Special Resources » Forms: Insurance
Download a large number of workers compensation forms. Sample bid package - forms, checklists, etc. used by a university's risk management department. Series of risk management forms and letters. Forms for life & health, property casualty, WC insurance, etc.
The following is the collection of special resources throughout the library. Click on main category / sub-category for that section of the library OR Click on resource title for immediate access to the resource.
Agreement about Driving - Elderly [18319] 
Sample form to assist with planning ahead for a time when a person must stop driving
Sample form to assist with planning ahead for a time when a person must stop driving
Fleet » Fleet Policies
Sample fleet-related company policies - vehicle use, drivers, seat belts, etc.
Sample fleet-related company policies - vehicle use, drivers, seat belts, etc.
Medicare Professional & Technical Information [7829]
Information for physicians, health care professionals, researchers, etc.
Information for physicians, health care professionals, researchers, etc.
Human Resources » Volunteers
Articles, sample policies and agreements related to volunteer management
Articles, sample policies and agreements related to volunteer management
Volunteer Injury Coverages [15781]
Full text of a risk management policy in use by state agencies in Oregon - includes forms
Full text of a risk management policy in use by state agencies in Oregon - includes forms
Business Continuation Expense Worksheet ![[pdf]](graphics/file_pdf.gif)
[26070]
Designed as an aid in calculating expected Business Interruption expenses (pdf)
[26070] Designed as an aid in calculating expected Business Interruption expenses (pdf)
Business Interruption Worksheet [14517]
Fill in the blank form assists with insurance needed calculations
Fill in the blank form assists with insurance needed calculations
Construction Insurance/Risk Management Checklist [11644]
Checklist to audit your construction risk management/insurance programs
Checklist to audit your construction risk management/insurance programs
Employment Practices Risk Management Audit [9621]
Self audit related to hiring practices, terminations, etc.
Self audit related to hiring practices, terminations, etc.
CA-California Risk Management Forms [14039]
Insurance & liability forms in use by a major university
Insurance & liability forms in use by a major university
CA-California Sample Letter For Insurance Carrier Rehabilitation [30025]
A sample form letter for clients from insurance agents/brokers
A sample form letter for clients from insurance agents/brokers
CA-California Sample Letter For Insurer Insolvency [30024]
A sample form letter for clients from insurance agents/brokers
A sample form letter for clients from insurance agents/brokers
CA-California Standard Broker Fee Agreement [30026]
Text of the regulations with a sample broker fee disclosure form
Text of the regulations with a sample broker fee disclosure form
CA-California Standard Broker Fee Disclosure & Fee Agreement [27887]
Summary of the state regulations and sample standard forms
Summary of the state regulations and sample standard forms
Case Management Techniques for Major Fire Losses [23626]
Checklist provides a snapshot into the many action items that must be faced on a major claim
Checklist provides a snapshot into the many action items that must be faced on a major claim
Checklist for Handling Worker's Compensation Claims [21552]
Checklist for collecting information about the WC claim
Checklist for collecting information about the WC claim
Checklist for Responding to and Securing Insurance for a First Party Property Loss [24084]
What to do in the event of a property loss
[24084] What to do in the event of a property loss
Claims Management Audit Program [27551]
Internal audit report form - claims management internal control questionnarre
[27551] Internal audit report form - claims management internal control questionnarre
Commercial Lines Application Forms [15967]
Application forms from a commercial lines carrier - listed by insurance program
Application forms from a commercial lines carrier - listed by insurance program
Contractor Risk Profile Form [25372]
Helps to understand the risks inherent in the contractor's operations
Helps to understand the risks inherent in the contractor's operations
Exposure Reporting Manual [23422]
Rating basis by line of coverage - includes instructions and forms
Rating basis by line of coverage - includes instructions and forms
Facilities Use Hold Harmless Agreement & Insurance Requirements [27931]
Example of the guidelines/form used by the State of Idaho for state owned buildings
[27931] Example of the guidelines/form used by the State of Idaho for state owned buildings
GLBA Sample Privacy Policy Notice Clauses [30027]
Sample clauses and forms to assist insurance industry with compliance to Gramm-Leach-Bliley Act (GLBA)
[30027] Sample clauses and forms to assist insurance industry with compliance to Gramm-Leach-Bliley Act (GLBA)
Group Medical Insurance Policy Claims Audit ![[doc]](graphics/file_doc.gif)
[27553]
Outlines audit objectives and steps to audit claims and to audit premium statistics
[27553] Outlines audit objectives and steps to audit claims and to audit premium statistics
Health Benefits Administration Program Audit [27554]
Review procedures for accuracy of claim payments and efficiency of operation
[27554] Review procedures for accuracy of claim payments and efficiency of operation
Homeowner Insurance Checklist for Summer [19457]
Top ten checklist to determine if coverage is adequate for vacation property, boats, etc.
