2208 Plaza Drive, Suite 115
Rocklin, CA 95765

938 S. Main Street
Pleasant Grove, UT 84062
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Be Prepared For a Property Loss

When you are involved in a claim events can be confusing and important information can be overlooked. That is why we made it simple for you to record vital details of the claim. You can print this page or copy it to your document to edit it for your records. If you have further questions please contact us.

Read This First

If you have a claim to file  follow these simple steps to speed up the processing of your claim. The more information we have, the faster and more fairly and more fairly we can settle your claim.

Start Preparation Today

Use the forms on this page, in the Tools & Resources section, to help complete your preparation of household inventory. Write down any valuable items with their serial numbers (usually found on the bottom or back of major appliances) along with the method of acquisition (purchased, inherited, or received as a gift), date purchased and prices or approximate value. Attach receipts, if possible). Remember to include furniture, appliances, carpeting, jewelry, artwork, toys and the contents of your closets, cabinets, and drawers.

Videotape Documentation

Videotaping each room of your house can make taking inventories easier. Photographs and a tape recorder can substitute for a video camera. A complete inventory should contain verbal descriptions of major assets as well as their value. Remember your garage, attic, basement, and the exterior of the house, plus your landscaping and fencing.

Household Documentation

Extremely important documentations should be photocopied. Keep one copy in your home and the original, where possible, in a safe-deposit box. Important items include, but are not limited to, the following:

  • House: Escrow, title, deed, insurance policy.

  • Personal: Birth certificates, medical history, passports, insurance certificates, credit cards numbers, will.

  • Automobile: Certificate of ownership, finance contracts, registrations, insurance policy, driver's licenses.

  • Finance: Amount numbers for checking and savings accounts, CD's stocks, bonds, other significant investments.

  • Tax: Copies of the first two pages of your state and federal returns for the past five years.. Complete returns with approximate receipts and canceled checks should be kept in a separate file box.



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Tools & Resources

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Printable Home Inventory
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Disclaimer - Informational statements regarding insurance coverage are for general description purposes only. These statements do not amend, modify or supplement any insurance policy. Consult the actual policy or your agent for details regarding terms, conditions, coverage, exclusions, products, services and programs which may be available to you.