Get Captive Management Firm Application

Filling out the Captive Management Firm Application is an essential step for management firms seeking approval to provide captive management services in the state of Oklahoma. This guide offers clear, step-by-step instructions to assist you in completing the application effectively.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to access the Captive Management Firm Application. This will open the form in an online editor for you to begin filling it out.
2. Input the name of the management firm in the designated field. Ensure that the name is spelled correctly and matches any official documentation.
3. Provide the firm’s address in the next section. This should include the street address, city, state, and ZIP code.
4. Enter the primary contact telephone number. This should be a direct line to a person who can address any inquiries regarding the application.
5. Fill in the primary contact email address. Make sure this is an active email that will be checked regularly.
6. List the principals and key employees of your management firm, along with their respective responsibilities. This section is vital as it highlights the expertise within the firm.
7. Document any insurance licenses, memberships in professional societies, and designations held by the principals and key employees. Include specifics to demonstrate qualifications.
8. Answer whether any principals or key employees have had a fidelity bond denied, cancelled, or revoked. If applicable, provide detailed explanations.
9. Describe the captive insurance experience of the principals and key employees. This section should illustrate the collective experience level pertaining to captive insurance.
10. Indicate if any employee has been refused a professional license or had a license suspended/revoked in the past 10 years. If so, provide details.
11. State if any employee has faced disciplinary proceedings from professional associations or regulatory agencies, along with any relevant details.
12. List three references from within the insurance industry, including their names, addresses, and telephone numbers. This will help validate the firm's professionalism.
13. Provide the names and locations of any captives managed by the firm. This demonstrates your firm's active involvement in the field.
14. Indicate normal business days and hours of operation for your firm.
15. Finally, date the application by filling in the date, month, and year when you are completing the form. Ensure the printed name and signature of an officer or principal are included to validate the submission.
16. After completing the form, you can save changes, download a copy, print it, or share it as needed.

Begin your application process now by filling out the Captive Management Firm Application online.