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StakWise – Service Form EVENT

Name
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Which Policy Do You Need To Service?
Please Select The Home Change(s) You Are Requesting
Please Select The Auto Change(s) You Are Requesting

Mortgage Update

New Mortgage Company
Mortgagee Clause

Home Coverage Change

Please list the specific items that should be added to your policy
Item Description
Replacement Value
Date Purchased
 

Update Contact Information

New Mailing Address
Why are you updating your address?
Update Address
Why are you updating your address?

Other Changes

Vehicle Changes

Which action are you requesting?

Vehicle to Remove

Reason For Removal?

MM slash DD slash YYYY

Vehicle to Add

Please double check your entry to make sure it’s correct. Also note VINs never contain the letters L or O (if you see them they are 1 or 0).
How Will The New Car Be Used?
The average commuter will drive approximately 13,000 miles a year.
MM slash DD slash YYYY
Does Your New Car Need Comprehensive & Collision Coverage?
If none, enter “none”
Lienholder Address

New Vehicle Deductibles

What Comprehensive Deductible Would You Like?
Comprehensive covers everything other than an at fault accident. Ex. Theft, vandalism, a rock cracking your windshield on the freeway, etc.
What Collision Deductible Would You Like?
NOTE: The lower the deductible, the higher the premium.

Add/Remove Driver Information

Which driver action are you requesting?

New Driver Information

MM slash DD slash YYYY
Does new driver live with you?
Current High School Student With A 3.0 or Better GPA?
If the new driver is a high school student with a 3.0 or better GPA, they may qualify for a “good student discount”. You will need to submit proof (last report card).
New Driver's Address

Removed Driver Information

Name
MM slash DD slash YYYY
Is This Person Still A Household Resident?

Document Request

MM slash DD slash YYYY
Max. file size: 100 MB.

If you need your documents urgently please click the link below and navigate to your insurance carrier’s website or service phone number.
If this is not a time-sensitive request our team will have your documents emailed to you in less than 24 business hours.

Lienholder Information

What type of lienholder change are you requesting?
Lienholder Address

Other Change Details

Business Policy Changes

What type of commercial property coverage change would you like to make?
Please list the specific items that should be added to your policy
Item Description
Replacement Value
Date Purchased
 
Business Policy(ies) Needing Service
Do you need to file a claim or request a COI?
Cert Holder Name
Cert Holder Address

Business Auto

Which action are you requesting?

Vehicle to Remove

Reason For Removal?

MM slash DD slash YYYY

Vehicle to Add

Please double check your entry to make sure it’s correct. Also note VINs never contain the letters L or O (if you see them they are 1 or 0).
How Will The New Car Be Used?
The average commuter will drive approximately 13,000 miles a year.
MM slash DD slash YYYY
Does Your New Car Need Comprehensive & Collision Coverage?
If none, enter “none”
Lienholder Address
What Comprehensive Deductible Would You Like?
Comprehensive covers everything other than an at fault accident. Ex. Theft, vandalism, a rock cracking your windshield on the freeway, etc.
What Collision Deductible Would You Like?
NOTE: The lower the deductible, the higher the premium.

Update Drivers

What type of driver update

New Driver Information

New Driver Name
MM slash DD slash YYYY
New Driver's Address

Removed Driver Information

Name
MM slash DD slash YYYY

Claim Information

MM slash DD slash YYYY
Consent
My insurance agent/agency will use this information to evaluate my potential claim and contact me to discuss my options.

Billing Inquiry

Max. file size: 100 MB.
Agreement

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