Our office should be notified in writing immediately within 30 days of any of the following changes:
Change of mailing address/change of name. Report on FIS 0865 Jurat Page and include amended articles of incorporation (or other applicable documents). There is no charge. A new Certificate of Authority will be created automatically if a name change occurs.
Change of person or address designated to receive service of process. Report on FIS 0860 Consent to Service.
Adoption of any assumed name/dba. Report onFIS 0865Jurat Page accompanied by a true copy of the dba filing.
Change in articles of incorporation or bylaws, Report on FIS 0865Jurat Page accompanied by a true copy of the filing
Change of the corporate entity or federal identification number. Change of the corporate entity, such as a merger or re-incorporation, is deemed to be significant. If new officers, directors, or stockholders of 10% or more result from a merger, each new individual or entity must complete a form FIS 0862. A change of FEIN requires a new FIS 0861 Third Party Administrator Application for Certificate of Authority, accompanied by new forms and fees for the new entity.
Change in officers, directors, or shareholders holding 10% or more of the TPA's stock. An FIS 0862 Affiliation Statement will be required if one has not already been filed for the individual(s) or entities.
Change in status of the business. For example, if you are going to cease acting as a TPA, inform this office in writing.