Transcript FRA Online Program - Kansas Insurance Commissioner

FRA Online Program
• The Firefighters at the KSFFA 2010 Annual Conference voted to
have all FRAs file their financial statements electronically by
CY2013.
• The FRA Online Program contains all information concerning
the FRA:
–
–
–
–
Treasurer Contact Info
FEIN #
Bank Information
Last Redetermination
• The following documents are now uploaded into your FRA
page:
– Previous years financial statements
– Historical Documentation (charter, resolution, bylaws etc)
– Correspondence
• You will be able to have access to everything that we have
concerning your FRA.
Login Page
Type in your FRA #
727
FRA 727
Type in your FRA Name
pas123
Type in your FRA Password
If you forgot your
username or password
Request Forgotten
Username/Password
Type in your FRA
727
Number
[email protected]
Type in the email
address you used to
Click
the Retrieve
establish
the account
• If the e-mail address matches button
the one listed for the FRA Online account, the
username and password will be sent to that e-mail address.
• If you’ve forgotten the e-mail address used for the account, contact the Kansas
Insurance Department to have the FRA Online account reset.
Navigation
Bar
FRA Library
Latest News
and any
incomplete
activities
FRA Homepage (Library)
Quick Guide to KID-FRA Online
Where do I go to work on an annual financial statement?
Click the "Financial/Redetermination" navigation link and you will be presented with links to current and past financial
statements under the section "Financial Statement." If you have a financial statement that has not been submitted to the
Kansas Insurance Department, it will be listed above under "Incomplete Activities."
Where do I go to request a redetermination?
Click the "Financial/Redetermination" navigation link and you will be presented with information under the section
"Redetermination Request." If you have a request pending, it will be listed above under "Incomplete Activities."
Where do I find information that the Kansas Insurance Department has regarding my FRA?
Click the "FRA/User Information" navigation link and you will see the information that the Kansas Insurance Department has
on file for your FRA.
Where do I find historical documentation pertaining to my FRA?
Click the "FRA/User Information" navigation link and at the bottom of the page you will find links to scanned documents
such as the FRA's charter, by-laws, and correspondence with the FRA Administrator.
Where do I change my online password and/or e-mail address?
Click the "FRA/User Information" navigation link and you will see the current username and e-mail address, with buttons to
change the password and e-mail.
What if I have other questions?
View the User Help documentation or contact the FRA Administrator using the "Contact KID" navigation link.
User Information Page
FRA Info:
FRA Treasurer
Type FRA
Contact Info
Population/Valuation
Your
files
You
can change
your
Current/Previous
Distribution
Correspondence
User Password and Email
Last Redetermination
Historical
Address Documents
Financial Statements
Financial/Redetermination
Page
Your CY2010 Financial Statement
Your previous
will be located
here submitted
This is whereFinancial
you goStatements
to work maintained
2010 Financial Statement
here Statement or
on your Financial
request Redetermination
Request Redetermination by
clicking this link
Financial Statement
• The Financial Statement link in the navigation bar will take you to the
main page to enter, submit, and view the FRA Financial Statements.
• Listed at the top of the section are any financial statements that have
not yet been submitted to KID. Clicking a link will take you to the
Financial Statement Entry screen (see below).
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• After a financial statement has been submitted it will appear listed
under “Submitted Financial Statements” and may be viewed by
clicking its link (see Viewing a Submitted
Financial Statement
below).
Entry Screen for Financial Statement
• If no financial statement data has been entered, the screen will provide a
link to the Financial Statement Wizard (see FS Wizard below) and links to
the four worksheets: Receipts, Expenditures, Assets/Investments, and Fire
District Information. You may enter financial statement data either
through the Wizard or by completing each worksheet separately. Click on a
link to start the particular worksheet. All four worksheets must be
completed to submit a financial statement.
Financial Statement Wizard
Receipts Page
Expenditures Page
Assets Page
FD Information Page
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Financial Statement Starting Point
• As you begin entering data, the worksheet links will change to display the
aggregate information entered so far with the option to view the
worksheet data (clicking the magnifying glass ) or edit the data (clicking
the edit page icon).
