Get Request For Certificate Of Insurance

Filling out the Request For Certificate Of Insurance online is a straightforward process that ensures your request for proof of insurance is properly documented. This guide provides detailed steps to help you complete the form efficiently, regardless of your level of experience.

Follow the steps to fill out the form accurately

1. Click ‘Get Form’ button to obtain the form and open it for online editing.
2. Begin by entering the information for the certificate holder, which is the organization requesting proof of insurance. Include the contact person's name, title, street address, city, province/state, postal code, and phone number. For the phone number, ensure you enter it without spaces or special characters.
3. If applicable, fill in the fax number and email address of the contact person.
4. Select the level of service you require from the drop-down options provided.
5. Indicate whether you would like this certificate to be automatically renewed next year by selecting 'Yes' or 'No'.
6. Your name and department must be provided, along with your phone number (entered without spaces or special characters) and optional fax number.
7. Specify the limits of insurance required and whether errors & omissions coverage is needed. Enter the amounts if known.
8. Indicate if property insurance and general liability are required, along with any necessary additional insured attachments.
9. Describe the nature of the operations for this certificate. Include the specific activity, the start and end dates of the activity/agreement, and the name of the individual or entity performing the activity.
10. Provide the location of the activity by filling in the address, city, country, province/state, postal code, and zip code.
11. Finally, include any special instructions or paste in the insurance clause from any agreement or contract if applicable.
12. Once all fields are completed, save your changes. You can then download, print, or share the completed form as needed.

Complete your documents online to ensure accuracy and efficiency.