administrator’s Full Name

If this request includes Catalyst^™ records:  

The Catalyst™ Destination Account MUST have the Organization in their EPIC Account in order for the records to be moved.
Catalyst records can only be transferred to other EPIC Accounts that have their Organization.
Catalyst records should be placed in separate folders apart from traditional (e.g. EPIC) records.
Folders that contain multiple Catalyst Organizations cannot be moved. They need to be in separate folders.

Are Catalyst records being moved?

Yes.

Catalyst™ Organization Name that records should be added to

Step 2: Assessment Information

RECORD(S): Which assessments should be transferred?

The entire account should be transferred.

Only selected records:

EPIC: Only folders can be transferred, no individual records. Records in "Pending" status cannot be moved.

a) Organize all records being transferred into a clearly marked folder. A list of folders to be moved must be described in this field:

b) Unassign any pending access codes and reclaim the associated credits. Records in pending status cannot be moved.

PAC: Please describe in this field, a list of candidate names to be moved:

Step 3: Transfer Authorization

COMPLIANCE: Data Privacy Laws

I confirm that I have a Data Processing Agreement with my client or have obtained all necessary consents including any consents required by educational institutions for the transfer of records and will hold Wiley harmless from any claims of those individuals or my client.

NOTE: Wiley is unable to process any transfer requests for individuals who reside in a country/state regulated by privacy laws without confirmation of consent.

PARTNER AUTHORIZATION:

Client's request to move Records: The client whose records are being moved must email the Account Owner where the assessments currently reside, notifying them that they are moving their assessments to another Account Owner.

I confirm that I have attached an email from my client to the Account Owner where the assessments current resides. The email should indicate their intent to move their records to my account and shows proof that the former Account Administrator has been notified.

Upload a file with a copy of the email sent

Select a file

Authorized Partner’s Full Name

Authorized Partner’s Account ID Number