Premier plan renewal update 2025

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46 votes

The document is a renewal application for the PREMIER PLAN under the AICPA Professional Liability Insurance Program. It collects detailed information about the firm, including its structure, personnel, revenue sources, nature of practice, quality controls, claims history, and desired coverage options. The application also includes various supplements for specific services such as elder care, financial planning, public company audits, and more. The purpose is to assess the firm's eligibility for insurance coverage and to gather necessary data for underwriting.

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Click ‘Get Form’ to open the premier plan renewal update in the editor.
Begin by entering your firm information in Section A. Fill in the firm name, address, contact person, and other relevant details. Ensure accuracy for effective communication.
In Section 1, indicate if your firm operates under any other names. If yes, complete the separate entity supplement as instructed.
Proceed to Section 2 and provide the number of personnel in your firm and affiliates. This includes CPA owners, non-CPA professionals, and support staff.
For Section 4a, input your firm's gross annual revenue for both last fiscal year and current estimate. Be prepared to provide details on any anticipated changes affecting revenues.
Complete all relevant sections regarding nature of practice and quality controls as outlined in the form. Use our platform's features to easily navigate between sections.

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