Replace Title Window

Use the Replace Title window to request a replacement title. Once you issue a request, you can view its details on the Print Replacement Title window.

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Detailed Description

Common Area

The common area at the top of this window displays basic information about the active vehicle. Likewise, the buttons on the bottom are for the window as a whole, regardless of which tab is showing.

Replace Title window, common area element descriptions

Window element	Usage
VIN	Displays the vehicle identification number of the active vehicle. Click to open the Vehicle Maintenance window and view or edit vehicle details.
	Click the Note icon to open the Notes Management window, and add or edit a note related to this customer.
Vehicle	Displays the year, make, and model of the active vehicle.
Veh Type	Displays the type of the active vehicle, such as Passenger.
Location	Select the location through which you want to process the transaction. The locations that you can select are limited based on your user login.
Set	To save the transaction in an existing set containing other transactions, select the set number. Otherwise, select New Set.
Capture Signature	Click to open the Customer Signatures window, where you can specify which customer is signing and launch the electronic signature software. The signature captured will be associated with both the transaction and the customer record.
Validate	Click to check the transaction information for errors and discretionary edits. If any are found, the Error Worksheet window appears. Otherwise, a message appears notifying you that the transaction validated successfully.
Pay Now	Click to process payment for the transaction immediately. The Payment Manager - Statement window appears.
Pay Later	Click to save the transaction and process payment later. You can recall saved transactions using the Payment Manager - Transactions window.
Hold	Click to save the transaction to complete it later.
Cancel	Click to close the window without saving.

Application Tab

Use this tab to request a replacement title.

Replace Title window, Application tab element descriptions

Window element	Usage
Received Date	Enter the processing date for the transaction.
Replacement Reason	Select the reason the title must be replaced.
Charge Fee	Select to charge a fee for the replacement title.
Title Information	Title #—Displays the current vehicle title number. Title Type—Displays the current vehicle title type. Date Issued—Displays the date on which the current title for the vehicle was issued. Electronic—Displays whether the title is electronic. Taxable Amount—Displays the original taxable amount entered for the registration. Exemption Reason—Displays the original exemption reason entered for the registration, if there was one. Ownership Status—Applies only to owners and transfer on death designees. If there is more than one customer listed in a category, this field displays whether the relationship between the listed customers, in relation to the vehicle, is and or or. If it is and, then both customers must be involved in transactions regarding the vehicle. If it is or, then one customer or the other can be involved in transactions regarding the vehicle. This field applies only to the customer to whom it is assigned and the one immediately after. For this reason, a value for this field is not assigned to the final listed customer. For more information about the Ownership Status field, see Understanding Ownership Status. Note that priority becomes irrelevant when the customer's ownership status is set to or. Odometer—The odometer reading entered for the registration. Reading Type—The type of reading taken, such as Actual. Odometer Unit—The unit by which the odometer is measured, Miles or Kilometers. Cumulative Damage—Displays the amount of any cumulative damage to the vehicle. Priority Processing—Select if the customer has requested priority processing for their title or if another condition has been met (such as a repossession or title replacement) that requires priority processing. Priority Mailing Fee—Select if a standardized mailing fee needs to be applied to the transaction. This is not an option unless Priority Processing is selected.
Customer	Customer ID—Displays the primary identification number for each customer who is associated with the vehicle. ID Type—Displays the identification type that corresponds to the customer identification number. Legal Name—Displays the name of the corresponding customer. Click to open the Customer Maintenance window and view or edit customer details. Residency Address—Displays the primary residency address for the corresponding customer. Date of Birth—Displays the birth date for the corresponding customer. Relationship—Displays the relationship of the corresponding customer with the vehicle. Priority—Displays the priority of the corresponding customer in relation to the other customers who have the same association with the vehicle. Effective—Displays the date the title became effective. End—Displays the date the title became ineffective. Ownership Status—Applies only to owners and transfer on death designees. If there is more than one customer listed in a category, this field displays whether the relationship between the listed customers, in relation to the vehicle, is and or or. If it is and, then both customers must be involved in transactions regarding the vehicle. If it is or, then one customer or the other can be involved in transactions regarding the vehicle. This field applies only to the customer to whom it is assigned and the one immediately after. For this reason, a value for this field is not assigned to the final listed customer. For more information about the Ownership Status field, see Understanding Ownership Status. Note that priority becomes irrelevant when the customer's ownership status is set to or.
Application Data	Title Surrendered—Select to indicate that the vehicle title was surrendered. Mail Title To—Select to indicate that the title should be mailed to the address indicated. You can change the address to which the title is mailed on the Mailing tab.
Transaction Fees	Displays the total amount of fees due for the transaction. The fees update when you change the relevant information on the window.

