Client Information

The Client Information form provides a place for you to enter some final required details about the applicant and, if required, the additional insured. You also indicate on this page that you have read the disclaimer to the applicant to approve ordering of the MVR.

To enter Client Information:

  1. Complete the Client Info form.

Client Information includes:

Label

Description

First Name

Titled owner's first name carried over from Basic Information.

Middle Initial

The Titled owner's middle initial.

Last Name

Titled owner's last name carried over from Basic Information.

Is mailing address same as location address?

Indicates if the applicant's address is the same as the unit location address. If Yes, the remaining address information is auto-filled.

Mailing Address

Titled owner's address street number.

Additional Name/Address Information

An additional field for name or address information overflow.

City

Titled owner's address city.

State

Titled owner's address state/country.

Zip

Titled owner's address ZIP code.

Home Phone

Titled owner's home phone number.

Work Phone

Titled owner's work phone number.

  1. Do one of the following:

  2. If an Additional Insured exists, complete the Additional Insured form.

  3. Read the MVR Request disclaimer to the applicant.

Additional Insured

The Additional Insured form provides a place for you to enter information about any other parties who have a financial interest in the unit(s).

To enter Additional Insured information:

  1. Complete the Additional Insured form.

Additional Insured information includes:

Label

Description

First Name

 

The first name of the additional people who have a financial interest in the unit being insured.

Last Name

The last name of the additional people who have a financial interest in the unit being insured.

Address

 

The street address of the additional people who have a financial interest in the unit being insured.

City

The address city of the additional people who have a financial interest in the unit being insured.

State

The address state of the additional people who have a financial interest in the unit being insured.

Zip

The address ZIP code of the additional people who have a financial interest in the unit being insured.

Birth Date

Birth date of the additional people who have a financial interest in the unit being insured.

Social Security #

Social Security number of the additional people who have a financial interest in the unit being insured.

Occupation

Occupation of the additional people who have a financial interest in the unit being insured.

Type

The type of the additional people who have a financial interest in the unit being insured.

  1. Read the MVR Request disclaimer to the applicant.

MVR Request

Ensure that the MVR Request disclaimer is read to the applicant.

To confirm the MVR Request disclaimer:

  1. Select check box to indicate that you have read the disclaimer to the applicant to approve ordering of the MVR Request.

  1. Click Next.

The result is one of two possibilities:

If an MVR has been ordered in states that support real-time processing, the MVR Summary page opens or...

The Billing Information page opens.

  1. Follow the steps to review the MVR Summary or enter Billing Information.

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