04n - Unprocessed Bonds

Revised on 02-25-2020

Check if there are bonds listed above Bond Ref #10029 (this is currently the reference point).  If there are, BOE to follow these steps:

  1. CLICK the bond ref no.
  2. Check the BOND STATUS.
    1. If the bond was just prepared for the customer
    2. BOND STATUS should show as WAITING FOR CUSTOMER.
  3. Check if the ATTACHMENTS have been uploaded.
    1. If not, notify the bond preparer to upload the attachments.
  4. Repeat the process for each bond shown above Bond Ref #10029.
  5. NO STATUS ASSIGNED indicates that the executed bond has been:
    1. Uploaded
    2. Forward to CAO for Approval box has been checked.
  6. Click UPDATE BOND INFORMATION.