Get Interagency Biographical And Financial Report Form - Ct.gov - Ct

This guide provides a comprehensive overview of how to accurately fill out the Interagency Biographical And Financial Report Form - CT.gov - Ct. This form is essential for individuals filing with the appropriate regulatory agency and includes important biographical and financial information.

Follow the steps to complete the form efficiently.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the name of the subject institution or holding company, as well as its location. This information is crucial for identifying the context of your filing.
3. Fill out the type of filing, whether it is a bank or thrift charter, change in control, or another specified type. This categorization is important for processing your report correctly.
4. Complete the biographical report, starting with personal information such as your name, address, date of birth, and social security number. Ensure that all details are complete and accurate.
5. List your employment record in reverse chronological order for the past five years, including the employer's name, position, and reason for leaving.
6. Provide details on your education and professional credentials, ensuring to include all relevant degrees and licenses held, along with their issuing authorities.
7. Detail any business and banking affiliations, indicating the nature of your relationship to each company and any relevant ownership percentages.
8. Address any legal and related matters by responding to questions about past filings or legal issues, providing explanations where necessary.
9. Complete the financial report section with current asset and liability information, ensuring that figures reflect current market values.
10. Fill out the supporting schedules to provide additional detailed financial information as required by the form.
11. After reviewing the entire form for accuracy and completeness, proceed to save your changes. You may then download, print, or share the completed form as needed.

Ensure you complete your documents online for a smooth filing process.