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{{Nav-hub Agent}}
{{info-nfip-sfip}}
{{eq-proc-all}}
{{eq-proc-agent}}
{{box-summary
{{box-summary
|color = blue
|color = blue
|title =
|title =
|text = NFIP Renewal Bills can be sent to the insured or other interested parties, such as a named mortgagee. This procedure will show how to update where the renewal bill will be sent.
|text = NFIP Renewal Bills can be sent to the insured or other interested parties, such as a named mortgagee. This procedure will show how to update where the renewal bill will be sent.
}}
{{Img-proc-nofrm
|file = File:Img-vector-change-billing.png
}}
}}
{{clear}}
{{clear}}
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{{collapsible-section
{{collapsible-section
|number = 1
|number = 1
|title = 1. Check Out the Policy
|title = 1. Access Policy Record
|content =
|content =
Access the Policy Record
{{Box task
* To start the process, select "Check Out for Edit" in the upper right corner
|image = Img-proc-change-billing.png
* The button should show "Check In" while making the changes
|size = 200px
{{img-proc-nofrm
|alt = An image showing the "Policy Changes" widget along the right side of the page.
|file = File:Img-proc-checkout.png
|caption = Use the "Policy Changes" menu along the right side of the page.
|width = 200px
|text = <big>'''Open the [[Policy Record]] to start'''</big>
To quickly navigate to the Policyholder section:
* Find the '''Policy Actions''' block on the right
* Choose '''Policy Changes'''
* From the next menu, click the '''Billing Instructions''' option
Otherwise, scroll down to the Policyholder section manually.
}}
}}
<!-- END OF COLLAPSIBLE SECTION -->
}}
}}
{{collapsible-section
{{collapsible-section
|number = 2
|number = 2
|title = 2. WHERE DO WE GO?
|title = 2. Edit
|content =
|content =
To quickly navigate to the Mortgagees section, go to the Policy Actions block.
<big>Use the '''Edit button''' (pencil icon) below the Primary Insured contact details.</big><br>
* Choose Policy Changes
{{Img-proc-free
* From the next menu, choose the Mortgagees option
|style = padding-top: 1em
{{img-proc-nofrm
|file = Img-proc-change-billing-edit.png
|file = File:Img-proc-change-mtg.png
|size = 500px
|width = 200px
|caption = Use the Edit button (pencil icon) below the Primary Insured contact details to change the Renewal Billing Instructions field.
}}
}}
Otherwise, scroll down to the Mortgagees section manually.
This will open the Renewal Billing Instructions fields for editing.
{{Box task
|image = Img-proc-change-billing-save.png
|size = 300px
|alt = An image showing the options in the Policyholder section.
|caption = Make the appropriate selections to the Renewal Billing Instructions as needed.
|text =
<big>'''Section 1:''' Is the Policy Force Placed by the Lender?</big>
If the lender (mortgagee) required the NFIP policy as a condition to a loan, then select the "Yes" radio button.<br>
Choose the radio button to make changes to the payor.<br>
'''Once all details are entered, click the "Save" button (move to Step 3 below).'''
}}
}}
{{collapsible-section
|number = 3
|title = 3. Make Changes
|content =
Enter the requested changes using the options below.
{{collapsible-details
{{collapsible-details
|number = 31
|number = 21
|title = Add New Mortgagee
|title = Renewal Billing Instructions: Other
|content =
|content =
'''To add a mortgagee, follow these steps:'''
{{Box task
{{img-proc-nofrm
|image = Img-proc-change-billing-other.png
|file = File:Img-proc-change-mtg-add.png
|size = 300px
|width = 200px
|alt = An image showing the options in the Policyholder section.
|caption = After selecting the Other button, add contact information into the additional fields.
|text =
If the Renewal Notice should go to another entity, such as a property management company, then choose the "Other" option.
* Select "Individual" or "Business"
* Enter the contact details in the fields below.
* All starred fields are required.
Click the "Save" button after all details are entered and move to Step 3 below.
