California Affinity Eligibility and Documentation Guidelines (29,30,95,96,97,99) Business and Professional Group Discount

Transcription

1 Califnia Affinity Eligibility and Documentation Guidelines (29,30,95,96,97,99) Business and Professional Group Discount Group Discount Eligibility Guidelines Suggested Documentation Notes Mid-Century Auto 15% Active license as a Certified Public Accountant Certified Management Accountant in the state. Certified Public Accountants (CPA's) Current active Certified Accountant license Certified Management Accountants license. Website screen shot showing license credential status verification. -Online verification must show state board, full name of insured, license number/credentials and active status. Verification available online at Degrees in Accounting are not acceptable. Architects Currently licensed Architect to practice in Bachels, Masters PhD in Architecture from a four-year the state board. university Bachel degree, Master degree PhD in A current license to practice as an Architect in the insured's Architecture. state of occupation. Website screen shot showing online license status verification. -Photo of Bachels, Masters, PhD diploma in Architecture. -Photo of diploma must clearly show full name, name of university, degree, and year of degree completion. -Letter from employer that confirms employment as an Architect. Transcripts are required if the degree does not specify the qualifying maj field of study. A transcript from the feign university should show a curriculum that is equivalent to the curriculum f the degree earned in the US. If we are unable to determine equivalency, a transcript from the feign university translated in English is required f review. Verification available online Aviation Professional Professional Airline Pilots with a current Airman Certificate An Air traffic controller with a current Air traffic controllers certificate Copy of current Airman Certificate Copy of current Air traffic controllers certificate No Private Pilot licenses. CA - 06/01/ of 8

2 Dentists Mid-Century Auto 15% Verification available online at Currently licensed Dentists practicing General Dentistry a Dental Specialty in state of practice, current members of the state Dental Association. Current State Board of Dentistry License in state of employment Verification of current membership from the state Dental Association. Expanded Affinity documents: Website screen shot showing online license status verification. Educats Mid-Century Auto 15% Full-time licensed K-12 teachers in the state. Full Time Private School Teacher with a Bachel degree and at least 3 years of employment as a Teacher in the state. Teachers - a current teaching credential issued by the state of Commission on Teacher Credentialing Public School teacher (K-12) - Letter of employment from school district stating full-time teacher in the district. Principals Superintendents - Current letter of employment, stating gprincipal p superintendent Private school teacher - A current letter from the private school where they are employed stating that they have wked as a full time teacher f at least 3 years, and a Bachels degree. Website screen shot showing license credential status verification. -Online verification must show state board, full name of insured, license number/credentials and active status. No substitute, emergency, internship, permit credentials accepted. Verification available on line College Educats / Professs Mid-Century Auto 15% Full-time College University Professs and Instructs in the state. Current letter from employing college stating full-time employment as a profess/instruct in the state. CA - 06/01/ of 8

3 Engineers Mid-Century Auto 15% Persons with a Bachel degree, Masters degree, PhD degree in engineering a state Professional Engineering license to practice as a Engineer in the state. Bachels, Masters PhD degree in Engineering from a fouryear university A current license to practice as a Professional Engineer in the state of employment. Website screen shot showing license status verification. -Photo of Bachels, Masters, PhD diploma in Engineer -Photo of Diploma must clearly show full name, name of university, degree, and year of degree completion. -Letter from employer that confirms employment as an Engineer. Transcripts are required if the degree does not specify qualifying maj field of study. A transcript from the feign university should show a curriculum that is equivalent to the curriculum f the degree earned in the US. If we are unable to determine equivalency, a transcript from the feign university translated in English is required f review. Verification available online Firefighters Full-time, currently active firefighters and/ paramedics commissioned by a city, county, state federal fire fighting agency recognized in the state. Current identification card ( county card) showing full-time Volunteer and reserve firefighters do not qualify. position as a Firefighter Paramedic (copy of front and back). EMT's do not qualify, unless they are firefighters. Letter from qualifying employer stating current full-time employment as a Firefighter Paramedic. Lawyers / Judges Current members in good standing in the state Bar Association in the state Judges Association (Active Status) 1. Verification from Califnia State Bar Association 2. Must have taken and passed the bar exam Verification from Califnia Judges Association Verification available online at 3. Current license to practice law in. Website screen shot showing license status verification, State Bar Association, verification from Judges Association. Librarians Persons with a Masters PhD degree in Library Science, Library and Infmation Science. Copy of a Masters PhD degree in Library Science, Library and Infmation Science. Photo of Master, PhD diploma in Library Science, Library and Infmation Science. -Photo of diploma must clearly show full name, name of university, degree, and year of degree completion, -Letter from employer that confirms employment as a Librarian. CA - 06/01/ of 8

