New Mexico
Tax Preparers and Bookkeepers
Professional Liability Insurance Program

The following forms are for New Business Submissions only.
For copies of Renewal Applications, please login to the Policy Manager System. Should you need assistance, please contact
our office at 800-336-5422.

If you are unable to answer "True" to all the questions on the application, please contact our office at 800.336.5422 for assistance.

In order to view the applications, you will need a copy of Adobe Acrobat Reader. Download your free copy here.

Where applications are provided, they are saved in PDF format. You may download and print applications on any platform including Macintosh, Windows (All Versions) and UNIX.