PDF APPLICATION (Portable Document Format)

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A PDF document is a static form that cannot be modified. These types of forms are to be printed and manually filled out. A blank copy of the form may be saved on your system for later use. Completed PDF applications can be submitted by either faxing or by scanning and attaching to an email.

TO PRINT A PDF FORM

  1. Click on link to select application.
  2. Document opens and displays on screen.
    1. Click on “PRINTER” icon shortcut on Toolbar to print a copy automatically to your default printer; or
    2. Select “FILE” from the Toolbar options and choose “PRINT” from the drop-down menu. When the printer information box opens, confirm printer designation and select “OK” to print.

TO SAVE A COPY OF A PDF FORM

  1. Click on link to select application.
  2. Document opens and displays on screen.
  3. Click on “SAVE” icon shortcut on Toolbar — or select “FILE” and choose “SAVE AS” from the drop-down menu.
  4. Confirm (or change) file name and/or folder location, and select “SAVE” to save a copy of the application. The file is usually saved in the default folder (i.e., “My Documents”), unless an alternate system folder is selected.

TO ACCESS A SAVED PDF FILE

  1. Use desktop shortcut to access “My Documents” or file folder location of saved file; or select “START” from Taskbar at bottom of screen to view folder locations. (PDF files are not accessible from Word or Excel programs.)
  2. Once folder is open, double click on file to open application.
    1. Click on “PRINTER” icon shortcut on Toolbar to print a copy automatically to your default printer; or
    2. Select “FILE” from the Toolbar options and choose “PRINT” from the drop-down menu. When the printer information box opens, confirm printer designation and select “OK” to print.

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FILL-IN APPLICATION (Microsoft Word Document)

Fill-in Word documents allow the fields of the application to be filled in online, saved, and attached to an email or printed. The document is protected and may not be altered. The form is saved on the user’s system either prior to completion or after the form is filled in.

TO OPEN AND/OR SAVE A FILL-IN APPLICATION

  1. Click on link to select application.
  2. A dialog box displays options to “OPEN” or “SAVE” the application form.
    1. OPEN — The form may be opened, completed and printed without saving a copy. However, to keep a record on your system or to email the completed application, it is necessary to save a copy.
    2. SAVE — Choose to “SAVE” a version of the application form. Confirm (or change) file name and/or folder location (it is recommended that the insured’s name be linked to the saved file and stored in an easily accessible section on your computer). The file is usually saved in the default folder (i.e.,“My Documents”), unless an alternate system folder is selected.
    3. OPEN after SAVE — The file can be opened immediately after it is saved. Open the file directly by choosing “OPEN,” or navigate to the folder location by selecting “OPEN FOLDER.”
  3. The form opens and the cursor is positioned on the first field. Use the “TAB” key to advance through the data fields on the application. To move backwards, hold down the “SHIFT” key and the “TAB” key.
  4. Save the information on the completed form by clicking the “SAVE” icon shortcut on the Toolbar, or select “FILE” and choose “SAVE” from the drop-down menu. To rename the file, choose “SAVE AS” from the drop-down menu, and save the information with a different name or folder.

TO ACCESS A SAVED FILL-IN FORM

  1. Use desktop shortcut to access “My Documents” or “WORD” program to access saved file. If no shortcut exists, select “START” from Taskbar at bottom of screen to view program and folder options.
  2. Once folder is open, double click on file to open application. Password entry box opens, select “READ ONLY” to bypass this requirement.
  3. Access data fields by pressing the “TAB” key, “SHIFT” & “TAB” to back up between fields. Save a revised copy if any changes are made to the original form. Saving the file with the same name will overwrite previous information. To save a new version of the application, rename it with a revised name.
    1. Click on “PRINTER” icon shortcut on Toolbar to print a copy automatically to your default printer; or
    2. Select “FILE” from the Toolbar options and choose “PRINT” from the drop-down menu. Once the printer information box opens, confirm printer and select “OK” to print.
  4. Resave the application by clicking the “SAVE” icon shortcut on the Toolbar, or select “FILE” and choose “SAVE” from the drop-down menu. To rename the file, choose “SAVE AS” from the drop-down menu, and save the information with a different name or folder.

TO EMAIL A COMPLETED FILL-IN APPLICATION

  1. Access email, enter submissions@redshield.com in the “SEND TO” field, and complete “SUBJECT” information. Enter message information in the body of the email.
  2. Click the shortcut or command to “ATTACH FILE” to the email message.
  3. Select file from list in folder display, click “OK” to attach the file to the email.
  4. A copy of the file is then attached and sent to Submissions, and a copy is saved in the designated folder on the sender’s system.

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