How to Upload Your Driver's License, Insurance Declaration, and Vehicle Details for Compliance

Step 1: Gather the following documents and information:

• Your current driver's license.
• A current odometer reading of the vehicle you use for work.
• Last 5 digits of VIN number
• The Insurance Declaration page(s) of your current auto insurance policy (NOT the same as your policy ID card).

If you need help finding your Insurance Declaration page, please see the article on How to find and read your Insurance Declaration page.

Step 2: Tap the gear icon (⚙️) in the top-right corner of your home screen.

Step 3: Next, choose 'Compliance'.

Step 4: Complete the 'Employee details & driver's license' section by providing your first and last name along with your phone number. In the light gray area, tap 'choose a file to upload' to attach a photo of your driver's license. Once your file is successfully attached, tap 'Next' to proceed. You can upload documents in PDF or JPG formats up to 10MB. 

As you tap 'Next' your information will automatically be saved should you need to return to the process later. 

Step 5: After completing the 'Employee details & driver's license' section, you'll be directed to the next section, 'Insurance declaration.'

To view an example declaration page, click on 'Click to expand'.

Step 6: In the light gray area, select 'choose a file to upload' to upload an existing photo or file of your insurance declaration page saved on your phone.

Step 7: Once you've uploaded your insurance declaration tap 'Next'. You can upload documents in PDF or JPG formats up to 10MB. 

Step 8: Next is the final section, 'Vehicle details'.

*Please note: Vehicle requirements are only applicable to users enrolled in FAVR programs. CPM+Compliance users will not have or see vehicle requirements.

If you're part of a FAVR program, first indicate whether your vehicle is 'Owned' or 'Leased'.

Owned

If you selected 'Owned', please indicate whether you have claimed depreciation for this vehicle on your taxes using methods other than straight-line depreciation, a section 179 deduction, or an additional first-year depreciation allowance under accelerated methods like ACRS or MACRS. Select 'Yes' or 'No'

Leased

If you selected 'Leased', please indicate whether you have ever computed deductible expenses for the automobile using the 'actual expenses' method. Select 'Yes' or 'No'.

Step 9: Lastly, finish filling out the remaining fields in the 'Vehicle details' section.

a) Enter the current odometer reading of the car. 

b) The odometer reading date. 

c) The last 5 digits of your VIN. 

Once your are finished entering your details, tap on the green 'Submit' button.

Step 10: After successfully submitting your information, you'll receive a notification. Tap 'Done' at the bottom of the form to return to the app

That’s it! You'll receive a confirmation email that Everlance received your submission. In 3 business days, you should receive another email informing you of your submission's approval or rejection.

Step 1: Gather the following documents and information:

• Your current driver's license.
• A current odometer reading of the vehicle you use for work.
• Last 5 digits of VIN number.
• The Insurance Declaration page(s) of your current auto insurance policy (NOT the same as your policy ID card).

If you need help finding your Insurance Declaration page, please see the article on How to find and read your Insurance Declaration page.

Step 2: Log in to the Web Dashboard and click on 'Compliance'. 

*Please note: If you're a Manager or Admin you will need to do this from your 'Personal Dashboard' which is shown in the top left near your name. 

Step 3: Click on 'Submit Compliance'. 

Step 4: Complete the 'Employee details & driver's license' section by providing your first and last name along with your phone number. In the light gray area, click 'choose a file to upload' to attach a photo of your driver's license. Once your file is successfully attached, click 'Next' to proceed. You can upload documents in PDF or JPG formats up to 10MB. 

As you click 'Next' your information will automatically be saved should you need to return to the process later.

Step 5: After completing the 'Employee details & driver's license' section, you'll be directed to the next section, 'Insurance declaration.'

To view an example declaration page, click on 'Click to expand'.

Step 6: In the light gray area, select 'choose a file to upload' to upload an existing photo or file of your insurance declaration page saved on your computer. 

Step 7: Once you've uploaded your insurance declaration click 'Next'. You can upload documents in PDF or JPG formats up to 10MB. 

Step 8: Next is the final section, 'Vehicle details'.

*Please note: Vehicle requirements are only applicable to users enrolled in FAVR programs. CPM+Compliance users will not have or see vehicle requirements.

If you're part of a FAVR program, first indicate whether your vehicle is 'Owned' or 'Leased'.

Owned

If you selected 'Owned', please indicate whether you have claimed depreciation for this vehicle on your taxes using methods other than straight-line depreciation, a section 179 deduction, or an additional first-year depreciation allowance under accelerated methods like ACRS or MACRS. Select 'Yes' or 'No'

Leased

If you selected 'Leased', please indicate whether you have ever computed deductible expenses for the automobile using the 'actual expenses' method. Select 'Yes' or 'No'.

Step 9: Lastly, finish filling out the remaining fields in the 'Vehicle details' section.

a) Enter the current odometer reading of the car. 

b) The odometer reading date. 

c) The last 5 digits of your VIN. 

Once your are finished entering your details, click on the green 'Submit' button. 

Note: If your current insurance does NOT match your employer's minimum requirements, a red message will show in the app. You will need to contact your insurance provider to adjust your policy in order to be compliant. 

Step 10: A pop-up message will appear letting you know if the submission was successful. Click 'Done' to return to the Compliance screen. 

You'll then see your status change to 'Pending review'. 

That’s it! You'll receive a confirmation email that Everlance received your submission. In 3 business days, you should receive another email informing you of your submission's approval or rejection.