Get Resolute Portfolio Not For Profit App Cvs Fl 1400

Filling out the Resolute Portfolio Not For Profit App CVS FL 1400 is a crucial step for organizations seeking insurance protection. This guide provides a clear, step-by-step approach to help users navigate the application process with confidence.

Follow the steps to successfully complete your insurance application.

1. Click ‘Get Form’ button to obtain the form and access it for completion.
2. Begin with Section 1, General Information. Fill in the organization's name, address, nature of business, date of incorporation, website, and NAICS code. Indicate whether the organization has tax-exempt status and if there has been any dispute regarding it.
3. In the Coverage Requested section, specify the proposed effective date. Choose the desired coverage sections such as Directors & Officers Liability, Employment Practices Liability, and others. Indicate the limits of liability requested for each coverage section.
4. Proceed to Section 3, Organization Information. Provide details about the organization's revenue, contributions, and asset status for the current and prior fiscal years. Note if any revenue comes from government sources.
5. If applying for Directors & Officers Liability or Employment Practices Liability, complete Section 4. Answer questions regarding business activities, board changes, and the total number of employees.
6. For Fiduciary Liability coverage, complete Section 5 by detailing each plan's information, participant numbers, and plan status.
7. In Section 6, provide any required information regarding Crime and Fidelity coverage if requested.
8. Fill out Section 7 with details of the organization's previous insurance coverage and answer questions about any prior claims or notices.
9. In the Declaration and Signature section, have the authorized representative sign the application and provide their title and date.
10. Once all sections are filled, review the application for completeness and accuracy, then save changes, download, print, or share the form as needed.

Complete your Resolute Portfolio Not For Profit Application online today to ensure your organization is protected.