Removing/Disassociating or Changing an EFT on a Quote

If you selected a EFT and wish to remove from or change the EFT on a quote, you will need to make your changes through the Quote a Solicitation wizard as part of the resubmittal process.

Business Rules for EFT

If a EFT is "In Use" on a quote or an agreement, it cannot be deleted from your EFT list
If you wish to disassociate or change a EFT on a quote, you can do so with a resubmittal of the quote through the Submit a Quote wizard---keeping in mind the business rules still apply for when you can do a resubmittal of a quote
If you wish to disassociate or change a EFT on an agreement, you can do so in the Agreement Modification Response wizard for a Standard/Extend modification, Rollover modification, or Inspection Correction modification

To remove/disassociate a EFT or change a EFT on a quote:

If you have submitted a quote with a EFT associated with the quote and you wish to either remove the association OR select a different EFT for the quote, do the following:

From the My Quotes page, click on the Resubmit a Quote icon. The Quote a Solicitation wizard appears.
In the wizard, go to the Add Rates step (Step 3).
Above the table, click on the Select EFT for Quote button.
Depending on what you wish to do, do one of the following:
- If you wish to remove/disassociate the EFT, then from the EFT drop-down list, select None.
  
  --OR--
- If you wish to associate a different EFT, then from the EFT drop-down list, select a different EFT.
Click the Done button.
Complete the rest of the steps in the wizard to resubmit your quote. Your quote with the EFT changes are submitted to VIPR; you can view your changes in the View the Quote.PDF in the My Quotes table.