Instructions for ACORD 81 Applicant and Location Info Section
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| Instructions ACORD 81 Personal Inland Marine App |
APPLICANT INFORMATION
APPLICANT's NAME AND MAILING ADDRESS (Include county & ZIP+4)
Type in your customer's name and address exactly as you want it to appear on the policy declaration page.
Include the County name.
When entering the ZIP code be sure to include the four digit extension - ex: 27715-2936.
DATE AT CURRENT RESIDENCE
This is asking for the date your customer moved into this residence. Do not worry about the day of the month. If they have been there a long time - like I have lived at the same address for 29 years, I suppose just putting that in would be fine.
PRIMARY PHONE #
Enter the first number your customer would like you or the carrier to use to contact them by phone. Check the box to show if this is a HOME, BUSINESS or CELL phone number.
SECONDARY PHONE #
Not required. There are some people who will not have a secondary number. But if they do give you permission to use a second number, do the same here as for the PRIMARY number.
PRIMARY E-MAIL ADDRESS
Enter your customer's email address they would like you or the carrier to use. NOTE: You cannot legally require your customer to give you any email address.
SECONDARY E-MAIL ADDRESS
If your customer has a back up email address for your use, enter that address here.
BIRTH DATE
Enter the Named Insured's date of birth. The Birth Date would technically be just teh month and day. This is actually a request for the month day and year.
MARITAL STATUS / CIVIL UNION (If applicable)
NOTE: This cannot be used - and so should not be entered for a California resident.
The codes you are expected to use are...
S Single
M Married
D Divorced
F Fiancé or Fiancée
P Separated
W Widowed
C Domestic Partner (unmarried)
V Civil Union/ Registered Domestic Partner
U Unknown
O Other
Since this is listed nowhere on the form I am uncertain how you are supposed to have known this.
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| ACORD 81 Personal Inland Marine Application Applicant Occupation |
APPLICANT'S OCCUPATION ( State Nature of Business if Self-Employed)
Enter a text description of the job this person has.
CO-APPLICANT'S OCCUPATION ( State Nature of Business if Self-Employed)
Enter a text description of the job this person has.
LOCATION INFORMATION
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| Instructions for ACORD 81 Location Information |
This number will be used in the following sections to keep you from having to list the entire location address repeated throughout this application.
Enter the number of this location. I would suggest starting with the number 1 unless there is some reason this insured has other documents listing this location as something else.
Enter this for each row that has a location listed.
LOCATION O F PROPERTY
Believe it or not yo are supposed to enter the street address, the city, the county, the state and the ZIP code +4 in this sort of small space.
TERR CODE
The territory code which identifies the rating territory for this location. This territory will be assigned by the State Dept of Insurance, ISO or sometimes by the insurance company.
CONSTRUCTION TYPE
The primary construction type of this location. That usually means more than 50% of the structure is this type of construction. For example, if the house has a brick veneer siding on the front, but the back ans sides are frame, the construction type would be frame.
The common construction types are...
Frame
Joisted Masonry
Non-Combustible
Masonry Non-Combustible
Modified Fire Resistive
Fire Resistive
DWELLING TYPE
Examples would be single family home, duplex, apartment or condo.
PROT CLASS
The protection class of the primary responding fire department. Protection classes are assigned by the state department of insurance, ISO, AIS or other groups.
# FAM
Enter the number of separate family units at this location. This is not asking how many families live in the specific unit - for instance, parents and grown and / or married children living at home are not what is being asked.
FIRE DISTRICT NAME
The name of the primary responding fire department. Not all locations are covered by a fire department. They will not be in a fire district. In that case leave this blank.
FIRE DISTRICT CODE
This code can be found in each state's manual for rating fire districts.
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