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2015 Sample Engagement Letters

Business Insurance, Policyholder Resource Center

The sample engagement letters have been revised for 2015. Policyholders can obtain engagement letters by logging into the Policyholder Resource Center here.  Available sample engagement letters include the following:


Appendix A - Optional Provisions

SSAE 16 Attest Engagement for Service Organization Controls (SOC) 1 Type I Report

SSAE 16 Attest Engagement for Service Organization Controls (SOC) 1 Type II Report

Audit of Financial Statements (Non-Issuer)

Audit of Financial Statements (Employee Benefit Plan – Full Scope)

Audit of Financial Statements (Employee Benefit Plan – Limited Scope)

Agreed-Upon Procedures (AUP)

Bookkeeping Services

Compilation of Financial Statements: Third-Party Use

Compilation of Financial Statements: Not Intended for Third Party Use

Payroll Processing Services

Review of Financial Statements (Non-Issuer)

Business Valuations

General Consulting Services

Closure Letter

Litigation Support Services

Business Income Tax Return

Individual Income Tax Return: General

Individual Income Tax Return: General (Unilateral)

Tax Audit Representation

Provision of Support Services (Loaned Staff)

Provision of Client Accounting Services

Non-Engagement/Declination Letter

Tax Consulting

Tax Projection Services (Individual and Business)