Get Certificate Request Form Altamont Insurance Brokers

Filling out the Certificate Request Form from Altamont Insurance Brokers is a straightforward process that ensures you receive the necessary documentation for your insurance needs. This guide provides a clear, step-by-step approach to help you complete the form accurately.

Follow the steps to successfully complete your request.

1. Click ‘Get Form’ button to obtain the Certificate Request Form and open it in the editor.
2. In the 'TO' section, enter the name of the recipient, which is Corey Martinez, followed by the agency name, Altamont Insurance Brokers, and the license number, Lic. #OC15034.
3. Fill in the 'DATE' field with the current date to provide a timestamp for your request.
4. In the 'FAX' section, input the fax number, which is 209-835-7395.
5. Under 'FROM', write your name or the name of the person making the request.
6. Complete the 'CERTIFICATE HOLDER' section by providing the name of the individual or entity, such as a contractor or property owner, to whom the certificate should be sent.
7. Fill in the address of the certificate holder in the designated fields.
8. In the 'Job Address' section, input the location where the work is being performed. This information is required for accurate record-keeping.
9. Specify the type of work being performed in the 'Work Being Performed' section.
10. Provide a daytime phone number and fax number for further communication in the designated fields.
11. Include the name of the person to whom the request is directed in the 'Attn.' section.
12. In the 'ADDITIONAL INSURED' section, circle 'YES' or 'NO' based on your requirements, noting that there might be an extra cost in most cases.
13. If you need to include a 'LOSS PAYEE', indicate 'YES' and provide the institution name, address, and reference or account number as applicable.
14. Fill in the 'DATE NEEDED BY' section to indicate when you require the certificate.
15. Complete the 'PERSON REQUESTING' field with the name of the individual making the request.
16. If you have any 'SPECIAL INSTRUCTIONS', provide them in the designated space.
17. After ensuring all information is accurate, save your changes, and choose to download, print, or share the completed form as needed.

Complete your Certificate Request Form online today for a seamless insurance documentation process.