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It provides a structured format to collect essential insured information, including policy details, contact persons, and specific matter types. Additionally, the report requires a brief description of the incident along with mandatory supporting documentation such as engagement letters, summons, or complaints. This systematic process ensures that all necessary data is accurately captured to facilitate efficient claims processing and professional liability management for accounting firms. The form is designed to be submitted directly to the CNA Director of Accountants Claims via email or mail, providing a clear communication channel for policyholders needing legal or regulatory support. By standardizing the initial reporting phase, this template helps maintain precise records and supports timely insurance responses.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":51,"@type":70,"position":76},"https://docshare.wps.com/template/general/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/accountants-professional-liability-claim-report/284133/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/accountants-professional-liability-claim-report/284133.png","ImageObject",442,249,{"name":88,"@type":89},"Aria","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-20","2026-09-17",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How can an accountant submit a claim to CNA?","Question",{"text":108,"@type":109},"An accountant can submit a claim by emailing APLNewLoss@CNA.com or by mailing the details to the Director of Accountants Claims at the CNA Insurance office in Chicago.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What types of matters can be reported using this form?",{"text":113,"@type":109},"The form can be used to report potential claims, subpoenas, regulatory matters, or formal claims and lawsuits.",{"name":115,"@type":106,"acceptedAnswer":116},"What documentation must be attached to the claim report?",{"text":117,"@type":109},"You must attach a copy of the Summons and Complaint, Subpoena, Regulatory Letter, or Claim Letter, as well as a copy of the Engagement Letter used for the client service.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},284133,1789628278,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":50,"category_name":51,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":73,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":125,"read_time":4},2336464648322,"https://ap-avatar.wpscdn.com/avatar/2200025388227c56fec?_k=1778556882303663488","Accountants Liability Claim Report  \n\n| To Report a Claim |  |\n| --- | --- |\n| By Email:\u003Cbr>[APLNewLoss@CNA.com](APLNewLoss@CNA.com) | By Mail:\u003Cbr>Director of Accountants Claims\u003Cbr>CNA Insurance Companies\u003Cbr>151 N. Franklin Street\u003Cbr>Chicago, IL 60606 |\n\n\n| Insured Information |  |  |  |\n| --- | --- | --- | --- |\n| Insured Name: |  | Policy Number: |  |\n| Address: |  |  |  |\n| Main Contact: |  | Contact Phone: |  |\n| Contact Title: |  | Contact email: |  |\n\nMatter Information:  \nType of Report: 􀂅 Potential Claim 􀂅 Subpoena 􀂅 Regulatory Matter 􀂅 Claim/Lawsuit  \n\n| Incident Information |  |  |  |\n| --- | --- | --- | --- |\n| Date You Received the Matter: |  | Claimant Name: |  |\n| Date(s) of Client Service: |  | Area of Practice\u003Cbr>Provided: |  |\n\n\n| Brief Description of Claim (attach a second page if needed) |\n| --- |\n|  |\n\nAdditional Documentation: provide the following documentation:  \n▪ Copy of Summons and Complaint, Subpoena, Regulatory Letter or Claim Letter  \n▪ Copy of Engagement Letter utilized  \nSubmitter's  \nName:   Date:","cbCaisQDp6lLjLkS","https://ap.wps.com/l/cbCaisQDp6lLjLkS","pdf",67834,"English","# Reporting Instructions\n## Submission Methods\n# Insured Information\n## Contact Details and Policy Info\n# Matter Information\n## Report Type Selection\n# Incident Information\n## Service and Claimant Details\n# Required Documentation\n## Submission Checklist","[{\"question\":\"How can an accountant submit a claim to CNA?\",\"answer\":\"An accountant can submit a claim by emailing APLNewLoss@CNA.com or by mailing the details to the Director of Accountants Claims at the CNA Insurance office in Chicago.\"},{\"question\":\"What types of matters can be reported using this form?\",\"answer\":\"The form can be used to report potential claims, subpoenas, regulatory matters, or formal claims and lawsuits.\"},{\"question\":\"What documentation must be attached to the claim report?\",\"answer\":\"You must attach a copy of the Summons and Complaint, Subpoena, Regulatory Letter, or Claim Letter, as well as a copy of the Engagement Letter used for the client service.\"}]","Accountants Professional Liability Claim Report | PDF"]