}}
}}
# Click the "Add Mortgagee" button
# Enter the mortgagee information
#* All starred content (seen below) must be entered for the "Add" button to activate
#* Mortgagee Type will sort the mortgagee clause into the proper position
# Once all details are entered, click the "Add" button (move to Step 4 below)
{{img-proc-nofrm
|file = File:Img-proc-change-mtg-details.png
|width = 500px
}}
}}
{{collapsible-details
|number = 32
|title = Update Mortgagee Details
|content =
'''To update a mortgagee, follow these steps:'''
{{img-proc-nofrm
|file = File:Img-proc-change-mtg-update.png
|width = 400px
}}
# Click the Pencil icon
# Adjust the appropriate mortgagee information
#* All starred content (seen below) must be entered for the "Save" button to activate
#* Mortgagee Type will sort the mortgagee clause into the proper position, such as when moving a first mortgagee into the second mortgagee position
# Once all details are entered, click the "Save" button (move to Step 4 below)
{{img-proc-nofrm
|file = File:Img-proc-change-mtg-details.png
|width = 500px
}}
}}
{{collapsible-details
|number = 33
|title = Remove Mortgagee
|content =
'''To remove a mortgagee, follow these steps:'''
{{img-proc-nofrm
|file = File:Img-proc-change-mtg-delete.png
|width = 300px
}}
* Click the Trash Can icon
* If needed, the deletion can be reverted (see below)
{{img-proc-nofrm
|file = File:Img-proc-change-mtg-revert.png
|width = 600px
}}
Once all details are entered, click the "Save" button (move to Step 4 below)
}}
}}
<!-- END OF COLLAPSIBLE SECTION -->
<!-- END OF COLLAPSIBLE SECTION -->
}}
}}
{{collapsible-section
{{collapsible-section
|number = 4
|number = 3
|title = 4. Review and Submit
|title = 3. Choose Effective Date
|content =
|content =
Review the changes for accuracy and completeness before finalizing.<br>
{{Box task
|image = Img-proc-effective-date-dropdown.png
|size = 120px
|alt = An image of a date being selected
|caption = Choose the correct effective date for the policy change
|text =
Scroll to the top of the page to enter the effective date.
Scroll to the top of the page to enter the effective date.
* Backdating is not allowed.
* Backdating is not allowed.
* Enter today's date or a later effective date.
* Enter today's date or a later effective date.
{{img-proc-nofrm
* Choose "None" for the [[Waiting Periods|Waiting Period]].
|file = File:Img-proc-effective-date-dropdown.png
'''''The Policy Change cannot be completed without choosing an effective date.'''''
|width = 300px
}}
<!-- END OF COLLAPSIBLE SECTION -->
}}
}}
{{collapsible-section
|number = 4
|title = 4. Review and Submit
|content = Review the changes for accuracy and completeness before finalizing.<br>
Once the effective date is entered, click the Issue button.
Once the effective date is entered, click the Issue button.
{{img-proc-nofrm
* The "Abort" button will exit without saving any details.
|file = File:Img-proc-effective-date-buttons.png
{{Img-proc-free
|width = 300px
|style = padding-top: 1em
|file = Img-proc-effective-date-buttons.png
|caption = Click the Issue button to finish the policy change.
}}
}}
The system will process the change immediately. A Declarations page with the updated information will be available in the Documents section of the Policy Record. <br>
{{clear}}
The system will process the change immediately.
* A Declarations page with the updated information will be available in the Documents section of the Policy Record.
* If a Renewal Notice exists and the policy has not expired, then a new Renewal Notice will be sent to the updated payor.<br>
'''If the lender or insured needs an immediate copy, then one can be downloaded and emailed.'''
'''If the lender or insured needs an immediate copy, then one can be downloaded and emailed.'''
NFIP Renewal Bills can be sent to the insured or other interested parties, such as a named mortgagee. This procedure will show how to update where the renewal bill will be sent.
Procedural Steps
1. Access Policy Record
Use the "Policy Changes" menu along the right side of the page.
