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).'''
}}
}}
{{clear}}
{{collapsible-details
{{collapsible-details
|number = 22
|number = 21
|title = Renewal Billing Instructions: Other
|title = Renewal Billing Instructions: Other
|content =
|content =
'''To update a mortgagee, follow these steps:'''
{{Box task
# Click the Pencil icon
|image = Img-proc-change-billing-other.png
# Adjust the appropriate mortgagee information
|size = 300px
#* All starred content (seen below) must be entered for the "Save" button to activate
|alt = An image showing the options in the Policyholder section.
#* Mortgagee Type will sort the mortgagee clause into the proper position, such as when moving a first mortgagee into the second mortgagee position
|caption = After selecting the Other button, add contact information into the additional fields.
|text =
{{Img-proc-free
If the Renewal Notice should go to another entity, such as a property management company, then choose the "Other" option.
|style = padding-top: 1em
* Select "Individual" or "Business"
|file = Img-proc-change-billing-other.png
* Enter the contact details in the fields below.
|caption = Click the Issue button to finish the policy change.
* All starred fields are required.
Click the "Save" button after all details are entered and move to Step 3 below.
}}
}}
{{clear}}
'''Once all details are entered, click the "Save" button (move to Step 3 below).'''
}}
}}
<!-- END OF COLLAPSIBLE SECTION -->
<!-- END OF COLLAPSIBLE SECTION -->
}}
}}
Line 82:
Line 81:
|size = 120px
|size = 120px
|alt = An image of a date being selected
|alt = An image of a date being selected
|caption = Choose the correct effective date for the mortgagee clause change
|caption = Choose the correct effective date for the policy change
|text =
|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.
Line 104:
Line 103:
}}
}}
{{clear}}
{{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. <br>
The system will process the change immediately.
If a Renewal Notice exists and the policy has not expired, then a new Renewal Notice will be sent to the updated payor.<br>
* 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.
