NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Apartments |
Check the box (if applicable): Indicates the nature of
business is apartments. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Condominiums |
Check the box (if applicable): Indicates the nature of
business is condominiums. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Contractor |
Check the box (if applicable): Indicates the nature of
business is a contractor. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Institutional |
Check the box (if applicable): Indicates the nature of
business is institutional. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Manufacturing |
Check the box (if applicable): Indicates the nature of
business is manufacturing. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Office |
Check the box (if applicable): Indicates the nature of
business is an office. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Restaurant |
Check the box (if applicable): Indicates the nature of
business is a restaurant. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Retail |
Check the box (if applicable): Indicates the nature of
business is retail. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Service |
Check the box (if applicable): Indicates the nature of
business is service. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Wholesale |
Check the box (if applicable): Indicates the nature of
business is wholesale. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Other |
Check the box (if applicable): Indicates the nature of
business is other than those listed. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Other Description |
Enter text: The description of the nature/type of business. |
APPLICANT INFORMATION |
Date Business Started |
Enter date: The date the applicant began in business. This is
important because it helps the underwriter determine the expertise and
business success of the applicant. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Description Primary Of Operations |
Enter text: The text description of the operations of this
risk or insured. As used here, this is the primary description of
operations. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Installation, Service or Repair
Work Percent |
Enter percentage: The percentage of total sales of a retail
store attributed to installation, service or repair work. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Off Premises Installation, Service or Repair Work Percent |
Enter percentage: The percentage of total sales of a retail
store attributed to installation, service or repair work completed off
premises. |
NATURE OF BUSINESS/DESCRIPTION OF OPERATIONS |
Description of Operations of Other Named Insureds |
Enter text: The text description of the operations of this
risk or insured. As used here, this is the description of operations
for other named insureds. |
ADDITIONAL INTEREST |
Interest Additional Insured |
Check the box (if applicable): Indicates the additional
interest type is an additional insured. |
ADDITIONAL INTEREST |
Breach of Warranty |
Check the box (if applicable): Indicates the additional
interest type is a breach of warranty. |
ADDITIONAL INTEREST |
Co-Owner |
Check the box (if applicable): Indicates the additional
interest type is a co-owner. |
ADDITIONAL INTEREST |
Employee As Lessor |
Check the box (if applicable): Indicates the additional
interest type is an employee as lessor. |
ADDITIONAL INTEREST |
Leaseback Owner |
Check the box (if applicable): Indicates the additional
interest type is a leaseback owner. |
ADDITIONAL INTEREST |
Lienholder |
Check the box (if applicable): Indicates the additional
interest type is a lien holder. |
ADDITIONAL INTEREST |
Loss Payee |
Check the box (if applicable): Indicates the additional
interest type is a loss payee. |
ADDITIONAL INTEREST |
Mortgagee |
Check the box (if applicable): Indicates the additional
