Request For Information - Service Lloyds Page 2

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REQUEST FOR INFORMATION
1.
Has this entity operated under another name in the last four years? _________
2.
Is the entity currently related through common majority ownership to any entity not listed on the front of the form?
_________
3.
Has this entity been previously related through common majority ownership to any other entities in the last four years?
________
If you answered yes to 1, 2, or 3 above, please provide the following information:
Name of
Principal
Carrier and
Effective
Business
Location
Policy Number
Date
4.
Were the assets and/or ownership interest (all or a portion) of this entity acquired from a previously existing business?
If yes, you must provide complete ownership information of the prior owner in column A and ownership information on
the new owner in column B on the reverse side of this form.
5.
Did the entity involved also undergo a change in operations sufficient to result in a change to its governing
classification? If yes, attach a detailed explanation supporting these changes.
6.
If this is a partial sale, transfer, or conveyance of an existing business (i.e., sale of one or more plans or locations):
a. Explain what portion or location of the entire operation was sold, transferred, or conveyed.
b. Was this entity insured under a separate policy from the remaining portion?
If not, specify the
entities with which it was combined:
c. What entities will the seller maintain majority ownership of after this change?
This is to certify that the information contained on this form is complete and correct.
Name of insured:
Name of person completing form:
Signature of Owner, Partner or
Title
Executive Officer
Print name of above signature
Date
WC-RFI

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