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Get Filliableforms 2016-2025
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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.
Prepare and submit your documents online to ensure compliance and timely processing.
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