Function |
Definition |
Checklist
Functionality |
Access
all E forms ( Either Edit or View)
Perform 6 attachments from checklist. ( Minimum Paid In Capital &
Surplus requirements, Name
Approval, Narrative, Holding Company Form B Registration Statement,
Statutory Membership,
Business Character Reports)
Download/Print Electronic forms
Send Email
View Email
Finish Application
Check Status |
Start
New UCAA Application |
Ability
to create (edit) a filing before submission (pressing finish button).
Includes all checklist functionality except finish application. |
Complete
Existing UCAA Application |
Ability
to edit and view an existing filing, and submit the filing. Includes
all checklist functionality |
View
Existing UCAA Application |
Ability
to view the current version of a submitted filing, no edit capabilities.
Checklist functionality will include access to all E forms in view
mode as well as the ability to download/print all E forms. Status
of the filing will also be accessible. |
Amend
Existing UCAA Application |
Ability
to create a new version of a submitted filing (Amend) This implies
edit capabilities as well as the ability to submit (finish button)
a filing which has already been previously submitted. Includes all
checklist functionality. |