Underwriting requirements

This sheet will show you how you can add the underwriting requirements to the end of your illustration report. Or it will show you how you can quickly see the underwriting requirements list without the whole report.

  1. Click on Report Selection icon.
  2. Click on Appended Documents tab.
  3. Select Requirements List
  4. Click on Preview.
  5. On report, press Page Down on your keyboard to Requirements.

OR

  1. Click on Underwriting Requirements icon.
  2. Select Show List to view underwriting requirements.