This form contains 129 fields organized into 20 sections, giving it a Form Complexity Index of 68/100 (complex). Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
Authorized Representative
Authorized Representative Text
Enter the name (and, if applicable, signature text) of the authorized representative issuing this certificate.
Automobile Liability Coverage
Auto Insurer Letter Text
Enter the insurer identifier letter for the automobile liability coverage line.
ANY AUTO Checkbox
Check this box if the automobile liability coverage applies to any auto.
OWNED AUTOS ONLY Checkbox
Check this box if the automobile liability coverage applies only to autos owned by the insured.
HIRED AUTOS ONLY Checkbox
Check this box if the automobile liability coverage applies only to hired (leased/rented/borrowed) autos.
AUTOS ONLY Checkbox
Check this box if the automobile liability coverage is limited to “AUTOS ONLY” as indicated by the adjacent label in this section.
Covered Autos Selection (Owned/Hired) Text
Enter the indication(s) for which automobile liability auto options apply in the left column (e.g., any auto, owned autos only, hired autos only).
SCHEDULED AUTOS Checkbox
Check this box if the automobile liability coverage applies only to specifically scheduled/listed autos.
NON-OWNED AUTOS ONLY Checkbox
Check this box if the automobile liability coverage applies only to non-owned autos used in the insured’s business.
AUTOS ONLY Checkbox
Check this box if the automobile liability coverage is limited to “AUTOS ONLY” for the option shown directly above in this section.
Covered Autos Selection (Scheduled/Non-Owned) Text
Enter the indication(s) for which automobile liability auto options apply in the right column (e.g., scheduled autos, non-owned autos only).
Additional Insured (Auto) Text
Enter the indication of whether additional insured status applies to the automobile liability policy.
Subrogation Waived (Auto) Text
Enter the indication of whether subrogation is waived for the automobile liability policy.
Auto Policy Number Text
Enter the automobile liability insurance policy number.
Auto Policy Effective Date Date
Enter the effective date of the automobile liability policy.
Auto Policy Expiration Date Date
Enter the expiration date of the automobile liability policy.
Combined Single Limit (Each Accident) Number
Enter the combined single limit amount for each automobile liability accident.
Bodily Injury Limit (Per Person) Number
Enter the bodily injury liability limit amount per person.
Bodily Injury Limit (Per Accident) Number
Enter the bodily injury liability limit amount per accident.
Property Damage Limit (Per Accident) Number
Enter the property damage liability limit amount per accident.
Other Auto Limit Description Number
Enter a description of any other automobile liability limit shown on this line.
Other Auto Limit Amount Number
Enter the dollar amount for the other automobile liability limit described on this line.
Certificate and Revision Numbers
Certificate Number Text
Enter the unique identifier assigned to this certificate of liability insurance.
Revision Number Text
Enter the revision identifier or number for this certificate version.
Certificate Holder Information
Certificate Holder Name and Street Address Text
Enter the certificate holder’s full name and street mailing address as it should appear on the certificate.
Certificate Holder City Text
Enter the city for the certificate holder’s mailing address.
Certificate Holder State/Province Text
Enter the state or province for the certificate holder’s mailing address.
Certificate Holder ZIP/Postal Code Text
Enter the ZIP or postal code for the certificate holder’s mailing address.
Commercial General Liability Coverage
CGL Insurer Letter Text
Enter the insurer letter (e.g., A, B, C) that corresponds to the Commercial General Liability policy.
Commercial General Liability Checkbox
Check this box if Commercial General Liability (CGL) coverage is included on this certificate.
Claims-Made Checkbox
Check this box if the CGL policy provides coverage on a claims-made basis.
Occurrence Checkbox
Check this box if the CGL policy provides coverage on an occurrence basis.
Add'l Insured (CGL) Checkbox
Check this box if the CGL policy includes an Additional Insured endorsement for the certificate holder or other indicated party.
CGL Coverage Details Line 1 Text
Enter additional descriptive information for the Commercial General Liability coverage (line 1).
Subr Wvd (CGL) Checkbox
Check this box if subrogation is waived under the CGL policy for the certificate holder or other indicated party.
CGL Coverage Details Line 2 Text
Enter additional descriptive information for the Commercial General Liability coverage (line 2).
Gen'l Aggregate Applies Per: Policy Checkbox
Check this box if the CGL general aggregate limit applies per policy.
Gen'l Aggregate Applies Per: Project Checkbox
Check this box if the CGL general aggregate limit applies per project.
Gen'l Aggregate Applies Per: Location (Loc) Checkbox
Check this box if the CGL general aggregate limit applies per location.
Gen'l Aggregate Applies Per: Other Checkbox
Check this box if the CGL general aggregate limit applies on another basis (and specify it in the 'Other' space).
