The 2021 and 2006 schedules, jackets, and endorsements are available in E-Closing DT. In order to access the 2021 forms, the projected closing date must be set to October 1, 2022 or after.
- Schedules
- On the Title Policy Information screen, choose either “2021” or “2006” in the ALTA Form Year drop-down on the Title Policy card.
- On the Title Policy Information screen, choose the appropriate jacket from the “Jacket Type” drop-down in both the Loan and Owner’s areas of the Title Policy card (as applicable). Remember, the Loan and Owner’s jackets should be the same year (e.g., “2021 Mortgagee Policy” and “2021 Owner’s Policy”). The year designation should also match the “ALTA Form Year” you already chose.
- Depending on whether you choose the 2021 or 2006 ALTA Form Year and jacket type will determine the version of the schedules that are produced in the Document Management area.
- Commitment Jackets
- Choose the appropriate version of the commitment jacket by utilizing the “Generate Commitment Jacket” integration. The commitment schedules and jacket versions must always match, so if you chose 2021 in the ALTA Form Year drop-down, make sure to choose the 2021 commitment jacket.
- Policy Jackets
- Choose the appropriate version of the policy jacket by utilizing the “Generate Policy Jacket” integration. The policy schedules and jacket versions must always match, so if you chose 2021 in the ALTA Form Year drop-down, make sure to choose the 2021 policy jackets.
- Endorsements
- If you chose 2021 ALTA Form Year, the correct endorsements will appear in the “Add Policy Endorsements” pop-up screen. Not all the endorsements were updated in 2021, so you may still see some endorsements with an -06 designation. They may continue to be issued with 2021 policies.