BUSINESS OWNERS SECTION - Forms 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your AGENCY CUSTOMER ID and the DATE in MM/DD/YYYY format at the top of the form.
3. In the BUSINESS OWNERS SECTION, fill in details such as CARRIER, AGENCY NAME, POLICY NUMBER, and POLICY TYPE. Ensure all fields are accurately completed.
4. Proceed to enter the EFFECTIVE DATE and relevant NAIC CODE. This information is crucial for policy identification.
5. For PREMIUM calculations, input amounts for BUILDING, PERSONAL PROPERTY, and any applicable CREDITS or DEDUCTIBLES. Make sure to check each entry for accuracy.
6. Answer all YES/NO questions in the GENERAL INFORMATION section carefully. If you answer 'YES', provide explanations where required.
7. Review all sections thoroughly before submitting to ensure completeness and correctness of your entries.

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