Get Captive Cpa Application

Filling out the Captive CPA Application online is an important step for individuals seeking authorization as an independent certified public accountant for captive insurance businesses. This guide provides clear and detailed instructions to help you complete the application accurately and efficiently.

Follow the steps to complete your application successfully.

1. Click the ‘Get Form’ button to obtain the application form and open it in the editor.
2. In the first section, provide your full legal name. This is essential for identification purposes.
3. Next, enter your residence address. Be sure to include city, state, and zip code for accuracy.
4. Fill out your date of birth and social security number. This information is critical for verification.
5. List your educational background, including high school, college, and any graduate or professional education. Include the degrees earned.
6. Provide your current CPA license information. Include the state, issue date, and license number. You may attach additional pages if necessary.
7. Document all your insurance and captive auditing experience from the past 15 years, including specific dates. Attach extra pages if needed.
8. Indicate the Oklahoma captive account(s) you will be auditing. This is crucial for the application process.
9. State your present chief occupation along with your position, employer name, and how long you have been with this employer.
10. Respond to the questions regarding past criminal charges, any licenses refused or revoked, and your current CPA status, providing details when necessary.
11. Confirm if you will assign individuals with a minimum of two years of insurance auditing experience. This ensures compliance with professional standards.
12. Finally, certify your understanding of the requirements by signing and dating the application.
13. If required, have your application notarized, including the notary's signature and seal.
14. Once you have completed the application, make sure to save your changes and download or print the form if needed.

Start your application process online today and ensure your compliance with the Captive Insurance Company Act.