Get Xl America Smart Advantage Sfplpa Form

Filling out the Xl America Smart Advantage Sfplpa Form online is an essential process for architectural and engineering firms applying for professional liability insurance. This guide provides you with clear, step-by-step instructions to navigate through the form with ease and confidence.

Follow the steps to complete the form online easily.

1. Click the ‘Get Form’ button to access the form and open it in your online editor.
2. Select the applicant type by choosing either 'New Applicant' or 'Renewal Client' as applicable.
3. Fill in your firm practice information, ensuring your firm is categorized correctly and meets the specified requirements.
4. Provide your firm's basic information, including the firm's short name, full name, addresses, contact details, and email.
5. Detail the distribution of gross receipts among the main office and any branches based on the provided fields.
6. Complete the firm history section, indicating the date of establishment and whether there are any pre-existing entities.
7. Enter your firm’s gross receipts for the specified fiscal years, making sure to separate project policy receipts as instructed.
8. Report the percentage of gross receipts paid to subconsultants for professional liability insurance.
9. Complete the project types and disciplines sections by detailing the percentage of gross receipts attributed to each.
10. Answer the claims section honestly, providing any pertinent details on claims made against your firm.
11. Fill in the insurance information, including policy specifics and limits.
12. Read and acknowledge the fraud warnings, claims representation, and signature requirements.
13. Review all entered information for accuracy before finalizing.
14. At the end of the process, save your changes, download, print, or share the form as necessary.

Complete your documentation process online today!