Ohio Si 7 Form Modify Form Here

Ohio Si 7 Form

The Ohio Si 7 form serves as the Application for Renewal of Authorization to Operate as a Self-insured Policy, as specified in the Ohio Revised Code Section 4123. This essential document ensures that employers maintain their self-insured status by providing necessary company information and financial data. Completing the form accurately is crucial for a smooth renewal process and compliance with state regulations.

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Table of Contents

The Ohio SI 7 form serves as a crucial application for employers seeking to renew their authorization to operate as self-insured entities. This form is guided by the Ohio Revised Code Section 4123, and it requires detailed information about the employer, including their corporate structure, financial stability, and employee count. When completing the SI 7, employers must provide their federal ID number, the number of Ohio employees, and various details regarding their corporate structure, such as whether they are a corporation, partnership, or public employer. Additionally, the form asks for information on any subsidiaries operating under the self-insured policy, as well as specifics about the company's financial health, including bond ratings and compliance with SEC disclosures. Employers are also required to disclose their excess workers' compensation insurance status, if applicable. Notably, the form emphasizes the importance of accuracy and completeness, urging applicants to use "N/A" for questions that do not apply to them. As part of the renewal process, the Bureau of Workers' Compensation (BWC) expects all necessary financial statements to be submitted; otherwise, the renewal may not be considered. Understanding the requirements and implications of the Ohio SI 7 form is essential for employers aiming to maintain their self-insured status and ensure compliance with state regulations.

Form Sample

Application for Renewal of Authorization to Operate as a Self-insured Policy

(as outlined in Ohio Revised Code Section 4123)

Renewal date

Self-insured policy number

Instructions

Please answer all questions. If not applicable, use symbol N/A.

You must ile all requests for data and inancial statements, or BWC will not consider renewal of self-insurance.

Company information

Employer name (shown exactly as it is in the Articles of Incorporation)

 

 

 

Federal ID number

 

 

 

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

Number of Ohio employees

 

 

 

 

 

 

 

 

 

 

as of application date

 

 

 

 

 

 

 

 

 

 

(including subsidiaries)

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

County

 

 

 

State

 

Nine-digit ZIP Code

 

 

 

 

 

 

 

 

 

Corporate contact person

 

 

 

 

Corporate phone number

 

Corporate FAX number

 

 

 

 

 

 

(

)

 

 

(

)

 

 

 

 

 

 

 

 

 

Corporate contact email

 

 

 

 

State of incorporation

 

Date of incorporation

 

 

 

 

 

 

 

 

 

 

Type of entity (check appropriate box)

 

 

 

 

 

 

 

 

 

n Corporation

n Partnership

n LLC

n Public employer*

 

 

*If you checked the public employer box, please answer the questions below:

 

 

 

 

 

1.

What was the self-insured applicant’s bond rating at the end of the most recent iscal year? __________________________

2.

Has the self-insured applicant complied with all SEC disclosures for the last ive years? n Yes

 

n No

3.

Has the self-insured applicant had any local government fund distributions withheld in the last ive years? n Yes n No

4.

Has the self-insured applicant been placed on iscal watch or emergency in the last ive years? n Yes n No

5. What were the unvoted debt capacities for the self-insured applicant for the end of the two most recent iscal years? Current year $ __________________________ Prior year $ __________________________

Are you currently administering an approved Qualiied Health Plan or Medical-Management Plan?

n QHP

n Medical-Management Plan

Ultimate USA parent information

Name of ultimate USA parent (show exactly as it is in the Articles of Incorporation)

 

Ultimate USA parent federal ID number

 

 

 

 

 

State of incorporation

 

Date of incorporation

Percentage of ownership

 

 

 

 

%

 

 

 

 

 

Are inancials public?*

* If you answered yes to are financials public, BWC can obtain your inancials directly from your

n Yes n No

website or the SEC.

 

 

 

 

 

 

 

 

 

 

 

 

Subsidiary information

Please list subsidiary entities in Ohio, authorized by BWC to operate under this self-insured policy number. Authorized subsidiaries are listed on the Certificate of Employer's Right to Pay Compensation Directly. If an entity does not appear on your certificate, you must file an initial application for self-insurance with the self-insured department.

Organization name

 

Employer federal ID number

 

Percent of ownership

 

Employee count

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

BWC-7207 (Rev. 2/21/2013)

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SI-7

Subsidiary information

 

Organization name

 

Employer federal ID number

 

Percent of ownership

Employee count

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

BWC-7207 (Rev. 2/21/2013)

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SI-7

Ohio administrator’s phone number
( )

Corporate restructuring

Please note: For BWC to properly process the referenced revisions, please provide Ohio secretary of state papers and updated organizational chart.

