Certificate of insurance request
For property managers, general contractors, event venues and businesses hiring vendors who need proof of insurance before work starts. The letter lists the coverages and minimum limits you require, any additional insured or waiver of subrogation wording, and exactly how the certificate holder should be named, so the agent issues a usable certificate the first time.
- Fields
- 31
- Pages
- 2
- Paper
- Letter
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Reviewed
Before you start
What you need to fill it in
- The vendor's name and contact
- The project or contract the insurance must cover
- Coverage types and minimum limits from your contract or risk policy
- Whether you must be named as additional insured
- Your exact legal name and address as the certificate holder
- A deadline before the work starts
What's inside
31 fields, ready to fill
- 24Typed answersnames, addresses, descriptions
- 2Dateschecked as real dates
- 4Choicescheckboxes, options, dropdowns
- 1Signaturessignature and initials
7 required — the editor counts down how many are left while you fill.
Instructions
How to fill out the Certificate of insurance request
- 1
Identify the vendor and job
Enter the vendor, contact, and the project, location or contract the coverage applies to.
- 2
List required coverages
Enter each coverage with its minimum limit, such as general liability $1,000,000 per occurrence. Take these from your contract.
- 3
Set endorsements
Tick additional insured, waiver of subrogation or primary and non-contributory if your contract requires them.
- 4
Name the certificate holder
Enter your exact legal name and address as they should appear on the certificate.
- 5
Set a deadline and send
Give a date before work starts and where to send the certificate, then sign the letter.
Fill it online
What filling it looks like
- Edit & fill, Invite to sign and Create form are three modes of the same editor
- Amounts are formula fields: they calculate as you type
- The field navigator counts what's left and jumps to the next field
Shown with our invoice template. Sample content; names are fictional.
Written for: General (US)
This letter requests a certificate of insurance; it is not insurance or a certificate and is not legal or insurance advice. Coverage requirements should come from your contract and your own insurance advisor.
Written by PDFBetter and last reviewed October 15, 2026. Spotted a problem? Tell us.
Certificate of insurance request: questions people ask
Is a certificate of insurance proof of coverage?
A certificate summarizes coverage on its issue date but does not change the policy. Being named additional insured requires an endorsement on the policy itself; ask for a copy of the endorsement for important contracts.
What limits should I ask for?
Use the limits in your contract or your insurer's requirements. Your own insurance agent can advise what is appropriate for the work.
Who issues the certificate?
The vendor's insurance agent or broker, usually on a standard industry form. The vendor cannot issue it themselves.
What should I check when it arrives?
Insured name, policy dates, coverage types and limits, the certificate holder, and the additional insured box if you required it.
Ready when you are
Fill the Certificate of insurance request now — no account to start.