Get Multi-level Distribution Companies - Montana Commissioner Of ... - Csi Mt

This guide provides comprehensive, user-friendly instructions for completing the Multi-level Distribution Companies form prescribed by the Montana Commissioner of Securities and Insurance. Whether you are registering or renewing your registration, these steps will help ensure that your application is filled out correctly and submitted properly.

Follow the steps to successfully complete your registration application.

1. Click ‘Get Form’ button to access the application and open it for editing.
2. Identify the purpose of your filing by selecting whether this is an initial registration, an amendment, or a renewal. Ensure you provide the necessary accompanying documents such as completed Schedules A & B if you are filing for an initial registration.
3. Fill out the Company Name section with the legal name of your business. If you operate under a different name, include that in the appropriate field. If this is an amendment, provide the previous business name as well.
4. Provide both the corporate address and the mailing address if they differ. Ensure that these addresses are complete, including city, state, and zip code.
5. Enter the telephone number where the business can be contacted, along with the primary email address and website.
6. In the State of Domicile and State of Incorporation sections, indicate the relevant states where your company is legally registered or incorporated.
7. State the date of incorporation in the specified section to finalize your company details.
8. Both the representative of the company and the business entity must confirm the accuracy of the information by signing and dating the execution section.
9. Complete Schedule A by listing all individuals responsible for managing the multi-level distribution company, including their titles, Social Security Numbers (SSNs), dates of birth, and residence states, along with their mailing addresses.
10. In Schedule B, provide a detailed description of your company, the levels of distribution, compensation structure, and any marketing materials. Include information about your products or services, including names, pricing range, and claims related to your offerings.
11. Address any legal actions or claims against your company within the last five years in the legal questionnaire section. Include additional pages if necessary.
12. Before finalizing, review all provided information for accuracy. Once complete, submit your application by certified mail or as prescribed. Ensure you keep a copy of the filled form for your records.
13. After submission, you can save any changes, print, or share the completed form as needed.

Complete your registration application online today to ensure compliance and proper functioning of your multi-level distribution company in Montana.