Has your corporate name, structure or ultimate U.S. parent changed during the past year?

n Yes n No

If yes, please provide detailed explanation: ____________________________________________________________________________________________

Ohio administrator information

Note:This administrator must be an employee of your company. It cannot be yourTPA.

Has your Ohio administrator changed in the last 12 months? n Yes n No

Does the Ohio administrator have one or more years of experience as a workers' compensation administrator for self-insured employers in Ohio? n Yes n No

Ohio administrator's name

Ohio administrator’s fax number

( )

Ohio administrator’s email address

Authorized representative

Has the authorized representative changed in the last 12 months? n Yes n No

Representative name

Representative identiication number

Representative phone number

 

(

)

Email address

 

 

Excess workers' compensation insurance

Does your company carry excess workers' compensation insurance?* n Yes n No

*If you answered yes to does your company carry excess workers' compensation insurance, please submit a copy of the policies declaration page to SIINQ@bwc.state.oh.us

Name of carrier: _____________________________________________________________________________________________________________________

Name of agent: ______________________________________________________Telephone number: (________)____________________________________

Policy number: _______________________________________________________________________________________________________________________

Current policy period: From ______________________________________ to _________________________________________________________________

Self-insured retention: ________________________________________________________________________________________________________________

Is excess insurance paying claims?*

n Yes n No *If yes, please submit claim number(s) on a separate document to siinq@bwc.state.oh.us

Ohio assets and gross payroll information

Calendar and/or iscal year ending __________/__________/__________

MM DD YYYY

Ohio assets: $ ____________________________________________________

Ohio gross payroll: $ ______________________________________________

 

 

Certification

 

(Notary seal)

 

 

 

 

 

State of ______________________ County of _________________________ ss _______________________________ being duly sworn says that he/she

 

is the ____________________________ of ____________________________ , the employer referred to in the foregoing is true to the best of their knowledge.

 

Sworn to before me, this ________ day of ______________________ , 20_______ .

 

 

 

 

 

 

 

Notary signature

 

Corporate oficer signature

 

 

 

 

 

 

BWC-7207 (Rev. 2/21/2013)

 

 

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SI-7

 

Claim File Housing Locations

Instructions

Self-insured policy number: ______________________

• Indicate all locations where you maintain claims records for auditing

Company: ______________________________________

purposes (including authorized reps).

This form completed by

Name and title

Telephone number

( )

Company/authorized representative: _________________________________________________________________________

Contact name: ______________________________________________________________________________________________

Telephone number: __________________________________________________________________________________________

Address: ____________________________________________________________________________________________________

_____________________________________________________________________________________________________________

Email address: _________________________________________________________________________________________________

Date range of claims: _________________________________________________________________________________________

Approximate number of claims housed in this location? _______________________________________________________

Company/authorized representative: _________________________________________________________________________

Contact name: ______________________________________________________________________________________________

Telephone number: __________________________________________________________________________________________

Address: ____________________________________________________________________________________________________

_____________________________________________________________________________________________________________

Email address: _________________________________________________________________________________________________

Date range of claims: _________________________________________________________________________________________

Approximate number of claims housed in this location? _______________________________________________________

Company/authorized representative: _________________________________________________________________________

Contact name: ______________________________________________________________________________________________

Telephone number: __________________________________________________________________________________________

Address: ____________________________________________________________________________________________________

_____________________________________________________________________________________________________________

Email address: _________________________________________________________________________________________________

Date range of claims: _________________________________________________________________________________________

Approximate number of claims housed in this location? _______________________________________________________

BWC-7207 (Rev. 2/21/2013)

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SI-7

Company/authorized representative: _________________________________________________________________________

Contact name: ______________________________________________________________________________________________

Telephone number: __________________________________________________________________________________________

Address: ____________________________________________________________________________________________________

_____________________________________________________________________________________________________________

Email address: _________________________________________________________________________________________________

Date range of claims: _________________________________________________________________________________________

Approximate number of claims housed in this location? _______________________________________________________

Company/authorized representative: _________________________________________________________________________

Contact name: ______________________________________________________________________________________________

Telephone number: __________________________________________________________________________________________

Address: ____________________________________________________________________________________________________

_____________________________________________________________________________________________________________

Email address: _________________________________________________________________________________________________

