This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

1. You can access ACORD forms from the Customer Information window, or from a specific policy window. Use one of the following methods to access the Client & Policy Forms window:

From the Customer Information window, click the policy to select it, and then click Forms on the function bar.

From any policy window, click Forms on the tool bar.

2. In the Client & Policy Forms window, select Cancellation Request.

3. If no Cancellation Request/Policy Release forms have previously been created for this customer, a new data entry window opens.  

Otherwise, the Cancellation Request/Policy Release Issued window opens, displaying a list of previously-created forms. For a list of fields and options on the Agent/Broker of Record Change Issued window, see Working with ACORD Forms.

1. If applicable, click Add to open a new form. (If no previous Cancellation Request/Policy Release forms exist for this customer, a new form opens automatically and you can skip this step.)

2. Company and policy information is pulled in from the policy information for the selected policy. Review the existing information and make any changes necessary.

3. Enter the effective date and hour of cancellation.

4. Select either Cancellation Request or Policy Release.

5. Scroll down and complete the For Agency/Company Use fields as needed.

6. Click Save.

7. You now have the following options.

Button	Description
Close	Close the window without any further action and return to the Cancellation Request/Policy Release Issued Window.
Edit	Open the form in edit mode so that you can make changes.
Duplicate	If you need to issue an additional cancellation/release form with similar information, click Duplicate to create a duplicate form and then change individual fields as necessary.
Print	Open the Report Destination Window so that you can set print options, such as destination and number of copies. You can also print the binder later from the Cancellation Request/Policy Release Issued window.

1. To view, modify, or print an existing form, double-click the appropriate row on the Cancellation Request/Policy Release Issued window.

2. If you need to make changes, click Edit to open the form for changes and make any necessary modifications.

3. Click Save.

4. You now have the following options.

Button	Description
Close	Close the window without any further action and return to the Cancellation Request/Policy Release Issued Window. You can always modify or print the form later.
Edit	Open the form in edit mode so that you can make changes.
Duplicate	If you need to issue an additional cancellation/release form with similar information, click Duplicate to create a duplicate form and then change individual fields as necessary.
Print	Open the Report Destination Window so that you can set print options, such as destination and number of copies. You can also print the form later from the Cancellation Request/Policy Release Issued window.

You can also view the form in Transactional History for the customer.

Click Print All to print all forms in the list. If you have filtered the list (for example, display active policies only), only the currently-displayed policies are printed.

To print a single formr, click the appropriate item in the list, then click Print Sel (print selected). Select multiple binders by holding down Ctrl as you click the forms you want to print.

The Report Destination Window window opens, so that you can set print options such as destination and number of copies.

My Vertafore Support | Vertafore University | NetVU Network | Vertafore.com © 2014 Vertafore, Inc. and its subsidiaries. All Rights Reserved.