Individual Personal Tab (EMB)

This tab contains all of the basic personal information for an individual.

This screen only applies for Entity Mortgage Brokers.  

Field Descriptions

Financial Req?

Enter Y for yes or N for no, if personal financial statement form was received.

PFS/CFS Rec'd?

Enter check mark in this box if             ???                 .

Bond Req?

Enter Y for yes or N for no, if Bond is required.

Bond Recd?

Enter Y for yes or N for no, if Bond form is received.

Bond #

Enter Bond number located on the form.

DR Meets Fin Rqmts?

Enter Y for yes or N for no, if designated representative meets the minimum financial requirements.

User

The MyLIC program automatically enters the initials from the User table whenever the record is added or changed.

Last Chg Date

The MyLIC program automatically enters the current date whenever the record is added or changed.