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last updated: 19-08-2008
Change to Insurance Information form
Change to Insurance Information for C&G Caseflow
applications
For pre-offer C&G Caseflow applications, if your clients
wish to amend the details of their insurance – in C&G Caseflow,
select ‘Product Details’ from the left-hand navigation menu, ensure
that the appropriate boxes have been ticked, and then update
‘Insurance Details’ from the same menu. Once the amends have been
made, submit the changes by clicking the 'Submit FMA' button to
ensure the application is passed to processing.
If your client's application is at the post-offer stage and
there is a change to insurance, please record details on the Change
to Insurance Information form, which can be located below, and fax
it to 0845 600 2367 using the Intermediary Fax Cover Sheet.
Change to Insurance Information for Non C&G Caseflow
applications
For applications you have been unable to submit on C&G
Caseflow (Offset mortgages, Ported products, Homeowner Loans and
customers with foreign bank accounts), please fax the completed
Change to Insurance Information form to 0845 600
2367 using the Intermediary Fax
Cover Sheet.
IMPORTANT NOTE -
Referral situations
If your client is affected by any of the following situations,
please tick the appropriate box on the form and provide details and
any additional comments. These situations will require a referral
as the insurance quote will only be indicative.
- Non standard construction
- Listed building
- Renovation/alteration work
- Poor state of repair
- Flats above shops/business use
- Tenanted properties/buy-to-Let
- Holiday homes
- Home exchanges
- Previous insurance history/insurance refused/special terms
imposed/more than 3 losses and/or claims
- Specified items over £3000
- 7+ bedrooms
Download Change to
Insurance Information form
Format: PDF
File size: 29KB