Help for Online Forms Ordering

  
  
  
      
  

User Guidelines

This is the home page for United General Title Insurance Company's Online Forms Request Help System. If you have questions or require support regarding the functionality of this web site, please contact 800-999-3470 for assistance or email us by clicking on the 'Contact Us' hyperlink above.

 
 
 

· What is my Login Id?

 
 
 

· Our agency has several UGT issued agent numbers.
  Which one should I use?

 
 
 

· How do I perform a form request for a new state that we are operating in?

 
 
 

· What is my 'Profile?'

 
 
 

· Can I have multiple Profiles?

 
 
 

· The shipping address and contact information is incorrect.
  How can I change it?

 
 
 

· How can I use an alternative shipping address?

 
 
 

· Why must I always verify my shipping information?

 
 
 

· how can I submit a form request without an email address?

 
 
 

· An error message states that my Email address is invalid.

 
 
 

· Can I use a PO Box as my shipping address?

 
 
 

· The form I need to request is not listed.
  How do I place a request for such a form?

 
 
 

· I'm not sure if a form listed is the one I need.
  Who can I contact to verify the use of a particular form?

 
 
 

· An error message states, "A minimum form quantity of 1 is required…."
  What am I doing wrong?

 
 
 

· How do I indicate special shipping instructions?

 
 
 

· How can I maintain a record of what was ordered through your site?

 
 
 

· Will I receive a confirmation sent to the email address provided?

 
 
 

· I realized that my address and contact information is incorrect after I began the order process.
  How can I change it before I place the request?

 
 
 

· The quantity of forms I requested is incorrect.
  How can I change it before I place the request?

 
 
 

· I need to edit my comments in the Additional Information section.
  How can I change it before I place the request?

 
 
 

· How can I recall a form request sent in error?

 
 
 
 

· Why did my session timeout?

 
 
 

What is my Login Id?

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Your Login Id is your UGT issued agent number assigned to your agency when you signed up with UGT. Proper agent number format is a 2 letter state code followed by a 4-digit id number, for example AB1234. This number can be found on an UGT issued invoice or statement. If you operate and remit to UGT in more than one state, use the UGT assigned agent number specific to the state in which the forms will be issued.

 
 
 

Our agency has several UGT issued agent numbers. Which one should I use?

 
 
 

If your agency operates and remits to UGT in more than one state, use the UGT assigned agent number specific to the state the forms will be issued in. For example, if you are ordering a form for use within the state of New York, use the UGT agent number beginning with the 'NY' prefix (i.e. NY1234). Using the proper agent number per state creates separate 'profiles' within the system that will retain unique settings specific to the login ID entered. To order forms for a different state, you will need to sign in again using that state specific UGT assigned agent number.

 
 
 

How do I perform an order request for a new state where we are operating?

 
 
 

If your company has expanded its operations into additional states, you must contact your agency representative and inform him/her of the change. They can expedite your form request if your state expansion has been approved and the expansion has yet to be posted in our system.

 
 
 

What is my 'Profile?'

 
 

Your Profile is your unique settings that identify you as a user of the system. This Profile contains your agent name and number and the address information you would like to use for shipping of forms. You can also identify a contact and a contact's email address that will be used for communications regarding your forms request. The contact's name must be entered into the 'Attention To' field. Most of your Profile information can be changed. The Profile you use during your most recent form's request session will be saved for your next visit to the site.

 
 
 

Can I have multiple Profiles?

 
 
 

During your initial visit, you will be presented with a default Profile that contains address and contact information of record. The Profile can be edited to change shipping and contact information per state where you operate. If your company operates in several states, you must use the login ID specific to the state that you are processing a forms request for. Using the proper login ID, essentially creates multiple Profiles, one for each state in which you are conducting business. Profiles are also unique to each user's workstation. If you have employees within your agency that also use the system to request forms, they can maintain their own unique Profiles.

 
 
 

Why must I always verify my shipping information?

 
 
 

We want to provide fast, accurate service. If our records are outdated, your order request will experience delay. Also, mandatory address verification is by design. Some agencies operate in multiple states or have branch locations. The login ID you provide determines which Profile will be used while placing a form request through this site.

 
 

The shipping address and contact information is incorrect. How can I change it?

 
 
 

Permanent address changes should be submitted by contacting your agency representative immediately. Using an outdated address will delay the processing of your request. If your company has branch locations, your default Profile will be your main or central office address. During your initial visit, you will be presented with a default 'Profile' that contains address and contact information of record. The 'Profile' can be edited to change shipping and contact information per state where you operate. The information you submit in the Edit Profile page becomes your new profile, which will be presented to you for confirmation on every future visit to the Form Request system.

