Required Information

Completed application, signed and dated within 60 days prior to the proposed effective date

1. Most recent audited financial statements for all prospective Insured's and interim financial statements, if available
2. Description of the excess insurance, reinsurance or stop loss policies as applicable
3. Any updates to contracts with all vendors and third party administrators such as claim, program administration, underwriting, marketing, loss control, and investment services
4. Certificate of Insurance for third party administrators evidencing their E&O Insurance
5. Most recent actuarial study for all prospective Insured's
6. Copy of current Surplus Lines License of the broker filing the taxes and affidavit
7. If coverage for the Association applies:
   • Completed Association Application(s), signed and dated within 60 days prior to proposed effective date
   • Most recent audited financial statement for all Association(s), and interim financial statements, if available
   • Contracts for sponsorship, endorsement or promotion of any products and/or services