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How to fill out the Texas Overhead Assessment Exemption Form - Texas Department of Insurance online
Filling out the Texas Overhead Assessment Exemption Form is an essential step for Texas domestic insurance companies that wish to claim an exemption for qualified pension contracts. This guide provides clear and detailed instructions on how to complete the form online, ensuring that you accurately provide all necessary information.
Follow the steps to successfully complete the exemption form
- Press the ‘Get Form’ button to obtain the Texas Overhead Assessment Exemption Form and open it for editing.
- Indicate the calendar year for which the exemption is being claimed by filling in the appropriate year in the designated field.
- Provide details regarding qualified pension plan contracts by entering the relevant amounts under ‘Qualified Pension Plan Contracts’ and ‘Admitted Assets’ sections. Make sure these amounts do not exceed qualifying reserves.
- Fill in the ‘Company Data’ section with the company name, address, city, state, contact person's name, phone number, FEI number, NAIC number, TDI number, and zip code. Check for accuracy to avoid processing delays.
- Two principal officers of the company must sign the affidavit section. Include each officer's signature and title.
- Complete the notarization section by having a notary public witness the signing and fill in their details, including the printed name and identity card description.
- Review the completed form for any missing information or errors. After confirming everything is accurate, you can save changes, download, print, or share the form as necessary.
Complete your Texas Overhead Assessment Exemption Form online today to ensure compliance and secure your exemption.
Filling out the ST-3 form involves providing your pertinent business details, including your seller's permit number and descriptions of what you are purchasing tax-exempt. The Texas Overhead Assessment Exemption Form may also be referenced to support your exemption claim. Make sure all sections are clearly filled in to ensure a smooth approval process. If you need extra resources, consider utilizing the US Legal Forms platform.
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