The 2021 policy forms will soon be available in DoubleTime version 9.3. Currently, only the 2006 policy forms are available in DoubleTime.
DoubleTime users should continue to use the 2006 schedules, jackets, and endorsements. For those who order branch products, the import you receive from the branch will continue to work in DoubleTime and will generate a 2006 commitment. You may have noticed when you open the emailed version from the branch that it is the 2021 commitment. This was done to provide you with some flexibility (discussed below), and the 2021 commitment produced by the branch converts to the 2006 version in DoubleTime.
What about that flexibility? It is possible a proposed insured may request you issue a 2021 commitment or policy. If that occurs, follow these steps:
- Commitment schedule. You may provide the proposed insured with the commitment schedule provided to you by the branch. Feel free to make any necessary adjustments and save the modified version to your local drive.
- Jackets. Obtain commitment and policy jackets from ePolicyManager located in the Launch Center of your Member home page on thefund.com.
- Policy schedules and endorsements. To download fillable policy schedules and endorsements, logon to thefund.com, go to Resources, in the "Get More Done" section click on "Forms", then click the link "new 2021 ALTA Schedules, Commitment Jacket and Endorsements". Make sure to save the completed documents on your local drive.