Get Non-profit Management Liability Renewal Questionnaire - Victor O ...

Filling out the Non-Profit Management Liability Renewal Questionnaire is an essential process for maintaining an organization’s coverage. This guide will provide you with clear, step-by-step instructions to help you complete the form online with ease.

Follow the steps to successfully complete the questionnaire online.

1. Press the ‘Get Form’ button to access the Non-Profit Management Liability Renewal Questionnaire and open it in your chosen online editor.
2. Input today's date in the designated field.
3. Complete the 'Insured Name' and 'Insured Address' sections. Ensure that the city, state, and zip code are accurately filled out.
4. Enter the expiring policy number and expiration date in the respective fields.
5. For D&O coverage, if the policy limits are $3,000,000 or greater, provide audited financials. Fill in the revenue and net income (loss) amounts.
6. In the condo/homeowners section, indicate the number of units and their value per unit, if applicable.
7. For EPL coverage, enter the employee information, including the number of full-time, part-time, volunteers, temporary, seasonal employees, and independent contractors. Also, provide turnover percentage and the number of involuntary terminations.
8. For fiduciary coverage, fill in the plan assets and funding level. Select whether it is fully funded, under-funded, or not applicable.
9. Record any changes in directors or officer positions that occurred in the last 12 months. If none, indicate 'N/A'.
10. Note any updates to the employee handbook or policies from the past year. If none, indicate 'N/A'.
11. If a newly created entity is applicable, provide the necessary details including whether it is for profit or not-for-profit, the name, address, and number of employees.
12. Ensure that the form is signed within 15 days from the expiration date of the policy or the date renewal is requested.
13. In the signature section, provide the insured’s signature, printed name, and title.
14. Once completed, save your changes and proceed to download, print, or share the form as required.

Complete your Non-Profit Management Liability Renewal Questionnaire online today!