interest type is a mortgagee. |
ADDITIONAL INTEREST |
Owner |
Check the box (if applicable): Indicates the additional
interest type is an owner. |
ADDITIONAL INTEREST |
Registrant |
Check the box (if applicable): Indicates the additional
interest type is a registrant. |
ADDITIONAL INTEREST |
Trustee |
Check the box (if applicable): Indicates the additional
interest type is a trustee. |
ADDITIONAL INTEREST |
Other |
Check the box (if applicable): Indicates the additional
interest is not any of the types listed on the form. |
ADDITIONAL INTEREST |
Other Description |
Enter text: The description of the type of interest in the
item. |
ADDITIONAL INTEREST |
Reason for Interest |
Enter text: The description for the interest in the item. |
ADDITIONAL INTEREST |
Rank: |
Enter number: The ranking of ‘this’ additional interest when
multiple additional interests are associated with the same item. |
ADDITIONAL INTEREST |
Evidence – Certificate |
Check the box (if applicable): Indicates if the additional
interest requires a Certificate of Insurance, |
ADDITIONAL INTEREST |
Evidence – Policy |
Check the box (if applicable): Indicates the additional
interest requires a copy of the policy. |
ADDITIONAL INTEREST |
Evidence – Send Bill |
Check the box (if applicable): Indicates the bill should be
sent to the additional interest. |
ADDITIONAL INTEREST |
Name And Address |
Enter text: The additional interest’s full name. |
ADDITIONAL INTEREST |
|
Enter text: The additional interest’s mailing address line
one. |
ADDITIONAL INTEREST |
|
Enter text: The additional interest’s mailing address line
two. |
ADDITIONAL INTEREST |
|
Enter text: The additional interest’s mailing address city
name. |
ADDITIONAL INTEREST |
|
Enter code: The additional interest’s mailing address state
or province code. |
ADDITIONAL INTEREST |
|
Enter code: The additional interest’s mailing address postal
code. |
ADDITIONAL INTEREST |
|
Enter code: The additional interest’s country code. |
ADDITIONAL INTEREST |
Reference / Loan Number |
Enter identifier: The loan
number, account number or other controlling number that the additional
interest may have assigned the insured. |
ADDITIONAL INTEREST |
Interest End Date |
Enter date: The date the interest holder’s interest
terminates. |
ADDITIONAL INTEREST |
Lien Amount |
Enter amount: The amount of the loan. |
ADDITIONAL INTEREST |
Phone Number |
Enter number: The primary phone number of the additional
interest. |
ADDITIONAL INTEREST |
Fax Number |
Enter number: The primary fax number of the additional
interest. |
ADDITIONAL INTEREST |
E-Mail Address |
Enter text: The primary e-mail address for the additional
interest. |
ADDITIONAL INTEREST |
Location: |
Enter number: The producer assigned number of the location
which has an additional interest. |
ADDITIONAL INTEREST |
Building: |
Enter number: The producer assigned number of the building
which has an additional interest. |
ADDITIONAL INTEREST |
Vehicle: |
Enter number: The producer assigned number of the vehicle
which has an additional interest. |
ADDITIONAL INTEREST |
Boat: |
Enter number: The producer assigned number of the boat which
has an additional interest. |
ADDITIONAL INTEREST |
Airport: |
Enter identifier: The Federal Aviation Administration’s
designator for the airport (e.g. ORD O’Hare International Airport). |
ADDITIONAL INTEREST |
Aircraft: |
Enter number: The producer assigned number of the aircraft
which has an additional interest. |
ADDITIONAL INTEREST |
Item Class |
Enter text: The description of the property class of the
scheduled item (i.e. Jewelry, Furs, Contractors Equipment, etc.). |
ADDITIONAL INTEREST |
Item |
Enter number: The producer assigned number of the scheduled
item which has an additional interest. |
ADDITIONAL INTEREST |
Item Description: |
Enter text: The description of the item of interest if needed
to further clarify. For a vehicle, list the make, model and VIN number.
