Follow the steps to successfully complete the Travelers LPL-6020 form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Begin with the applicant information section. For new businesses, enter the date the firm was established and the requested effective date for the coverage. For renewals, provide the Travelers policy number.
3. Complete the firm legal name and trade name fields, followed by the street address, city, state, zip code, and county. Fill in the primary contact's name, title, phone number, fax number, and email address. Don't forget to provide the firm website address and legal status.
4. List all attorneys associated with the firm, providing their name, position, year admitted to the bar, state(s) of admission, annual hours worked if less than 1000, continuing legal education (CLE) hours in the past 12 months, and pro bono hours worked in the past 12 months.
5. Indicate the total number of non-attorney employed staff and answer whether your firm is a part-time legal practice.
6. State if any staff provide professional services beyond private practice and provide corresponding details as required.
7. If applicable, name a backup attorney for sole practitioners in case of absences.
8. Estimate the percentage of your firm’s gross billings across various areas of practice, ensuring that total equals 100%. For areas marked with an asterisk, complete the specified supplements if necessary.
9. Estimate the percentage of revenues generated from high net worth individuals and large companies. Provide details for your top three clients.
10. Report gross revenue amounts for the last two previous fiscal years and the current fiscal year. Additionally, disclose any pertinent information related to financial institutions or unique services offered.
11. Finalize by indicating any instances of fee collection proceedings and confirm risk management practices utilized by the firm.
12. Complete the prior insurance and claim history section, including any past coverage details and addressing any disciplinary complaints if applicable.
13. Finally, read the compensation notice and fraud warnings, then sign and date the application at the bottom. Make sure all provided information is true and complete.

Complete your Travelers LPL-6020 application online today to ensure your legal practice is protected.