Professional Documents
Culture Documents
Broker number
Payor’s name
Address City
I (account holder) accept the terms and conditions listed below, and authorize Economical Insurance to debit/credit funds from/to the bank account
stated above for the payment of the insurance policy/policies noted.
Your signature confirms: • You understand if your financial institution indicates NSF on the represented
withdrawal, an NSF fee may be charged to your account in addition to your monthly
• You give permission to the noted financial institution (or any substitute that you payment. A notification will be mailed to you advising of a special withdrawal to
identify) to debit your account for withdrawals made by Economical Insurance. obtain your insurance premium and another for the NSF fee withdrawal. A payment
• You understand the terms and conditions of the Scheduled Payments Plan. returned as NSF may result in the cancellation of your policy.
• You understand your withdrawal amounts may vary if changes occur to your • You may dispute any account discrepancies by providing a signed declaration to
policy premium. your financial institution within 90 days of the withdrawal date.
• You understand this authorization is continuous and will automatically apply to the • You understand Economical Insurance will adjust your banking information if
renewal terms, unless Economical Insurance is instructed differently. notification of change is received directly from your financial institution.
• You understand this authorization may be cancelled by written request provided full • You understand Economical Insurance cannot be held liable for the service charges
payment of the balance has been received. Notification must be sent to your broker levied by your financial institution.
a minimum of 14 days prior to the cancellation date of the agreement. • You certify all account information and signatures provided are accurate and agree
• You agree to have the necessary funds available to cover the amount of the to inform Economical Insurance of any changes in the account information at least 14
payments due. days prior to the next due date, and that this agreement continues in respect of any
• You understand if your financial institution indicates non-sufficient funds (NSF), new account to be used for the withdrawals.
Economical Insurance may attempt another account withdrawal (a representment). • You agree to the disclosure of any personal information, which may be contained in
this agreement, to your financial institution.
Economical Insurance includes the following companies: Economical Mutual Insurance Company, Family Insurance Solutions Inc., Sonnet Insurance Company, Petline Insurance Company. ©2018 Economical Insurance. All Economical intellectual property
belongs to Economical Mutual Insurance Company. All other intellectual property is the property of their respective owners. 6498-072018
CANCELLATION AGREEMENT
By your signature below, you agree that liability under Policy Number ADH2405263
shall cease at 12:01am standard time.
DATED AT:
[ Date ]
THIS: ________________________________
(DATE)
X________________________________
1. APPLICANT'S FULL NAME AND POSTAL ADDRESS 2. BROKER'S NAME AND POSTAL ADDRESS
3. POLICY PERIOD
EFFECTIVE DATE YYYY/MM/DD TIME EXPIRY DATE YYYY/MM/DD
ALL TIMES ARE LOCAL TIMES AT THE
2023 12 29 12:01 A.M. X P.M. 2024 12 29 AT 12:01 A.M. APPLICANT'S ADDRESS SHOWN ABOVE.
4. APPLICANT DATA
APPLICANT 1 APPLICANT 2
NAME MARTINEZ, MANUEL NAME
YEARS CONTINUOUSLY YEARS CONTINUOUSLY
OCCUPATION
EMPLOYED 45 OCCUPATION EMPLOYED
DATE OF BIRTH YYYYMMDD
1958 3 8 DATE OF BIRTH YYYYMMDD
CLAIMS HISTORY
5. LOSS HISTORY REPORT DATE
HAVE THERE BEEN ANY LOSSES OR CLAIMS BY THE APPLICANT IN THE PAST 5 YEARS? YES X NO IF YES, COMPLETE THE TABLE BELOW.
DOES THE APPLICANT HAVE ANY KNOWLEDGE OR INFORMATION OF ANY FACT, CIRCUMSTANCE, OR SITUATION WHICH IF YES, PROVIDE DETAILS
YES NO
COULD REASONABLY GIVE RISE TO A CLAIM WHICH WOULD FALL WITHIN THE SCOPE OF THE PROPOSED INSURANCE? IN REMARKS SECTION.
CONTINUOUSLY
6. POLICY HISTORY INSURED SINCE
2015 12 29 FIRST TIME INSURED, NO PRIOR HABITATIONAL INSURANCE
IN THE PAST FIVE YEARS, HAS ANY INSURANCE COMPANY DECLINED, CANCELLED, REFUSED OR
INDICATED AN INTENT NOT TO RENEW ANY HABITATIONAL INSURANCE POLICY? YES X NO IF YES, PROVIDE DETAILS IN REMARKS SECTION.
CSIO - Habitational Insurance Application CA2001e 201810 Page 1 © 2018, Centre for Study of Insurance Operations. All rights reserved.
PREMIUM TABLE
HABITATIONAL INSURANCE APPLICATION TOWN ID CODE
UNDERWRITING INFORMATION LOC NO. 1 NO. OF ATTACHMENTS
OCCUPANCY TYPE Primary Residence AUXILIARY HEATING TYPE MAIN WATER VALVE SHUT OFF TYPEUnknown
KITCHEN #2 QUALITY
ELECTRICAL WIRING TYPE Copper APPROVED BY ULC, CSA, OR WH? X YES NO
CSIO - Habitational Insurance Application CA2001e 201810 Page 2 © 2018 , Centre for Study of Insurance Operations. All rights reserved.
