CRT UTR Reminders

Before submitting a request to the Reporting Team, please review the following:

• Always review the SOP for guidance before taking action.

• Carefully read the account notes every time.

  • Confirm whether the issue has already been resolved or is currently being handled.

• Do not submit duplicate requests.

• Confirm all client details for accuracy before moving forward.

• Before sending a request to the Reporting Team, verify all client information:

  • Full legal name as it appears on their driver's license/ID

  • Date of birth

  • Address, email, and phone number

  • Driver's license number

  • Vehicle details including VIN and plate number

  • Verify state of conviction

  • Clearly identify and document the client's issue with a specific detail

• Leave thorough and detailed account notes.

• Select the appropriate UTR request type:

  • Client Records Request - For clients requesting a report for themselves or a third party. Review the SOP CRT tab for full guidelines.

  • Reporting Request – For official state reporting needs only.

    
    

CLIENT RECORD REQUEST VS. STATE REPORTING REQUEST