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Direct Bill/Direct Collect
Return Mail
Related Party
Change Notices
Misc.
100
-00055
What is the "good" direct collect code.
100
Document received where we just add address to mailing section on related party.
What is postal return?
100
A, O, P, B, T, S, R, D, G, E, C
What is related party types?
100
$20.00
What is handling fee for Public Official bonds?
100
how to figure ap's & rp's
What is calculation spreadsheet?
200
The direct bill invoice that the principal sends with payment.
What is direct bill correspondence?
200
Letter that is sent when we receive a direct bill invoice back with incorrect address.
What is db05 letter?
200
Changing address which does not appear on the bond form.
What is no address rider needed?
200
How to notify typist of any changes.
What is notesheet?
200
Type of business that a rider can be backdated.
What is probate?
300
Receive this in the workflow regarding direct bill payments.
What is Accounting correspondence?
300
Cancellation letter that is returned as undeliverable from the principal. What do we need to do?
What is date, initial and kill?
300
O related party
What is needed to pull credit?
300
add, delete, schedule
What is order of what is put on notesheet?
300
Document issued when issuing a decrease or increase with a janitorial, dishonesty, tax preparer.
What is a white rider?
400
Memo is sent to this place when putting a bond on direct collect.
What is homeoffice direct collect?
400
When a cancellation letter is returned but has to be remailed.
What is certified mail?
400
What menu do we use to change a primary related party.
What is Cleanup & Maintenance menu?
400
90 Days
What is number of days that you do not need to charge a handling fee for public official?
400
How to inform a typist of a future date of a change.
What is changing pending screen?
500
Credits appear on this document and we determine how to handle.
What is the a/r credit report?
500
Received mail back with new agent's address.
What is notifing agency department with agent's address?
500
2nd location
What is put in comment area?
500
$50
What is minimum premium per position for fidelity bonds?
500
BOND-Branch Bonds
What is branch drawer?