Get Fiduciary Liability Solutions Renewal Application - Cna Pro

Filling out the Fiduciary Liability Solutions Renewal Application - CNA Pro online can seem daunting. This guide provides clear and step-by-step instructions to help you navigate through each section of the application seamlessly.

Follow the steps to complete your application accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with general information. Provide the name of the company, its street address (ensure no P.O. Box is included), city, state of incorporation, telephone number, facsimile, and zip code. Specify the principal place of business and the officer designated to receive correspondence.
3. Next, fill in the background information. Include the date the business was established, the nature of services or products offered, and indicate whether the company is currently a partner in any limited or general partnerships or joint ventures.
4. Proceed to the fiduciary liability information section. List all active pension plans for which coverage is sought, including total assets, plan name, plan type, current year data, and percentages of plan assets held in company stock.
5. For each pension plan, indicate if the company delegates authority of plan management to outside consultants. Provide names, types of consultants, firm names, and years employed if applicable.
6. Answer questions regarding the company’s investment decisions, plan holdings, and whether any plan investments involve guaranteed returns, hedge funds, or real estate.
7. Detail any recent plan changes, such as sales, mergers, amendments, or conversions, and provide clarification as necessary.
8. Complete the insurance and claims information section by providing current insurance limits, carriers, retentions, and any claims made in the last three years.
9. In the representation section, confirm that the information provided is accurate and applicable to the proposed policy. Remember to have an executive officer sign and date the application.
10. Finally, review your completed application and ensure all required attachments are included. After finalizing, users can save changes, download, print, or share the application.

Complete your Fiduciary Liability Solutions Renewal Application online today to ensure uninterrupted coverage.