Get Annual Surplus Line Brokers Filing Requirements And Forms

Filling out the Annual Surplus Line Brokers Filing Requirements And Forms is a crucial task for surplus line brokers to ensure compliance with Oklahoma's insurance regulations. This guide will provide you with comprehensive instructions on how to complete the form effectively and accurately.

Follow the steps to complete the filing process online.

1. Click 'Get Form' button to access the form and open it in your preferred editor.
2. Begin by indicating the year for which you are filing. Enter the appropriate year in the designated field.
3. Select your status as either a resident or non-resident broker by checking the corresponding box.
4. Provide your broker or agency name clearly in the designated area. Ensure that the name matches your official documentation.
5. Enter your Surplus Lines License Number in the specified field.
6. Include your telephone number for any necessary follow-ups or inquiries.
7. Fill out the state and county where you operate, along with your address details, including city, state, and zip code.
8. Affirm the accuracy of the information provided by signing the form. Include the date of signature.
9. A notary public must witness your signature. Fill in the notary section and ensure that it is signed and sealed accordingly.
10. Move on to the Monthly Report section, where you will enter your monthly transaction details across each relevant field, including the gross amount of premiums, aggregate gross premiums charged, aggregate return of premiums, and aggregate net premiums.
11. Review all entries for completeness and accuracy to prevent any errors in your submission.
12. Once satisfied, save your changes in the document, then download, print, or share the form as needed.

We encourage you to complete your filing online to ensure timely compliance with the Oklahoma Insurance Department.