Forms Table Of Contents

1. Acord Forms
2. RLI Forms
3. Colonial General Forms
4. Foremost Insurance Forms
5. Sucato Insurance Agency Forms

Health Companies

• Aetna
• United HealthCare

Acord Forms

• Acord 25 Certificate of Liability Insurance (Fillable)
• Acord 27 Certificate of Property Insurance (Fillable)
• Acord 35 Cancellation Form (Fillable)
• Acord 36 Agent / Broker of Record Form (Fillable)
• Acord 37 Statement of No Loss (Fillable)
• Acord 65 California Supplemental Application (Fillable)
• Acord 80 Homeowners Insurance Application (Fillable)
• Acord 83 Personal Umbrella Application (Fillable)
• Acord 84 Dwelling / Fire Application (Fillable)
• Acord 125 Commercial Insurance Application (Fillable)
• Acord 126 General Liability Section (Fillable)
• Acord 127 Business / Commercial Auto Section (Fillable)
• Acord 128 Garage and Dealers Section (Fillable)
• Acord 130 Workers Compensation Section (Fillable)
• Acord 131 Umbrella / Excess Section (Fillable)
• Acord 137 AZ Commercial / Business Auto Section (Fillable)
• Acord 140 Commercial Property Section (Fillable)
• Acord 147 Builders Risk Section (Fillable)
• Acord 160 Commercial Business Owners Section (Fillable)

Back To Top

_____________________________________________________________________________

Applications

• All Purpose Application (Fillable)
• All Purpose Application (Fraud) (Fillable)
• Arizona Contractor's License Application (Fillable)
• California Contractor's License Application (Fillable)
• Contract Performance Packet (Fillable)
• Contract Performance Packet (Fraud) (Fillable)
• ERISA Application (Fillable)
• ERISA Application (Fraud) (Fillable)
• Fidelity Blanket Bond Application (Fillable)
• Fidelity Blanket Bond Application (Fraud) (Fillable)
• Arizona LIFESAVER Application (Also Requires the Additional Indemnitors Form) (Fillable)
• Arizona LIFESAVER PLUS Application (Also Requires the Additional Indemnitors Form) (Fillable)
• Medicare (DMEPOS) Schedule/Blanket Application (25 or more locations ONLY) (Fillable)
• Medicare (DMEPOS) Schedule/Blanket Application (25 or more locations ONLY) (Fraud) (Fillable)
• Medicare (DMEPOS) Schedule/Blanket Template (MUST complete for all blanket bonds and email) (Fillable)
• Medicare DMEPOS Individual Application (Fillable)
• Medicare DMEPOS Individual Application (FRAUD) (Fillable)
• Public Official Application (Fillable)
• Public Official Application (FRAUD) (Fillable)
• Short Form Indemnity Application (Fillable)
• Short Form Indemnity Application (FRAUD) (Fillable)
• Washington & Oregon Contractor's License Application (Fillable)

Forms

• Acknowledgement of Surety (RLI Indemnity) (Fillable)
• Acknowledgement of Surety (RLI Indemnity)(CA Bonds Only) (Fillable)
• Acknowledgement of Surety (RLI Insurance) (Fillable)
• Acknowledgement of Surety (RLI Insurance)(CA Bonds Only) (Fillable)
• Business Financial Statement (Fillable)
• Collateral Agreement (Fillable)
• Fidelity Release (Fillable)
• General Indemnity Agreement (Fillable)
• Income Statement (Fillable)
• Joint Control Agreement (Fillable)
• New York Certificate of Solvency (Fillable)
• NJ Disclosure Statement (2009) (Fillable)
• Personal Financial Statement (1 Page) (Fillable)
• Personal Financial Statement (2 Page) (Fillable)
• Sample Irrevocable Letter of Credit (Fillable)
• Sample Letter of Credit & Collateral Agreement (Fillable)
• Surety Release (Fillable)
• Texas Complaint Notice (Fillable)

