1. Forms
NAICS 52

Finance and Insurance

Forms written for this kind of business. Core coverage forms and general endorsements apply to every account and are not listed here.

Commercial Auto (ISO CA)

6 forms
Form CodeTitleTypeWho needs it
CA 20 19Repossessed AutosEndorsementBanks, credit unions and finance companies that repossess and hold financed autos.
CA 26 01Single Interest Automobile Physical Damage Insurance Policy (Individual Policy Form)CoverageBanks, credit unions, sales finance companies and lessors that finance or lease autos and want to protect their collateral.
CA 26 02Single Interest Automobile Physical Damage Insurance Policy (Finance Master Policy Form)CoverageFinance companies, banks and credit unions insuring their interest in a portfolio of auto loans or leases.
CA 26 04Amendment Of Single Interest Policy Provisions - Public Or Livery Passenger Conveyance And On-Demand Delivery Services ExclusionEndorsementLenders insuring their interest in financed autos under single interest policies.
CA 26 05Single Interest DeductiblesEndorsementLenders insured under single interest automobile physical damage policies.
CA 99 13Fiduciary Liability Of BanksEndorsementBanks and trust companies that administer estates or trusts holding autos.

Commercial General Liability (ISO CG)

7 forms
Form CodeTitleTypeWho needs it
CG 20 23Additional Insured – Executors, Administrators, Trustees Or BeneficiariesEndorsementEstates and living trusts that own rental or commercial property insured on a CGL.
CG 21 52Exclusion – Financial ServicesExclusionBanks, investment advisors, brokers and other financial services firms.
CG 22 24Exclusion – Inspection, Appraisal And Survey CompaniesExclusionInspection, appraisal, survey, adjusting and audit firms.
CG 22 38Exclusion – Fiduciary Or Representative Liability Of Financial InstitutionsExclusionBanks and trust companies.
CG 22 48Exclusion – Insurance And Related OperationsExclusionInsurance agencies, brokers, carriers, TPAs and similar businesses.
CG 24 05Financial Institutions – Reporting Provision And Limitation To Fiduciary Or Representative InterestEndorsementBanks and trust companies insuring property they hold as trustee, executor or other fiduciary.
CG 24 11Fiduciaries – Fiduciary InterestEndorsementBanks, trust companies and individual fiduciaries managing property in trusts, guardianships or estates.

Commercial Inland Marine (ISO CM)

7 forms
Form CodeTitleTypeWho needs it
CM 00 52Floor Plan Coverage FormCoverageDealers whose inventory is financed by floor plan lenders (appliance, furniture, electronics, equipment, boat and RV dealers) and the banks or finance companies that hold the security interest.
CM 00 60Mail Coverage FormCoverageBanks, trust companies, brokerage firms, transfer agents and other businesses that routinely mail securities, checks, negotiable instruments or valuables.
CM 60 02Flat Premium Per Shipping Package – First Class Mail Or Certified MailEndorsementCorporations, banks and transfer agents that mail non-negotiable stock and bond certificates to holders.
CM 60 03Flat Premium Per Shipping Package – First Class Mail Or Certified Mail (Limited Coverage)EndorsementIssuers, banks and transfer agents mailing securities under the ISO mail coverage form on a flat per-package premium basis.
CM 60 08Transfer Agents MailEndorsementStock transfer agents, registrars, corporate trustees and banks acting as agents for securities issuers.
CM 60 09Negotiable Securities Sent Under Air BillEndorsementBanks, brokers and other firms that ship negotiable securities by air courier.
CM 60 10Securities Sent By The United States Treasury Department – Registered MailEndorsementBanks and brokers that have Treasury or federal agency securities mailed to themselves or their customers.

Commercial Property (ISO CP)

3 forms
Form CodeTitleTypeWho needs it
CP 00 50Extra Expense Coverage FormCoverageOrganizations that must keep operating at almost any cost after a loss but whose income would not drop much: banks, insurance agencies, medical and professional offices, newspapers, utilities, public entities and non-profits.
CP 00 70Mortgageholders Errors And Omissions Coverage FormCoverageBanks, credit unions, savings institutions, mortgage lenders and loan servicers that require and track property insurance on mortgaged real estate.
CP 14 70Building Glass – Tenant's PolicyEndorsementTenants with lease responsibility for storefront, display or plate glass: retail stores, restaurants, banks, showrooms.