Total:
Total
Net Assets
Receipts,
from
Previous Year
Expenditures
Net Assets
Year End Assets
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The Financial Statement
Wizard takes you through
Financial Statement
Wizard
the forms in a logical sequence. You may exit the
Wizard at any time by clicking the appropriate
button at the bottom of each worksheet page. See
the worksheet descriptions that follow for
information.
Assets
Submittal
Page
Fire Dept
Information
Receipts
Page
Disbursements
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Comments
Notes
Receipts Worksheet
• This form is for you to enter any receipts for the calendar year.
For instructions on the individual ?line items, click the red help
icon . Use only numbers and decimals; do not use commas
or any other symbol to separate the thousands, and do not
include the dollar sign. The page total will be displayed at the
bottom, and you may click the “Re-calculate” button to view
an updated total after you make changes to the amounts.
• When you are finished entering the appropriate values and
information, click “Save & Continue Wizard” to save the data
and go to the next FS Wizard worksheet or click “Save & Go
Back to FS” to save the data and return to the Financial
Statement Entry page. If you wish to cancel any changes you
made to the page, click “Cancel & Go Back to FS.” Doing so will
reset the amounts to what they were previously.
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? is theYear
helpNet
button
that
will
provide
Previous
Assets
Receipts Worksheet
information
for from
each municipal
entry block.
Automatically
inserted
Interest
received
Previous
Year
KID Check
Interest
received
from
bonds or warrants
other investments
AnyProceeds
refund offrom
overpayment
in
Insurance
Interest
Interest
fromfrom
Bank
Annuity
Accounts
Insurance
premiums
When
finished
click
the
RePolicies
Contracts
calculate
button
Annuity
Net
Investment Results
FFs portion of
Insurance
for
Report
any
otherany
income
24
coverage
Youhour
can
report
losses by
here
placing a – in front of your
numbers
Click Save and Continue
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Expenditures Worksheet
• This form is for you to enter any expenditures or disbursements
during the calendar year. For instructions on the individual line items,
click the red ?help icon . Use only numbers and decimals; do not use
commas or any other symbol to separate the thousands, and do not
include the dollar sign. The page total will be displayed at the bottom,
and you may click the “Re-calculate” button to view an updated total
after you make changes to the amounts.
• When you are finished entering the appropriate values and
information, click “Save & Continue Wizard” to save the data and go
to the next FS Wizard worksheet or click “Save & Go Back to FS” to
save the data and return to the Financial Statement Entry page. If you
wish to cancel any changes you made to the page, click “Cancel & Go
Back to FS.” Doing so will reset the amounts to what they were
Page 12
previously.
ReliefExpenditures
to FFs that are
Worksheet
Injured or Disabled LOD
Enter in any Funeral
Gratuities
to Spouse paid
Insurance
Premiums
Expenses
Premium for Annuity
Pensions to Full Time FFs
Annuities to Vol FFs
Treasurer Bond Info
Other Expenditures
need to be specific
Save &You
Continue
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Asset/Investment Report
• This form is for you to
enter the end-of-year
balance of
assets/investments
held by the FRA. For
instructions
on the
Insert your
annuity
individual line items,
Total cash
value
click
the red help icon
.
Make sure you insert the
Interest gained in the Receipts
at “Interest received on annuity”
Save and Continue
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Fire District worksheet
• This form is for you to enter the information for your fire district. For
instructions on the individual line items, click the red help icon. Enter in
the values for eachType
line andof
click
“Save andElected
Continue” to
save the data and
Senior
Official
Number
of
FFs
in
your
Department
return to the Financial Statement Entry page.
Type of Government
Type of Fire Department
Name
of your
Senior
Your Fire
Department’s
Name
Elected
Official
Approx value
of
your
equipment
Save and Continue
to next screen
must be over $5,000
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Comments/Notes
Use this form to enter any comments you wish to make regarding the Financial
Statement. Comments can also be entered from the main Financial Statement
page.
