Vehicle Details

Use this procedure to enter a customer’s vehicle resource information.

Process Steps:

1. The Vehicle – Details page displays.
2. In the Individual Information section:
   • Select the customer’s name from the dropdown menu (required).

3. In the Vehicle Dates section:

• • Enter the Effective Begin Date (required).
  • Enter the End Date.
  • Enter the Reported On date (required).
  • Enter the Date Change Occurred (required).
  • Enter the Verification Received On date (required).

4. In the Vehicle Information section:

• • Select a Vehicle Type (required).
  • Select a Verification (required).
  • Enter a Make.
  • Enter a Model.
  • Enter a VIN Number.
  • Enter a Model Year.
  • Select How the vehicle is used? (required).
  • Enter the License Plate #.
  • Select Yes or No from the Vehicle registered? dropdown menu.
  • Enter the Date Vehicle Acquired.
  • Select Yes or No from the Vehicle Jointly Owned? dropdown menu (required).

5. In the Vehicle Value section:

• • Enter the Fair Market Value (required).
  • Enter the Lien Amount.

6. In the Resource Availability section:
   • Select an Availability Status (required).

7. Click Save + Add Vehicle to save the resource record.
   • Repeat steps 1 through 7 to add additional resources.

8. Click Save + Continue.

9. If the Vehicle is jointly owned, the Vehicle – Joint Ownership tab appears
   • If the joint owner is in the home, select the Joint Owner name from the dropdown menu under the In-household Joint Owner Information section.
   • If the joint owner is outside the home, enter the joint owner’s Name and other information in the Outside-household Joint Owner Information section.
   • Select a Joint Ownership verification from the dropdown menu.
   • Enter a Joint Ownership Percentage Share of Resource.
   • Enter information in the remaining fields if necessary.
   • Click Add.
   • Click Save + Continue.

Results of the Procedure:

The vehicle resource information has been recorded.

Updated: 08/03/2015