Follow the steps to successfully complete your application online.

1. Click ‘Get Form’ button to access the Chubb Forefront Portfolio 3.0 Renewal Application and open it in your preferred online editor.
2. Begin with the 'Name, Address and Contact Information' section. Enter the name of the applicant, followed by the address details including city, state, and zip code. Lastly, provide a contact telephone number.
3. Move to the 'Specific Information' section where you must provide details about the individuals whose coverage is being requested. Include their names or positions, and attach a list of those with access to personal accounts.
4. Answer the questions regarding the handling of personal accounts: indicate whether the individuals handle deposits, sign checks, or reconcile monthly statements. Provide 'Yes' or 'No' responses for each question.
5. For the question regarding the average number of transactions handled monthly by the listed individuals, enter the estimated figure in the provided space.
6. State whether the personal accounts are audited or reviewed by the requesting individual, and if so, specify the frequency of such audits.
7. In the following questions, provide the average and maximum balance of the personal accounts and answer if responsibilities are rotated among individuals.
8. Address the section regarding material changes; acknowledge that if there are changes in the information provided prior to the policy inception date, you must notify the company in writing.
9. Review the declarations and fraud warnings carefully before signing. Confirm that all responses are accurate, and provide the date and signature of an authorized representative.
10. Once completed, save changes to your form. You can then choose to download, print, or share the filled-out application as required.

Proceed to complete your Chubb Forefront Portfolio 3.0 Renewal Application online today.