1. Forms
NAICS 8132

Grantmaking and Giving Services

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)

3 forms
Form CodeTitleTypeWho needs it
CA 04 39Volunteer Hired AutosEndorsementNonprofits, charities, religious organizations and social service agencies whose volunteers rent vehicles for the organization.
CA 05 24Non-Ownership Liability Coverage For VolunteersEndorsementNonprofits, charities, churches, schools, youth sports and civic organizations that use volunteer drivers.
CA 28 03Abuse Or Molestation Exclusion For Covered Autos Liability ExposureExclusionAccounts transporting children, elderly, disabled or vulnerable passengers: schools, day care, social services, paratransit, camps and youth organizations.

Commercial General Liability (ISO CG)

5 forms
Form CodeTitleTypeWho needs it
CG 20 20Additional Insured – Charitable InstitutionsEndorsementCharities, foundations and other nonprofit institutions.
CG 21 66Exclusion – Volunteer Workers As InsuredsExclusionNonprofits, churches, schools and event organizers whose carrier will not extend insured status to volunteers.
CG 24 03Waiver Of Charitable ImmunityEndorsementCharitable organizations in states that recognize charitable immunity.
CG 34 06Additional Insured – Volunteer Workers (CG 34 06)EndorsementNonprofits and other organizations using volunteers whose policy includes an ISO GL coverage part other than the CGL form (for example liquor liability).
CG 34 07Additional Insured – Volunteer Workers (CG 34 07)EndorsementNonprofits and other organizations using volunteers whose policy includes an ISO GL coverage part other than the CGL form (for example liquor liability).

Commercial Property (ISO CP)

1 forms
Form CodeTitleTypeWho needs it
CP 04 38Functional Building ValuationEndorsementOwners of older, historic or architecturally ornate buildings (churches, old mills, downtown masonry buildings, converted warehouses) whose replacement cost far exceeds market value or what the owner would rebuild.

Commercial Crime and Fidelity (ISO CR)

4 forms
Form CodeTitleTypeWho needs it
CR 25 06Include Chairperson And Members Of Specified Committees As EmployeesEndorsementAssociations, religious organizations, clubs and other nonprofits run by committees.
CR 25 08Include Specified Non-Compensated Officers As EmployeesEndorsementNonprofits and associations with unpaid officers and directors.
CR 25 09Include Volunteer Workers As EmployeesEndorsementNonprofits and public entities that use volunteers, including volunteers who solicit or collect funds.
CR 25 10Include Volunteer Workers Other Than Fund Solicitors As EmployeesEndorsementNonprofits and associations that use volunteers who do not solicit funds.

Commercial Liability Umbrella (ISO CU)

5 forms
Form CodeTitleTypeWho needs it
CU 04 44Sexual Abuse Or Sexual Molestation Liability CoverageCoverageOrganizations that care for or supervise children, students or vulnerable adults.
CU 21 14Amendment Of Liquor Liability Exclusion – Exception For Scheduled Premises Or ActivitiesExclusionBusinesses and organizations that serve or sell alcohol at specific premises or events.
CU 34 44Broad Abuse Or Molestation ExclusionExclusionOrganizations that care for or supervise children, patients, students or vulnerable adults.
CU 34 45Sexual Abuse Or Sexual Molestation ExclusionExclusionOrganizations that care for or supervise children, patients, students or vulnerable adults.
CU 34 58Exclusion – Volunteer Workers As InsuredsExclusionNonprofits and organizations that use volunteer workers.

Commercial Excess Liability (ISO CX)

2 forms
Form CodeTitleTypeWho needs it
CX 21 93Broad Abuse Or Molestation ExclusionExclusionOrganizations that care for or supervise children, patients, students or vulnerable adults.
CX 21 94Sexual Abuse Or Sexual Molestation ExclusionExclusionOrganizations that care for or supervise children, patients, students or vulnerable adults.

