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Office of Risk Management March, 2008CERTIFICATE OF INSURANCE GUIDELINES
For Vendors, Independent Contractors, Consultants, and/or Other Service Providers
Performing Work/Services for UC Berkeley.
Vendors,
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How to fill out certificate of insurance guidelines
How to fill out certificate of insurance guidelines
01
Start by filling out the insured's name and address details on the certificate of insurance form.
02
Specify the insurance policy information, including the policy number, effective dates, and coverage limits.
03
Fill in the name and address of the certificate holder, which is usually the entity requesting the certificate.
04
Provide any additional information required by the certificate holder, such as special endorsements or additional insureds.
05
Review the completed certificate of insurance form for accuracy and completeness.
06
Sign and date the form, ensuring it is authorized by the insurance company or agent.
07
Submit the filled out certificate of insurance to the certificate holder either physically or through electronic means.
Who needs certificate of insurance guidelines?
01
Anyone who needs to provide proof of insurance coverage to a third party, such as contractors, consultants, or businesses entering into contracts.
02
Certificate of insurance guidelines are also relevant for insurance agents, brokers, and insurance companies who issue certificates on behalf of their insured clients.
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