This form contains 129 fields organized into 21 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
Authorized Representative
Authorized Representative Name Text
Please provide the name of the authorized representative.
Automobile Liability Coverage
Automobile Liability - Any Auto/Owned Autos Only Indicator Text
Enter an indicator if coverage applies for any auto or owned autos only.
ANY AUTO Checkbox
Check this box if the automobile liability coverage applies to all autos, including owned, non-owned, and hired vehicles.
OWNED AUTOS ONLY Checkbox
Check this box if the automobile liability coverage applies exclusively to autos owned by the insured.
HIRED AUTOS ONLY Checkbox
Check this box if the automobile liability coverage applies exclusively to autos hired, rented, or borrowed by the insured.
Second coverage row - Other (unlabeled option) Checkbox
Check this box only if the form specifies an additional automobile liability auto category next to/near this box that applies to the insured.
Automobile Liability - Hired Autos Only Indicator Text
Enter an indicator if coverage applies for hired autos only.
SCHEDULED AUTOS Checkbox
Check this box if the automobile liability coverage applies only to specific autos that are explicitly listed or scheduled on the policy.
NON-OWNED AUTOS ONLY Checkbox
Check this box if the automobile liability coverage applies exclusively to non-owned autos used in connection with the insured's business, such as employee-owned vehicles.
Second coverage row - Other (unlabeled option, right) Checkbox
Check this box only if the form specifies an additional automobile liability auto category next to/near this box that applies to the insured.
Automobile Liability - Non-Owned Autos Only Indicator Text
Enter an indicator if coverage applies for non-owned autos only.
Automobile Liability Policy Number Part 1 Text
Enter the first part of the automobile liability policy number.
Automobile Liability Policy Number Part 2 Text
Enter the second part of the automobile liability policy number.
Automobile Liability Policy Number Part 3 Text
Enter the third part of the automobile liability policy number.
Automobile Liability Policy Effective Date Date
Enter the effective date of the automobile liability policy.
Automobile Liability Policy Expiration Date Date
Enter the expiration date of the automobile liability policy.
Automobile Liability Combined Single Limit Number
Enter the combined single limit per accident for automobile liability.
Automobile Liability Bodily Injury Limit Per Person Number
Enter the bodily injury limit per person for automobile liability.
Automobile Liability Bodily Injury Limit Per Accident Number
Enter the bodily injury limit per accident for automobile liability.
Automobile Liability Property Damage Limit Number
Enter the property damage limit per accident for automobile liability.
Non-Owned Autos Only Policy Effective Date Date
Enter the effective date for non-owned autos only automobile liability coverage.
Non-Owned Autos Only Policy Expiration Date Date
Enter the expiration date for non-owned autos only automobile liability coverage.
Certificate and Revision Number
Certificate Number Text
Please provide the unique identification number for this certificate.
Revision Number Text
Please provide the revision number for this certificate.
Certificate Date
Certificate Issue Date Date
Enter the date the certificate of liability insurance was issued.
Certificate Holder
Certificate Holder Name and Address Text
Enter the full legal name and complete mailing address of the certificate holder.
Certificate Holder Reference Number Text
Enter any reference, loan, job, or project number associated with the certificate holder.
Certificate Holder Additional Identifier 1 Text
Enter the first additional identifier or specific code related to the certificate holder.
Certificate Holder Additional Identifier 2 Text
Enter the second additional identifier or specific code related to the certificate holder.
Commercial General Liability Coverage
Insurer Letter Text
Enter the letter corresponding to the insurer providing this commercial general liability coverage.
Commercial General Liability Checkbox
Check this box if the certificate covers Commercial General Liability insurance.
Claims-Made Checkbox
Check this box if the Commercial General Liability policy is a claims-made type of coverage.
Occurrence Checkbox
Check this box if the Commercial General Liability policy is an occurrence type of coverage.
Per Policy Checkbox
Check this box if the General Aggregate Limit for Commercial General Liability applies per policy.
Per Project Checkbox
Check this box if the General Aggregate Limit for Commercial General Liability applies per project.
Per Location Checkbox
Check this box if the General Aggregate Limit for Commercial General Liability applies per location.
Other Checkbox
Check this box if the General Aggregate Limit for Commercial General Liability applies per a method other than policy, project, or location.
Other General Aggregate Limit Applicability Text
Specify any other conditions for which the general aggregate limit applies, if not Policy, Project, or Location. Fill only if 'Other' is 'Yes'.
Depends on: Other
Additional Insured Text
Indicate if there is an additional insured for this commercial general liability policy.
Subrogation Waived Text
Indicate if subrogation is waived for this commercial general liability policy.
