Submit NFIP Policy Transfer: Difference between revisions

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Latest revision as of 12:48, 14 March 2025

This Equinox Procedure is for Agents. Find a complete list here.

This procedure explains how agents can request a transfer or rollover of an NFIP policy.

Procedural Steps

1. Download the Transfer/Rollover Request Form

* Log in to the Equinox platform and navigate to the "Resources" or "Forms" section.

Download the Transfer/Rollover Request Form.

2. Complete the Request Form

* Fill out the form with the following details:

 * Policyholder information (name, address, policy number)
 * Current and new WYO carrier details
 * Renewal effective date

Ensure the policyholder’s signature is included.

3. Attach Supporting Documentation

* Collect any required documentation, such as:

 * Proof of premium payment for the renewal
 * Authorization from the policyholder to transfer the policy

Upload the form and supporting documents to the Equinox platform.

4. Submit the Transfer/Rollover Request

* Navigate to the "Policy Actions" menu and select "Submit Transfer/Rollover."

Attach the uploaded documentation and confirm that all information is accurate.

5. Confirm Submission

* Review the submission confirmation to ensure the request has been processed.

Notify the policyholder of the successful submission.

This page may need to be edited based on suggestions or concerns. Read more in the Discussion page.

@@ Line 1: / Line 1: @@
-{{info-nfip-sfip}}{{eq-proc-agent}}
+{{info-nfip-sfip}}
+{{eq-proc-agent}}
+{{box-summary
+|color = blue
+|title =
+|text = This procedure explains how agents can request a '''[[NFIP Policy Transfer|transfer or rollover]]''' of an NFIP policy.
+}}
+{{clear}}
+== Procedural Steps ==
+{{collapsible-section
+|number = 1
+|title = 1. Download the Transfer/Rollover Request Form
+|content =
+* Log in to the Equinox platform and navigate to the "Resources" or "Forms" section.
+* Download the Transfer/Rollover Request Form.
+}}
+{{collapsible-section
+|number = 2
+|title = 2. Complete the Request Form
+|content =
+* Fill out the form with the following details:
+  * Policyholder information (name, address, policy number)
+  * Current and new WYO carrier details
+  * Renewal effective date
+* Ensure the policyholder’s signature is included.
+}}
+{{collapsible-section
+|number = 3
+|title = 3. Attach Supporting Documentation
+|content =
+* Collect any required documentation, such as:
+  * Proof of premium payment for the renewal
+  * Authorization from the policyholder to transfer the policy
+* Upload the form and supporting documents to the Equinox platform.
+}}
+{{collapsible-section
+|number = 4
+|title = 4. Submit the Transfer/Rollover Request
+|content =
+* Navigate to the "Policy Actions" menu and select "Submit Transfer/Rollover."
+* Attach the uploaded documentation and confirm that all information is accurate.
+}}
+{{collapsible-section
+|number = 5
+|title = 5. Confirm Submission
+|content =
+* Review the submission confirmation to ensure the request has been processed.
+* Notify the policyholder of the successful submission.
+}}
+{{needsedit}}
-{{placeholder}}