Individual License Tab (FSC)

This tab contains all of the basic information for the individual's license.  

This screen only applies for Financial Services Companies.  There are different screens for other record types.

Field Descriptions

DATES

Original Issue

Enter the date that the license was originally issued.

Current Issue

Enter the most current date when the license was reissued.

Current Exp

Enter the date the current license issue will expire.

Bill

Enter the most recent date the record was readied for renewal.

Received

Enter the date the application was originally received.

Completion

Enter the date that information was received that completed the application.

LICENSE FEE

Lic/Reg

Enter the registration amount for obtaining the license.

Recovery Fund

Enter the amount charge for recovery of data when license has expired.

Branch

Enter the amount charged for each branch.

Address Chg

Enter the amount charged for an address change.

Late

Enter the amount for a late fee charged beyond normal registration period.

#FSA Reported

Enter the number of the Financial Services Agent reported.

Beginning Bal

The balance due for prior fees not yet paid.

Paid

Shows the total payment amount entered in the grid at the bottom of screen for payments.

Balance

Shows total of any fees still due for the license that have not been paid.

ADDITIONAL FEES

Owed

The amount due for additional fees not yet paid.

Paid

Shows the total payment amount for additional fees.

Balance

Shows total of any additional fees still due for the license that have not been paid.

DOCUMENTATION

Business Plan Rcv'd

Enter the date the business plan was received.

Surety Bond Rcv'd

Enter the date the Surety Bond was received.

Bus Plan Approved

Enter the date the business plan was approved.

Registration Fee Payments

Grid is area to enter payments for registration fee.