National Equity Fund

Insurance Requirements

National Equity Fund (NEF) partners with Marsh McLennan Agency (MMA) as our consultant for insurance due diligence and certificate management services for new deal closings and our existing portfolio. Please review the insurance requirements for LIHTC and Non-LIHTC projects in the dropdown menus below.

If you have any questions, please contact the Risk Transfer Team at MMA listed below or contact the NEF Insurance Risk Management Team.

Insurance Resources & Requirements

LIHTC

Please complete the LIHTC insurance intake form & submit via email. Detailed submission instructions are provided on the form.

Insurance Requirements

- Under Construction

- Completed Construction/Permanent

- Construction Monitor

Non-LIHTC

Please complete the Non-LIHTC intake form & submit via email. Detailed submission instructions are provided on the form.

Insurance Requirements

- Under Construction

- Completed Construction/Permanent

- Construction Monitor

Supplemental Insurance Information

For rehab projects, please complete the COPE form and submit it via email.

Windstorm Tier 1 Wind Zone Chart

Seismic Guidelines

Marsh McLennan agency Consultants

Carrie Sitzmann | Director of Risk Transfer |  Phone  |  Email

Jameelah Jengaji-El | Senior Risk Transfer Consultant  |  Phone  |  Email

For Asset Managers

Reporting Requirements