For a scheduled item, list the description, such as three carat diamond
in six point setting. |
IDENTIFICATION SECTION |
Agency Customer ID |
Enter identifier: The customer’s identification number
assigned by the producer (e.g. agency or brokerage). |
GENERAL INFORMATION |
Is the applicant a subsidiary of another entity? |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “Is this company a subsidiary
of another entity?”. |
GENERAL INFORMATION |
Parent Company Name |
Enter text: The name of the parent organization. |
GENERAL INFORMATION |
Relationship Description |
Enter text: The description of the relationship between the
parent company and the subsidiary. |
GENERAL INFORMATION |
% Owned |
Enter percentage: The percent of ownership by the parent
company. |
GENERAL INFORMATION |
Does the applicant have any subsidiaries? |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “Does the applicant have
subsidiaries? If yes, explain.”. |
GENERAL INFORMATION |
Subsidiary Company Name |
Enter text: The name of the subsidiary of the company. This
may also contain owned foundations or charitable trusts. |
GENERAL INFORMATION |
Relationship Description |
Enter text: The description of the relationship between the
parent company and the subsidiary. |
GENERAL INFORMATION |
% Owned |
Enter percentage: The percent of ownership by the parent
company. |
GENERAL INFORMATION |
Is a formal safety program in operation? |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “Is a formal safety Program in
existence? If yes, explain.”. |
GENERAL INFORMATION |
Safety Manual |
Check the box (if applicable): Indicates a safety manual is
part of the formal safety program. |
GENERAL INFORMATION |
Safety Position |
Check the box (if applicable): Indicates a safety position is
part of the formal safety program. |
GENERAL INFORMATION |
Monthly Meetings |
Check the box (if applicable): Indicates monthly meetings are
is part of the formal safety program. |
GENERAL INFORMATION |
OSHA |
Check the box (if applicable): Indicates the formal safety
program meets OSHA guidelines. |
GENERAL INFORMATION |
Other |
Check the box (if applicable): Indicates there is a formal
safety program other than those listed. |
GENERAL INFORMATION |
Other Description |
Enter text: The description of the formal safety program. |
GENERAL INFORMATION |
Any exposure to flammables, explosives, chemicals? |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “Any exposure to flammables,
explosives, chemicals?”. |
GENERAL INFORMATION |
Remarks |
Enter text: An explanation of a response to a general
information or underwriting question. Normally, “Yes” responses require
an explanation. |
GENERAL INFORMATION |
Any other insurance with this company? |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “Any other insurance with this
company?”. |
GENERAL INFORMATION |
Line of Business |
Enter code: The line of business of the other policy. |
GENERAL INFORMATION |
Policy Number |
Enter text: The description of the other policy not listed on
the form. |
GENERAL INFORMATION |
Line of Business |
Enter code: The line of business of the other policy. |
GENERAL INFORMATION |
Policy Number |
Enter text: The description of the other policy not listed on
the form. |
GENERAL INFORMATION |
Line of Business |
Enter code: The line of business of the other policy. |
GENERAL INFORMATION |
Policy Number |
Enter text: The description of the other policy not listed on
the form. |
GENERAL INFORMATION |
Line of Business |
Enter code: The line of business of the other policy. |
GENERAL INFORMATION |
Policy Number |
Enter text: The description of the other policy not listed on
the form. |
GENERAL INFORMATION |
Any policy or coverage declined, cancelled or non-renewed
during the prior three (3) years for any premises or operation? (Not
Applicable in MO) |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “Any policy or coverage
declined, cancelled or non-renewed during the mandated number of
years?”. As used here, not applicable in Missouri. |
GENERAL INFORMATION |
Non-Payment |
Check the box (if applicable): Indicates the policy is being
cancelled due to non-payment of premium. |
GENERAL INFORMATION |
Non-Renewal |
Check the box (if applicable): Indicates the policy is being
cancelled due to non-renewal. |
GENERAL INFORMATION |
Agent No Longer Represents Carrier |
Check the box (if applicable): Indicates the policy is being
cancelled because the agent is no longer writing business for the
insurer. |
GENERAL INFORMATION |
Underwriting |
Check the box (if applicable): Indicates the policy is being
cancelled due to underwriting reasons. |
GENERAL INFORMATION |
Condition Corrected |
Check the box (if applicable): Indicates the underwriting
condition that caused the policy to not be written has been corrected. |
GENERAL INFORMATION |
Correction Description |
Enter text: The description of how the underwriting condition
that caused the policy to not be written has been corrected. |
GENERAL INFORMATION |
Other |
