Financial Examination Planning Documents

​​​Last Updated: December 1, 2017

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 PDF format.

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.​

Exam Planning Questionnaire (Exhibit B)  Word  PDF
   Liquidity Tables Attachment (Excel format)

Information Technology Planning Questionnaire (ITPQ)  Word  PDF
  ITPQ Attachment A (Excel format)