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How to fill out the COI Request Form.doc online
Completing the Certificate of Insurance Request Form online is a straightforward process that ensures your insurance needs are accurately communicated. This guide provides a step-by-step breakdown to assist you in filling out the form efficiently.
Follow the steps to successfully complete your COI Request Form.
- Click the ‘Get Form’ button to acquire the COI Request Form and open it in your chosen online editor.
- Enter the date of your request in the designated field. This helps establish the timeline for processing your request.
- Provide your email address in the section labeled 'Email to'. Ensure it is accurate to facilitate communication.
- Fill in the FICURMA account number (57-28962) where required, ensuring that all details are correctly noted.
- Complete the 'Certificate Holder' section with your name and address. This identifies who is requesting the insurance certificate.
- In the 'Explanation/Description' field, provide a clear identification of the project, event, vehicle, or issue for which you are requesting coverage.
- Select the type of coverage you are requesting by marking the appropriate checkbox. Options include General Liability, Auto Liability, Workers Compensation, Property/Auto Physical Damage, and Other.
- Indicate whether you require 'Additional Insured’ by choosing 'Yes' or 'No'.
- Similarly, specify if you need a 'Loss Payee' by selecting 'Yes' or 'No'.
- Declare if this is an 'Annual Request' by choosing 'Yes' or 'No'.
- If necessary, indicate whether you want the original sent, and if so, include the fax number in the designated field. Use this for any immediate fax requirements.
- Include any additional comments or instructions in the 'Additional Comments' section.
- Complete the 'Client' and 'Attention' sections with relevant information, followed by entering the fax number if applicable.
- Ensure the form is filled out completely by identifying the person who completed the form in the 'Form Completed By' section, including their telephone number.
- Review all entries for accuracy before saving your changes. You can then download, print, or share the form as needed.
Complete your COI Request Form online now to ensure a smooth processing experience.
A certificate of insurance (COI) is issued by an insurance company or broker and verifies the existence of an insurance policy. Small-business owners and contractors typically require a COI that grants protection against liability for workplace accidents or injuries to conduct business.
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