Top ten checklist to determine if coverage is adequate for vacation property, boats, etc.
ID-Idaho L&H Insurance Producer Fee Disclosure Form [27892]
Sample form used by insurance brokers in Idaho to disclose broker service fees to clients
[27892] Sample form used by insurance brokers in Idaho to disclose broker service fees to clients
ID-Idaho P&C Insurance Producer Fee Disclosure Form [27891]
Sample form used by insurance brokers in Idaho to disclose broker service fees to clients
[27891] Sample form used by insurance brokers in Idaho to disclose broker service fees to clients
Insurance & Risk Management Program Audit [26074]
Checklist for auditing a firm's insurance risk management program
Checklist for auditing a firm's insurance risk management program
Insurance Carrier Safety Checklist [4804]
Checklist designed to help you evaluate your insurance carrier's safety services
Checklist designed to help you evaluate your insurance carrier's safety services
Insurance Claims Audit Procedures [26073]
General and motor vehicle claims audit procedures checklist (pdf)
[26073] General and motor vehicle claims audit procedures checklist (pdf)
Insurance Policy Reconstruction Checklist [24082]
Checklist of sources for policies or secondary evidence of coverage
[24082] Checklist of sources for policies or secondary evidence of coverage
ISO Commercial Property Classification Checklist [26505]
A checklist for classifying property ownership
A checklist for classifying property ownership
M&A Due Diligence Checklist [14010]
Property/casualty insurance risks that arise out of fortuitous events
Property/casualty insurance risks that arise out of fortuitous events
Model Risk Transfer Clauses: Construction Agreements [8213]
Full text of a sample risk transfer clause for use in a construction contract
Full text of a sample risk transfer clause for use in a construction contract
Model Risk Transfer Clauses: Construction Contracts with Hazardous Materials [9772]
Full text of a sample risk transfer clause for use in a construction contract involving hazmat
Full text of a sample risk transfer clause for use in a construction contract involving hazmat
Model Risk Transfer Clauses: Facilities Use [12202]
Model risk transfer agreement for facilities use
Model risk transfer agreement for facilities use
Notice of Claim Form [7934]
For claims related to injury to person or damage to personal property presented to a city
For claims related to injury to person or damage to personal property presented to a city
Notice of Loss Forms [19676]
Forms in use by the state agenies in Connecticut to report insurance losses
Forms in use by the state agenies in Connecticut to report insurance losses
Property and Casualty Forms [23619]
Sample forms for workers comp, central fleet management and much more
Sample forms for workers comp, central fleet management and much more
Property and Casualty Internal Controls Questionnaire [26080]
17 page internal controls audit for property and casualty insurance operations (pdf)
[26080] 17 page internal controls audit for property and casualty insurance operations (pdf)
Property/Liability Forms [15598]
Includes risk management forms as well as the full text of the manual
Includes risk management forms as well as the full text of the manual
RFP - Agent/Broker Services for Property Insurance Program [32363]
Example of a request for proposal for property insurance
Example of a request for proposal for property insurance
RFP - Liability & Workers Compensation Risk Financing Study [15691]
Full text of a sample RFP for expert advice regarding risk financing for liability & WC
Full text of a sample RFP for expert advice regarding risk financing for liability & WC
RFP - Risk Management Consultant Services [32364]
Example of a request for proposal for risk management consulting
Example of a request for proposal for risk management consulting
RFP - Risk Management Information Systems [32362]
Example of a request for proposal for claims processing software
Example of a request for proposal for claims processing software
RFP - Workers Compensation Claim Audit & Actuarial Study [15689]
Full text of a sample RFP for a claims audit and actuarial study
Full text of a sample RFP for a claims audit and actuarial study
RFP - Workers Compensation Claims Administration [15688]
Full text of a sample RFP used by a municipality for TPA services
Full text of a sample RFP used by a municipality for TPA services
RFP: Workers Compensation TPA [18700]
16 page sample request for proposal for a Third Party Administrator for WC
16 page sample request for proposal for a Third Party Administrator for WC
![[xls]](graphics/file_xls.gif){kind=small}
Risk Management Department Audit [26078]
Step by step process of conducting an audit of a risk management department with commercial insurance responsibilities
Step by step process of conducting an audit of a risk management department with commercial insurance responsibilities
Risk Management Forms [10997]
A series of risk management forms in use by a major university in Canada
A series of risk management forms in use by a major university in Canada
Risk Management Program Audit [26077]
Checklist for conducting and insurance risk management program audit
Checklist for conducting and insurance risk management program audit
Subcontract Audit Form [25373]
Form used to audit subcontract documents and subcontractor certificates of insurance
Form used to audit subcontract documents and subcontractor certificates of insurance
TPA Employee Health Care Benefits Audit Program [27552]
Third Party Administrator Internal Audit Procedures checklist
Third Party Administrator Internal Audit Procedures checklist
WI-Wisconsin Risk Management Forms [14516]
Full text of risk management forms in use by a major university
Full text of risk management forms in use by a major university
Workers Compensation Forms [26354]
Includes typical claims administration questionnaires and WC policy forms
Includes typical claims administration questionnaires and WC policy forms
Procedures Manual for Insurance Requirements in Contracts [15570]
Full text of a hold harmless agreement and insurance contract requirements used by a state agency
Full text of a hold harmless agreement and insurance contract requirements used by a state agency
Public Entity Loss Control Manual [24830]
15 chapter manual for municipalities, county governments, state agencies, etc.
