Questionnaire Selection Coverage List
Category: Personal Risks Risk: Single Family Owner Occupied
GENERAL CLIENT INFORMATION
Account: ___________________________________________________________
Account Number: ____________________________________________________
Agency: ____________________________________________________________
Agency Number: _____________________________________________________
Producer: __________________________________________________________
Producer Number: ___________________________________________________
NAMED INSURED(S) __________________________________________________________________
MAILING ADDRESS___________________________________________________________________
Home: Telephone: _____________________
Email: _________________________
Fax: ___________________________
Work: Telephone: ______________________
Email: _________________________
Fax: __________________________
Cell phone numbers:
Named Insured - __________________
Spouse - ________________________
Others: _________________________
Marital Status: [ ] Married [ ] Single [ ] Divorced [ ] Separated [ ] Other ___________________________
Spouse/Significant Other: ___________________________
List below all people who currently reside in the household including:
Family members
Persons under 21 in the care of the insured (including foster children)
Other nonrelated residents (significant others, roomers, boarders, tenants, domestic employees)
NAME |
AGE |
RELATIONSHIP TO INSURED |
OCCUPATION |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
List below all family members who currently do not reside in the household including noncustodial children, college students away at school, or any family living in an assisted living / skilled facility, etc.
NAME |
ADDRESS |
RELATIONSHIP TO INSURED |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
_________________ |
Is any property held in a trust? ___ Yes ___ No
Trust Name: __________________________________
Trustees: ____________________________________
Property: ____________________________________
Is the residence a historical landmark or showcase home? ___ Yes ___ No
If yes, are tours provided? _________ # of people________________
Is the property used for community activities? ___ Yes ___ No
If yes, describe the activities ________________________________________________
_______________________________________________________________________
Does the insured belong to a homeowners or condominium owners association? ___ Yes ___ No
If yes, attach a copy of the Association agreement and bylaws.
Is the residence located in a flood plain? ___ Yes ___ No
If yes, does the insured carry flood insurance? ___ Yes ___ No
Is the residence located in a known earthquake area? ___ Yes ___ No
If yes, does the insured carry earthquake insurance? ___ Yes ___ No
Does the insured carry firearms or have firearms in the residence? ___ Yes ___ No
If yes, please complete the firearms supplement.
Have there been any water-related losses (including backup of sewers or drains)? ___Yes ___ No
If yes, what items remain in the home that were damaged and repaired instead of being replaced?
___________________________________________________________________________
___________________________________________________________________________
Is there any evidence of water leaking or seeping in the residence? ___Yes ___ No
Are there any odors in the house that could indicate the presence of mold? ___Yes ___ No
Are there underground or above ground storage tanks on premises? ___ Yes ___ No
Is there any storage of flammables, chemicals or fuels? ___ Yes ___ No
If yes, please describe
_____________________________________________________________________________
_____________________________________________________________________________
Is there lead paint in the residence? ___ Yes ___ No
Is there chemical spraying on premises? ___ Yes ___ No
If yes, describe what is sprayed and whether the insured or contractor does the spraying.
_____________________________________________________________________________
Does the insured own, lease or rent additional residences? ___ Yes ___ No
If yes, build a separate questionnaire for each residence.
Does the insured own rental property? ___ Yes ___ No
If yes, build a questionnaire for rental property.
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