Get Letter Advising Of Examination Fee - Office Of The Comptroller Of The ... - Occ Treas

Filling out the Letter Advising Of Examination Fee is an essential step in the examination process conducted by the Office of the Comptroller of the Currency. This guide provides clear instructions to help users effectively complete this form online while ensuring compliance with all necessary guidelines.

Follow the steps to complete the form accurately online.

1. Click the ‘Get Form’ button to access the form, ensuring it opens in your browser or editor of choice.
2. Begin by entering the date at the top of the form. This date should reflect the day you are completing the document.
3. In the section for 'Name of Representative', insert the name of the individual responsible for handling this examination fee correspondence.
4. Next, fill in the 'Name of Bank' field with the official name of the financial institution related to the examination.
5. Complete the 'Address' section with the institution's physical address, including the street, city, state, and ZIP code.
6. In the 'Re' line, specify 'Conversion Application' followed by the CAIS control number relevant to your application.
7. Address the letter with 'Dear [Name]' where you will insert the name of the representative you previously mentioned.
8. Continue filling out the body of the letter, making sure to include the date of your prior conversation and various details about the examination and its fees as outlined in the document.
9. Ensure that you specify the projected examination fee and the estimated hours as mentioned in the correspondence.
10. Instruct the recipient on the action required upon receiving this letter, mentioning the necessity to complete and return the enclosed form.
11. Conclude the document with a closing statement and your signature, along with your name and title.
12. Once you have filled out the document, review it for accuracy before saving your changes. You have the option to download, print, or share the completed form as needed.

Ensure you complete your documents online to expedite the examination process.