|
I Reporting Cut-off
A. Policies are to be reported the month following the month in which the transaction was closed.
B. Policies are to be reported each and every month.
C. Policies received by the 20th of the month will be entered in the Agency accounting system for that month.
II Payments
A. Separate remittance checks are to be made payable to the appropriate FNTG underwriter (Alamo Title, Chicago Title, Commonwealth Land Title and Fidelity National Title). Please mail check(s) to the following address:
Fidelity National Title Agency Solutions
Attn: SW Region Remittance Processing
6500 Pinecrest Drive, Suite 600
Plano, TX 75024
[Phone Number for FedEx or UPS Deliveries only: 800-925-0965]
B. Remittance checks are to be mailed with the reported policies.
C. PLEASE include your complete Agency ID Number on your check and your policy remittance report.
III Policy Reporting
There are two ways to report policies: (1) electronic underwriter report (preferred method for Texas and New Mexico (2) copy of policy (required for Oklahoma - see below) Each must include the following:
A. Name of agent. Please use the complete name. There may be another agent with the same or similar name.
B. Specific policy information as follows:
- Office File Number (your internal file number)
- Policy Jacket Number (please use the entire number - i.e. 7610143-12345)
- Date of Policy
- Amount of Insurance
- Premium Amount (total premium, including endorsements, etc.)
- Rate Code(s) (list all applicable codes, including endorsement codes)
- County Code
- Property Type Code
C. ELECTRONIC REMITTANCE REPORTS EMAIL ADDRESS:
D. OKLAHOMA AGENTS ONLY should send paper policies for scanning to:
Fidelity National Title Group
2123 Ringwood Avenue
San Jose, CA 95131
E. FOR TEXAS AND OKLAHOMA AGENTS WHO DO NOT YET ELECTRONICALLY REMIT please send all hard copy policies and/or paper reports along with your check to:
Fidelity National Agency Solutions
Attn: SW Region Remittance Processing
6500 Pinecrest Drive, Suite 600
Plano, TX 75024
[Phone Number for FedEx or UPS deliveries only: 800-925-0965]
F. VOID policies. We must receive the original jacket and inserts before we can void a policy and issue a credit for the premium remittance.
G. CORRECTED policies. It is not necessary to forward any corrections, unless the amount of premium reported is affected. Include concise explanations with your report and group these policies in a separate batch and clearly identify them as correction policies.
H. IN LIEU OF policies. Indicate on the re-issued policy that this is in lieu of previous policy # and provide lost policy affidavit to ensure a No charge.
I. TEXAS HOME OR DIRECTLY ISSUED (HOI) POLICIES
Original policy(ies) must be signed in the Underwriting Department with T-00 (Verification of Services Rendered) Form and Directly Issued Policy (DIP) Form attached. Please report and pay for HOI policies with your regular monthly policy reporting.
Fidelity/Alamo (except for former Lawyers Agents and Direct Operation)
HOI’s should be sent to:
Attn: Underwriting Department
10010 San Pedro, Ste. 440, San Antonio, TX 78216
Chicago/Commonwealth/incl. former Lawyers Agents & Direct Operations regardless of Underwriter used on policy
HOI’s should be sent to:
Attn: Underwriting Department
2001 Bryan Street, Ste. 1700, Dallas, TX 75201
QUESTIONS: Please contact your Agency Account Manager at 1-800-925-0965 for Excel format Remittance Report Template or tutorial on Trax Reporting and any questions you may have about remitting.
|