Check the box (if applicable): Indicates the policy is being
cancelled due to reasons other than those listed. |
GENERAL INFORMATION |
Other Description |
Enter text: The description of why the policy is being
cancelled or terminated. |
GENERAL INFORMATION |
Any past losses or claims relating to sexual abuse or
molestation allegations, discrimination or negligent hiring? |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “Any past losses or claims
relating to sexual abuse or molestation allegations, discrimination or
negligent hiring?”. |
GENERAL INFORMATION |
Remarks |
Enter text: An explanation of a response to a general
information or underwriting question. Normally, “Yes” responses require
an explanation. |
GENERAL INFORMATION |
During the last five years (ten in RI), has any applicant
been indicted for or convicted of any degree of the crime of fraud,
bribery, arson or any other arson-related crime in connection with this
or any other property? |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “During the mandated number of
years, has any applicant been indicted for or convicted of any degree
of the crime of fraud, bribery, arson or any other arson related crime
in connection with this or any other property?”. |
GENERAL INFORMATION |
Remarks |
Enter text: An explanation of a response to a general
information or underwriting question. Normally, “Yes” responses require
an explanation. |
GENERAL INFORMATION |
Any uncorrected fire code violations? |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “Any uncorrected fire code
violations?”. |
GENERAL INFORMATION |
Occurrence Date |
Enter date: The date of occurrence associated with the
underwriting question. |
GENERAL INFORMATION |
Explanation |
Enter text: The explanation for the answer to an underwriting
question. |
GENERAL INFORMATION |
Resolution |
Enter text: The resolution associated with an underwriting
question. |
GENERAL INFORMATION |
Resolution Date |
Enter date: The resolution date associated with an
underwriting question. |
GENERAL INFORMATION |
Occurrence Date |
Enter date: The date of occurrence associated with the
underwriting question. |
GENERAL INFORMATION |
Explanation |
Enter text: The explanation for the answer to an underwriting
question. |
GENERAL INFORMATION |
Resolution |
Enter text: The resolution associated with an underwriting
question. |
GENERAL INFORMATION |
Resolution Date |
Enter date: The resolution date associated with an
underwriting question. |
GENERAL INFORMATION |
Has applicant had a foreclosure, repossession, bankruptcy, or
filed for bankruptcy during the past five (5) years? |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “Has applicant had a
foreclosure, repossession, bankruptcy, or filed for bankruptcy during
the past specified number of years?”. |
GENERAL INFORMATION |
Occurrence Date |
Enter date: The date of occurrence associated with the
underwriting question. |
GENERAL INFORMATION |
Explanation |
Enter text: The explanation for the answer to an underwriting
question. |
GENERAL INFORMATION |
Resolution |
Enter text: The resolution associated with an underwriting
question. |
GENERAL INFORMATION |
Resolution Date |
Enter date: The resolution date associated with an
underwriting question. |
GENERAL INFORMATION |
Occurrence Date |
Enter date: The date of occurrence associated with the
underwriting question. |
GENERAL INFORMATION |
Explanation |
Enter text: The explanation for the answer to an underwriting
question. |
GENERAL INFORMATION |
Resolution |
Enter text: The resolution associated with an underwriting
question. |
GENERAL INFORMATION |
Resolution Date |
Enter date: The resolution date associated with an
underwriting question. |
GENERAL INFORMATION |
Has applicant had a judgement or lien during the past five
(5) years? |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “Has applicant had a judgment
or lien during the past specified number of years?”. |
GENERAL INFORMATION |
Occurrence Date |
Enter date: The date of occurrence associated with the
underwriting question. |
GENERAL INFORMATION |
Explanation |
Enter text: The explanation for the answer to an underwriting
question. |
GENERAL INFORMATION |
Resolution |
Enter text: The resolution associated with an underwriting
question. |
GENERAL INFORMATION |
Resolution Date |
Enter date: The resolution date associated with an
underwriting question. |
GENERAL INFORMATION |
Occurrence Date |
Enter date: The date of occurrence associated with the
underwriting question. |
GENERAL INFORMATION |
Explanation |
Enter text: The explanation for the answer to an underwriting
question. |
GENERAL INFORMATION |
Resolution |
Enter text: The resolution associated with an underwriting
question. |
GENERAL INFORMATION |
Resolution Date |
Enter date: The resolution date associated with an
underwriting question. |
GENERAL INFORMATION |
Has business been placed in a trust? |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “Has business been placed in a
trust?”. |
GENERAL INFORMATION |
Name of Trust |
Enter text: The additional interest’s full name. As used