Employment-Related Practices Liability (ISO EP)

22 forms
Form CodeTitleTypeWho needs it
EP 00 01Employment-Related Practices Liability Coverage FormCoverageAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 00 02Employment-Related Practices Liability Coverage Form (Separate Limits For Defense And Indemnity)CoverageAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 01 12Who Is An Insured - Restricted Coverage For EmployeesEndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 01 13Who Is An Insured - Outside Director, Trustee, Officer Or MemberEndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 01 14Counsel SelectionEndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 01 15Named Employee(s) ExclusionExclusionAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 01 18Liability To Independent ContractorsEndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 01 19Liability To VolunteersEndorsementNonprofits, religious organizations, schools, hospitals and other organizations that use volunteers.
EP 01 20Liability To Non-EmployeesEndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 01 21Nuclear Energy Liability Exclusion Endorsement (Broad Form)ExclusionAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 01 33Amendment Of Consent To SettleEndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 01 34Amendment Of Coverage Territory - Worldwide CoverageEndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 01 35Amendment Of Coverage Territory - Worldwide Coverage Except For Specified CountriesEndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 01 36Amendment Of Coverage Territory - Additional Scheduled CountriesEndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 03 01Co-Payment Liability InsuranceEndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 03 02Deductible And Co-Payment Liability InsuranceEndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 20 01Additional Insured - Designated Person Or OrganizationEndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 20 03Additional Insured - VolunteersEndorsementNonprofits and other organizations that rely on volunteers.
EP 20 04Additional Insured - Independent Contractor(s)EndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 21 01Exclusion - Designated Ongoing Operation(s)ExclusionAny employer buying stand-alone employment practices liability on the ISO EP program.
EP 28 01Extended Reporting Period EndorsementEndorsementAny employer buying stand-alone employment practices liability on the ISO EP program.
EP DS 01Employment-Related Practices Liability DeclarationsDeclarationAny employer buying stand-alone employment practices liability on the ISO EP program.

Management Protection (ISO MP)

21 forms
Form CodeTitleTypeWho needs it
MP 00 03Common Policy ConditionsConditionAny organization insured on the ISO Management Protection program.
MP 00 06Not-For-Profit Management Liability Coverage FormCoverageCharities, associations, foundations, religious and civic organizations, schools and other not-for-profits.
MP 00 07Fiduciary Liability Coverage FormCoverageEmployers that sponsor retirement, health or other employee benefit plans.
MP 03 01Co-InsuranceEndorsementOrganizations insured on the ISO Management Protection program.
MP 03 02Co-InsuranceEndorsementOrganizations insured on the ISO Management Protection program.
MP 04 01Coverage Extension - Outside ServiceEndorsementOrganizations insured on the ISO Management Protection program that need this extension.
MP 04 02Coverage Extension - Acquisition Or Creation Of For-Profit OrganizationEndorsementOrganizations insured on the ISO Management Protection program that need this extension.
MP 04 03Coverage Extension - Merged, Sold, Spun-Off, Or Terminated PlansEndorsementOrganizations insured on the ISO Management Protection program that need this extension.
MP 04 04Coverage Extension - CAP PenaltiesEndorsementOrganizations insured on the ISO Management Protection program that need this extension.
MP 04 05Coverage Extension - Certain United Kingdom Fines Or PenaltiesEndorsementOrganizations insured on the ISO Management Protection program that need this extension.
MP 04 06Coverage Extension - Publication ServicesEndorsementOrganizations insured on the ISO Management Protection program that need this extension.
MP 04 07Coverage Extension - Spousal CoverageEndorsementOrganizations insured on the ISO Management Protection program that need this extension.
MP 04 08Coverage Extension - Wrongful Personal Injury ActsEndorsementOrganizations insured on the ISO Management Protection program that need this extension.
MP 21 01Exclusion - Designated Professional ServicesExclusionOrganizations insured on the ISO Management Protection program.
MP 21 04Exclusion - Specific LitigationExclusionOrganizations insured on the ISO Management Protection program.
MP 21 06Exclusion - Pending Or Prior LitigationExclusionOrganizations insured on the ISO Management Protection program.
MP 21 07Exclusion - Initial Public Offering (IPO)ExclusionOrganizations insured on the ISO Management Protection program.
MP 21 09Exclusion - Intellectual PropertyExclusionOrganizations insured on the ISO Management Protection program.
MP 21 28Exclusion - Abuse Or MolestationExclusionOrganizations insured on the ISO Management Protection program.
MP 28 01Extended Reporting PeriodEndorsementOrganizations whose Management Protection coverage is ending (sale, merger, dissolution, non-renewal).
MP 28 16Extended Reporting PeriodEndorsementOrganizations whose Management Protection coverage is ending.