Preparation guide and PDF access

ACORD 212: Commercial Umbrella Underlying Schedule.

Organizes the underlying insurance information supporting a commercial umbrella request. Reconcile entities, policy periods, limits and coverage lines before reviewing the excess layer.

Request help getting the form from Hedge, or use your eligible ACORD account to open the official PDF. We confirm availability and the appropriate access route for your request.

Form numberACORD 212
Edition shown in index2017/09
Source reviewed2026-11-01
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ACORD 212 details

How the form is used.

What is ACORD 212 used for?
Organizes the underlying insurance information supporting a commercial umbrella request. Reconcile entities, policy periods, limits and coverage lines before reviewing the excess layer.
Is ACORD 212 editable?
Yes. Request access help from Hedge or choose the electronic fillable PDF in ACORD's licensed Forms Portal.
Which edition is shown?
2017/09 was observed in ACORD's index on 2026-11-01. The intended market decides what it accepts.
Does Hedge host the PDF?
No. Hedge explains the form and links to ACORD's licensed source.

Check the underlying schedule.

Compare names, policy periods and the limits you supply before preparing the umbrella request.

Open the underlying insurance checker
Before completing ACORD 212

Prepare the commercial umbrella underlying schedule.

Preparation guidance from Hedge. Follow the instructions in the accepted form edition and the intended market's requirements.

  1. List the underlying policies and insurers
  2. Compare effective dates and insured entities
  3. Flag gaps or limits below the proposed requirements
Illustrative preparation example

What a clearer packet looks like.

The auto policy renews one month after the general liability policy. Identify the date mismatch and confirm how the umbrella placement will respond instead of assuming a single renewal date applies to the whole program.

Hypothetical example, not a placement result or a coverage determination.

ACORD 212 vs. 131

The umbrella section describes the umbrella request. The underlying schedule organizes supporting primary policies. A complete schedule does not establish that the excess contract follows every underlying term.

Read the ACORD 131 guide
Information organized

Facts to prepare.

  • List the underlying policies and insurers
  • Compare effective dates and insured entities
  • Flag gaps or limits below the proposed requirements
Quality control

Review before using the form.

  • Confirm the form and edition accepted for this transaction
  • Keep names, dates and references consistent with the supporting documents
  • Resolve missing or uncertain facts with the responsible party before use
Edition, rights, and market boundary

The edition shown is the edition observed in the official index on the review date. Confirm the acceptable edition, jurisdiction, and related forms with the intended market. Hedge does not publicly host the ACORD file. Any document delivery requires verification of the exact file and permitted access route.

Related Hedge forms

Hedge-owned supplements that may add class detail.

These fillable Hedge resources can support preparation but do not replace a required ACORD or market-specific application.

Common questions

Use ACORD 212 correctly.

Where can I get help accessing the editable ACORD 212 PDF?

Request ACORD 212 from Hedge for help identifying the current edition and an authorized access path, or use ACORD's official Forms Portal. Hedge does not publicly host the ACORD PDF. Document delivery depends on verified availability and permitted access.

What should I prepare for ACORD 212?

List the underlying policies and insurers; Compare effective dates and insured entities; Flag gaps or limits below the proposed requirements.

Is edition 2017/09 accepted by every market?

No. That is the edition observed in ACORD's index on the source-review date. Confirm the edition, jurisdiction, related forms, and any market-specific application before releasing the packet.

Editorial owner: Hedge Specialty. Form identity checked 2026-11-01; preparation guidance is general and should be checked against the accepted form.

Sources

Verify against the publisher.

Official source

ACORD Forms Index

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Official source

ACORD Forms Portal

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Official source

ACORD Forms Program

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Official source

ACORD eForms

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Next step

Assemble the account-specific packet.

Use the class submission guide to identify the underwriting facts and Hedge forms that may apply, then have Hedge confirm the intended market and route.