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HOMEOWNERS INSURANCE RENEWAL QUESTIONNAIRE

Please complete the following information to expedite your homeowners renewal process:
Completion of this form does not bind coverage.

Please tell us if you are new to Behnke & Associates or an existing client 

Please provide the following contact information:

Name
Title
Street Address
Address (cont.)
City
State/Province
Zip/Postal Code
Country
Work Phone
Home Phone
FAX
E-mail
URL

 

Is the home we are insuring different than the address listed above?

If yes, please give us the address that should be insured:

Street Address

Address (cont.)
City
State/Province
Zip/Postal Code
Country

 

Enter your occupation in the space provided below.

 

Enter your employer in the space provided below.

 

Date of Birth:  -- mm/dd/yy

 

Social security number (without dashes) 

 

Enter your spouse or co-owner's name in the space provided below:

 

Enter occupation for spouse or co-owner in the space provided below:

 

Enter your spouse or co-owner's employer in the space provided below.

 

Date of birth spouse or co-owner:  -- mm/dd/yy

 

Spouse or co-owner's social security number: 

 

In what year was your house built: 

 

What is the living square footage? 

 

Type of home: 

 

Type of roof: 

 

Age of roof? 

 

Use of property: 

 

Is there any business conducted on premise?  Yes No

 

If yes, please explain:

 

 

Name of Subdivision or Association: 

 

Unattached structures to be insured?  Yes No

 

If yes, please explain:

 

 

Do you have a mortgage on this property?  Yes No

 

If yes, then please provide your mortgage company information.

 

Mortgage Comp

Street Address

Address (cont.)

City

State/Province

Zip/Postal Code

Country

 

What is your loan number? 

 

Do you have a second mortgage on this property?  Yes No

 

If yes, then please provide your second mortgage company information.

 

Mortgage Comp

Street Address

Address (cont.)

City

State/Province

Zip/Postal Code

Country

 

What is your loan number for your second mortgage? 

 

Have you made any recent improvements to your home?  Yes No

 

Select any of the following improvements you have made:

 

Kitchen           Heating or A/C    Electrical        Windows              
Gargage or carport     Swimming Pool      Bathroom       Plumbing             
Roof       Patio or Deck      Addition or Extension     Other            
 

Please describe any of the improvements selected and give the year of completion?

 

 

Do you own or lease any of the following:

 

Boat         Fine Art         Jewelry         Computer and Software
Firearms       Golf Cart     RV         Silver / Silverware 
Furs        Snowmobiles      Collectibles       Cell phone or pager 
Other                 

 

If yes, then please give a brief description, the estimated value and any additional details:

 

 

Which alarms or protection do you have for your home?

 

Fire alarm - Notifies a central station     Burglar alarm - Notifies a central station 

Fire alarm - local alarm only               Burglar alarm - local alarm only 

I have deadbolts on all exterior doors     

 

Please describe any other security devices you have:

 

 

Select the following only if your answer is YES:

 

I have a wood-burning stove or a similar secondary heating unit.        I own one or more rental properties. 
I have an unfenced swimming pool.      I have a fully fenced in swimming pool. 
I have a diving board or a trampoline.     I have dogs on my property. 
I employ domestic help, such as a nanny, maid, gardener, etc. 
 

I am interested in the following extra coverages:

 

Automobile Insurance                    $1,000,000 (or higher) Liability Umbrella  Business Insurance
Low-Cost Term Life Insurance        Health Insurance              Retirement Planning 
Motorcycle, RV, Snowmobile, Golf Cart           Boat Insurance         Flood Insurance   
College Savings Plan        Personal Income Protection           Long-term Care 
Mortgage Protection Insurance 
 

I am interested in information on the above protection. Please contact me by:

 

Email         Regular Mail       Home Phone        Work Phone  
 
 

 

 
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