General Aggregate Applies Per - Other Text
If the general aggregate limit applies on a basis other than policy, project, or location, specify the basis here. Fill only if 'Gen'l Aggregate Applies Per: Other' is 'Yes'.
Depends on: Gen'l Aggregate Applies Per: Other
Additional Insured (CGL) Text
Enter the applicable additional insured indicator or wording for the Commercial General Liability coverage.
Subrogation Waived (CGL) Text
Enter the applicable waiver of subrogation indicator or wording for the Commercial General Liability coverage.
CGL Policy Number Text
Enter the policy number for the Commercial General Liability coverage.
CGL Policy Effective Date Date
Enter the effective date for the Commercial General Liability policy.
CGL Policy Expiration Date Date
Enter the expiration date for the Commercial General Liability policy.
Each Occurrence Limit Number
Enter the Commercial General Liability limit for each occurrence.
Damage to Rented Premises Limit Number
Enter the Commercial General Liability limit for damage to rented premises (each occurrence).
Medical Expense Limit Number
Enter the Commercial General Liability medical expense limit for any one person.
Personal & Advertising Injury Limit Number
Enter the Commercial General Liability limit for personal and advertising injury.
General Aggregate Limit Number
Enter the Commercial General Liability general aggregate limit.
Products-Completed Operations Aggregate Limit Number
Enter the Commercial General Liability products-completed operations aggregate limit.
CGL Additional Limit 1 Number
Enter an additional Commercial General Liability limit amount shown in the limits section.
CGL Additional Limit 2 Number
Enter an additional Commercial General Liability limit amount shown in the limits section.
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES
Description of Operations / Locations / Vehicles Text
Enter any additional remarks describing the insured’s operations, job sites/locations, and/or vehicles related to the coverage shown on this certificate.
General
Certificate Holder Name Text
Certificate Holder Address Line 1 Text
Certificate Holder Address Line 2 Text
Insured Information
Insured Name Text
Enter the full legal name of the insured individual or organization.
Insured Address Line 1 Text
Enter the insured’s primary street address (e.g., building number and street).
Insured Address Line 2 Text
Enter any additional address information for the insured, such as suite, unit, or floor.
Insured City Text
Enter the city for the insured’s mailing address.
Insured State Text
Enter the state or province for the insured’s mailing address.
Insured ZIP/Postal Code Text
Enter the ZIP or postal code for the insured’s mailing address.
Insurer A Information
Insurer A Name Text
Enter the full name of Insurer A providing coverage.
Insurer A NAIC Number Number
Enter Insurer A's NAIC identification number.
Insurer B Information
Insurer B Name Text
Enter the full legal name of Insurer B providing coverage.
Insurer B NAIC Number Number
Enter the NAIC identification number for Insurer B.
Insurer C (Name and NAIC #)
Insurer C Name Text
Enter the full legal name of Insurer C providing coverage.
Insurer C NAIC Number Number
Enter the NAIC identification number for Insurer C.
Insurer D (Name and NAIC #)
Insurer D Name Text
Enter the full legal name of Insurer D providing coverage.
Insurer D NAIC Number Number
Enter the NAIC number for Insurer D.
Insurer E (Name and NAIC #)
Insurer E Name Text
Enter the full legal name of Insurer E providing coverage.
Insurer E NAIC Number Number
Enter the NAIC identification number for Insurer E.
Insurer F (Name and NAIC #)
Insurer F Name Text
Enter the full legal name of Insurer F providing coverage.
Insurer F NAIC Number Number
Enter the NAIC identification number for Insurer F.
Other Coverage
Insurer Letter Text
Enter the insurer letter (e.g., A, B, C) that corresponds to the carrier providing this other coverage.
Other Coverage Description Text
Provide the description of the other coverage, operations/locations/vehicles, or remarks associated with this entry. Fill only if 'Officers Excluded (Y/N)' is 'Yes'.
Depends on: Officers Excluded (Y/N)
Additional Insured Indicator Text
Enter the notation indicating whether additional insured applies for this other coverage entry.
Subrogation Waived Indicator Date
Enter the notation indicating whether subrogation is waived for this other coverage entry.
Policy Number Date
Enter the policy number for the other coverage.
Policy Effective Date Date
Enter the effective date of the other coverage policy.
Policy Expiration Date Date
Enter the expiration date of the other coverage policy.
Limit Description 1 Number
Enter the first limit label or coverage limit description for this other coverage entry.
Limit Amount 1 Number
Enter the dollar amount for the first listed limit for this other coverage entry.
Limit Description 2 Number
Enter the second limit label or coverage limit description for this other coverage entry.
Limit Amount 2 Number
Enter the dollar amount for the second listed limit for this other coverage entry.
Limit Description 3 Number
Enter the third limit label or coverage limit description for this other coverage entry.
