The following questionnaires are used by the Office of the Commissioner of Insurance as part of the examination planning process. When an examination of a company is called, the company will be notified of their requirement to complete and submit the questionnaires to the Office of the Commissioner of Insurance.

The questionnaires are available in Word or P D F format. (Note: You will need an Adobe Acrobat Reader to view or print the P D F version, which you can download at no cost from Adobe .)

Any questions concerning any of the planning documents available on this web page can be directed to the Bureau of Financial Analysis and Examinations at ocifinancial@wisconsin.gov.

All of the links below will open in a new window.


Exam Planning Questionnaire (Exhibit B)WordP D F
      Liquidity Tables Attachment (Excel format)
Information Technology Planning Questionnaire (ITPQ)WordP D F
   ITPQ Attachment A (Excel format)
   Business Continuity Key Elements
Care Management Organizations:
   Internal Control QuestionnaireWord
   Exhibit B - Examination Planning QuestionnaireWord
   Information Technology Planning Questionnaire (ITPQ)Word
      ITPQ Attachment A (Excel format)