A.2.16 Escrow Information and Maintenance
The following non monetary transactions allow you to add a new tax or insurance escrow to an account.
Table A-81 To add new escrow insurance details
| Transaction | Parameters |
|---|---|
| New Escrow Insurance Details | Escrow Type |
| Escrow Sub Type | |
| Vendor # | |
| Escrow Required (y/n) | |
| Escrow Opt out (y/n) | |
| Annual Disbursement Amount | |
| Disbursement Rule | |
| Transaction Date | |
| Reference Account # | |
| Insurance Policy # | |
| Expiration Date | |
| Maturity Date | |
| Coverage Type | |
| Coverage Term | |
| Coverage Amount | |
| Reason | |
| Reference |
Table A-82 To add new escrow tax details
| Transaction | Parameters |
|---|---|
| New Escrow Tax Details | Escrow Type |
| Escrow Sub Type | |
| Vendor # | |
| Escrow Required (y/n) | |
| Escrow Opt out (y/n) | |
| Annual Disbursement Amount | |
| Disbursement Rule | |
| Transaction Date | |
| Reference Account # | |
| Property Tax Type | |
| Reason | |
| Reference |
The following non monetary transactions allow you to update any of the escrow information regarding an existing tax and insurance.
Table A-83 To change insurance annual disbursement
| Transaction | Parameters |
|---|---|
| Change Insurance Annual Disbursement | Escrow Type |
| Escrow Sub Type | |
| Vendor # | |
| Transaction Date | |
| Annual Disbursement | |
| Amount | |
| Reason | |
| Reference |
Table A-84 To change insurance disbursement plan
| Transaction | Parameters |
|---|---|
| Change Insurance Disbursement Plan | Escrow Type |
| Escrow Sub Type | |
| Vendor # | |
| Transaction Date | |
| Disbursement Rule | |
| Reason | |
| Reference |
Table A-85 To change escrow indicators of insurance
| Transaction | Parameters |
|---|---|
| Change Escrow Indicators of Insurance | Escrow Type |
| Escrow Sub Type | |
| Vendor # | |
| Transaction Date | |
| Escrow Required (y/n) | |
| Escrow Opt Out (y/n) | |
| Reason | |
| Reference |
Table A-86 To change insurance expiration date
| Transaction | Parameters |
|---|---|
| Change Insurance Expiration Date | Escrow Type |
| Escrow Sub Type | |
| Vendor # | |
| Transaction Date | |
| Expiration Date | |
| Reason | |
| Reference |
Table A-87 To change insurance maturity date
| Transaction | Parameters |
|---|---|
| Change Insurance Maturity Date | Escrow Type |
| Escrow Sub Type | |
| Vendor # | |
| Maturity Date | |
| Reason | |
| Reference |
Table A-88 To change tax annual disbursement
| Transaction | Parameters |
|---|---|
| Change Tax Annual Disbursement | Escrow Type |
| Escrow Sub Type | |
| Vendor # | |
| Transaction Date | |
| Annual Disbursement Amount | |
| Reason | |
| Reference |
Table A-89 To change tax disbursement plan
| Transaction | Parameters |
|---|---|
| Change Tax Disbursement Plan | Escrow Type |
| Escrow Sub Type | |
| Vendor # | |
| Transaction Date | |
| Disbursement Rule | |
| Reason | |
| Reference |
Table A-90 To change escrow indicators of tax
| Transaction | Parameters |
|---|---|
| Change Escrow Indicators of Tax | Escrow Type |
| Escrow Sub Type | |
| Vendor # | |
| Transaction Date | |
| Escrow Required (y/n) | |
| Escrow Opt Out (y/n) | |
| Reason | |
| Reference |
Parent topic: Nonmonetary Transactions