Commercial Crime and Fidelity (ISO CR)

8 forms
Form CodeTitleTypeWho needs it
CR 04 10Securities Deposited With OthersEndorsementEntities that deposit physical securities with custodians, depositories or brokers.
CR 04 12Safe DepositoryEndorsementBusinesses that rent safe deposit boxes or vault space to customers.
CR 20 35Include As Joint Insured(s) – Employee Benefit Plans ("Omnibus" Provision)EndorsementEmployers of any industry that sponsor ERISA or non-ERISA employee benefit plans.
CR 25 16Add Trading CoverageEndorsementBusinesses with employees who trade securities, commodities or currencies.
CR 25 47U.S. Department Of Labor – ERISA Plan Coverage Amendments WithdrawnEndorsementEmployers of any industry that sponsor ERISA retirement or welfare plans and were insured on 2015-edition crime forms.
CR 25 49Include Designated Agents As ERISA Plan OfficialsEndorsementEmployers that sponsor ERISA plans and use outside service providers to handle plan assets.
CR 25 50ERISA Employee Benefit Plans – Schedule Limit Of InsuranceEndorsementEmployers of any industry that sponsor ERISA retirement or welfare plans, such as a 401(k).
CR 25 51Non-ERISA Employee Benefit Plans – Schedule Limit Of InsuranceEndorsementSponsors of employee benefit plans that are not subject to ERISA, such as church and governmental plans.

Commercial Liability Umbrella (ISO CU)

2 forms
Form CodeTitleTypeWho needs it
CU 21 15Exclusion – Financial ServicesExclusionFinancial institutions and financial services firms.
CU 21 75Exclusion – Insurance And Related OperationsExclusionInsurance carriers, agencies, brokers, adjusters and administrators.

Cyber (ISO CY)

27 forms
Form CodeTitleTypeWho needs it
CY 00 01Commercial Cyber Insurance Policy WithdrawnCoverageAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 00 02Commercial Cyber Insurance PolicyCoverageAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 00 03Information Security Protection Cyber PolicyCoverageAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 00 10Information Security Protection Cyber Policy WithdrawnCoverageAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 00 11Financial Institutions Information Security Protection Cyber Policy WithdrawnCoverageAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 00 12Media And Information Security Protection Cyber Policy WithdrawnCoverageAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 00 13Media And Information Security Protection Cyber Policy WithdrawnCoverageAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 10 03Nonbinding ArbitrationConditionAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 10 04Binding ArbitrationConditionAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 01Additional Extended Reporting Period - ElectedEndorsementAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 05Agreed Value For Business IncomeEndorsementAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 09Amend Defense And Settlement Provision - SettlementConditionAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 10Provide Coverage For Dishonest, Malicious Or Fraudulent Acts Committed By Employees HistoricalEndorsementAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 13Computer And Funds Transfer Fraud EndorsementEndorsementAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 14Computer Fraud EndorsementEndorsementAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 15Telephone Toll Fraud EndorsementEndorsementAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 16Exclusion - Social MediaExclusionAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 17Exclusion - Software InfringementExclusionAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 28Payment Card Industry Liability CoverageEndorsementAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 29Payment Card Industry Liability Coverage - Defense Costs Coverage OnlyEndorsementAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 31Include Retroactive Date - First Party Insuring AgreementsEndorsementAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 36Amend Retention - Business Income And Extra Expense - Waiting Period (ISP)EndorsementAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 40Amend Replacement Or Restoration Of Electronic Data Insuring Agreement - Betterment And Bricking ExpensesEndorsementAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 46Exclusion - Fraudulent InstructionExclusionAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 83Exclusion - WarExclusionAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 84Condition - Litigation Funding Mutual DisclosureConditionAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.
CY 20 85Exclusion - Generative Artificial IntelligenceExclusionAny business that stores personal or payment data, depends on computer systems or transfers funds electronically.

Employment-Related Practices Liability (ISO EP)

1 forms
Form CodeTitleTypeWho needs it
EP 01 37Malicious Prosecution CoverageEndorsementRetailers, restaurants, banks and other employers that refer suspected employee theft to law enforcement.

Commercial Inland Marine – ISO IH Series Forms

3 forms
Form CodeTitleTypeWho needs it
IH 00 74Commercial Fine Arts Coverage Form (IH Series)CoverageBusinesses with art collections: corporate offices, hotels, professional firms, institutions.
IH 00 75Computer Systems Coverage FormCoverageBusinesses that depend on servers, networks and computer equipment: offices, data centers, call centers, professional and financial firms, manufacturers with control systems.
IH 00 88Installment Sales And Leased Property Coverage FormCoverageSellers on installment terms and equipment lessors: appliance, furniture, equipment and medical device dealers, equipment leasing companies, finance companies.

Inland Marine (AAIS Inland Marine Guide)

2 forms
Form CodeTitleTypeWho needs it
IM 7200Electronic Data Processing Equipment CoverageCoverageBusinesses that depend on computer equipment and data: offices, professional firms, financial institutions, data processors.
IM 7215Electronic Data Processing Income CoverageCoverageBusinesses whose revenue depends on computer systems.

Management Protection (ISO MP)

3 forms
Form CodeTitleTypeWho needs it
MP 00 04Financial Institutions Executive Liability Coverage FormCoverageBanks, credit unions, savings institutions and other financial institutions.
MP 00 05Financial Institutions Executive Liability And Entity Securities Liability Coverage FormCoverageFinancial institutions with securities exposure (holding companies with shareholders).
MP 00 09Financial Institutions Executive Liability Side A Coverage FormCoverageBanks, credit unions and other financial institutions.