15 chapter manual for municipalities, county governments, state agencies, etc.
ID-Idaho Safety and Loss Control Program Model [16734]
Recommended elements of a safety and loss control program for state agencies - forms, checklists
[16734] Recommended elements of a safety and loss control program for state agencies - forms, checklists
Property Claims Checklist [19357]
The following is a checklist of steps to take in the event of loss
The following is a checklist of steps to take in the event of loss
Property Loss Preparedness Checklist [19358]
The following is a checklist that should help determine your loss preparedness
The following is a checklist that should help determine your loss preparedness
Reinsurance & Arbitration [20770]
Reinsurance specific arbitration and mediation information - such as sample forms
Reinsurance specific arbitration and mediation information - such as sample forms
CT-Connecticut State Insurance Risk Management Board [19675]
Serving Insurance and Risk Management Needs of Connecticut State Agencies, Colleges, Universities
Serving Insurance and Risk Management Needs of Connecticut State Agencies, Colleges, Universities
AAIS Terrorism Endorsements - TRIA Extension [22488]
AAIS recommends that companies do the following
AAIS recommends that companies do the following
Workers Compensation Injury Report Codes [15599]
Examples of injury report codes used by a state agency
Examples of injury report codes used by a state agency
Security » Business Security
Crime-free workplace, corporate security, business protection from burglary
Crime-free workplace, corporate security, business protection from burglary
Retail Security - Preventing Crime Losses [27962]
Security checklist with a focus on retail jewelry sales crime loss prevention
Security checklist with a focus on retail jewelry sales crime loss prevention
Self Insurance: Alaska Employer Guidance for WC Self Insurance [11151]
Series of documents, forms, etc. related to self-insurance in the State of Alaska
Series of documents, forms, etc. related to self-insurance in the State of Alaska
Self Insured Employers WC Forms [23181]
Download WC forms for self-insured employers in the State of Arizona
Download WC forms for self-insured employers in the State of Arizona
Self Insurance: Connecticut: Employer Self-Insurance Application Package [11201]
Information package for employers wishing to self-insure their WC liabilities - includes forms
[11201] Information package for employers wishing to self-insure their WC liabilities - includes forms
Self-Insurer WC Application - Louisiana [23188]
Download the application to become self-insured for WC in LA
Download the application to become self-insured for WC in LA
Missouri WC Self-Insurance Program [15295]
Information and forms for the Missouri self-insurance program for WC
Information and forms for the Missouri self-insurance program for WC
Self Insurance: New Hampshire Self Insurance Statutes and Application [11233]
Provides links to the WC self-insurance laws and can download the self-insurance application
Provides links to the WC self-insurance laws and can download the self-insurance application
Self Insurance Information - New York WC [5012] Information for self insuring for workers compensation in the State of New York
Plain Language Summary of Law Changes [20929]
A brief summary of legislative changes to the Worker’s Compensation Act
A brief summary of legislative changes to the Worker’s Compensation Act
Self Insurance: West Virginia Self-Insurance Program [11270]
Download forms, checklists and general information about self-insurance in West Virginia
Download forms, checklists and general information about self-insurance in West Virginia
Forms - Division of Longshore and Harbor Workers' Compensation [11747] Download approximately 20 forms
Workers Comp » Return to Work
Managing workers compensation costs by returning injured workers to work
Managing workers compensation costs by returning injured workers to work
14 Day Injury Report Form [34242] Example of a form to be completed when an injured employee has been off the job for 14 days due to the injury
Chapter 5 Return to Work Program [9428]
Full text of WC return to work program for state agencies in Texas - plus, checklist & forms
Full text of WC return to work program for state agencies in Texas - plus, checklist & forms
GA-Georgia Return to Work Manual & Forms [19674]
Manual & forms used in the state of Georgia's RTW program for state employees
Manual & forms used in the state of Georgia's RTW program for state employees
Implementing a Job Task Bank [25367]
Steps for creating a list of duties that can be offered to an injured worker who is returning to work
[25367] Steps for creating a list of duties that can be offered to an injured worker who is returning to work
Modified Duty Employee Acknowledgement Form [26466]
A sample form that is signed by the injured worker to accepts a modified work assignment (pdf)
[26466] A sample form that is signed by the injured worker to accepts a modified work assignment (pdf)