MASTER Ethos ITIN & Visa 24Q4

Preparing for a sale 1. Review your clientʼs eligibility in our Foreign Nationals Agent Guide 2. Make sure they have all relevant documents ready Visa, EAD and ITIN holders will need to upload an image of their relevant document for identity verification. 3. Start an agent-assisted application When you and your client reach the screen that asks, “Are you a citizen or permanent resident of the USA?”, choose “None of the above” to enter your clientʼs visa, EAD and/or ITIN information. 4. Know when more information may be requested ○ Most applicants using eligible visas will enjoy instant decisions. ○ For applicants using EADs or ITINs only, some manual underwriting may be required.

Made with FlippingBook - professional solution for displaying marketing and sales documents online