Get Proposal Form Basic Finance - Zurich Versicherung

This guide provides a detailed, step-by-step approach to filling out the Proposal Form Basic Finance from Zurich Versicherung online. It aims to support users in navigating the form, ensuring that all relevant information is accurately provided.

Follow the steps to successfully complete the Proposal Form.

1. Press the ‘Get Form’ button to access the Proposal Form Basic Finance, which you will open in the editor.
2. Begin by filling in the applicant details. Provide your company name, registration number or D-U-N-S® number, address, post code, country, business sector, and customer sector if applicable.
3. Input the standard terms of payment and any longer terms. Specify how many buyers are involved and enter the contact name, their position, telephone number, fax number, email address, and website.
4. Indicate whether you currently have credit insurance by selecting 'yes' or 'no' and if yes, provide the renewal date. If applicable, mention whether you use factoring or invoice discounting.
5. In the turnover and bad debts section, select your currency (EUR, USD, GBP) and estimate the insurable turnover for the next twelve months, including domestic and export figures.
6. Fill out the details regarding the total value of bad debts, number of losses, amount of the largest loss, and debtor of the largest loss.
7. Complete the debtor balance section, indicating amounts as of the specified dates. Proceed to perform the ledger analysis, categorizing amounts into specified ranges.
8. For debtor aged analysis, provide amounts for current and overdue periods, specifying the total for each category.
9. Answer questions about seriously overdue customers and general invoicing practices. Indicate if political risk coverage or work in progress cover is required.
10. Provide details about credit management, including whether your company has a credit manual, the responsible individuals, approval authorities, and collection procedures.
11. Complete the main customers and main countries sections, including specific names, countries, registration numbers, credit limits, and annual turnover.
12. Review the provided information to ensure accuracy, sign and date the form, and confirm that all material facts have been disclosed.
13. Finally, save your changes, and choose to download, print, or share the completed form as needed.

Complete your Proposal Form Basic Finance online today to secure your credit insurance with Zurich Versicherung.