here, this is the name of the trust. |
GENERAL INFORMATION |
Any foreign operations, foreign products distributed in USA,
or US products sold / distributed in foreign countries? |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “Any foreign operations,
foreign products distributed in USA, or US products sold/distributed in
foreign countries?”. |
GENERAL INFORMATION |
Does applicant have other business ventures for which
coverage is not requested? |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates the response to the question, “Does applicant have other
business ventures for which coverage is not requested?”. |
GENERAL INFORMATION |
Remarks |
Enter text: An explanation of a response to a general
information or underwriting question. Normally, “Yes” responses require
an explanation. |
GENERAL INFORMATION |
REMARKS/PROCESSING INSTRUCTIONS |
Enter text: The commercial policy general remarks. |
IDENTIFICATION SECTION |
Agency Customer ID |
Enter identifier: The customer’s identification number
assigned by the producer (e.g. agency or brokerage). |
PRIOR CARRIER INFORMATION |
Year |
Enter year: The year for which you are providing information. |
PRIOR CARRIER INFORMATION |
Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Automobile Liability Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Property Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Other Section |
Enter text: The line of business used in the “other” section
of prior coverage. As used here, this applies to the Other line of
business. |
PRIOR CARRIER INFORMATION |
Other Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Other Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Year |
Enter year: The year for which you are providing information. |
PRIOR CARRIER INFORMATION |
Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Other Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Other Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Year |
Enter year: The year for which you are providing information. |
PRIOR CARRIER INFORMATION |
Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Other Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Other Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Year |
Enter year: The year for which you are providing information. |
PRIOR CARRIER INFORMATION |
Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Commercial General Liability policy. |
PRIOR CARRIER INFORMATION |
Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Automobile Liability policy. |
PRIOR CARRIER INFORMATION |
Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Property policy. |
PRIOR CARRIER INFORMATION |
Other Carrier |
Enter text: The name of the previous insurer. As used here,
this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Other Policy Number |
Enter identifier: The policy number of the previous coverage.
As used here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Premium |
Enter amount: The annual modified premium charged (not
including taxes or service charges) for the specified line of business.
As used here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Effective Date |
Enter date: The effective date of the prior policy. As used
here, this applies to the Other line of business. |
PRIOR CARRIER INFORMATION |
Expiration Date |
Enter date: The expiration date of the previous coverage. As
used here, this applies to the Other line of business. |
LOSS HISTORY |
Check if None |
Check the box (if applicable): Indicates there are no prior
losses or occurrences that may give rise to claims for the mandated
number of years. |
LOSS HISTORY |
Losses Last Number of Years |
Enter number: The number of years of loss information
required by the insurer. |
LOSS HISTORY |
Total Losses |
Enter amount: The amount that has been paid on all losses to
date. |
LOSS HISTORY |
Date Of Occurrence |
Enter date: The date when the accident or incident occurred
that resulted in the filing of a claim. |
LOSS HISTORY |
Line |
Enter text: The line of business involved in the loss (e.g.
Automobile Liability, Property, General Liability). |
LOSS HISTORY |
Type/Description of Occurrence or Claim |
Enter text: A brief description of the loss. |
LOSS HISTORY |
Date of Claim |
Enter date: The date the claim was filed. |
LOSS HISTORY |
Amount Paid |
Enter amount: The amount that has been paid on this claim to
date. |
LOSS HISTORY |
Amount Reserved |
Enter amount: The reserve amount the previous carrier is
holding open for this claim. |
LOSS HISTORY |
Subrogation Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is in subrogation. As used here, this is the
name of the trust. |
LOSS HISTORY |
Claim Status Open Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is still open. As used here, this is the name of
the trust. |
LOSS HISTORY |
Date Of Occurrence |
Enter date: The date when the accident or incident occurred
that resulted in the filing of a claim. |
LOSS HISTORY |
Line |
Enter text: The line of business involved in the loss (e.g.
