Get Apl-6013 Small Accounting Firm Application.doc

Filling out the APL-6013 Small Accounting Firm Application is an essential step for small accounting firms seeking professional liability coverage. This guide will provide you with clear, step-by-step instructions to assist you in completing the application online with confidence.

Follow the steps to successfully complete your application online.

1. Click the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Begin with the 'Applicant Information' section. Enter the date your firm was established and the effective date you are requesting for the policy.
3. Provide your full legal name and your trade name, if applicable. Ensure that your address is complete, including street, city, state, county, and zip code.
4. Fill in the primary contact information, including name, title, phone, fax, email, and website.
5. Select your legal status from the options provided (e.g., Limited Liability Partnership, General Partnership, etc.). If you have more than one office location, indicate yes and provide the addresses.
6. In the 'General Information' section, indicate if any principals are engaged in other occupations. Provide the total number of staff, differentiating between full-time, part-time, and support staff.
7. Complete the chart for all principals, owners, and full-time professional staff, including their names, hire dates, hours of continuing education, and years in professional memberships.
8. Indicate your gross billable income for the last fiscal year, the current fiscal year, and the projected next fiscal year. Note the total number of clients for the past year.
9. Answer inquiries regarding specific client income percentages and whether engagement letters are used.
10. Complete risk management questions, including training programs, calendar systems, and any lawsuit history.
11. Disclose any claim history or professional discipline by answering the respective questions regarding accounting licenses and previous claims.
12. Fill out the section regarding previous professional liability insurance coverage, providing details on the carrier, policy periods, limits, and any coverage declines.
13. Review the final sections requiring an authorized representative's signature. If submitting electronically, check the box for Electronic Signature and Acceptance.
14. Once all steps are completed, save your changes, and proceed to download, print, or share your application as necessary.

Complete your APL-6013 Small Accounting Firm Application online today!