Bulletin #27: Filing Mistakes
General Bulletin #27
FILING MISTAKES
As our volume continues to increase, please help us keep our efficiency (and
yours) at peak levels by reviewing the following common filing mistakes.
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Member Number. Remember, your SLAI member number is not the same as your license number. If you're not sure
what your member number is, call us.
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Batching. The maximum number of items
per Verification Slip is twenty. Do not try to squeeze a twenty-first item
onto the end of a batch. Our system will not accept it. Also, if you have
more than one item to file, don't create separate Verification Slips for
each item. Combine them (up to 20) on one Verification Slip.
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Original/Copy. If you have a preference
about which copy of the policy we should keep, or if it is difficult to tell
which is the original, mark the copy that you want us to keep by writing
"SLA Copy" on the declarations page.
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Service of Suit. If you are the one
assembling the policy, it is helpful to have the service of suit clause or
endorsement either right below the declarations page, or as the very last
page of the policy. If the service of suit is buried within the interior of
the policy, it would helpful if you would mark it by affixing a small
post-it note that extends past the edge of the page on the "SLA Copy" of the
policy.
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Staples. Do not staple the original to
the "SLA Copy."
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Jackets. If the original policy has a
jacket and there is policy wording on the jacket, make sure you include a
copy of the jacket with the "SLA Copy." Otherwise, our copy is incomplete.
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Mail/Pickup. If you mail a batch to us,
we will mail it back. If you messenger it, we will expect you to pick it up.
If you want documents returned via a different method than they were
delivered, you must check the appropriate box in the lower left corner of
the Verification Slip. Put any special instructions in the "Special
Instructions" box.
If you have any questions regarding this bulletin, please do not hesitate to
contact our office.
20-Apr-2005
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