Limit Amount 3 Number
Enter the dollar amount for the third listed limit for this other coverage entry.
Producer Contact Details
Producer Phone Number Text
Enter the producer’s phone number, including area code and any extension if applicable.
Producer Fax Number Text
Enter the producer’s fax number, including area code.
Producer Email Address Text
Enter the producer’s email address for contact regarding this certificate.
Producer Information
Producer Name Text
Enter the name of the insurance producer/agency issuing the certificate.
Producer Street Address Text
Enter the producer’s street address (including suite or unit if applicable).
Producer Address Line 2 Text
Enter any additional producer address information, such as building, floor, or attention line, if needed.
Producer City Text
Enter the city for the producer’s mailing address.
Producer State Text
Enter the state or province for the producer’s mailing address.
Producer ZIP/Postal Code Text
Enter the ZIP or postal code for the producer’s mailing address.
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
Certificate Date Date
Enter the date the certificate of liability insurance is issued.
Producer Contact Name Text
Enter the name of the contact person at the producer/agency listed on the certificate.
Umbrella / Excess Liability Coverage
Insurer Letter Text
Enter the insurer letter (e.g., A, B, C) corresponding to the umbrella/excess liability coverage.
Umbrella Liability (UMBRELLA LIAB) Checkbox
Check this box if the coverage being certified is an Umbrella Liability policy.
Excess Liability (EXCESS LIAB) Checkbox
Check this box if the coverage being certified is an Excess Liability policy.
Occurrence (OCCUR) Checkbox
Check this box if the umbrella/excess liability coverage is written on an occurrence basis.
Claims-Made (CLAIMS-MADE) Checkbox
Check this box if the umbrella/excess liability coverage is written on a claims-made basis.
Deductible Applies (DED) Checkbox
Check this box if the umbrella/excess liability policy has a deductible that applies.
Self-Insured Retention Applies (RETENTION) Checkbox
Check this box if the umbrella/excess liability policy includes a self-insured retention amount.
Deductible / Retention Amount Number
Enter the deductible or self-insured retention amount that applies to the umbrella/excess liability policy. Fill only if 'Deductible Applies (DED)', 'Self-Insured Retention Applies (RETENTION)' is 'Yes' (any).
Depends on: Deductible Applies (DED), Self-Insured Retention Applies (RETENTION)
Additional Insured Indicator Text
Enter whether the umbrella/excess liability policy includes additional insured status (e.g., Y or N).
Subrogation Waived Indicator Text
Enter whether subrogation is waived for the umbrella/excess liability policy (e.g., Y or N).
Umbrella/Excess Policy Number Text
Enter the policy number for the umbrella/excess liability coverage.
Policy Effective Date Date
Enter the effective date of the umbrella/excess liability policy.
Policy Expiration Date Date
Enter the expiration date of the umbrella/excess liability policy.
Each Occurrence Limit Number
Enter the umbrella/excess liability limit that applies to each occurrence.
Aggregate Limit Number
Enter the total aggregate limit for the umbrella/excess liability coverage.
Other Limit Description Text
Enter a description of any other umbrella/excess liability limit being listed on this line.
Other Limit Amount Number
Enter the amount for the other umbrella/excess liability limit described on this line.
Workers Compensation / Employers Liability Coverage
WC/EL Insurer Letter Text
Enter the letter of the insurer providing the Workers Compensation/Employers Liability coverage (e.g., A, B, C).
Officers Excluded (Y/N) Text
Enter whether any proprietor, partner, executive officer, or member is excluded from the Workers Compensation policy.
WC/EL Additional Insured/Subrogation Indicator Text
Enter any notation for this policy’s Additional Insured and/or Subrogation Waived status (e.g., Y, N, or N/A).
WC/EL Policy Number Text
Enter the policy number for the Workers Compensation/Employers Liability coverage.
WC/EL Policy Effective Date Date
Enter the date the Workers Compensation/Employers Liability policy becomes effective.
WC/EL Policy Expiration Date Date
Enter the date the Workers Compensation/Employers Liability policy expires.
Per Statute Checkbox
Check this box if the Workers Compensation coverage limit applies per the statutory requirements of the state(s) where the work is performed.
Other Checkbox
Check this box if the Workers Compensation coverage is subject to a limit or condition other than “Per Statute” (and specify the details/limit in the space provided).
WC Statutory Limits Other Text
Enter any 'Other' statutory limits wording or reference applicable to Workers Compensation, if shown. Fill only if 'Other' is 'Yes'.
Depends on: Other
EL Each Accident Limit Number
Enter the Employers Liability limit for each accident.
EL Disease Each Employee Limit Number
Enter the Employers Liability limit for disease for each employee.
EL Disease Policy Limit Number
Enter the Employers Liability limit for disease for the entire policy.