Policy Number Text
Enter the policy number for the commercial general liability coverage.
Policy Effective Date Date
Enter the date when this commercial general liability policy became effective.
Policy Expiration Date Date
Enter the date when this commercial general liability policy expires.
Each Occurrence Limit Number
Enter the maximum amount payable for any single occurrence under this commercial general liability policy.
Damage to Rented Premises Limit Number
Enter the maximum amount payable for damage to rented premises per occurrence under this commercial general liability policy.
Medical Expense Limit Number
Enter the maximum amount payable for medical expenses for any one person under this commercial general liability policy.
Personal & Advertising Injury Limit Number
Enter the maximum amount payable for personal and advertising injury under this commercial general liability policy.
General Aggregate Limit Number
Enter the maximum total amount payable for all occurrences during the policy period under this commercial general liability policy.
Products - Completed Operations Aggregate Limit Number
Enter the maximum total amount payable for products and completed operations aggregate under this commercial general liability policy.
CGL Row 1 - Other Limit Currency/Prefix Text
Enter any currency symbol or prefix to display with the OTHER limit amount for this Commercial General Liability coverage.
Other Aggregate Limit Number
Enter the maximum total amount payable for the specified aggregate limit.
Description of Operations/Locations/Vehicles
Operations Locations Vehicles Description Text
Provide a detailed description of the operations, locations, and vehicles relevant to the insurance policy.
General
Enter text: The certificate holder's full name Text
Enter text: The certificate holder's mailing address line one Text
Enter text: The certificate holder's mailing address line two Text
Insured
Insured Name Text
Enter the full legal name of the insured entity or individual.
Insured Address Line 1 Text
Enter the first line of the insured's street address.
Insured Address Line 2 Text
Enter the second line of the insured's street address, if applicable.
Insured Address Line 3 Text
Enter the third line of the insured's street address, if applicable.
Insured City, State Text
Enter the city and state of the insured's address.
Insured Zip Code Text
Enter the postal zip code of the insured's address.
Insurer A
Insurer Name Text
Please provide the name of Insurer A.
NAIC Number Text
Please provide the NAIC (National Association of Insurance Commissioners) number for Insurer A.
Insurer B
Insurer B Name Text
Enter the full legal name of Insurer B providing coverage.
Insurer B NAIC Number Text
Enter the NAIC identification number for Insurer B.
Insurer C
Insurer C Name Text
Please enter the full name of Insurer C.
Insurer C NAIC # Text
Please enter the NAIC number for Insurer C.
Insurer D
Insurer D Company Name Text
Please enter the full legal name of Insurer D.
Insurer D NAIC Number Text
Please provide the NAIC number for Insurer D.
Insurer E
Insurer E Name Text
Please provide the name of Insurer E that is affording coverage.
Insurer E NAIC Number Number
Please provide the NAIC number for Insurer E.
Insurer F
Insurer F Name Text
Enter the full name of Insurer F.
Insurer F NAIC Number Text
Enter the NAIC number for Insurer F.
Producer
Producer Company Name Text
Provide the full legal name of the insurance producer or agency.
Producer Street Address Line 1 Text
Enter the primary street address for the producer.
Producer Street Address Line 2 Text
Enter any additional street address information, such as suite or apartment numbers, for the producer.
Producer City Text
Provide the city where the producer is located.
Producer State Text
Enter the two-letter state abbreviation for the producer's address.
Producer Zip Code Text
Enter the postal zip code for the producer's address.
Producer Contact
Contact Name Text
Enter the full name of the producer contact person.
Phone Number Text
Enter the phone number, including area code and extension if applicable, for the producer contact.
Fax Number Text
Enter the fax number, including area code, for the producer contact.
Email Address Text
Enter the email address for the producer contact.
Second Coverage Row Checkboxes
CLAIMS-MADE Checkbox
Check this box if the Commercial General Liability policy provides coverage on a claims-made basis.
Claims-Made Coverage Text
Indicate if the Commercial General Liability coverage is claims-made.
OCCUR Checkbox
Check this box if the Commercial General Liability policy provides coverage on an occurrence basis.
Occurrence Coverage Text
Indicate if the Commercial General Liability coverage is occurrence-based.
Sixth Coverage Row
Insurer Letter (E.L. Disease Policy Limit) Text
Enter the letter code identifying the insurer for Employer's Liability Disease Policy Limit coverage.
Type of Insurance (E.L. Disease Policy Limit) Text
Specify any additional details regarding the type of Employer's Liability Disease Policy Limit coverage. Fill only if 'Insurer Letter' is 'Yes'.
Depends on: Insurer Letter
Additional Insured (E.L. Disease Policy Limit) Text
Indicate if there is an additional insured for the Employer's Liability Disease Policy Limit coverage.
