Get Print Erm-14.tif (4 Pages)

Filling out the Print ERM-14 form online can streamline the process of reporting changes in ownership, mergers, and consolidations. This guide provides a clear, step-by-step approach to ensure you complete the form accurately and efficiently.

Follow the steps to complete the form with ease.

1. Click ‘Get Form’ button to obtain the form and open it for online editing.
2. Begin by reviewing the purpose and effective date of change section. Determine if you are reporting a combination of entities, a change of ownership, or a merger/consolidation. Prepare the necessary information to include the dates and any relevant agreements.
3. In the Information section, enter the name and location of the entity both before and after the change. Include policy and rating ID numbers if they are available, as well as the Federal Employer Identification Number (FEIN).
4. For Ownership Information, list all owners and their ownership percentages clearly. For partnerships, include all general partners, and for corporations, include individuals with 5% or more of voting stock.
5. If applicable, document each entity to be combined, including the ownership percentages and relevant dates of ownership acquisition. Use additional sheets if necessary.
6. When changing the name or ownership, ensure you list the prior and new names in the designated columns. For mergers or consolidations, accurately reflect the involved entities and their respective ownership.
7. Finally, include the required signature of the sole proprietor, partner, or executive officer, along with their title and the date of signature.
8. Once completed, review all entries for accuracy. Save your changes, then download, print, and share the completed form as needed for further processing.

Start completing your ERM-14 form online today for a seamless documentation experience.