Directors and Officers Liability Insurance Claim Form

Streamline Your D&O Insurance Claims with Professional Documentation

Directors and Officers (D&O) liability insurance claims require meticulous documentation and precise information gathering. This Directors and Officers Liability Insurance Claim Form template is specifically designed for corporations, legal teams, and insurance brokers who need to submit shareholder claims with complete board decision details, litigation documentation, and defense cost tracking.

Purpose-Built for Complex D&O Claims

This template addresses the unique requirements of D&O insurance claims involving shareholder disputes. It systematically captures all essential information including policyholder details, claim specifics, board resolutions, litigation timelines, and financial impacts. The structured approach ensures nothing is missed during the critical claim submission process.

Comprehensive Documentation Workflow

The form guides claimants through each phase of the submission process, from initial claim details and policy information to detailed litigation documentation and defense cost breakdowns. Built-in file upload capabilities allow legal teams to attach board minutes, court filings, demand letters, and financial records—keeping all claim documentation centralized and organized.

Built for Legal and Finance Professionals

Whether you're a General Counsel, CFO, Risk Manager, or Insurance Broker, this template speaks your language. It includes fields for SEC filing references, litigation venue details, coverage trigger dates, and itemized defense expenses. The professional layout ensures claims are submitted with the level of detail insurers expect, reducing back-and-forth requests for additional information.

Integrate with Your Workflow

Paperform's native integrations allow you to route D&O claim submissions directly into your case management system, notify stakeholders via Slack or email, and automatically create records in your CRM or project management tool. For firms managing multiple claims, Stepper can automate follow-up workflows, create approval chains for senior management review, and trigger document requests when additional information is needed.

For claims requiring signature authorization from board members or executives, Papersign seamlessly converts submission data into signature-ready documents, maintaining a complete audit trail from initial claim through final authorization.

Security You Can Trust

D&O claims involve highly sensitive corporate information. Paperform is SOC 2 Type II compliant and offers enterprise-grade security features including data encryption, access controls, and secure file uploads—giving you confidence that confidential board decisions and litigation details remain protected throughout the claims process.

This template is trusted by corporate legal departments, law firms, insurance brokers, and risk management teams who need a professional, comprehensive solution for D&O liability insurance claim submissions.