Interest name line 1 Interest name line 2, if applicable If user selects to use Property” for this form, “Legal the Legal Property Address must be typed in by the user A dynamic Legal Description Disclosure checkbox appears at the bottom of this form. User must also check this checkbox Interest address line 1 Interest address line 2, if applicable Interest #2 city, state and zip If more space is needed for Mortgagees and Other Interests please continue using 2nd page; Display interests according to the requirements listed for this field on 1st; Otherwise, please delete the 2nd page Must be filled in by the Loan # Interest loan # populated from PAS user If Insured Name, Legal Property Address or a Legal Legal Description Additional Interest Name is entered to this form, this Select the checkbox Disclosure checkbox must be checked; Otherwise, leave this checkbox unchecked Authorized User must sign this form if requested by the Must be filled in by the Representative mortgagee/insured user Details for each field in Invoice (HSESXX 01 12): Field(s) What included How to use Company name and NAIC#: UT: please choose Fire & Casualty Insurance “CSAA Company” Select from a drop-down Company Name AZ: please choose Affinity Insurance Company” list “CSAA Rest of states please choose General Insurance “CSAA Company” All Eastern region states (PA, VA, MD, DE, NJ) please Select from a drop-down choose 222-0094” Company Phone # “(888) list Rest of states please choose 207-3618” “(800) Please fill in the following information: Name (Payor is the same as the 1st Mortgagee listed below) If user to enter Mortgagee” for Invoice, “Legal the mortgagee name listed on the policy must be typed in by the user. Payor Name and Mortgagee and Payor Name should always match. Must be filled in by the Address A dynamic Legal Description Disclosure checkbox user appears at the bottom of this form. User must also check this checkbox Payor Name Line Payor Address Line 1 Payor Address Line 2, if applicable Payor City, State and Zip Must be filled in by the Contact Payor Contact Name user Must be filled in by the Phone # Payor Contact Phone user Must be filled in by the Fax # Contact fax user Date Mailed or Date of the Invoice generation Select from a calendar to Payor
Interest name line 1 Interest name line 2, if applicable If user selects to use “Legal Property” for this form, the Legal Property Address must be typed in by the user A dynamic Legal Description Disclosure checkbox appears at the bottom of this form. User must also check this checkbox Interest address line 1 Interest address line 2, if applicable Interest #2 city, state and zip If more space is needed for Mortgagees and Other Interests please continue using 2nd page; Display interests according to the requirements listed for this field on 1st; Otherwise, please delete the 2nd page Loan # Interest loan # populated from PAS Must be filled in by the user Legal Description Disclosure If Insured Name, Legal Property Address or a Legal Additional Interest Name is entered to this form, this checkbox must be checked; Otherwise, leave this checkbox unchecked Select the checkbox Authorized Representative User must sign this form if requested by the mortgagee/insured Must be filled in by the user Details for each field in Invoice (HSESXX 01 12): Field(s) What included How to use Company Name Company name and NAIC#: UT: please choose “CSAA Fire & Casualty Insurance Company” AZ: please choose “CSAA Affinity Insurance Company” Rest of states please choose “CSAA General Insurance Company” Select from a drop-down list Company Phone # All Eastern region states (PA, VA, MD, DE, NJ) please choose “(888) 222-0094” Rest of states please choose “(800) 207-3618” Select from a drop-down list Payor Name and Address Please fill in the following information: Name (Payor is the same as the 1st Mortgagee listed below) If user to enter “Legal Mortgagee” for Invoice, the mortgagee name listed on the policy must be typed in by the user. Mortgagee and Payor Name should always match. A dynamic Legal Description Disclosure checkbox appears at the bottom of this form. User must also check this checkbox Payor Name Line Payor Address Line 1 Payor Address Line 2, if applicable Payor City, State and Zip Must be filled in by the user Contact Payor Contact Name Must be filled in by the user Phone # Payor Contact Phone Must be filled in by the user Fax # Contact fax Must be filled in by the user Date Mailed or to Payor Date of the Invoice generation Select from a calendar
CW_Instructions.docx