OM Insurance
Services
Quick Response - Excellent Service -
Competitive pricing
Lic
# 0D51251, Tel: (408) 261-0884,
Fax: (408) 516-9789,
www.sdif.biz ,
e-mail pal@sdif.biz
Workers
Compensation
Questionnaire
for Quote purposes
|
Person Completing
this application |
|
|
Name |
|
|
Phone |
|
|
E Mail |
|
|
1 |
Legal Name of
Business |
|
||
|
2 |
Name of Insured
/Owner |
|
||
|
3 |
Exact Location Address |
|
||
|
|
||||
|
|
||||
|
How long at
this Location ? |
|
|||
|
4 |
Additional Locations (use
separate sheet for each location to be Insured) |
|
||
|
5 |
Exact Nature of Business
Please
be specific with details for each location. |
|
||
|
6 |
Contact Person for Questions
regarding this Application, Audit and Inspection
|
|
||
|
7 |
E
mail |
|
||
|
8 |
Fax
Number |
|
||
|
9 |
Phone Number |
|
||
|
10 |
Web Site Address / URL |
|
|||||||||||||||||
|
11 |
Date you started this business |
|
Number of years in Business |
|
|||||||||||||||
|
12 |
Federal Tax ID # |
|
State Tax ID # |
|
|||||||||||||||
|
13 |
Number of F/ T Employee’s |
|
Number of P/T Employee’s |
|
|||||||||||||||
|
14 |
Annual Payroll |
$ |
Annual or Projected Gross Sales |
$ |
|||||||||||||||
|
15 |
Any Claims in the Last 3 yrs? |
Y |
N |
If yes, the amount of loss $ |
|||||||||||||||
|
16 |
Loss Runs for the last 3 years
are required |
||||||||||||||||||
|
17 |
Hours of Operation |
Open at |
|
|
|
||||||||||||||
|
18 |
Present Workers Compensation Carrier |
|
|||||||||||||||||
|
19 |
(Circle) Liability coverage Limit |
$ 1,000,000 or
$ 5,000,000 or Other : |
|||||||||||||||||
|
Would you like a competitive quotes
for the following: |
|||||||||||||||||||
|
20 |
Errors and Omission (E&O)
Coverage? |
Y |
N |
Directors and Officers ( D&O ) Coverage? |
Y |
N |
|||||||||||||
|
21 |
Commercial General Liability |
Y |
N |
Health Insurance |
Y |
N |
|||||||||||||
|
Additional
Comments: |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Workers
Compensation Insurance Application Section |
YES |
NO |
|
|
22 |
Does applicant own,
operate or lease aircraft/watercraft? |
|
|
|
|
23 |
Do/have past, present
or discontinued operations involve (d) storing, treating, discharging,
applying, disposing,, or transporting of hazardous
material? (E.g. landfills, wastes, fuel tanks,
etc) |
|
|
|
|
24 |
Any work performed
underground or above 15 feet? |
|
|
|
|
25 |
Any work performed
on barges, vessels, docks, bridge over water? |
|
|
|
|
26 |
Is applicant
engaged in any other type of business? |
|
|
|
|
27 |
Are sub-contractors
used? (If yes, give % of work subcontracted) |
|
|
|
|
28 |
Any work sublet
without certificates of ins.? |
|
|
|
|
29 |
Is a written safety
program in operation? |
|
|
|
|
30 |
Any group
transportation provided? |
|
|
|
|
31 |
Any employees under
16 or over 60 years of age? |
|
|
|
|
32 |
Any seasonal employees? |
|
|
|
|
33 |
Is there any
volunteer or donated labor? |
|
|
|
|
34 |
Any employees with
physical handicaps? |
|
|
|
|
35 |
Do employees travel
out of state? |
|
|
|
|
36 |
Are athletic teams
sponsored? |
|
|
|
|
37 |
Are physicals
required after offers of employment are made? |
|
|
|
|
38 |
Any prior coverage
declined/canceled/non-renewed (last 4 years) |
|
|
|
|
39 |
Are employee health
plans provided? |
|
|
|
|
40 |
Is there a labor
interchange with an other business/subsidiary? |
|
|
|
|
41 |
Do you lease employees to or form other employers ? |
|
|
|
|
42 |
Do any employees
predominantly work at home? |
|
|
|
|
43 |
Any tax liens or
bankruptcy within the last 5 years? |
|
|
|
|
44 |
Inspection Contact: |
|
||
|
45 |
Accounting Record
Contact: |
|
||
|
46 |
Claims Info
Contact: |
|
||
|
|
State
Compensation Insurance Fund Supplemental Insurance Application |
YES |
NO |
|
47 |
Was this operation
all or part of an existing business that was purchased on acquired? (If yes,
also complete Section 7.) |
|
|
|
48 |
Has any principal
of the business declared bankruptcy in the last seven years? (If yes, also
complete Section 8) |
|
|
|
49 |
Received any OSHA
citations within the past year? |
|
|
|
50 |
Employ any
relatives? |
|
|
|
51 |
Employ any minors?
(Under age 18) |
|
|
|
52 |
Make any cash
payments to employees or subcontractors? |
|
|
|
53 |
Provide meals or
lodging in lieu of wages? |
|
|
|
54 |
Pay any employees
by the piece? |
|
|
|
55 |
Have any operations
outside of |
|
|
|
56 |
Have any work at a
maritime or offshore facility? |
|
|
|
57 |
Perform any asbestos
removal? |
|
|
|
58 |
Use any equipment
that bends, forms, shapes, or cuts materials (e.g., power press)? |
|
|
|
59 |
Have any
locations/operations for which coverage is not requested? |
|
|
|
60 |
Have a written return-to-work
program for employees injured on the job? |
|
|
|
61 |
Have a minimum of 3
employees? |
|
|
|
62 |
of employees
eligible* for health insurance? (*Eligible employees are those who work a
minimum of 30 hours per week.) |
|
|
|
63 |
Majority of
employees eligible* for health insurance? (*Eligible employees are those who
work a minimum of 30 hours per week.) |
|
|
|
64 |
Employer pays more
than 50% of health insurance premium for eligible employees? |
|
|
|
65 |
Member of any trade or business
association? Please indicate: |
|
|
|
Remarks
for all Yes answers Question # 1 to Question 70
Please
give details, use additional pages if needed |
|
|
Q # |
Response, Remarks for
Yes answers, please be specific and give details of all questions that were
answered YES |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Workers
Compensation Payroll Reporting Form
Example
|
Total # of Employees in each State &
Classification |
Classification |
Full Time |
Part Time |
Total Payroll last
12 months |
Total Payroll projected
next 12 Months |
|
35 in CA |
Software
Consultants |
30 |
5 |
1,500,000 |
2,500,000 |
|
3 in CA |
Clerical |
2 |
1 |
86,000 |
80,000 |
|
15 in CA |
Sales /
Outside |
15 |
0 |
1,590,000 |
4,000,000 |
|
1 in TX |
Sales /
Inside |
1 |
0 |
200,000 |
200,000 |
Please
Complete
|
Total # of Employees
in each
State & each Classification |
Classification
/ Job Description |
Full Time |
Part Time |
Total
Payroll last 12 months |
Total
Payroll projected next 12 Months |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Total |
|
|
$ |
$ |
|
Please
List all owners ,partners, officers and directors of
the company
|
Name |
date of birth |
Soc Sec # |
Title |
% of Ownership |
Annual Salary or wages |
Included (I) or
Excluded (E) for Workers Comp |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Total |
100% |
|
|
|||
You
may fax 408-516-9789,
e-mail: pal@sdif.biz, or mail this information to:
4301,