Get Insurance Checklist

The Insurance Checklist is an essential document for ensuring that all required insurance policies and certificates are submitted accurately. This guide provides step-by-step instructions on how to complete the form online, making the process clear and straightforward for all users.

Follow the steps to complete the Insurance Checklist effectively.

1. Press the ‘Get Form’ button to access the Insurance Checklist and open it in the editor.
2. Begin by filling in the 'Contract No' and 'Contractor' fields at the top of the form with the relevant information.
3. Proceed to the 'Table of Insurance Checklist Documents' section, where you will indicate whether you are submitting a binder for each type of insurance listed. Mark 'Yes' or 'No' accordingly.
4. For each insurance type, provide the necessary details, such as the policy or binder number, and the policy period indicating the start and end dates.
5. In the items to check for each document, ensure that you verify each requirement thoroughly. For example, for the Commercial General Liability policy, confirm that you have the name of the insurer, policy number, policy period, and other specifics listed.
6. Repeat the verification process for each insurance document specified, checking off each requirement as you gather the necessary documentation.
7. Once you have completed all sections and verified your documents, review the entire checklist to ensure accuracy and completeness.
8. Finally, you can save your changes, download, print, or share the completed Insurance Checklist as needed.

Begin the process of completing your Insurance Checklist online today!