Volume 153

SEPTEMBER 2019

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RISK SURVEY

General Information Questionnaire

 

Category: Service Businesses Risk: Abstracters

GENERAL INFORMATION

Account: _____________________________________________________________________

Account number: _______________________________________________________________

Agency: ______________________________________________________________________

 

Agency number: ________________________________________________________________

Producer: _____________________________________________________________________

Producer number: ______________________________________________________________

Legal business name(s)

_____________________________________________________________________________

_____________________________________________________________________________

Mailing address:

_____________________________________________________________________________

_____________________________________________________________________________

Email: ________________________________________________________________________

Website: ______________________________________________________________________

 

Type of entity:

___ Individual

___ Corporation

___ Sub-S Corp.

___ Partnership

___ Joint Venture

 

___ Not-for-profit

___ Limited Liability Company

 

 

SIC Code(s): __________________________________________________________________

NAICS Code(s):_____________________________________________________________________

Federal ID Number: ____________________________

When did the applicant start business operations? ___________________________________________

When did the present management assume control? _________________________________________

How many years experience does the owner have in this type of business? _______________________

How many years experience does the manager have in this type of business? _____________________

Has the applicant ever been involved in a bankruptcy procedure? ___ Yes ___ No

If yes, explain including the type of bankruptcy, the filing date, and the resolution.

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

Names of subsidiary companies or joint ventures that are not part of this application:

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

Important People

Name

Phone Number

Owner/Principal

____________________________

______________

Other Decision Makers

____________________________

______________

Plant and Grounds

____________________________

______________

Financial

____________________________

______________

Legal

____________________________

______________

Claims

____________________________

______________

 

The applicant’s primary operations are:

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

The applicant’s secondary and/or incidental operations are:

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

 

The applicant used to be involved in the following operations, but they have been discontinued:

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

The hours of operations are: _____________________________________________________________

How many days per week is the applicant open? ___

Is this a seasonal operation? ___ Yes ___ No

If yes, what is the season? From: _____________ to: _____________

Does the applicant have a safety program? ___ Yes ___ No

If yes, answer the following:

Name of safety director: _____________________________________________

Safety director phone number: ________________________________________

Safety director email address: ________________________________________

Attach a copy of the safety program.

Does the applicant have a disaster plan? ___ Yes ___ No

If yes, answer the following:

Name of disaster coordinator: ________________________________________

Disaster coordinator phone number: ___________________________________

Disaster coordinator email address: ___________________________________

Attach a copy of the disaster plan.