Instructions for ACORD 137CA - California Commercial Auto
Each state has its own ACORD 137 Commercial Auto form. Eventually I will work through all of them.
I am starting with California for two reasons...
1 - It is the largest state by population.
2 - The coverage elements are fairly standard. They apply in most states.
Remember there are at least two other ACORD forms you need to include with this section. They are...
ACORD 125 Commercial Insurance Application - Applicant Information
ACORD 126 Business Auto Section
In California you should also always attach...
ACORD 60 US - Insurance Supplement - Notice - Offer of Terrorism Coverage
ACORD 61CA - California Auto Supplement Mandatory Uninsured Motorists Bodily Injury Coverage Offer
ACORD 63 General Fraud Statement
The astute among you, dear readers, and I am sure this means you, will notice The 137 forms are titled Commercial Auto while the 126 is titled Business. Please do not let this keep you awake at night. They mean the same for our limited purposes here. The ACORD 137 includes a section for Business Auto, Truckers and Motor Carriers.
DATE / AGENCY / APPLICANT
 |
| Instructions ACORD 137CA |
DATE - the date you are completing this document.
AGENCY - the name of your insurance agency. This should be the same as the name used on the ACORD 125 and 126 forms. In an automated ACORD forms environment this should pull through automatically form the other forms.
NAMED INSURED(s) - This should be the same as the name used on the ACORD 125 and 126 forms. In an automated ACORD forms environment this should pull through automatically form the other forms.
POLICY NUMBER - This should match the policy number you use in the other attached forms - ACORD 125, ACORD 126, ACORD 600, 61, and 63.
EFFECTIVE DATE - The date the coverage provided by this policy begins. It should also match this policy's effective date used on other forms attached.
CARRIER - The insurance company underwriting this policy. This is the company listed on the DEC page of the policy.
NAIC NUMBER - NAIC stands for the National Association of Insurance Commissioners.
Here is their website home page...
http://www.naic.org/index.htm
They assign each insurance company a five digit code. You can search for any insurance company by name on their website at this page...
https://eapps.naic.org/cis/
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