State of Wisconsin Office of the Commissioner of Insurance 125 South Webster Street P. O. Box 7873 Madison WI 53707-7873 608 266-3585 oci.
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How to fill out the Filliableforms online
This guide provides comprehensive instructions for filling out the Filliableforms application for employee benefit plan administrator licenses. Follow these steps to ensure a complete and accurate submission of your application.
Follow the steps to successfully complete your application form.
- Click the ‘Get Form’ button to access the application and open it in the online editor.
- Begin with Section 1 by entering the business entity name, FEIN, SS number (if applicable), DBA or trade name, state of domicile, and type of organization by checking the appropriate box.
- Provide the business street address, including phone and fax numbers, as well as the mailing address if different from the business address.
- Designate a contact person for any inquiries related to your application and provide their email address and phone number.
- Complete the biographical information in Section II by answering all questions with 'Y' for yes or 'N' for no. Remember to attach necessary documentation if you answer yes.
- In Section III, if applicable, check the appropriate box and fill in the required information regarding the performance bond, including amounts from the most recently completed and projected fiscal years.
- Complete Section IV by submitting the financial statement for the administrator's most recently completed fiscal year, formatted according to accepted accounting practices.
- In Section V, certify the application by signing, providing your title, name, and date. Ensure all statements about the truthfulness and completeness of the information provided are accurate.
- Once all sections are filled out, review the application for accuracy, and then save your changes. You can download, print, or share the completed form as needed.
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