View source for Submit Change to Mortgagee Clause

{{info-nfip-sfip}}{{eq-proc-all}}
{{box-summary
|color = blue
|title =
|text = This procedure explains how agents can request '''changes to the [[mortgagee clause]]''' on an NFIP policy. A change in mortgagee will create a new Declarations Page. Incorrect mortgagee information is a common cause of claim payment delay.
}}
{{clear}}
== Procedural Steps ==
{{collapsible-section
|number = 1
|title = 1. Check Out the Policy
|content = 
{{Box task
|image   = Img-proc-checkout.png
|size    = 400px
|alt     = An image showing the "Check Out" button in the upper right.
|caption = To make changes to the policy, click the Check Out button first.
|text    = <big>'''Access the Policy Record'''</big>

To start the process, select "'''Check Out for Edit'''" in the upper right corner
* The button will show "Check In" while making the changes
}}
}}
{{collapsible-section
|number = 2
|title = 2. Navigate to Mortgagees
|content = 
{{Box task
|image   = Img-proc-change-mtg.png
|size    = 400px
|alt     = An image showing the "Policy Changes" widget along the right side of the page.
|caption = Use the "Policy Changes" widget along the right side of the page.
|text    = <big>'''Access the Policy Actions menu'''</big>
To quickly navigate to the Mortgagees section, go to the '''Policy Actions''' block.
* Choose Policy Changes
* From the next menu, choose the Mortgagees option
* Otherwise, scroll down to the Mortgagees section manually.
}}
}}
{{collapsible-section
|number = 3
|title = 3. Make Changes
|content = 
Enter the requested changes using the options below.
{{collapsible-details
|number = 31
|title = Add New Mortgagee
|content =
'''To add a mortgagee, follow these steps:'''
{{img-proc-nofrm
|file = File:Img-proc-change-mtg-add.png
|width = 200px
}}
# 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 -->
}}
{{collapsible-section
|number = 4
|title = 4. Review and Submit
|content = Review the changes for accuracy and completeness before finalizing.
{{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 mortgagee clause change
|text    = 
Scroll to the top of the page to enter the effective date. 
* Backdating is not allowed.
* Enter today's date or a later effective date.
* Choose "None" for the [[Waiting Periods|Waiting Period]].
}}
Once the effective date is entered, click the Issue button.
* The "Abort" button will exit without saving any details.
{{Img-proc-free
|style = padding-top: 1em
|file = File:Img-proc-effective-date-buttons.png
|caption = Click the Issue button to finish the policy change.
}}
{{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>
'''If the lender or insured needs an immediate copy, then one can be downloaded and emailed.'''
}}

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