Follow the steps to complete your MT OCP-400 application effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill out the applicant section with the true legal name of the applicant. Choose between ‘Initial Application’ or ‘Renewal Application’ and enter the date.
3. Indicate the type of applicant by checking either ‘Seller’ or ‘Telemarketer,’ and provide the name of the applicant along with the Federal Tax ID Number, principal business phone, and addresses.
4. Specify the state in which the business is organized and select the form of business organization by checking the appropriate box (e.g., Sole proprietorship, Corporation, etc.).
5. Provide the name of the registered agent along with their business phone and physical address. This agent must be based in Montana.
6. Enter the date the Montana Service of Process was filed, if applicable, and attach a copy of the written partnership agreement if the applicant is a partnership or provide the date incorporated if it is a corporation.
7. In Section A, list all business names intended for telemarketing along with their classifications (real or fictitious).
8. Detail all locations from which business will be conducted, including addresses and telephone numbers, and answer whether these locations receive mail or are solely mail drops.
9. Provide the occupation/business of the principal owner for the past two years and respond to questions regarding convictions or injunctions from any principal owner or manager.
10. Complete Section B by providing the required personal information for each telemarketer and responsible manager, including their full legal names, residential addresses, and other identifiers.
11. List all financial institutions where the applicant conducts transactions, along with their addresses and account numbers.
12. Submit any scripts or presentation materials along with a full description of goods or services offered in the sales.
13. If applicable, provide details about prizes or premiums involved in solicitations, including descriptions and odds.
14. Confirm the presence of a 'do-not-call' policy and attach a copy if available; provide a policy description if not.
15. Attach a proper surety bond of $50,000 or alternative financial guarantee as required.
16. Finalize the application by signing the attestation section and ensuring all principals have signed.
17. After filling out all sections, save the changes, download, print, or share the form through the available online options.

Complete your MT OCP-400 application online today to ensure your business remains compliant with telemarketing regulations.