Vendor Insurance and Documentation Verification

Verification form for confirming a vendor's certificate of insurance, required coverage details, and supporting compliance documents before work begins.

Verification Summary

• Vendor / Company Name
• Review Date
• Reviewer Name
• Verification Status
• Review Notes
  Summarize the verification outcome, missing items, or any restrictions placed on the vendor.

Certificate of Insurance Details

• Certificate of Insurance Received?
• Upload Certificate of Insurance
  Upload the current certificate of insurance or equivalent proof of coverage.
• Policy Holder Name
• Insurance Carrier
• Policy Number
  Collect only if needed for internal verification or audit trail.
• Policy Effective Date
• Policy Expiration Date

Required Coverage Verification

• Commercial General Liability Verified?
• General Liability Limit
  Enter the per-occurrence limit in whole dollars.
• Workers' Compensation Verified?
• Commercial Auto Liability Verified?
• Professional Liability / Errors & Omissions Verified?
• Additional Insured Endorsement Confirmed?
• Waiver of Subrogation Confirmed?

Supporting Documentation

• W-9 Received?
• Upload W-9
• Business License Received?
• Upload Business License
• Other Documents Required?
• List Other Required Documents

Compliance Attestation

• Attestation
• Reviewer Signature