Get Insight Inacap-1109

This guide provides clear, step-by-step instructions for completing the Insight INACAP-1109 application for accountants professional liability insurance. Our aim is to make the process straightforward and accessible for all users, regardless of their legal experience.

Follow the steps to effectively complete the form online.

1. Click 'Get Form' button to obtain the form and open it in your editor.
2. Begin by entering the name of the applicant or firm in the designated field. Then, provide the address, including city, county, state, and zip code.
3. Indicate whether the firm's practice is full-time or part-time. If part-time, provide the name of your other employer and position held.
4. List all owners, partners, officers, and CPAs in the firm, including their names, positions, licenses held, years in practice, and length of time with the firm. Use a separate sheet if necessary.
5. Report gross fees on a cash basis for the second last fiscal year, immediate past fiscal year, and projection for the current year. Specify the percentage of services covered by signed engagement letters.
6. Provide information on clients generating the highest percentage of fees, including type of client and services performed for each.
7. Complete all remaining sections regarding potential claims, quality control, professional services provided, and any disciplinary actions. Ensure all required documentation is attached.

Take the next step in your professional journey by completing the Insight INACAP-1109 application online today.