Request insurance vendor form 2026

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  1. Click ‘Get Form’ to open the Request for Proof of Insurance From Contractor or Vendor form in the editor.
  2. Begin by filling in the 'Date of Request' and 'Department' sections. Ensure you include your department's account number and any relevant UCSB Agreement or Purchase Order numbers.
  3. In the 'Vendor/Contractor/Consultant' section, provide the name, address, city, state, zip code, phone number, fax number, and contact person for the vendor or contractor.
  4. Next, complete the 'Vendor/Contractor/Consultant’s Insurance Company' section with similar details about their insurance provider.
  5. Review the 'University Insurance Requirements' section carefully. Fill in necessary details such as general liability limits and ensure that The Regents of the University of California is listed as an additional insured.
  6. Finally, attach any required documentation by checking off items like contracts or permits before submitting your request.

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Simply put, if you are hiring an independent contractor or business for their services on your property, you should require a certificate of insurance (COI). If you are a contractor or business, you should have a COI so you can prove to your clients that you are insured.
Insurance companies preferred vendors are contractors who get substantial work from insurance companies. They are frequently willing to do so for smaller profits and less overhead than their local competition which can impact the quality of their work.
A good rule of thumb is to request a COI from a party you want to work with before they begin working with you. This way, youll make sure that no uninsured and unprotected injuries, damages, or other potential claims occur on the job that youll be left on the hook for.
Without a COI, you could be held responsible for any damages that occur on your property, even if theyre not your fault. If someone is injured on your property and sues you, your business could be in serious financial trouble. A COI protects you from these kinds of liabilities.
To request a COI insurance for vendor insurance verification, youll need to send a formal COI request form, which acts as an official ask for a service provider to work with their insurer to produce the relevant COI document to return to you.

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