Endorsement Request: Lienholder

The Endorsement Request: Lienholder Info page enables you to add, change, delete or replace lienholder information for the current policy.

To add/change/delete/replace lienholder information:

  1. Follow the steps to search for and open the policy you wish to change.

  2. Click OTHER PARTIES in the page navigator.

  1. Click the link in the Lienholder tab to select an endorsement option.

Endorsement options include:

    1. Add - click this link to add a new lienholder to the current policy. (This option is available only when there is no current lienholder.)

    2. Change - click this link to change the current lienholder info.

    3. Delete - click this link to delete the current lienholder info.

    4. Replace - click this link to delete the lienholder and replace it with a new one.

  1. Complete/update the Endorsement Request: Lienholder form.

Lienholder Info includes:

Label

Description

Lienholder Name

Name of the financial institution or individual that advances funds to the policyholder to purchase a unit and that holds the title to the unit until the funds are repaid.

Name/Address

The lienholder's name or address overflow information.

Address 1

The lienholder's mailing street address.

Address 2

The lienholder's mailing street address or address overflow.

City,

The lienholder's mailing city.

State

The lienholder's mailing state.

Zip

The lienholder's mailing ZIP code.

Zip Code Suffix

The lienholder's four-digit mailing ZIP code suffix.

Loan Number

Number assigned to a loan by a financial institution.

 

Verify the entered information on this page before clicking Verify & Continue. If you click the button and the information you entered is incorrect, you will have to delete the incorrect endorsement and generate a new one.

  1. Click Verify & Continue.

The Endorsement Request Summary page opens.

  1. Do one of the following:

  1. Submit the endorsement request

  2. Request additional changes

  3. Delete an change

  4. Cancel the endorsement request

To submit the endorsement request:

  1. Enter the Endorsement Effective Date.

  1. Complete the Submitter Contact Information form.

  1. Click Submit.

The endorsement request is submitted to a processor for review and the success message window opens.

  1. Click OK.

The Policy Inquiry Search page opens.

To request additional changes to the current policy:

  1. Click Additional Changes.

The Summary page opens and you can make additional changes.

  1. Click Verify & Submit when you finish making changes and then follow the steps above to submit the endorsement request for review.

To delete a change from the current endorsement request:

  1. Click Delete on the endorsement tab.

The Endorsement Request Summary page is redisplayed minus the endorsement.

To cancel the endorsement request:

  1. Click Cancel on the page menu bar.

All endorsements you have entered are deleted and the Other Parties page for the current policy is redisplayed.

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