Specifying removal or replacement forms for policy changes

You can specify a form to add when an associated form has been removed or replaced in a policy change.

You can view and create form patterns in the Administration > Business Settings > Policy Form Patterns screen of PolicyCenter.

Specify the removal or replacement form pattern for a policy change

Go to the Form Pattern screen for the removal or replacement form pattern.
Click Edit.
Go to the Transaction Types tab, and click Add > Policy Change.
PolicyCenter displays a Policy Change tab.
Go to the Policy Change tab, and select Yes for Is this form only used to indicate removal or replacement of another form?

Go to the Form Pattern screen for the associated form pattern.
Click Edit.
Go to the Transaction Types tab, and click Add > Policy Change.
Go to the Policy Change tab, and select Yes for Can this form get added again on a policy change if its data changes....
Go to the If this form’s data changes... drop-down list. Select the removal or replacement form you defined in the previous step-by-step instructions.
Go to the Inference tab.
In Form inference conditions, select one of the following:
- An associated form is invalidated
- An associated form is invalidated or replaced
You must specify a Start Date, End Date, and Edition for the associated form.