A financial supplement is a carrier form that captures income, net worth, business interests, liquidity sources, and obligations for larger cases. It helps underwriters assess capacity to pay premiums and validates the insurance purpose. Supplements are common in high-face, business, premium-financed, or foreign national cases where financial transparency is essential.

On big cases, producers complete financial supplements detailing income, net worth, liquidity, and obligations. Transparent data speeds approvals, especially on premium financing, buy-sell, or key-person policies where capacity to pay and purpose must be clear.