4 Persons currently licensed to practice Physical, Occupational Therapy Chiropractic in Califnia. Physical, Occupational Therapists and Chiropracts 1) Current license to practice Physical, Occupational Therapy Chiropractic in Califnia, 2) Verification of current membership from the Califnia Physical Therapy Association, Occupational Therapy Chiropractic Association of Califnia. Website screen shot showing online license status verification verification of current membership from the Califnia Physical Therapy Association, Occupational Therapy Chiropractic Association of Califnia. Verification available online at www2.dca.ca.gov Chiropracts will qualify under this categy. Physicians/ Surgeons Mid-Century Auto 15% Persons currently licensed to practice as a Current license to practice as a Physician, Surgeon, Physician, Allergist, Anesthesiologist, Pharmacist, etc. in state of employment. Or Verification of Psychiatrist (Marriage/Family membership in the state Medical Association. Expanded Therapists), Psychologist, Optometrist, Affinity Documents: Website screen shot showing online Otolaryngologists, Osteopaths, Surgeon license status verification. Or Verification of current in the state current members of the state Medical Association a PHD/Medical Degree in Medicine, Pharmacy, Psychiatry, Psychology, Podiatry, Osteopathy Surgery. membership in the state Medical Association. Online license status verification must show state licensing bureau, full name of insured, license number and active status. Photo of PHD/Medical degree in Medicine, Pharmacy, Psychiatry, Psychology, Podiatry, Osteopathy Surgery. Photo of diploma must clearly show full name, name of university, degree, and year of degree completion. Verification available online at Police Officers/ Law Enfcement Officers Active, full-time, swn law enfcement officers commissioned by a city, county, state, federal law enfcement agency recognized in the state. Current identification card indicating full-time swn peace officer per States Penal Code Section (copy of front and back) Verification from qualifying employer stating current employment as a fulltime swn peace officer. Volunteer reserve peace officers do not qualify Military Police qualify with proper documentation. CA - 06/01/ of 8

5 Real Estate Agents and Brokers Persons currently licensed as a Real Estate Salespersons Brokers in Califnia, with at least one vehicle in the household rated f "Business - Occupational" - Outside Sales (SLS) type of Use. Next Gen Home only: Insureds with only Next Gen Home and no auto policy still qualifies if they are currently licensed. Current license to act as a real estate salesperson broker in Califnia, Verification of current membership from the Califnia Association of Realts. Website screen shot showing online license status verification verification of current membership from the Califnia Association of Realts. Verification available online at At least one policy within the Auto (Mid-Century Farmers) household must have vehicle use in Outside Sales (SLS) to qualify. Retired Real Estate Salespersons/Brokers qualifies if one policy in the household have vehicle use of Outside Sales (SLS). Registered Nurses Licensed to practice as a Registered Nurse, Advanced Practice Nurse, Nurse Practitioner Physicians Assistant with the state Nurses Board a member of the state Registered Nurses Association. Current License to practice as a Registered Nurse, Advanced Practice Nurse, Nurse Practitioner Physicians Assistant in the state. Verification from the state Registered Nurses Association. Website screenshot showing online license status verification verification from the state Registered Nurses Association Physicians Assistant governing body. Online license status verification must show state licensing bureau, full name of insured, license number and active status. LPN, LVN CNAs do not qualify. Interns are not eligible. Tempary RN licenses are acceptable. Verification available online at CA - 06/01/ of 8

