Transferring Units and Insurance

rmason

When you transfer tenant from one unit (with insurance) to a smaller unit, how does the insurance on the current unit get transferred, or does it?

lmcav1116

The process is done automatically by sitelink in the transfer option. It transfers and will be accounted for in the credits issued.

lhill

Unit size alone should not affect insurance enrollment during a transfer. Whether or not Insurance transfers over depends on two things:

1. whether or not the active Insurance plan is still available for new move-ins
2. whether or not the new Unit Type is elligible for Insurance. Unit size should not affect insurance enrollments, but if a tenant is moving into a Unit Type that is not eligible for protection, the insurance will not transfer.

If the tenant was originally enrolled in a $9 plan, but that plan has been phased out, SiteLink will force you to choose a new Insurance Plan. If the $9 plan they are currently on is still available for new move-ins, the same plan should carry over to the new unit if you do not select the "Cancel Protection Plan" or "Cancel Insurance" box in the Transfer Screen:



Hope that helps!

storable_support

Thank you for the very thorough answer, @lhill! We couldn't have said it better ourselves

rmason

Thanks!