Get Pa094-0079 Forbidden Investments Certification Forms - Illinois ...

This guide provides a comprehensive walkthrough for users on how to complete the PA094-0079 Forbidden Investments Certification Forms in Illinois online. By following the outlined steps, users can efficiently fill out the required information and ensure compliance with Illinois regulations regarding investments.

Follow the steps to complete the certification forms online.

1. Press the 'Get Form' button to access the certification forms and open them in your web browser.
2. Identify the correct certification form based on the relevant dates. Choose between three versions: the form for submissions before January 27, 2007; the form for submissions on or after January 27, 2007, and before July 27, 2007; or the form for submissions on or after July 27, 2007.
3. Fill in the section for the asset management company's name where it states 'CONTRACTOR'. Ensure the name is accurate, as it reflects the entity certifying the information.
4. In the next line, indicate the fiduciary’s name where it states 'FIDUCIARY'. This should be the individual or organization responsible for overseeing the assets managed by the contractor.
5. Complete the certification statement affirming that your company has not loaned to, invested in, or transferred any of the fiduciary's assets to a forbidden entity, ensuring compliance with the relevant date and percentage requirements.
6. Provide the official name of the person authorized to sign on behalf of the contractor. Print the name clearly.
7. Indicate the title of the authorized signer next to the printed name. This should reflect the position they hold within the asset management company.
8. Sign and date the certification form at the designated spots. Ensure the date matches the requirement of the form (before or after the specified cutoff dates).
9. Once all fields are filled out, review the form for accuracy and completeness before proceeding.
10. Save your changes, then download, print, or share the completed form as needed to submit it through the appropriate channels.

Now that you are ready, complete your PA094-0079 Forbidden Investments Certification Forms online to ensure compliance with Illinois regulations.