New Home Questionnaire Template

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New Home Questionnaire
Info taken from: ________ Date:________
Named Insured (on deed): ______________________Tele:______
Email address:_____________________ CELL_____________
Address: __________________________________________
Named Insured:____________________________
tell insured Credit Scoring now mandatory
DOB: _____________Social Security________________
Occupation____
Dob:__________ Social Sec#:___________occupation:___________
INTERESTED IN LIFE OR HEALTH?__________
Style of Home (Ranch, Cape, Split etc):____________
Year Built:________# of Stories:_____ Square Footage: ________
Construction type:_______
Age of Roof: ________
Date of Closing: _______ Purchase Price: _______ Mortgage amount:__________
Mortgagee address: ______________________________________________
__________________________________________________________________
Mtgee billed; ______ Contact Person & fax#: _________________
Proximity to Coast ft: __________ Distance to Fire Hydrants Station:_____
Alarms:_________ Nonsmoker:_________
Underwriting Information:
If home over 40 years, need update information for major systems:
Roof_______ Plumbing____________
Electrical: Fuses or C. Breakers, #AMPS,
wiring: _______, Heat_____: If oil, where is tank located _______
Wood/coal stove? _____, Pool type: ______, Diving Board: _______ Slide: __
fenced:_______ Hot Tub:______ Dog breed:_____________
Ferrets: ________________
Trampoline: ____________
Daycare:________________
Any business conducted on the premises:_____________
Will you occupy home immediately after closing? _________
Does insured own any ATV’s, snowmobiles, dune buggy, mini bikes, recreational
vehicles?_________
Have you had any homeowner losses in last 3 years? __________
Who is your auto carrier (account credit)? ______________
Ex-date for auto:________________
Any scheduled items? ________________ (need appraisal or bill of sale)

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