Checks & Certificates

If you have a check or certificate for the transaction, you should check the "A Check or Certificate" check box on the account information page.

When you do, you will be prompted to enter the required information on the Check & Certificates page of the Account Wizard. The information entered on this page will also flow through to your check and certificate blotter.

• Payment Method - Choose the appropriate payment type, either Check or Certificate

• Date Rec’d in Rep’s Office - Provide the date that the check or certificate was received in the rep’s office

• Date Mailed to Sponsor or Home Office - Provide the date that the check or certificate was mailed to the sponsor company or the home office.
• Check/Cert# - Provide the check or certificate number
• Check Amount - Provide the amount of the check

• Copy of Check or Certificate - Upload a copy of the check or certificate. PDF format is recommended.

• Add Additional Check Certificate

  • If you have more than one payment method for this submission, click on the Add Additional Check/Certificate.

  • This will present you with a second entry screen for the additional check.

  • You can use the “Add Additional Check/Certificate” button to add as many checks as are required for the submission.

  • When you have entered multiple checks or certificates, a row of buttons will appear at the top of the screen. Each check number will be displayed on these buttons. Use the buttons to toggle back and forth between the checks you have entered

• Remove Check: If you have entered multiple checks, you will see a “Remove Check” button at the bottom of the check screen. You can use this to remove a check.

• If you have just a check or certificate (no other paperwork), do not enter it via the Account Wizard.
• Instead, go directly to the Check Blotter and enter the info there. It will be quicker than entering the info via the Account Wizard.