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SECURITIES INVESTOR PROTECTION CORPORATION SIPC7 SIPC7 P.O. Box 92185 Washington, D.C. 200902185 2023718300 General Assessment Reconciliation (33REV 7/10) AMENDED 2/25/16 (33REV 7/10) For the fiscal.

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How to fill out the SIPC-7 SIPC-7 - Sec online

The SIPC-7 SIPC-7 - Sec is a crucial document for SIPC members to reconcile their general assessments. This guide provides a clear and supportive approach to help users complete this form accurately and efficiently online.

Follow the steps to successfully complete your SIPC-7 SIPC-7 - Sec online.

  1. Press the ‘Get Form’ button to obtain the SIPC-7 SIPC-7 - Sec form and open it for editing.
  2. Fill in the name of the member, address, designated examining authority, 1934 Act registration number, and the month in which your fiscal year ends. Ensure this information is accurate, as any corrections should be sent to form@sipc.org.
  3. Provide the contact details of the person responsible for this form, including their name and telephone number.
  4. Calculate the general assessment as indicated in item 2A, along with any payments made as per SIPC-6 filed. List the dates of these payments.
  5. If applicable, enter the amount of any prior overpayment, along with calculations for the assessment balance due.
  6. Input any interest due on late payments, if applicable, according to the instructions provided.
  7. Complete the section on subsidiaries and predecessors, including names and 1934 Act registration numbers, if relevant.
  8. Review the form for accuracy and completeness, ensuring all fields are correctly filled out.
  9. Submit your completed form online, making sure to retain a copy for your records. You can also save the changes, download, print, or share the document as needed.

Complete your SIPC-7 SIPC-7 - Sec form online today for efficient filing!

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Forms SIPC 6 and SIPC 7 are required to be filed, with payments computed thereon to be due, based on the firm's fiscal year-end. Form SIPC 6 will cover the first six months of the firm's fiscal year; Form SIPC 7 will reconcile the cumulative fiscal-year report of SIPC gross revenue and payments.

SIPC protection of customers with multiple accounts is determined by "separate capacity." Each separate capacity is protected up to $500,000 for securities and cash (including a $250,000 limit for cash only). Accounts held in the same capacity are combined for purposes of the SIPC protection limits.

Can I use the FINRA Firm Gateway to file my SIPC-6 or SIPC-7? No. These forms must be filed directly with SIPC either by mail (Securities Investor Protection Corporation Mail Code: 8967 P.O. Box 7247 Philadelphia, PA 19170-0001) or by email at form@sipc.org.

SIPC-7, General Assessment Reconciliation Form. To be filed at the end of the fiscal year, less any assessment paid with the SIPC-6. The completed form with any additional assessment owed, is due 60 days after the fiscal year end plus a 15 day grace period. (

SIPC GENERAL ASSESSMENT FORM FILING GUIDE File SIPC-6, General Assessment Payment Form, for the period shown below and for the first six month period of each fiscal year thereafter. File SIPC-7, General Assessment Reconciliation, for the period shown below and annually thereafter.

Can I use the FINRA Firm Gateway to file my SIPC-6 or SIPC-7? No. These forms must be filed directly with SIPC either by mail (Securities Investor Protection Corporation Mail Code: 8967 P.O. Box 7247 Philadelphia, PA 19170-0001) or by email at form@sipc.org.

SIPC-7, General Assessment Reconciliation Form. To be filed at the end of the fiscal year, less any assessment paid with the SIPC-6. The completed form with any additional assessment owed, is due 60 days after the fiscal year end plus a 15 day grace period. (

SIPC protects against the loss of cash and securities – such as stocks and bonds – held by a customer at a financially-troubled SIPC-member brokerage firm. The limit of SIPC protection is $500,000, which includes a $250,000 limit for cash.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232