Get Real Estate Data Sheet

Completing the Real Estate Data Sheet online is a crucial step in the documentation process for property insurance. This guide aims to provide clear, step-by-step instructions to assist users of all experience levels in filling out this essential form accurately.

Follow the steps to fill out the REAL ESTATE DATA SHEET online effectively

1. Press the ‘Get Form’ button to access the Real Estate Data Sheet and open it for online completion.
2. Begin with the ‘Effective Date’ section by entering the date when the coverage is intended to take effect.
3. Fill in the ‘Named Insured’ field with the name of the individual or organization for which the insurance is being applied.
4. Complete the ‘Insured Location’ section with the physical address of the property being insured.
5. In the ‘Mailing Address’ field, provide the address where the insurance documents should be sent, if different from the insured location.
6. For ‘Inspection Contact’, enter the name and ‘Phone Number’ of the person who will be available for property inspections.
7. In the ‘Occupancy’ section, describe how the property will be used or occupied.
8. Enter the ‘Building Limit’, which represents the maximum amount of coverage for the building.
9. Specify the ‘Construction’ type of the building, indicating the materials used for its structure.
10. Fill in ‘Personal Property’ to state the value of contents within the building.
11. Provide the ‘Percent Occupied’ to specify how much of the building is actively in use.
12. Indicate the ‘No. of Buildings’ on the property.
13. Record the ‘Year Built’ of the primary structure.
14. Complete the sections on ‘Building Updates (Year)’ to signify any renovations or significant upgrades.
15. Fill in additional details such as ‘No. of Stories’, ‘No. of Units’, and ‘No. of Merc Tenants’.
16. Enter ‘Sq. Ft. of Merc’ to denote the square footage allocated for commercial tenants.
17. Provide information regarding various building features including ‘Roof’, ‘Boiler’, ‘Electric’, ‘Plumbing’, and ‘Windows’.
18. For parking-related questions, denote ‘Parking Spaces’, ‘Sq. Ft. of Parking’, and ‘Sq. Ft. of Building’.
19. Complete the sections on safety measures like ‘Smoke Detectors’, ‘CO Detectors’, ‘Sprinklers (%)’, and other safety features.
20. Indicate any tenant-related inquiries, such as ‘Describe Merc Tenants’ and other tenant-related questions.
21. Once all sections are filled, review the form for accuracy and completeness.
22. You can then save changes, download, print, or share the completed Real Estate Data Sheet.

Encourage others to complete their Real Estate Data Sheet online today.