Get 2012 Affidavit Of Third Party Fees-current Vendors - Connecticut ...

Completing the 2012 Affidavit Of Third Party Fees-Current Vendors for Connecticut is essential for transparency regarding fees associated with investment services. This guide will walk you through each section of the form step-by-step to ensure you correctly provide all required information online.

Follow the steps to accurately fill out the affidavit.

1. Click the ‘Get Form’ button to obtain the Affidavit Of Third Party Fees form. This action will allow you to access the document electronically.
2. Begin by filling out the first section with your name and title as an authorized officer or representative of the firm. Ensure that you provide accurate and truthful information.
3. Indicate whether your firm is party to a contract for investment services with the Connecticut State Treasurer, or has entered a contract valued at $50,000 or more since July 13, 2005. Check the appropriate box to confirm which applies.
4. List all third-party fees, agreements to pay third-party fees, and any consulting agreements related to the contract. Enter the name of the payee, the dollar amount paid or the value of non-cash compensation, and the fee arrangement details.
5. Refer to the attached Form A2a for each fee or consulting arrangement described. Complete this form with required details about the payee and services performed.
6. In the final section, confirm that all information provided is true, complete, and accurate, and sign the affidavit. Make sure to print your name and title below your signature.
7. After completing the form, you can save your changes. Options to download, print, or share the completed document will be available for your convenience.

Start filling out your affidavit online today to ensure compliance and transparency.