Subrogation Waived (E.L. Disease Policy Limit) Text
Indicate if subrogation is waived for the Employer's Liability Disease Policy Limit coverage.
Policy Number (E.L. Disease Policy Limit) Text
Enter the policy number for the Employer's Liability Disease Policy Limit coverage.
Policy Effective Date (E.L. Disease Policy Limit) Date
Enter the effective date of the Employer's Liability Disease Policy Limit coverage.
Policy Expiration Date (E.L. Disease Policy Limit) Date
Enter the expiration date of the Employer's Liability Disease Policy Limit coverage.
E.L. Disease Policy Limit Amount Number
Enter the dollar amount for the Employer's Liability Disease Policy Limit.
E.L. Disease Policy Other Limit Number
Enter any other specific limit amount for the Employer's Liability Disease coverage.
Insurer Letter (Additional Coverage Row 1) Text
Enter the letter code identifying the insurer for the first additional coverage row.
Type of Insurance (Additional Coverage Row 1) Number
Specify the type of insurance for the first additional coverage row.
Limit Amount (Additional Coverage Row 2) Number
Enter the main dollar amount limit for the second additional coverage row.
Other Limit Amount (Additional Coverage Row 2) Number
Enter any other specific dollar amount limit for the second additional coverage row.
Umbrella/Excess Liability Coverage
Excess Liability Insurer Letter Text
Enter the insurer letter code for the Excess Liability coverage.
Umbrella Liability Checkbox
Check this box if the policy provides umbrella liability coverage.
Excess Liability Checkbox
Check this box if the policy provides excess liability coverage.
Occurrence Checkbox
Check this box if the Umbrella/Excess Liability coverage is provided on an occurrence basis.
Claims-Made Checkbox
Check this box if the Umbrella/Excess Liability coverage is provided on a claims-made basis.
Deductible Checkbox
Check this box if the Umbrella/Excess Liability policy includes a deductible.
Retention Checkbox
Check this box if the Umbrella/Excess Liability policy includes a self-insured retention.
Excess Liability Retention Amount Number
Enter the deductible retention amount for the Excess Liability coverage.
Excess Liability Addl Subrogation Insured Waived Text
Indicate whether additional subrogation insured is waived for the Excess Liability coverage.
Excess Liability Policy Number Text
Enter the policy number for the Excess Liability coverage.
Excess Liability Policy Effective Date Date
Enter the effective date of the Excess Liability policy.
Excess Liability Policy Expiration Date Date
Enter the expiration date of the Excess Liability policy.
Excess Liability Policy Other Detail Date
Enter any additional details or references pertaining to the Excess Liability policy.
Umbrella Liability Each Occurrence Limit Number
Enter the monetary limit for each occurrence under Umbrella Liability coverage.
Umbrella Liability Aggregate Limit Number
Enter the total aggregate monetary limit under Umbrella Liability coverage.
Excess Liability Each Occurrence Limit Number
Enter the monetary limit for each occurrence under Excess Liability coverage.
Excess Liability Aggregate Limit Number
Enter the total aggregate monetary limit under Excess Liability coverage.
Workers Compensation and Employers' Liability Coverage
Insurer Letter Text
Enter the letter code assigned to the insurer providing the Workers Compensation and Employers' Liability coverage.
Excluded Parties (Y/N) Text
Indicate 'Y' if any proprietor, partner, executive officer, or member is excluded from Workers Compensation and Employers' Liability coverage, or 'N' if not.
Additional Subrogation Insured Waived Text
Indicate if additional insured subrogation is waived for the Workers Compensation and Employers' Liability policy.
Workers Comp Policy Number Text
Enter the policy number for the Workers Compensation and Employers' Liability coverage.
Policy Effective Date Date
Enter the effective date of the Workers Compensation and Employers' Liability policy.
Policy Expiration Date Date
Enter the expiration date of the Workers Compensation and Employers' Liability policy.
Per Statute Checkbox
Check this box if the Workers Compensation and Employers' Liability coverage limits are set according to statutory requirements.
Other Checkbox
Check this box if the Workers Compensation and Employers' Liability coverage limits are determined by a method other than by statute.
Other Statutory Limit Number
Enter the 'Other' Employers' Liability limit for claims, if applicable, as specified by statute. Fill only if 'Other' is 'Yes'.
Depends on: Other
E.L. Each Accident Limit Number
Enter the Employers' Liability limit per accident.
E.L. Disease Each Employee Limit Number
Enter the Employers' Liability limit per employee for disease claims.
E.L. Disease Policy Limit Number
Enter the Employers' Liability policy limit for all disease claims.