Name(s) as they appear on the mortgage:
Address
How Long:
(if less than 60 days
please include previous address below )
City
State
Zip Code
Previous Address:
City
State
Zip Code
How Long:
Home Phone
(
)
Work Phone
(
)
Cell Phone
(
)
Pager
(
)
SS#
Date of Birth
Occupation
Home Construction
Masonry Veneer
Frame/Siding
Stone
Other
Year of construction:
Age of home:
yr(s).
If the house is more than 20 years old, indicate updating
of following systems with an F for full replacement or a P for partial
update, and indicate the year it was done.
Heating
F
P
Year
Roof
F
P
Year
Wiring
F
P
Year
Plumbing
F
P
Year
Roofing Material
Tin
Woodshake
Composite asphalt shingles
Other
Number of Bathrooms
full
half
Fireplace
Masonry
Prefab
Under the Home
Basement
Crawl Space
Slab
If Basement, what percentage is finished?
%
Does the home have:
Smoke Detectors
Dead Bolt Lock
Fire Alarm System
Burglar Alarm System
Do the fire and burglar alarms sound
only in the home, or do they signal/call a central station for help?
In-Home
Central Reporting
If the home is in a rural setting, how
far to the nearest fire station?
miles
How many feet to the nearest fire hydrant?
500 or less
500 to 1000
more than 1000
Is there a pond, running creek or other
large water source on the property?
Yes
No
If YES, is it readily accessible by truck
or pumping equipment?
Yes
No
Your current homeowner insurance coverage
limits:
Dwelling Coverage (A)
$
Other Structures (B)
$
Personal Property (C)
$
Loss of Use (D)
$
Personal Liability (E)
$
Medical Payments to Others (F)
$
Have you ever filed for bankruptcy?
Yes
No
If yes, what year
Does the home have a swimming pool?
Yes
No
If Yes
In-Ground
Above Ground
Fenced
Unfenced
Does the home have a trampoline?
Yes
No
What is your current deductible?
$
What would you like your new deductible
to be?
$100
$200
$500
$1000
$2500
Current homeowners insurance company
How long with this company?
Date policy expires
How many losses (claims) have you had in the last
five years?
Please explain the loss, the date and
the amount paid
Is your homeowner insurance premium paid through an
escrow account?
Yes
No
Do you currently have or want any of the following optional coverages?
Form 5 (personal property for additional
perils)
Have
Want
Earthquake insurance
Have
Want
Back-up of sewers/drains
Have
Want
Flood insurance
Have
Want
Specific personal property items insured:
Jewelry:
Limit $
Furs
Limit $
Fine art (with or without breakage)
Limit $
Silver
Limit $
Firearms
Limit $
Collectibles
Limit $
Does the home contain any of the following?
Wood-burning stove
Yes
No
Was it professionally installed?
Yes
No
Domestic employees
Yes
No
Home office/business
Yes
No
Do you own any rental property or undeveloped land
Yes
No
If yes, who is it insured with?
Form Completed by