Trustees' E&O Required Information for Renewal Consideration
Completed application, signed and dated within 60 days prior to the proposed effective date
- Most recent audited financial statements for all prospective Insured's and interim financial statements, if available
- Full copy(s) of the excess insurance, reinsurance or stop loss policies as applicable
- Current contracts with all vendors and third party administrators such as claim, program administration, underwriting, marketing, loss control, and investment services
- Certificate of Insurance for third party administrators evidencing their E&O Insurance
- Most recent actuarial study for all prospective Insured's
- Amended copies of the Trust Agreements, Bylaws, Member Participation Agreements, if applicable
- Copy of current Surplus Lines License of the broker filing the taxes and affidavit
- 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
- Amended copies of Constitution, Bylaws if applicable
- Sample copies of all Publications (magazines, brochures, handbooks, policies)
- Contracts for sponsorship, endorsement or promotion of any products and/or services