When you are finished, click “Save & Continue Wizard” to save the data and go to
the next FS Wizard worksheet or click “Save & Go Back to FS” to save the data and
return to the Financial Statement Entry page. If you wish to cancel any changes you
made to the page, click “Cancel & Go Back to FS.”
Then Save and Continue
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Enter in the information that you
want to explain in more detail concerning
a particular item in your statement
Submitting a Financial
Statement
The final worksheet is to submit the financial statement to the Kansas
Insurance Department. A summary of the information entered on the other
worksheets is presented at the top of the page and a submission form is at
the bottom.
If you do not wish to submit the statement at this time, click “Submit Later
& Go Back to FS” button. You will be allowed to continue editing the
worksheets above until you submit the financial statement.
When the financial statement is ready to submit to KID, click the
checkboxes shown to certify that the information is true and correct, and
provide your name and telephone number. Click “Save & Submit Statement
to KID” and your process will be completed and you will be presented with
the Viewing a Submitted Financial Statement screen (see below).
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Summary and Submission Page
This is a summary
of the
The program will not data
allow
you
that you entered into
the program, your assets
to submit your statement ifMust
it match
is not balanced
This is your Declaration
This block signifies
This block signifies
that
youyour
havename
obtained
Type
here
have a bond
If ok, submitThat
youryou
statement
Attorney Letter for
expenditures over $1500
Type in your phone number
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Viewing a Submitted Financial Statement
• After a financial statement is submitted, viewing its page will
allow you to track its progress as the Kansas Insurance
Department FRA Administrator reviews it, amends it (if
necessary), and finalizes it.
• You may continue to view the entered data by clicking the
magnifying glass next to the aggregate number, or you may
download formatted Portable Document Format (PDF) files to
save onto your computer or to print. PDF files will be created
after you initially submit a financial statement and after the
KID FRA Administrator closes the statement.
• If any information in the financial statement needs to be
amended after it has been submitted, you must contact the
Kansas Insurance Department.
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Viewing a Submitted Financial Statement
Your Statement has
been successfully
KID Administrator
Submitted Review
Totals shown here
Page 16
Download your
Financial Statement
Downloaded Submitted
Statement
Contact KID
• The Contact KID page lists the address, telephone, and fax numbers
for the Kansas Insurance Department, and also provides a web form if
you wish to send an electronic message to the FRA Administrator at
KID.
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Redetermination
 Requirements for Requesting a Redetermination:
How do I know if my FRA is
eligible
for
Redetermination?
What is a change in circumstances?
 You must have a “change in circumstances” in order to apply.
 Apply to the Commissioner of Insurance prior to October 1 (of any year) but not
more than once every 3 years.
 Redetermination is now “Web” based and you
can
do
the
entire
process
online
by
going
to
the
• The
FRA
Online
Program
will
tell
you
if
• +- Population
FRA
Webpage.
you
eligible Coverage Area
• +- are
Fire Department
 The•Redetermination
Hearing
will
be
conducted
Merger
•
At
Financial/Redetermination
usually the
during
the 3rd week of November,page
but in
all •cases
it will
be priorInformation
to Decemberpage
1, in
At the
FRA/User
accordance with Statute.
 You may be present during the redetermination
hearing if you desire.
FRA Financial/Redetermination Page
You must first log into your
FRA page in the Online Program
Click on this block
for Redetermination
Online Redetermination
Click the box
Your current FRA Redetermination
data will
be your
entered
automatically
Enter
FRA
Number
Your Name
Phone Number
Click Submit
After November 1 Return to FRA Page
Enter:
Click
the
box
Population
Valuation
You may withdraw by clicking
FRA Number
this link
Your Name
Click Submit
Phone Number
Redetermination Summary
Screen
If you don’t like what you see
you can withdraw here
Withdraw Redetermination
Click on the box
Insert your
FRA Number
Your Name
Phone Number
Click Submit