Get Labor Management Trust Fiduciary Liability Brochure Form

Filling out the Labor Management Trust Fiduciary Liability Brochure Form online is an important step for ensuring compliance and effective risk management within your organization. This guide provides clear, step-by-step instructions to assist you in completing the form accurately and efficiently.

Follow the steps to fill out the form online.

1. Click the ‘Get Form’ button to access the Labor Management Trust Fiduciary Liability Brochure Form and open it in your editor.
2. Begin by entering the general information in Section 1. Fill in the name of the trust or plan, insurance representative's name, their address, and the industries or trades represented.
3. In Section 2, acknowledge that signing the application does not bind you or the company. Make sure you understand that any material change in the answers should be communicated to the company in writing.
4. In Section 3, attach any relevant underwriting information as required, including the plan or trust agreement and audited financial statements.
5. Proceed to Section 4 to indicate the limit requested for the Labor Management Trust Fiduciary Liability coverage. Enter the desired amount in the provided space.
6. In Section 5, specify the policy period requested. Fill in the start and end dates clearly, ensuring the format is correct.
7. Fill out Section 6 regarding plan administration by providing names and titles of individuals involved, such as the fund manager and legal counsel.
8. Section 7 requires you to input the size of the plan and financial details for the previous three years, including total assets, annual contributions, and number of participants.
9. In Section 8, answer questions about recent changes to the plan's name or structure, providing details where applicable.
10. Section 9 focuses on compliance. Answer whether the plans conform to relevant standards and provide explanations if they do not.
11. Complete Section 10, detailing any past activities involving fiduciaries or any claims made against the trust or plan.
12. If applicable, provide information in Section 11 regarding prior insurance coverage and any losses experienced.
13. In Section 12, if continuity of coverage is necessary, attach the prior application and follow the instructions provided.
14. Fill out Section 13 only if continuity of coverage is requested and disclose any known facts that may lead to a future claim.
15. In Section 14, acknowledge the importance of truthfulness in your application and the consequences of providing false information.
16. Finally, complete Section 15 by signing the application, providing the date and your title, confirming the truthfulness of the information provided.
17. Once you have filled out all sections, make sure to save your changes. You can then download, print, or share the form as needed.

Complete your Labor Management Trust Fiduciary Liability Brochure Form online today to ensure compliance and proper coverage.