Automobile Liability, Property, General Liability). |
LOSS HISTORY |
Type/Description of Occurrence or Claim |
Enter text: A brief description of the loss. |
LOSS HISTORY |
Date of Claim |
Enter date: The date the claim was filed. |
LOSS HISTORY |
Amount Paid |
Enter amount: The amount that has been paid on this claim to
date. |
LOSS HISTORY |
Amount Reserved |
Enter amount: The reserve amount the previous carrier is
holding open for this claim. |
LOSS HISTORY |
Subrogation Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is in subrogation. As used here, this is the
name of the trust. |
LOSS HISTORY |
Claim Status Open Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is still open. As used here, this is the name of
the trust. |
LOSS HISTORY |
Date Of Occurrence |
Enter date: The date when the accident or incident occurred
that resulted in the filing of a claim. |
LOSS HISTORY |
Line |
Enter text: The line of business involved in the loss (e.g.
Automobile Liability, Property, General Liability). |
LOSS HISTORY |
Type/Description of Occurrence or Claim |
Enter text: A brief description of the loss. |
LOSS HISTORY |
Date of Claim |
Enter date: The date the claim was filed. |
LOSS HISTORY |
Amount Paid |
Enter amount: The amount that has been paid on this claim to
date. |
LOSS HISTORY |
Amount Reserved |
Enter amount: The reserve amount the previous carrier is
holding open for this claim. |
LOSS HISTORY |
Subrogation Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is in subrogation. As used here, this is the
name of the trust. |
LOSS HISTORY |
Claim Status Open Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is still open. As used here, this is the name of
the trust. |
LOSS HISTORY |
Date Of Occurrence |
Enter date: The date when the accident or incident occurred
that resulted in the filing of a claim. |
LOSS HISTORY |
Line |
Enter text: The line of business involved in the loss (e.g.
Automobile Liability, Property, General Liability). |
LOSS HISTORY |
Type/Description of Occurrence or Claim |
Enter text: A brief description of the loss. |
LOSS HISTORY |
Date of Claim |
Enter date: The date the claim was filed. |
LOSS HISTORY |
Amount Paid |
Enter amount: The amount that has been paid on this claim to
date. |
LOSS HISTORY |
Amount Reserved |
Enter amount: The reserve amount the previous carrier is
holding open for this claim. |
LOSS HISTORY |
Subrogation Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is in subrogation. As used here, this is the
name of the trust. |
LOSS HISTORY |
Claim Status Open Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is still open. As used here, this is the name of
the trust. |
LOSS HISTORY |
Date Of Occurrence |
Enter date: The date when the accident or incident occurred
that resulted in the filing of a claim. |
LOSS HISTORY |
Line |
Enter text: The line of business involved in the loss (e.g.
Automobile Liability, Property, General Liability). |
LOSS HISTORY |
Type/Description of Occurrence or Claim |
Enter text: A brief description of the loss. |
LOSS HISTORY |
Date of Claim |
Enter date: The date the claim was filed. |
LOSS HISTORY |
Amount Paid |
Enter amount: The amount that has been paid on this claim to
date. |
LOSS HISTORY |
Amount Reserved |
Enter amount: The reserve amount the previous carrier is
holding open for this claim. |
LOSS HISTORY |
Subrogation Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is in subrogation. As used here, this is the
name of the trust. |
LOSS HISTORY |
Claim Status Open Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is still open. As used here, this is the name of
the trust. |
LOSS HISTORY |
Date Of Occurrence |
Enter date: The date when the accident or incident occurred
that resulted in the filing of a claim. |
LOSS HISTORY |
Line |
Enter text: The line of business involved in the loss (e.g.
Automobile Liability, Property, General Liability). |
LOSS HISTORY |
Type/Description of Occurrence or Claim |
Enter text: A brief description of the loss. |
LOSS HISTORY |
Date of Claim |
Enter date: The date the claim was filed. |
LOSS HISTORY |
Amount Paid |
Enter amount: The amount that has been paid on this claim to
date. |
LOSS HISTORY |
Amount Reserved |
Enter amount: The reserve amount the previous carrier is
holding open for this claim. |
LOSS HISTORY |
Subrogation Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is in subrogation. As used here, this is the
name of the trust. |
LOSS HISTORY |
Claim Status Open Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is still open. As used here, this is the name of
the trust. |
LOSS HISTORY |
Date Of Occurrence |
Enter date: The date when the accident or incident occurred
that resulted in the filing of a claim. |
LOSS HISTORY |
Line |
Enter text: The line of business involved in the loss (e.g.
