Click on the links below to access the job aids and external content for the ALTA Best Practices Framework.

Click on the links below to access the job aids for the Sample Templates and Supporting Docs*. Download and edit the provided template or supporting doc, then save in a location of your choosing for your own storage purposes.

* The sample templates and supporting documents are not updated for version 3.0 at this time. We are working to get these updated as quickly as possible.

• How to Use Sample Templates

• Sample Templates
Establish and maintain current License(s) as required to conduct the business of title insurance and settlement services:
• Best Practice #1: Licensing
• Best Practice #2: Escrow Trust Accounting
• Best Practice #3: Privacy and Information Security
• Best Practice #4: Settlement Process
• Best Practice #5: Policy Production
• Best Practice #6: Professional Liability Insurance
• Best Practice #7: Consumer Complaints

• Supporting Documents
• Acknowledgement of Responsibilities as Third-Party Service Provider
• Bank Account Checklist
• Bank Account Information Sheet
• Bank Roles and Responsibilities
• Business Continuity Plan
• Company Tracking Log
• Consumer Complaint Intake Form
• Consumer Complaint Log
• Disaster Management Emergency Response Plan
• Employee Tracking Log
• New Hire Checklist
• Post-Pricing Validation Audit
• Record Retention Schedule
• Recording Status Log
• Risk Assessment Worksheet
• Termination Checklist
• Third-Party Service Providers Log