Get Ca Theft Of Clients Property - Off Premises Questionnaire 2011-2025

The CA Theft Of Clients Property - Off Premises Questionnaire is a crucial document designed to assess the risks associated with working off-site for clients. This guide will walk you through each section of the form to ensure you fill it out completely and accurately.

Follow the steps to fill out the questionnaire accurately and efficiently.

1. Click ‘Get Form’ button to obtain the questionnaire and open it in the online editor.
2. In the 'Name of insured' section, enter the full name of the insured party clearly.
3. Next, input the 'Limit of insurance' in the provided field to specify the insurance coverage amount.
4. In the 'Deductible' section, enter the applicable deductible amount.
5. Respond to the first question by providing the names of the client(s) you will be working for. Be thorough to ensure clarity.
6. Detail the type of work you will perform for your client(s) in the designated area.
7. Indicate the number of employees who will be present at the client’s premises.
8. Answer whether you will have access to the client’s money, securities, or sensitive data by selecting 'Yes' or 'No' and provide further details as necessary.
9. Address the question regarding restricted access to physical areas by answering 'Yes' or 'No'.
10. Indicate if you will perform services during standard business hours. If not, specify the time frame.
11. Clarify whether your employees will be supervised by the client while on their premises.
12. Indicate whether your employees will need to wear I.D. badges or carry special identification.
13. Answer if background checks are conducted on employees, providing details if you answer 'No'.
14. Respond to whether you have knowledge of any employee thefts in the past and provide supporting details if applicable.
15. Finally, if coverage is for a specific client contract, state the expected start and completion dates.
16. Sign the form, add the title, and date it appropriately before saving, downloading, or printing the completed document.

Complete your documents online to ensure accurate and timely submissions.