Back To Top

_____________________________________________________________________________

Colonial General Forms

• Commercial Auto / Trucker Insurance Application (Fillable)
  • Supplemental Airport Transportation / Limousine(Fillable)
  • Supplemental Charter Bus / Sightseeing / Intercity Bus(Fillable)
  • Supplemental Tow Truck(Fillable)
  • Supplemental Taxi, Schools, Hotels Etc(Fillable)
• Adult Day Cares(Fillable)
• Amusement Park / Carnival / Rides Insurance(Fillable)
• Artisan Contractors Insurance(Fillable)
• Bar, Tavern, Restaurant GL(Fillable)
  • Bar, Tavern, Restaurant Supplemental(Fillable)
• Beauty Parlor / Barber Shop(Fillable)
• Caterering Company(Fillable)
• Climing Wall Liability Insurance(Fillable)
• Condominium or HOA Insurance(Fillable)
• Contractors / General Contractors / Developers(Fillable)
• Day Care(Fillable)
• Event and Party Planners (Promotional Companies)(Fillable)
• Exercise and Health Studios (Gyms)(Fillable)
• Exterminators(Fillable)
• Garage Keepers (Auto Repair, Service, Paint / Body Shops)(Fillable)
• Professional Guides / Outfitters Insurance(Fillable)
• Halfway House(Fillable)
• Home Health Care Professional(Fillable)
• Janitorial Company(Fillable)
• Landscaping (Designing , Planning, Building)(Fillable)
• Logging and Lumbering Company(Fillable)
• Martial Arts Studio(Fillable)
• Medical Equipment Supply Store(Fillable)
• Mobile Home Park or Campground Insurance(Fillable)
• Motel Insurance(Fillable)
• Roofers(Fillable)
• Schools (Technical, Trade and Vocational)(Fillable)
• Security Guard Insurance(Fillable)
• Sports Camp / Clinics / Leagues Insurance(Fillable)
• Swim and Racquet Club Insurance(Fillable)
• Swimming Pool Contractors Insurance(Fillable)
• Tanning Salons Insurance(Fillable)
• Tree Trimmers Insurance (Landscape Maintenance)(Fillable)
• Welders Insurance (Brazing & Cutting)(Fillable)

Back To Top

_____________________________________________________________________________

Foremost Insurance Forms

• Antique & Classic Automobile
• Modified Custom Hot Rod
• Family Boater Application (Fillable)
• Low Speed Vehicle Application (Golf Cart) (Fillable)
• Manufactured Home Application (Fillable)
• Mobile Home Park Community Questionairre (Fillable)
• Motorcycle Insurance Application (Fillable)
• Motorhome Insurance Application (Fillable)
• Personal Watercraft Application (Jet Ski) (Fillable)
• Travel Trailor Application (Fillable)

Back To Top

_____________________________________________________________________________

Aetna

Group

• Arizona Employee Enrollment Form (Fillable)
• Arizona Group Business - Employer Agreement and Application (Fillable)
• Arizona Group Medical Plan Guide (Brochure)
• Existing Business - Group Employee Change of Coverage Application (Fillable)
• Dental Benefits Claim Instructions / Claim Form (Fillable)
• Employee Disability Information Request Form (Fillable)
• ETF Form (Fillable)
• Medical Claim Form (Fillable)
• Term Life Claim Form (Fillable)
• Underwriting Checklist for Group Enrollment (Fillable)
• Vision Claim Instructions / Claim Form (Fillable)

Individual

• Aetna Healthfund HSA Enrollment ( Individual) (Fillable)
• Aetna Healthfund HSA Enrollemnt Instructions
• Aetna Healthfund HSA Beneficiary Designation (Fillable)
• Aetna Healthfund HSA Deposit Slips
• Aetna Healthfund HSA EFT Authorization (Fillable)
• Aetna Healthfund HSA Rollover / Transfer Funds Request (Fillable)
• Aetna Disclosure Agreement (Fillable)

Back To Top

_____________________________________________________________________________

United HealthCare

Group

• Broker Checklist for 51-99 Employees (Fillable)
• Critical Illness Enrollment Form (Fillable)
• Definity Standard HRA benefit Form
• Health Insurance Claim Form (Fillable)
• Small Business New Group Application Checklist up to 50 Employees
• Cheat Sheet for Tax Documents (Small Business) (Fillable)
• ETF Form (Fillable)
• Underwriting Criteria (Small Business)

Employer Forms

• 1099 Independent Contractors Forms (Fillable)
• Employer Application for Groups 2 - 99 (Fillable)
• Health Insurance Claim Form (Fillable)
• HIPAA Disclosure Form (Fillable)
• New Group Application Checklist up to 50 Employees

Employee Forms

• Employee Medical Questionairre for 2 - 50 Employees (Fillable)
• Employee Enrollment / Change form for 2 -99 Employees

Back To Top

_____________________________________________________________________________

Sucato Insurance Agency Documents

Homeowner Forms

• (Pacific Specialty) Canadian Homeowners / Tenant / Renters Quote Request (Fillable)
  
  
• (Pacific Specialty) Americas Homeowner / Tenant / Renters Quote Request (Fillable)
  
  
• Workers Compensation Decline Form (Fillable)