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Insurance Intake – Renewal
Marshall Tague
2023-02-20T07:59:57-07:00
Stewardship Insurance Renewal Intake Form
Life changes, we get it, we just need to know about it.
In order for us to accurately review your policy(s), and make sure you are covered properly, we need to know about possible changes in your life.
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Please Note:
Some of the questions in this form we already know and/or we have already asked, however, we need to verify the information is correct so we don't miss anything.
In order to assist you with questions that might come up while filling out this form, we created some helpful videos. Whenever you see a "?", click on it, and a "More Info" video will be played for your convenience.
What insurance policies do you have with Stewardship that are up for renewal? ***If you have more than one policy and those policies expire at different dates, that's ok, please fill out this form for ALL your policies.***
(Required)
Check all that apply. If you have an Umbrella, ATV, Motorcycle, and/or RV policy(s) with us, we do not need any further information to review those policies. As a result, you will not see those as options below.
Primary Home Insurance
Auto Insurance
Rental Home Insurance
The following questions are for your Home Insurance Renewal
Please list the name(s) of everyone in your household (15 years of age or older, or will be driving a vehicle, INCLUDE YOURSELF) and their relation to you.
(Required)
First & Last Name:
Relation:
Myself
Spouse
Son
Daughter
Your Grandson
Your Granddaughter
Your Mother
Your Father
Your Grandfather
Your Grandmother
Other
Add
Remove
If more than one click the + sign to add info
Has the name or names on the Title/Deed of the Home changed?
(Required)
Yes
No
Please list all names on the Title/Dead.
(Required)
Add
Remove
If more than one click the + sign to add info
Is the home in or do you plan on putting it into the name of a Trust or LLC?
(Required)
Yes
No
What is the name of the Trust or LLC?
(Required)
Who are the Trustees - or the owners of the LLC?
(Required)
Does the Trust or LLC own any other entities (such as a business) or commercial properties?
(Required)