Retrieving Old Customer Titles After Provider Switch

how do i get old customers title after switching providers?

How to Obtain an Old Customer's Title After Switching Providers

If you need to retrieve a title for an old customer after changing service providers, follow the steps outlined below to ensure a smooth process.

Step-by-Step Guide

1. Run a KSR (Key Status Record)

The first step is to run a Key Status Record (KSR) to view the current record of the vehicle. This will provide you with essential information regarding the vehicle's status.

2. Confirm VIN Details

Next, confirm the last six digits of the Vehicle Identification Number (VIN). This verification is crucial for accurate identification of the vehicle in question.

3. Address Change Verification

If there has been any change in your customer's address since their transaction was processed, it’s important to take additional steps:

  • REG156 Form: Have your customer sign this form for Substickers/REG Card.
  • REG227 Form: Ensure they also sign this form for title Sections 1-3.
  • DVM14 Form: If applicable, complete this form if your customer has moved recently.

4. Process Sub Sticker Transaction

If there are changes in address, proceed by processing a Sub Sticker Transaction within vehicle services using their new address. Make sure that all records are updated accordingly during this step.

5. Duplicate Title Transaction Processing

Please wait at least 24 hours after updating records before proceeding with processing a Duplicate Title Transaction in vehicle services. This waiting period ensures that all changes have been properly reflected in the system.

Troubleshooting and Assistance

If you encounter any issues or require further assistance at any point during this process, do not hesitate to reach out for help! Our team is here to support you through every step of obtaining an old customer's title efficiently and effectively.

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