Automobile Liability, Property, General Liability). |
LOSS HISTORY |
Type/Description of Occurrence or Claim |
Enter text: A brief description of the loss. |
LOSS HISTORY |
Date of Claim |
Enter date: The date the claim was filed. |
LOSS HISTORY |
Amount Paid |
Enter amount: The amount that has been paid on this claim to
date. |
LOSS HISTORY |
Amount Reserved |
Enter amount: The reserve amount the previous carrier is
holding open for this claim. |
LOSS HISTORY |
Subrogation Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is in subrogation. As used here, this is the
name of the trust. |
LOSS HISTORY |
Claim Status Open Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is still open. As used here, this is the name of
the trust. |
LOSS HISTORY |
Date Of Occurrence |
Enter date: The date when the accident or incident occurred
that resulted in the filing of a claim. |
LOSS HISTORY |
Line |
Enter text: The line of business involved in the loss (e.g.
Automobile Liability, Property, General Liability). |
LOSS HISTORY |
Type/Description of Occurrence or Claim |
Enter text: A brief description of the loss. |
LOSS HISTORY |
Date of Claim |
Enter date: The date the claim was filed. |
LOSS HISTORY |
Amount Paid |
Enter amount: The amount that has been paid on this claim to
date. |
LOSS HISTORY |
Amount Reserved |
Enter amount: The reserve amount the previous carrier is
holding open for this claim. |
LOSS HISTORY |
Subrogation Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is in subrogation. As used here, this is the
name of the trust. |
LOSS HISTORY |
Claim Status Open Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is still open. As used here, this is the name of
the trust. |
LOSS HISTORY |
Date Of Occurrence |
Enter date: The date when the accident or incident occurred
that resulted in the filing of a claim. |
LOSS HISTORY |
Line |
Enter text: The line of business involved in the loss (e.g.
Automobile Liability, Property, General Liability). |
LOSS HISTORY |
Type/Description of Occurrence or Claim |
Enter text: A brief description of the loss. |
LOSS HISTORY |
Date of Claim |
Enter date: The date the claim was filed. |
LOSS HISTORY |
Amount Paid |
Enter amount: The amount that has been paid on this claim to
date. |
LOSS HISTORY |
Amount Reserved |
Enter amount: The reserve amount the previous carrier is
holding open for this claim. |
LOSS HISTORY |
Subrogation Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is in subrogation. As used here, this is the
name of the trust. |
LOSS HISTORY |
Claim Status Open Y / N |
Enter Y for a “Yes” response. Input N for “No” response.
Indicates if the claim is still open. As used here, this is the name of
the trust. |
GENERAL INFORMATION |
Notice Of Information Practices |
Check the box (if applicable): Indicates that a copy of the
Notice of Information Practices has been given to the applicant. |
SIGNATURE SECTION |
Producer’s Signature |
Sign here: Accommodates the signature of the authorized
representative (e.g. producer, agent, broker, etc.). by all companies
to issue Certificates. This is required in most states. |
SIGNATURE SECTION |
Producers Name |
Enter text: The name of the authorized representative of the
producer, agency and/or broker that signed the form. |
SIGNATURE SECTION |
State Producer License Number |
Enter identifier: The State License Number of the producer. |
SIGNATURE SECTION |
Applicant’s Signature |
Sign here: Accommodates the signature of the applicant or
named insured. |
SIGNATURE SECTION |
Date |
Enter date: The date the form was signed by the named insured. |
SIGNATURE SECTION |
National Producer Number |
Enter identifier: The National Producer Number (NPN) as
defined in the National Insurance Producer Registry (NIPR). Note: The
NPN is not the same as the producer state license number. |
Edition |
Date |
The edition identifier of the form including the form number
and edition (the date is typically formatted YYYY/MM). |
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