CSIO Industry Forms

CSIO FormsCSIO saves brokers and insurers time and money by creating standardized industry forms that provide a consistent means of documenting insurance policy information.

CSIO creates and maintains standardized forms on behalf of the entire Canadian P&C insurance industry. The forms are available only to CSIO members, including brokers who are members of their provincial association.

For endorsement forms such as OPCFs, SEFs and QPFs, please visit your provincial authority’s website.

Newest forms

FEBRUARY, 2016

JUNE, 2015

APRIL, 2015

Legend

To help better organize our forms, we have placed abbreviations before them so that you can immediately identify what type of form it is. Use this legend as a guide:

AF for authorization form

App for application

Binder

Cert for certificate

CR for change request

Link for external link

LN for loss notice Qs for questionnaire Supp for supplement  

CSIO FormsPersonal Lines - Automobile

Effective Date (YYYY/MM)

Alberta App: Automobile 2014/01
App: Standard Garage 2007/09
Supp: Consent 2006/07
New Brunswick App: Automobile 2014/01
Newfoundland and Labrador

App: Automobile

2014/01
Nova Scotia App: Automobile 2014/01
Northwest Territories App: Automobile 2014/01
Nunavut App: Automobile 2014/01
Ontario  AppAutomobile 2016/06
Prince Edward Island App: Automobile 2015/10
Quebec App: Automobile 2014/03
Yukon App: Automobile 2014/01
Other AF: Vehicle Inspection 2009/08
Cert: Motor Vehicle Liability Cards (Different) 2002/09
Cert: Motor Vehicle Liability Cards (Same) 2002/09
CR: Automobile 2006/09
LN: Automobile 2006/09



CSIO Forms Personal Lines - Property & Liability

Effective Date (YYYY/MM)

App: Habitational 2015/04
App: Personal Liability Umbrella 2013/03
Binder: Property 2008/03
CR: Add Named Insured 2013/03
CR: Habitational Policy 2006/09
LN: Property 2006/09
Qs: Fuel Oil Tank 2014/07
Qs: Sewer Backup 2008/03
Qs: Solid Fuel Heating 2010/09
Supp: Habitational Premium Summary 2008/03
Supp: Mobile Home 2010/09
Supp: Personal Articles 2008/06
Supp: Vacation Trailer 2010/09
Supp: Watercraft and Trailer 2008/06

CSIO Forms Commercial Lines - Automobile

Effective Date (YYYY/MM)

Commercial Vehicle Supp: Commercial Vehicle 2012/06
Supp: Public Commercial Vehicle 2012/06
Supp: Commercial Vehicle Schedule 2012/09
Supp: Commercial Vehicle Schedule - A 2013/01
Supp: Commercial Vehicle Schedule - B 2012/09
Supp: Commercial Vehicle Schedule - C 2012/09
Supp: Commercial Vehicle Schedule - D 2013/01
Supp: Commercial Vehicle Schedule - E 2012/09
Vehicle Fleet Cert: Liability Card (Different) 2002/09
Cert: Liability Card (Same) 2002/09
Supp: Driver Schedule 2006/03
Supp: Quote 2006/03

CSIO Forms Commercial Lines - Property & Liability

Effective Date (YYYY/MM)

Commercial Insurance App: Commercial General Liability 2013/04
App: Commercial Insurance Application 2013/05
App: Commercial Umbrella Liability 2013/03
App: Builders’ Risk 2013/09
Supp: Articles 2012/11
Supp: Contractors’ Equipment 2013/09
Other Cert: Liability Insurance 2010/09
Cert: Property Insurance 2011/09
LN: Property & Liability 2012/12

CSIO FormsFarm

Effective Date (YYYY/MM)

App: Farm 2011/09
Supp: Farm Premium Summary 2012/09
Supp: Farm Structures & Contents 2009/09
Supp: Farm Machinery, Equipment, Tack, Tools, Misc. 2009/09
Supp: Farm Chemicals & Fertilizers, Feed, Grain and Produce 2009/09
Supp: Farm Livestock Confined

2009/09

Supp: Farm Livestock Non Confined

2009/09

Supp: Farm Diagram 2009/09

CSIO FormsMiscellaneous

Effective Date (YYYY/MM)

National AF: Payment & Pre-authorized Debit 2010/06
CR: Cancellation Reinstatement 2001/10
Alberta CR: Cancellation Reinstatement 2001/10

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CSIO PDF Forms Copyright © 2016. All rights reserved.CSIO PDF Forms are not free products and may only be used by parties who are paid members of CSIO.Unregistered use of CSIO PDF Forms is in violation of Canadian and international copyright laws. This agreement shall be governed by the laws of the Province of Ontario, Canada.THESE FORMS ARE LICENSED “AS IS” AND WITHOUT WARRANTIES AS TO PERFORMANCE OR MERCHANTABILITY OR ANY OTHER WARRANTIES WHETHER EXPRESSED OR IMPLIED. Because of the various hardware and software environments into which CSIO Form software may be put, NO WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE IS OFFERED.You are specifically prohibited from distributing the PDF or PCL forms without prior written permission or from using the PDF forms for the benefit of other non-member parties other than your direct insurance broker customers and your direct insurance company customers who are CSIO members in good standing.Centre for Study of Insurance Operations, 110 Yonge Street, Suite 500, Toronto, Ontario, M5C 1T4, Canada. Phone (416) 360-1773 or email forms@csio.com with questions.