Basic Response Letter
Once all the necessary schedule item changes have been made, it is time to start the Response Letter. To do so, navigate to the Correspondence tab and click the "Respond" button next to the Objection Letter. The "Respond" button will not be available if the filing is closed or is still in Revise Mode. To exit Revise mode, click "Save". For information on dealing with multiple Objection Letters, click here.
Upon initiation of a new Response Letter, SERFF will attempt to match schedule item changes to an Objection. These automatic matches will be made between Objections and revisions of the schedule items to which they pointed.
The Response Letter will be displayed to the user in a new window. The Objections from the corresponding Objection Letter will be displayed in order and below each will be any schedule item changes the system matched to that Objection. For help in responding to an Objection Letter that contains no Objections, click here.
Review each Objection to ensure it reflects all the appropriate changes for the state's review. Here are some tips on making sure changes go in the right place:
- If a schedule item is listed for an Objection to which it does not belong, click the "Remove" button next to that schedule item. This will disassociate the schedule item from that Objection. It will not remove the draft schedule item from the filing or from other Objections.
- If you made a schedule item addition or revision that goes with the Objection but it does not display, click the "Add Schedule Item(s)" button. SERFF will display a list of all the draft schedule item additions and revisions on this filing. Select the items to match with this Objection and click "Add Item(s)". The changes will be associated with the Objection.
- Remember that a schedule item revision or addition can go with multiple Objections if appropriate.
- If no schedule item revisions or additions were needed for a given Objection, simply enter a comment for that Objection.
- Additional schedule item additions or revisions cannot be made within the Response Letter. To make another change, save the Response Letter and go back into Revise mode. Once the changes are made and saved, return to the Response Letter and associate them with the appropriate Objection. For help making schedule item changes, click here.
- The Comment field for each Objection is required.
- The user will not have a submit button until all required fields are complete.
To view these instructions with example screens, click here.
Didn't find what you needed here?
The SERFF Help Desk is a great source of information.
Contact the SERFF Help Desk by calling 816-783-8500 or emailing serffhelp@naic.org.