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Home
About SDC CPAs
Services
New Assignment
- Fidelity Form
- All Other Forms
Professionals
- Curricula Vitae
Gain Knowledge

New Assignment

Reach Us at (630) 820-5770

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New Assignment
Professionals
Services
About SDC CPAs

New Assignment
Professionals
Services
About SDC CPAs

We Offer

SDC CPAs, LLC provides adjusters and attorneys global investigation and accounting services dedicated to crime, fidelity (employee dishonesty and employee theft), lack of faithful performance and commercial surety insurance claims.

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Fidelity Form

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About Assigner

Insurer

Insurer Contact

Client Phone

Insurer Email

Contact's Address

Street Address Address 2 City State ZIP Code

About Assignment

Insured Name

Claim No.

Policy No.

Policy Period

Applicable Policy Forms

Policy Limits

Policy Deductible

How Long has Client Insured the Policy Holder?

Insured's Contact

Position / Title

Insured's Phone

Insured's Email

Insured's Address

Street Address Address Line 2 City State ZIP Code

Loss Location

Is the Loss Location listed on the policy?

Yes

No

Prior Policy Coverage

Excess Coverage

Other Insurance

Date of Discovery

Month

Day

Year

Date Loss Reported

Month

Day

Year

Was POL mailed to insured?

Yes

No

May SDC send POL?

Yes

No

Details of Discovery

Please detail important dates and policy periods using a timeline format below:

Method of Misappropriation

Amount of Misappropriation

Period of Misappropriation

Was Loss Reported to the Police?

Yes

No

Case Number

Police Contact Name

First Last

Phone

Principal's Name

First Last

Job Title

Job Description

Date of Hire

Month

Day

Year

Termination Date

Month

Day

Year

Was Principal Confronted?

Yes

No

Has Principal Confessed?

Yes

No

Any Prior Incidents with the Principal?

Any Monies Owed to Principal For Wages, Holiday, Vacation, etc?

Has Any Restitution Been Paid?

Yes

No

Any 3rd Parties Involved?

Yes

No

Have Banks Been put on Notice?

Yes

No

Has Principal Been put on Notice?

Yes

No

Date POL Received?

Month

Day

Year

SDC File No.

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Address

1444 Farnsworth Rd., Suite 500
Aurora, IL 60505-1644

Phone

(630) 820-5770

Email

info@sdccpa.com

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SDC CPAs, LLC
1444 N. Farnsworth Avenue
Suite 500
Aurora, IL 60505-1644
Phone: (630) 820-5770
Alt 1: (312) 543-5866
Alt 2: (630) 765-0199
Fax: (630) 820-5765