Get Client Information Supplement

Completing the CLIENT INFORMATION SUPPLEMENT is a crucial step for ensuring accurate processing of your application for lawyers' professional liability insurance. This guide provides detailed instructions to assist you in filling out this form accurately and efficiently.

Follow the steps to complete your CLIENT INFORMATION SUPPLEMENT online.

1. Click the ‘Get Form’ button to obtain the CLIENT INFORMATION SUPPLEMENT form and open it in your preferred editor.
2. Enter the firm name in the designated field at the top of the form. This information identifies your legal practice.
3. Fill in the policy number, which is crucial for linking this supplement to your liability insurance application.
4. Provide the name of the client in the corresponding section. Make sure to ensure spelling accuracy.
5. Detail the nature of the client’s business. This description should give insight into the type of services your firm will be providing.
6. Specify the legal services rendered for the client, avoiding generic terms. Use the practice areas listed in the application as a guide.
7. Indicate the effective date in the format m/d/yyyy. This date marks when the services or policy will begin.
8. Answer whether this is a current client by checking 'Yes' or 'No'. If applicable, also provide the date of first affiliation with this client.
9. Fill in the percentage of ownership interest in the client, if any. This detail reflects your firm's stake.
10. List the names of any attorney(s) providing services or holding a position within the client firm, including any ownership interest.
11. For each attorney listed, specify their officer position held and their percentage of the firm’s total gross billings from the client.
12. Determine if the client is publicly traded by selecting 'Yes' or 'No'. This will direct you to further questions.
13. If there are specifics regarding the client being publicly traded, complete any additional questions that relate to Sarbanes–Oxley Act compliance.
14. Complete Question 1, providing full details about the firm’s conflict of interest system, potential impacts, and future client expectations.
15. Finally, review all entries for accuracy. Once complete, you may save changes, download, print, or share the CLIENT INFORMATION SUPPLEMENT as needed.

Ensure you have completed and submitted your CLIENT INFORMATION SUPPLEMENT online for a seamless application process.