Get Execpro Proposal Form

Filling out the Execpro Proposal Form online can seem daunting, but with the right guidance, you can navigate this process smoothly. This guide provides step-by-step instructions for each section of the form, ensuring that you provide the necessary information accurately and efficiently.

Follow the steps to successfully complete the Execpro Proposal Form online.

1. Click 'Get Form' button to access the form and open it in the editable format.
2. Start by entering the basic company information, including the name, street address, city, state, zip code, and internet website address.
3. Designate an officer as the agent for the company. Fill in their name and title, as this person will be responsible for receiving all notices from the insurer regarding this insurance.
4. In Part I, provide background information about the company. Specify the date the company has continuously operated and describe the nature of the business along with the primary Standard Industrial Classification (SIC) code.
5. Complete the stock ownership section, indicating the number of common shares outstanding, the number of shareholders, and the shares owned by directors and officers.
6. Answer the question regarding any shareholders owning 10% or more of any class of the company's stock. If applicable, attach the required information.
7. Address changes in senior management over the past three years. If there have been changes for reasons other than death or retirement, provide details as needed.
8. Include details on directors and senior officers by attaching a list of their names and business affiliations.
9. List all subsidiaries along with their ownership percentages and nature of operations. If there are no subsidiaries, state 'None'.
10. Answer the series of questions regarding mergers, acquisitions, or any legal proceedings involving the company in the past three years. Provide attachments when necessary.
11. Part II focuses on employment practices. Provide the number of employees, details on any layoffs, the existence of a human resources department, and confirm if a human resources manual is in place.
12. For Part III, if you are requesting fiduciary liability coverage, attach relevant information about your employee benefit plans.
13. When you reach Part IV, disclose any past or pending legal proceedings involving the company or its subsidiaries.
14. Part V collects regulatory information; answer any questions regarding compliance and past audit findings.
15. Finally, complete Part VI by providing your current or previous insurance coverage details.
16. Review all entries for accuracy. Ensure all necessary attachments are included, and then save your changes, download or print the form as needed.

Start filling out the Execpro Proposal Form online today to ensure your insurance needs are met.