TRF Insurance - Real Estate Property Investor Application

Real Estate Property Investor Application
Investor Details
Who is completing this form? *
Estimated Effective Date*

MonthDayYear
Investor Name*
ex. TRF, LLC
Contact Name*

First NameLast Name
Investor Mailing Address*
City*
State*
Zip*
Phone*
Please enter a valid phone number.Format: (000) 000-0000.
Investor Email (Quote and all correspondence will be sent to the investor's email)*
example@example.com
Requestor Email (Please complete to be added to all correspondence)
example@example.com

Claim History
Has THIS PROPERTY had any claims within the last 3 years? (If this is a new purchase, select no)*
Please upload a loss run report for this property.

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Is this property within 2 miles of saltwater?*

Investment Property Details
Property Street Address*
City*
State*
Zip*
County*
Occupancy Type*
New build construction may require additional information. Agent will review and advise.
Is this rehab Major or Minor?
ex. Major - moving load-bearing walls or adding sqft to foundation Minor - cosmetic updates
If Minor Rehab - Briefly describe the rehab scope of work.
Rehab properties with major renovations require additional information. Agent will review and advise.
If Major Rehab - Please provide formal scope of work with budget breakdown to be reviewed by underwriting.

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Building Type*
5+ units, mixed use, manufactured/mobile home or other commercial properties may require additional information. Agent will review and advise.
Does the manufactured/mobile home have a skirt?
If other, please describe the building type.
Construction Type*
Square Footage*
Monthly Rents (for loss of rental income coverage)
Number of Units*
5+ unit properties may require additional information. Agent will review and advise.
Number of Units
Year Built*
If property is built before 1900, additional review is required by underwriting. Please allow up to 24 hours for a quote.

Property Condition
Year of most recent plumbing renovation *
Age of roof*
Properties with roof over 30 years old may require additional information. Agent will review and advise.
Is the electrical on Circuit Breakers? *
Properties on fuses or with aluminum wiring do not qualify.
Is there a pool on the property? *
Is the pool in-ground or above ground?
Is there damage to the property? *
For vandalism & malicious mischief and theft coverage to apply, property must be secured regardless of occupancy/rehab status and must have four walls, a roof and doors that can be locked.
The policy has a pre-existing damage exclusion and coverage will not be provided for any pre-existing damage. Does the investor accept the pre-existing damage terms and conditions?
Is this property being used as a senior care facility, assisted living facility, hospice care facility, palliative care facility, sobriety and/or drug treatment facility, or home day care facility?*
Specialty care facilities may require additional information. Agent will review and advise.

Coverage Requests
Policy Term *
Building Coverage Amount*
If building coverage is over $500,000, additional data may be required. Agent will advise.
Loss of Rental Income Calculation:
Contents Coverage (Owner contents only)
Price Per Sqft Calculation:
Total Insured Value Calculation:
If the Total Insured Value is greater than $500,000 please attach recent photos of the property.

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Sewer Backup Coverage (Optional Coverage)*
Ordinance or Law Coverage (Optional Coverage)*
Is insurance escrowed? *
If escrowed, an invoice will be mailed to the lender for payment.

Lender/Additional Insured Information
LenderAdditional InsuredLoss Payee
Lender/Mortgagee Clause/Additional Insured
Lender/Additional Insured Mailing Address
City
State
Zip
Lender Contact Name
Lender Email Address
example@example.com
Lender Fax Number
Please enter a valid phone number.Format: (000) 000-0000.
Loan Number
Do you the investor/insured consent to receiving electronic communication from Trinity River Financial Insurance Agency for matters pertaining to your existing or potential insurance policy?
Should be Empty:

Real Estate Property Investor Application