Current through August 26, 2024
(1) GENERAL. Forms A, B, C, D, E, and F
contained in the appendix to this chapter are intended to be guides in the
preparation of the statements required by subch. I of this chapter. They are
not intended to be blank forms which are to be filled in. The statements filed
shall contain the numbers and captions of all items, but the text of the items
may be omitted provided the answers are prepared in such a manner as to
indicate clearly the scope and coverage of the items. All instructions, whether
appearing under the items of the form or elsewhere therein, are to be omitted.
Unless expressly provided otherwise, if any item is inapplicable or the answer
is in the negative, an appropriate statement to that effect shall be
made.
(2) FILING FORMAT AND
PROCEDURE.
(a) One complete copy of each
statement, including exhibits and all other papers and documents filed as a
part of the statement, shall be filed with the commissioner. At least one of
the copies shall be manually signed in the manner prescribed on the form.
Unsigned copies shall be conformed. If the signature of any person is affixed
pursuant to a power of attorney or other similar authority, a copy of the power
of attorney or other authority shall also be filed with the
statement.
(b) Statements shall be
prepared on paper 8 1/2x 11 in size and preferably bound at the top or the top
left-hand corner. Exhibits and financial statements, unless specifically
prepared for the filing, may be submitted in their original size. All copies of
any statement, financial statements or exhibits shall be clear, easily readable
and suitable for photocopying. Debits in credit categories and credits in debit
categories shall be designated so as to be clearly distinguishable as such on
photocopies. Statements shall be in the English language and monetary values
shall be stated in United States currency. If any exhibit or other paper or
document filed with the statement is in a foreign language, it shall be
accompanied by a translation into the English language and any monetary value
shown in a foreign currency shall be converted into United States
currency.
