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Homeowner Account Worksheet
bshinsins
2019-09-06T16:53:03-05:00
Homeowner Account Worksheet
Name
*
First
Last
Date of Birth
*
MM slash DD slash YYYY
Employer/Occ
*
Marital Status:
*
Email
*
Primary Phone:
*
Spouse or 2nd Named Insured
First
Last
Relationship?
Date of Birth
MM slash DD slash YYYY
Employer/Occ
Primary Phone:
Physical Address:
*
Street Address
Address Line 2
City
State
ZIP / Postal Code
Year Purchased:
*
Mailing Address:
*
Street Address
Address Line 2
City
State
ZIP / Postal Code
County:
*
Miles to Dire Dept:
*
Previous Home Carrier:
*
Length With Carrier:
*
Policy Number:
*
Expiration Date:
*
Claims In Past 5 Years?
*
Lapse in Coverage?
*
Yes
No
How Long of Lapse?
*
Bankruptcies?
*
Yes
No
Home Information
What is the Construction?
*
Year Built:
*
Number of Stories:
*
Heated Square Feet:
*
Slab or Crawlspace?
*
Finished Basement?
*
Yes
No
Number of Full baths:
*
Number of 1/2 baths:
*
Fireplace?
*
Yes
No
Flooring?
*
Garage/Carport Info:
*
Porches/Decks Patio:
*
Alarm Systems?
*
Supplemental Heating:
*
Distance to Fire Hydrant:
*
Condition of Home:
*
Type of Roof:
*
Special Building Features:
*
Type of Heating:
*
Age of Unit:
*
Age of Roof:
*
Plumbing Updates?
*
Wiring Updates?
*
Pet Info?
*
Pool or Trampoline?
*
Fenced?
*
Yes
No
Any Business in the Home?
*
Additional Building Info:
Coverages:
Dwelling:
*
Contents:
*
Liability:
*
Med Pay:
*
Sewer/Water Backup?
*
Schedule Items:
*
Billing Preference:
*
Mortgagee:
*
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