Additional Insured (AI) forms can be added to an active policy by following the steps below:

1. Create endorsement by
   • Selecting the 'Endorse' button 
     • Entering the endt effective date (and tab to store date)
     • Clicking on 'Generate Endorsement Number and Proceed' button 
2. Scroll to the Additional Insured Form section & expand the tile to view all forms 
   • Select the checkbox next to the requested form
   • Update the Number column for the form as needed and note that charges by apply depending on the form
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3. Scroll to the Policy Services button and select the 'Calculate Premium' button (this will add the form to the Endorsement details)
   • If the form requires fields to be entered then a notepad icon will appear for selection next to the form 
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4. Select the 'Preview Endorsement' button to review the changes

5. Select the 'Complete/Issue Endorsement' button to complete processing