6 Scientists Mid-Century Auto 15% Persons with a Bachel of Science Degree, Bachel of Arts Degree, Master of Science Degree, PhD in one of the following fields: Actuarial Science, Agriculture, Aeronautics, Anthropology, Astronomy, Astro-Physics, Astronautics, Atmospheric Science, Bacteriology, Biochemistry, Biology (Biological Science), Bio-Medical, Bio- Technology, Botany, Business Infmation Technology, Chemistry, Computer Applications, Computer Graphics, Computer Infmation Systems, Computer Science, Computer Programming, Computer Technology, Cybernetics, Ecology, Eco-Systems, Entomology, Environmental Science, Genetics, Geology, Geophysics, Infmation Technology, Kinesiology, Ocean (Marine) Science, Mathematics, Meteology, Neuroscience, Physics, Physiology, Oceanography, Planetary Systems, Statistics, Systems Science, Technology and Zoology. Verification of Bachels, Masters PhD degree from an accredited four-year university in one of the qualifying maj fields of study. -Photo of Bachels, Masters, PhD science diploma. Must clearly show full name, name of university, degree in one of the qualifying maj fields of study, and year of degree completion. -Website screen shot documentation showing membership in an eligible field of study's academic alumnae association. Transcripts are required if the degree does not specify qualifying maj field of study. Feign degrees must be translated and show U.S. equivalency of type of degree and qualifying field of study if not stated, iginal diploma must accompany translation. Any license submitted to validate this discount must be suppted by a Bachels, Masters PhD degree in the scientific field of study, Small Business Policyholders (Owners and Officers) Persons currently listed as named insureds on a business insurance policy issued by a Farmers Insurance Group exchange company; officers partners of cpations partnerships maintaining a Farmers business insurance policy. 1. Entry of the related Farmers business insurance policy number on the APPS "Other Household Policies" screen (P5HA) f the personal auto policy. and 2. Submit verification based on the business entity type insured, scan a print out of Small Business policy status. Retired Small Business Policyholders have been excluded and are ineligible. CA - 06/01/ of 8

7 Persons currently licensed to practice Verification available online at Speech-Language Pathology Audiology in Califnia. Speech Audiologists and Pathologists 1) Current license to practice as a Speech Audiologist Pathologist in Califnia 2) Verification of current membership from the Califnia Academy of Audiology. Website screen shot showing online license status verification verification from the Califnia Academy of Audiology. FIG Federal Credit Union Members of the FIG Federal Credit Union with an active account 1. FIG Credit Union certificate 2. Copy of current FIG FCU bank statement. Bank statements can be no me than 60 days old Veterinarians Mid-Century Auto 15% Currently licensed to practice Veterinarian medicine in the state. Current license to practice as a Veterinarian in the state. Website screen shot showing online license status verification. Verification available online at Wkers' Compensation Policyholders (Owners & Officers) Persons currently listed as named insureds on a wkers' compensation insurance policy issued by a Farmers Insurance Group exchange company; officers partners of cpations partnerships maintaining a Farmers business insurance policy. 1. Entry of the related Farmers business insurance policy number on the APPS "Other Household Policies" screen (PSHA) f the personal auto policy. and 2. Submit verification based on the business entity type insured, scan a print out of Small Business policy status. Retired Wkers' Compensation Policyholders are excluded and ineligible. CA - 06/01/ of 8

8 Mid-Century Auto 15% Persons previously employed within 10% another Business and Professional Group. 10% Retirees of an Eligible Business and Professional Group 1. A retirement letter from the person's fmer employer. The retirement letter must be written by the fmer employer's human resources representative. It must be clearly legible, provided on a company letterhead, and show the name, mailing address and phone number of the writer. 2. A pay stub from a pension plan. The pay stub from a pension plan must be less than 90 days old, and have the fmers employee's legible name and address. If the Affinity discount was previously validated f the insured and the insured is over age 55, no documentation is required. If the driver is age 55 older, we will accept proof of having qualified f one of our Affinity categies. If the driver is less than age 55, then proof of retirement will still be required. Excludes - Small Business and Wk Compensation Agents & Employees of Agents A licensed Agent person (s) currently employed by the Agent. Agent/DM - Application fm SRN# Employee Application fm - SRN# and a copy of ption of recent pay stub showing, employee's name, agency name, and pay period (Application fms located on the dashboard). Part time employees of Agent's are eligible DM's & A licensed DM person (s) currently Agent/DM Application fm SRN# Part time employees of DM's are eligible Employees of DM's employed by the DM Employee Application fm - SRN# and a copy of ption of recent pay stub showing, employee's name, agency name, and pay period (Application fms located on the dashboard). Employees A Regular, Full-time Employee currently employed by Farmers, Femost, Zurich (includes Zurich Nth America Commercial) and Bristol West. Employee application fm SRN# and a copy of ption of recent pay stub showing employee's name, employer, and pay period. (Application fm located on the dashboard). Part time employees are eligible CA - 06/01/ of 8