NAICS 523991
Trust, Fiduciary, and Custody Activities
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)
1 forms| Form Code | Title | Type | Who needs it |
|---|---|---|---|
| CA 99 13 | Fiduciary Liability Of Banks | Endorsement | Banks and trust companies that administer estates or trusts holding autos. |
Commercial General Liability (ISO CG)
4 forms| Form Code | Title | Type | Who needs it |
|---|---|---|---|
| CG 21 52 | Exclusion – Financial Services | Exclusion | Banks, investment advisors, brokers and other financial services firms. |
| CG 22 38 | Exclusion – Fiduciary Or Representative Liability Of Financial Institutions | Exclusion | Banks and trust companies. |
| CG 24 05 | Financial Institutions – Reporting Provision And Limitation To Fiduciary Or Representative Interest | Endorsement | Banks and trust companies insuring property they hold as trustee, executor or other fiduciary. |
| CG 24 11 | Fiduciaries – Fiduciary Interest | Endorsement | Banks, trust companies and individual fiduciaries managing property in trusts, guardianships or estates. |
Commercial Inland Marine (ISO CM)
6 forms| Form Code | Title | Type | Who needs it |
|---|---|---|---|
| CM 00 60 | Mail Coverage Form | Coverage | Banks, trust companies, brokerage firms, transfer agents and other businesses that routinely mail securities, checks, negotiable instruments or valuables. |
| CM 60 02 | Flat Premium Per Shipping Package – First Class Mail Or Certified Mail | Endorsement | Corporations, banks and transfer agents that mail non-negotiable stock and bond certificates to holders. |
| CM 60 03 | Flat Premium Per Shipping Package – First Class Mail Or Certified Mail (Limited Coverage) | Endorsement | Issuers, banks and transfer agents mailing securities under the ISO mail coverage form on a flat per-package premium basis. |
| CM 60 08 | Transfer Agents Mail | Endorsement | Stock transfer agents, registrars, corporate trustees and banks acting as agents for securities issuers. |
| CM 60 09 | Negotiable Securities Sent Under Air Bill | Endorsement | Banks, brokers and other firms that ship negotiable securities by air courier. |
| CM 60 10 | Securities Sent By The United States Treasury Department – Registered Mail | Endorsement | Banks and brokers that have Treasury or federal agency securities mailed to themselves or their customers. |
Commercial Property (ISO CP)
1 forms| Form Code | Title | Type | Who needs it |
|---|---|---|---|
| CP 00 50 | Extra Expense Coverage Form | Coverage | Organizations 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. |
Commercial Crime and Fidelity (ISO CR)
2 forms| Form Code | Title | Type | Who needs it |
|---|---|---|---|
| CR 04 10 | Securities Deposited With Others | Endorsement | Entities that deposit physical securities with custodians, depositories or brokers. |
| CR 25 16 | Add Trading Coverage | Endorsement | Businesses with employees who trade securities, commodities or currencies. |
Commercial Liability Umbrella (ISO CU)
1 forms| Form Code | Title | Type | Who needs it |
|---|---|---|---|
| CU 21 15 | Exclusion – Financial Services | Exclusion | Financial institutions and financial services firms. |
Commercial Inland Marine – ISO IH Series Forms
1 forms| Form Code | Title | Type | Who needs it |
|---|---|---|---|
| IH 00 75 | Computer Systems Coverage Form | Coverage | Businesses that depend on servers, networks and computer equipment: offices, data centers, call centers, professional and financial firms, manufacturers with control systems. |
Inland Marine (AAIS Inland Marine Guide)
2 forms| Form Code | Title | Type | Who needs it |
|---|---|---|---|
| IM 7200 | Electronic Data Processing Equipment Coverage | Coverage | Businesses that depend on computer equipment and data: offices, professional firms, financial institutions, data processors. |
| IM 7215 | Electronic Data Processing Income Coverage | Coverage | Businesses whose revenue depends on computer systems. |
Management Protection (ISO MP)
3 forms| Form Code | Title | Type | Who needs it |
|---|---|---|---|
| MP 00 04 | Financial Institutions Executive Liability Coverage Form | Coverage | Banks, credit unions, savings institutions and other financial institutions. |
| MP 00 05 | Financial Institutions Executive Liability And Entity Securities Liability Coverage Form | Coverage | Financial institutions with securities exposure (holding companies with shareholders). |
| MP 00 09 | Financial Institutions Executive Liability Side A Coverage Form | Coverage | Banks, credit unions and other financial institutions. |