HABITATIONAL INSURANCE APPLICATION
UNDERWRITING INFORMATION LOC NO. 1
NO. YEAR STRUCTURE TYPE EXTERIOR WALL FRAMING TYPE HEATING APPARATUS TYPE FUEL TYPE TOTAL AREA VALUE
Sq ft
m2
Sq ft
m2
Sq ft
m2
NATURE OF
NAME
3 INTEREST
ADDRESS CITY, POSTAL/
PROV/STATE ZIP CODE
11. ATTACHMENTS
DATE COMPLETED DATE COMPLETED
ATTACHMENTS DESCRIPTION YYYYMMDD ATTACHMENTS DESCRIPTION YYYYMMDD
OCCUPANCY DATE
12. ADDRESS HISTORY FOR THIS LOCATION 1925 1 1 IF OCCUPANCY DATE IS LESS THAN 3 YEARS, PROVIDE PREVIOUS ADDRESSES BELOW.
1
2
3
All YES answers may require liability extension coverage or remarks explaining coverage declined.
1. DO YOU OWN / RENT MORE THAN ONE LOCATION? YES X NO 12. NUMBER OF FULL TIME RESIDENCE EMPLOYEES? 0
2. NUMBER OF WEEKS LOCATION RENTED TO OTHERS? 0 13. IS THERE A CO-OCCUPANT THAT REQUIRES COVERAGE? YES X NO
4. DAYCARE OPERATION - NUMBER OF CHILDREN 0 14. IS THERE ANY KIND OF BUSINESS OPERATION? YES NO
CSIO - Habitational Insurance Application CA2001e 201810 Page 3 © 2018, Centre for Study of Insurance Operations. All rights reserved.
HABITATIONAL INSURANCE APPLICATION
COVERAGES AND LIABILITY EXTENSIONS LOC NO.1
14. COVERAGES
COVERAGE FORM TYPE 05 - Comprehensive Homeowners Form RATING PLAN Standard
REQUESTED/ AMOUNT OF DEDUCTIBLE TYPE OF ESTIMATED
COVERAGE DESCRIPTION DECLINED INSURANCE DEDUCTIBLE TYPE 1 2 3 4 5 PREMIUM
EARTHQUAKE
POST-EARTHQUAKE DAMAGE
18. REMARKS
CSIO - Habitational Insurance Application CA2001e 201810 Page 5 © 2018, Centre for Study of Insurance Operations. All rights reserved.
HABITATIONAL INSURANCE APPLICATION
19. FULL DISCLOSURE
I, the Applicant, and the Insured if the Insurer has requested information from it, have reviewed all parts of and attachments to this application and declare that all of the
information is true and correct even if the information has been entered or suggested by the representative of the Insurer or by the insurance broker. I understand that
acceptance of this application for insurance is based on the truth and completeness of this information, and that:
For all provinces and territories except Quebec: If I falsely describe the For Quebec: I am bound to represent all the facts known to me which are likely to
property to the prejudice of the Insurer, or misrepresent or fraudulently omit to materially influence an insurer in the setting of the premium, the appraisal of the
communicate any circumstance that is material to be made known to the Insurer risk or the decision to cover it. The same applies to the Insured if the Insurer
in order to enable it to judge of the risk to be undertaken, the contract may be requires it. Any misrepresentation or concealment of relevant facts by me or the
void in whole or as to any property in relation to which the misrepresentation or Insured nullifies the contract, even in respect of losses not connected with the risk
omission is material. so misrepresented or concealed.
For all provinces and territories: Any fraud or wilfully false statement in a statutory declaration in relation to any of the particulars required by applicable conditions,
statutory or otherwise, to be specified in relation to a claim, vitiates the claim of the person making the declaration.
Les Parties ont convenu que cette proposition et les documents connexes solent rédigés en anglais.
The Parties have specifically agreed that this application and any attachments to this application be drawn in the English language.
MARM26
APPLICANT'S DATE YYYYMMDD APPLICANT'S DATE YYYYMMDD
SIGNATURE SIGNATURE
X [ Signature ] [ Date ] X
21. BROKER QUESTIONNAIRE
IS THIS BUSINESS NEW TO YOUR OFFICE? YES X NO SINCE WHAT DATE HAVE YOU KNOWN THE APPLICANT? 2017 9 12 HAVE YOU BOUND THIS RISK? X YES NO
ARE THERE SPECIAL CIRCUMSTANCES REGARDING THIS APPLICATION WHICH THE COMPANY SHOULD KNOW? YES X NO IF YES, PROVIDE DETAILS IN REMARKS
HAVE YOU SEEN THE PRIMARY LOCATION? YES NO IF YES, WHEN YYYYMMDD CONDITION OF PROPERTY GOOD FAIR POOR
CSIO - Habitational Insurance Application CA2001e 201810 Page 6 © 2018, Centre for Study of Insurance Operations. All rights reserved.