Get Original Application For Employee Benefit Plan Administrator ... - Oci Wi

Filling out the Original Application for Employee Benefit Plan Administrator is a vital step for individuals and organizations seeking licensure in Wisconsin. This guide provides clear, step-by-step instructions to help users complete the application efficiently and accurately.

Follow the steps to complete your application online.

1. Click ‘Get Form’ button to obtain the form and access it in your preferred format.
2. In Section 1, input your business entity name, Federal Employer Identification Number (FEIN), and Social Security Number (if applicable). Make sure to select the appropriate type of organization, such as Corporation or Sole Proprietorship.
3. Provide your business street address, phone number, and fax number. If different, include your mailing address.
4. In Section II, answer the biographical questions about any previous criminal charges or administrative proceedings regarding professional licenses. If any answers are 'Yes', prepare the required documentation for submission.
5. In Section III, read the performance bond requirements. Indicate whether your organization handles client funds and calculate the amount of bond required based on your business activities.
6. Submit financial statements for your most recent fiscal year as outlined in Section IV, including a balance sheet and income statement.
7. In Section V, ensure that the certification statement is accurately filled out and signed by the appropriate individual. Confirm that all provided information is true and complete.
8. Review the entire application for accuracy, save your changes, and prepare for submission. You may then download, print, or share the completed form as needed.

Complete your Original Application for Employee Benefit Plan Administrator online today to ensure timely processing and compliance.