Complete the Multi-State Tab

The user can view and edit state allocations for a Multi-State transaction (the Policy must be marked as Multi-State on the Details tab to make the Multi-State tab available).

1. Search for a policy.
2. Click a Policy Number hyperlink in the Policy Search Results grid.
3. Select a transaction from the Transactions grid in the Transactions panel.
4. If unselected, select the Multi-State checkbox in the Transaction Details panel, Details tab and click Save.
5. Select the Multi-State tab.
6. Click Edit at the bottom of the Multi-State tab.
7. Select radio option By Percent or By Premium.
8. Enter information in the Total Premium for All States and US Territories and California Percentage of Risk fields.
9. Enter values in the allocation textboxes for States or Territories in the State Allocations grid.
   1. California Percentage must be between 0% and 100%
   2. Multi-State Total must equal to the Total Premium for All States and US Territories or 100%
10. Click Save.

Hints:

California Percentage of Risk must be greater than “0%” for all Transaction Types other than Endorsement, Audit, and Cancellation.

Entering premiums or percentages in the State Allocations grid such that the Multi-State Total does not add to 100% will produce a warning.

Clicking Resume in Wizard allows the user to resume editing the policy within the appropriate wizard.