Change a Prospect to an Insured

All Reinsurance Years

To change a prospect to an insured, the grower record must have a Tax ID added to it.

1. In the Search bar, from the Year dropdown, select "All" and "Grower Name".
2. In the Search field, type the name or a partial name of the prospect and click Go. The System displays the results on the View Growers page.
3. Locate the prospect's name, and in the row that corresponds with the prospect, click the corresponding name hyperlink. The View Grower page opens.
4. Click Edit. The Maintain Grower page opens.
5. In the Eligibility Information section, select the Tax ID Type you are entering for the prospect.
6. In the Tax ID field, type the Tax ID number of the Tax ID Type selected in step 5. Typing a Tax ID in the field will remove the checkmark from the Is Prospective Grower checkbox.

NOTE: If the grower has requested a Tax ID but has not received a number, mark the W-9 Received checkbox to indicate that they've provided a copy of the W-9 request.

7. In the Grower Information section, complete any remaining, necessary information about the prospect.
8. To save or discard your changes, do one or more of the following:
• To save changes to the grower record but stay on the page, click Save.
• To save changes to the grower record and return to the View Growers search results page, click Save & Exit.
• To discard your changes and return to the View Growers search results page, click Cancel.
9. If you selected Save or Save & Exit in step 8, the Create New Grower popup opens and prompts you to select a reason for the modification. From the Modified Reason dropdown, select "Correction". A confirmation page displays.
10. Click Save & Close. You are returned to the Maintain Grower page.
11. Click Save & Exit to return to the View Grower for Policy page.