Accountants Professional Liability Insurance Program

The following forms are for New Business Submissions only.
For copies of Renewal Applications, please login to the Policy Manager System. Should you need assistance, please contact
our office at 800.336.5422.

The following applications are for New Business Submissions only.

Express Application for Tax Preparers and Bookkeepers

If you are unable to answer "True" to all the questions on the application, please contact our office at 800.336.5422 for assistance.

In order to view the applications, you will need a copy of Adobe Acrobat Reader. Download your free copy here.

Where applications are provided, they are saved in PDF format. You may download and print applications on any platform including Macintosh, Windows (All Versions) and UNIX.

This document has been prepared for illustrative purposes only. In all situations the policy will govern the terms and conditions of the insurance coverage that is provided.