Volume 129

SEPTEMBER 2017

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RISK SURVEY

Questionnaire Selection Coverage List

GENERAL INFORMATION - PERSONAL

Account Name: _______________________________________________________________________

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 ___ Widow ___ Other

Describe other:

____________________________________________________________________________________

____________________________________________________________________________________

If married or separated, name of spouse: ___________________________________________________

List below all people whom currently reside in the household. This should include:

  • Family members
  • Persons under 21 in the applicant’s care. This includes foster children.
  • Other residents who are not related. Some examples are significant others, roomers, boarders, tenants, and domestic employees.

Name

Age

Relationship to Applicant

Occupation

List below all family members whom do not currently reside in the household including noncustodial children, college students away at school, or any family who lives in an assisted living / skilled care facility.

Name

Address

Relationship to Applicant

Is any property held in a trust? ___ Yes ___ No

If yes, answer the following:

Trust Name: _________________________________________________________________

Trustee(s): ___________________________________________________________________

Property: ____________________________________________________________________

Is the residence a historical landmark or showcase home? ___ Yes ___ No

If yes, answer the following:

Are tours conducted? ___ Yes ___ No

How many tourists visit annually? _______

What is the maximum number of visitors on a single day? _______

Is the property used for community activities? ___ Yes ___ No

If yes, answer the following:

Describe the activities.

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

How often is the property used for this purpose? _________

What is the maximum number of visitors who might attend? _______

Does the applicant 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 applicant carry flood insurance? ___ Yes ___ No

Is the residence located in a known earthquake area? ___ Yes ___ No

If yes, does the applicant carry earthquake insurance? ___ Yes ___ No

Does the applicant carry firearms or have firearms in the residence? ___ Yes ___ No

If yes, complete the firearms supplement.

Have there been any water-related (including backup of sewers or drains) losses? ___ Yes ___ No

If yes, answer the following:

List items damaged by water that remain in the residence.

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

Is there any evidence of water leaking or seeping in the residence? ___ Yes ___ No

Are there odors in the residence that could suggest the presence of mold? ___ Yes ___ No

Are underground or above ground storage tanks on the premises? ___ Yes ___ No

Are flammables, chemicals, or fuel stored on the premises? ___ Yes ___ No

If yes, describe the property stored, where it is stored, and procedures to prevent ignition.

____________________________________________________________________________________

____________________________________________________________________________________

____________________________________________________________________________________

Is lead paint in the residence? ___ Yes ___ No

Are chemicals sprayed on the premises? ___ Yes ___ No

If yes, describe is the chemical(s) sprayed and state whether the applicant or contractor does the spraying.

____________________________________________________________________________________

____________________________________________________________________________________

____________________________________________________________________________________

Does the applicant own, lease, or rent additional residences? ___ Yes ___ No

If yes, prepare a separate questionnaire for each residence.

Does the applicant own rental property? ___ Yes ___ No

If yes, prepare a questionnaire for rental property.