What is the best way submit multiple applications when there is one check or EFT– like when spouses submit applications at the same time, or a parent and child apply at the same time? What is the best way to ensure both applications will be processed and payments drafted at the same time?
- Submit both applications and payment (one single check or EFT) with ONE Application Checklist or Fax Cover Sheet. Do not send the applications separately.
- It is beneficial to include a brief note in the “Special Instructions” of the fax cover sheet specifying there are companion policies to be processed and drafted together.
- Check the “Yes” checkbox on the Application Checklist where it asks, “Multiple applications submitted but process as ONE payment. Draw one payment when all applications are in good order.
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