Get Lpl Sf App 002 Ca California Short App 10.2012 - Ahern ...

This guide provides a clear and comprehensive method for users to fill out the LPL SF APP 002 CA California Short Application online. By following these straightforward instructions, users, regardless of legal experience, can successfully complete the relevant sections of the form.

Follow the steps to fill out the form efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with the 'General Information' section by entering the applicant or firm name, suite, address, city, state, business phone, zip code, county, business fax, number of attorneys, and email address. Ensure to print legibly.
3. In the 'Primary Contact Information' section, provide the contact person's name, title, and website address, making sure all entries are accurate.
4. If applicable, indicate any additional locations or branch offices with their respective addresses. If no other locations exist, check the provided box.
5. Respond to whether the applicant is engaged solely in full-time private practice. If not, provide an explanation.
6. Indicate if the applicant advertises services outside of firm brochures and their website. If yes, select the appropriate methods used and attach samples of the advertising.
7. List all predecessor firms for which coverage is sought. Provide the firm's name, date dissolved, date formed, and the percentage of assets and liabilities assumed.
8. In the 'Insurance History & Information' section, fill in the applicant's establishment date, requested retroactive date, and current policy retroactive date.
9. Provide the limits requested and deductible amount needed, along with the expiration date of the current policy.
10. List all primary and excess lawyers' professional liability policies carried in the last five years, including limits and deductibles.
11. Indicate if there have been any gaps in continuous claims-made coverage over the past eight years and explain if any.
12. Respond to questions regarding customized endorsements on the current policy and attach necessary documents if applicable.
13. Complete the 'Professional Staff' section by providing details of all current non-attorney employees and any attorney changes in the past year.
14. Fill in the areas of practice section, detailing the applicant’s areas of practice based on gross billings.
15. Check applicable procedures for client screening, communication, and conflict of interest.
16. Review the claims history section and provide information on any claims or potential claims.
17. Lastly, read and sign the important notice stating the insurance is for a claims-made and reported policy, and provide initials where necessary.
18. Once completed, save your changes, download your form, and share or print as needed.

Complete multiple documents online today to ensure comprehensive coverage and professional protection.