Fee Detail Tab

Use this tab to view and adjust fees related to this transaction.

Replace Title window, Fee Detail tab element descriptions

Window element	Usage
Fee Type	Displays the type of each fee, such as Replacement Title Fee.
Comment	Displays more information stored in the system about the corresponding fee.
Annual Fee	Displays the yearly cost of the corresponding fee, if the fee is annual.
Fee Amount	Displays the actual dollar amount of the corresponding fee.
Adjustment	Displays the amount of any changes made to the corresponding fee.
Add Adjustment	Appears when you add a transaction associated with a fee. Click to change the amount of the corresponding fee.
	Appears only if an adjustment is added to a fee. Click the Remove icon to delete the corresponding fee adjustment.
Adjustment Reason	Appears only if an adjustment is added to a fee. Displays the reason for the adjustment. If you are adding an adjustment, you must enter a reason.
Adjustment	Appears only if an adjustment is added to a fee. Displays the amount of the adjustment. Negative amounts are subtracted from the Fee Amount and appear in parentheses; for example, ($5.00). If you are adding an adjustment, you must enter an amount as follows. To increase the fee, enter the amount as a positive number; for example, 5.50. To decrease the fee, enter the amount as a negative number; for example, –5.50.

Mailing Tab

Use this tab to review the mailing addresses of each customer associated with the vehicle and to specify mailing instructions.

Replace Title window, Mailing tab element descriptions

Window element	Usage
Customer ID	Displays the primary identification number for each customer and security interest holder that is associated with the vehicle.
ID Type	Displays the identification type that corresponds to the customer identification number.
Legal Name	Displays the name of each customer and security interest holder that is associated with the vehicle.
Residency Address	Displays the primary address for each customer and security interest holder that is associated with the vehicle.
Date of Birth	Displays the birth date for each customer who is associated with the vehicle.
Relationship	Displays the relationship of each customer and security interest holder with the vehicle.
Priority	Displays the priority of each customer and security interest holder in relation to the other customers who have the same association with the vehicle.
Effective	Displays the date the title became effective.
End	Displays the date the title became ineffective.
Mailing Instructions	Mail To—Displays the customer that should receive the vehicle registration in the mail. Name—Displays the name of the customer to whom the item will be delivered unless Other has been selected in the Mail To field. In that case, enter the name of a different recipient in the Name field and enter that person's address in the address fields. Address Type—Displays the address at which the customer should receive the registration, Mailing or Residency. Address Line 1—Displays the address that corresponds to the selected customer and address type. Address Line 2—Displays the address that corresponds to the selected customer and address type. City—Displays the city that corresponds to the selected customer and address type. State—Displays the state that corresponds to the selected customer and address type. Zip Code—Displays the zip code that corresponds to the selected customer and address type. Country—Displays the country that corresponds to the selected customer and address type.

Documents Tab

Use this tab to review the documents used to support the original transaction.

Replace Title window, Documents tab element descriptions

Window element	Usage
Required	If checked, indicates the corresponding document is required for completing the transaction.
Received	Select to indicate that the customer presented the corresponding document to support the transaction. Once a document is collected and marked as received, it cannot be cleared.
Documentation Description	Displays an explanation of any documents required for the transaction, such as Bill of Sale, Damage Disclosure Statement, or Ownership Document. If you add a new document, select the appropriate description.
Document Reference #	Enter the reference number for the supporting document.
Comment	Enter any remarks about the document. Comments may be entered regardless whether the Required, Received, Scanned, or Scan Later boxes are checked.
Scanned	Select to indicate that the document has been scanned.
Scan Later	Select to indicate that the document will be scanned later.
Remove Document	Click to remove the selected document from this transaction.
Scan	Click to scan a document for this transaction.
Scan All Later	Click to indicate the documents for this transaction will be scanned at a later time. The system places a check mark in the Scan Later box for the documents that have been marked as received. When the transaction is finalized, the system generates an image cover sheet which contains a bar code related to this transaction. You can use this image cover sheet to collect and organize the documents that are designated to be scanned at a later time.
Add	Click to insert a line to add a supporting document.