 
 
 

How can I use an alternative shipping address?

 
 
 

An alternative shipping address can be accommodated during the order request process through the Edit Profile page. If your company has branch locations, your default Profile will contain your main or central office address. The Edit Profile page allows you to customize your settings. To ship to a location other than the main or central office address, simply change the information on the Edit Profile page. Any changes to your Profile will be saved for your next visit to the system. If the shipping information you provided during your last visit was a temporary one-time shipping address request, you will need to change your Profile again during your next visit to this site.

 
 
 

Please note - If your company operates in several states, you must use the login ID specific to the state for which you are processing a forms request.

 
 
 

How can I submit a form request without an email address?

 
 
 

You must have a valid email address in order to use the form request system. This address will be used as a means to communicate to the order placer if necessary. If you do not have an email address, we suggest that you sign up for any number of free email services available on the Internet. Use the Contact Us hyperlink above if you need assistance locating one of these free services.

 
 
 

An error message states that my Email address is invalid.

 
 
 

Proper email address format is typically 'someone@titlecompany.com' - the 'someone' portion of the address is unique to you as a user; the 'titlecompany' portion of the address is unique to your agency or company. All portions of your email address are required. If you are uncertain that you are using the correct email address or address format, please contact your company's system administrator. Use the Contact Us hyperlink above, if you need additional assistance.

 
 
 

Can I use a PO Box as my shipping address?

 
 
 

We do not ship forms to a PO Box address, therefore, the system will not accept PO Box addresses as a valid address. A physical street address is required.

 
 
 

The form I need to request is not listed. How do I place a request for such a form?

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If the form you need to request is not listed, please contact your local UGT representative for further assistance

 
 
 

I'm not sure if a form listed is the one I need. Who can I contact to verify the use of a particular form?

 
 
 

If you are uncertain which forms you require, please contact your local UGT representative for further assistance.

 
 
 

An error message states, "A minimum form quantity of 1 is required…." What am I doing wrong?

 
 
 

This error message is generated when no form amounts have been entered. You must enter a form request amount before confirming your order.

 
 
 

How do I indicate special shipping instructions?

 
 
 

Use the Additional Instructions box provided at the bottom of the Form Request page to indicate special shipping or handling needs.

 
 
 

How can I maintain a record of what was ordered through your site?

 
 
 

You can print either the Form Request or Request Confirmation pages for your records.

 
 
 

Will I receive a confirmation sent to the email address provided?

 
 

No, you will not receive a confirmation via email. The confirmation that your request was sent is the notification at the end of a session indicating that your form request has been received.

 
 
 

I realized that my address and contact information is incorrect after I began the order process.
How can I change it before I place the request?

 
 
 

Yes, you can change your Profile information by selecting the Edit Profile button located to the right of the address information. This will take you to the Edit Profile page where changes and corrections can be made. Confirming your changes or corrections will return you to your last step within the request process without disturbing the information you have already entered.

 
 
 

The quantity of forms I requested is incorrect. How can I change it before I place the request?

 
 
 

Just select the 'Change Request' button to return to the Form Request page, edit your order, and press the 'Continue' button to proceed.

 
 
 

I need to edit my comments in the Additional Information section. How can I change it before I place the request?

 
 
 

Just select the 'Change Request' button to return to the Form Request page, edit your order, and press the 'Continue' button to proceed.

 
 
 

How can I recall a form request sent in error?

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You cannot recall an order request sent in error. Please use the Contact Us hyperlink to communicate any changes in your request or call 800-999-3470 for assistance.

 
 
 

Why did my session timeout?

 
 
 

The form request system is designed to 'timeout' or automatically sign off the current user if the system is inactive for a period of time. This feature is designed to ensure unauthorized users cannot use the system while your workstation is unattended. Any information entered into the system will be lost if the session has timed out before the request has been submitted. You will need to Sign On the system again to begin a new form request session.

 
  
  This system/application is the property of United General Title Insurance Company and is for authorized use only. By providing the information required for access, you are certifying that you are the entity identified by these items. If you are not that entity, you are not authorized to access this system and should exit this application now. Unauthorized access may violate federal and/or state law. To help protect the integrity and security of our system/application and to help prevent and detect potential fraud or abuse of the system/application, we reserve the right to view, monitor and record your activity on this system/application. By continuing to access this system/application you are consenting to such viewing, monitoring or recording.  
 
Have a question? Don't hesitate to call us at 1 800 999 3470
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