Examination Pl​anning Documents - Financial​

​​​​​​​​Last Updated: April 3, 2024

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 Division of Financial Regulation at ocifinancial@wisconsin.gov.​

Exam Planning Questionnaire (Exhibit B)  Word  PDF
  Liquidity Tab​les Attachment (Excel format)

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

Business Continuity Key Elements  Word​  PDF