Date range of claims: _________________________________________________________________________________________

Approximate number of claims housed in this location? _______________________________________________________

Company/authorized representative: _________________________________________________________________________

Contact name: ______________________________________________________________________________________________

Telephone number: __________________________________________________________________________________________

Address: ____________________________________________________________________________________________________

_____________________________________________________________________________________________________________

Email address: _________________________________________________________________________________________________

Date range of claims: _________________________________________________________________________________________

Approximate number of claims housed in this location? _______________________________________________________

Company/authorized representative: _________________________________________________________________________

Contact name: ______________________________________________________________________________________________

Telephone number: __________________________________________________________________________________________

Address: ____________________________________________________________________________________________________

_____________________________________________________________________________________________________________

Email address: _________________________________________________________________________________________________

Date range of claims: _________________________________________________________________________________________

Approximate number of claims housed in this location? _______________________________________________________

BWC-7207 (Rev. 2/21/2013)

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SI-7

Company/authorized representative: _________________________________________________________________________

Contact name: ______________________________________________________________________________________________

Telephone number: __________________________________________________________________________________________

Address: ____________________________________________________________________________________________________

_____________________________________________________________________________________________________________

Email address: _________________________________________________________________________________________________

Date range of claims: _________________________________________________________________________________________

Approximate number of claims housed in this location? _______________________________________________________

Company/authorized representative: _________________________________________________________________________

Contact name: ______________________________________________________________________________________________

Telephone number: __________________________________________________________________________________________

Address: ____________________________________________________________________________________________________

_____________________________________________________________________________________________________________

Email address: _________________________________________________________________________________________________

Date range of claims: _________________________________________________________________________________________

Approximate number of claims housed in this location? _______________________________________________________

Company/authorized representative: _________________________________________________________________________

Contact name: ______________________________________________________________________________________________

Telephone number: __________________________________________________________________________________________

Address: ____________________________________________________________________________________________________

_____________________________________________________________________________________________________________

Email address: _________________________________________________________________________________________________

Date range of claims: _________________________________________________________________________________________

Approximate number of claims housed in this location? _______________________________________________________

Company/authorized representative: _________________________________________________________________________

Contact name: ______________________________________________________________________________________________

Telephone number: __________________________________________________________________________________________

Address: ____________________________________________________________________________________________________

_____________________________________________________________________________________________________________

Email address: _________________________________________________________________________________________________

Date range of claims: _________________________________________________________________________________________

Approximate number of claims housed in this location? _______________________________________________________

BWC-7207 (Rev. 2/21/2013)

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SI-7

 

Subsidiary Update Request

Instructions

Self-insured policy number: ________________________

• List all approved subsidiary entities, including address,

 

contact, phone and email information.

Company: _________________________________________

This form completed by

Name and title

Telephone number

( )

 

 

Subsidiary name: _________________________________________

 

 

Attention:_________________________________________________

 

 

Telephone number: _______________________________________

 

 

Address:__________________________________________________

The existing subsidiary has been

 

Closed

Sold

__________________________________________________________

Check if there are no changes

Email address: ____________________________________________

 

 

 

 

 

Subsidiary name: _________________________________________

 

 

Attention:_________________________________________________

 

 

Telephone number: _______________________________________

 

 

Address:__________________________________________________

The existing subsidiary has been

 

Closed

Sold

__________________________________________________________

Check if there are no changes

Email address: ____________________________________________

 

 

 

 

 

Subsidiary name: _________________________________________

 

 

Attention:_________________________________________________

 

 

Telephone number: _______________________________________

 

 

Address:__________________________________________________

The existing subsidiary has been

 

Closed

Sold

__________________________________________________________

Check if there are no changes

Email address: ____________________________________________

 

 

 

BWC-7207 (Rev. 2/21/2013)

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SI-7

 

 

Subsidiary name: _________________________________________

 

 

Attention:_________________________________________________

 

 

Telephone number: _______________________________________

 

 

Address:__________________________________________________

The existing subsidiary has been

 

Closed

Sold

__________________________________________________________

Check if there are no changes

Email address: ____________________________________________

 

 

 

 

 

Subsidiary name: _________________________________________

 

 

Attention:_________________________________________________

 

 

Telephone number: _______________________________________

 

 

Address:__________________________________________________

The existing subsidiary has been

 

Closed

Sold

__________________________________________________________

Check if there are no changes

Email address: ____________________________________________

 

 

 

 

 

Subsidiary name: _________________________________________

 

 

Attention:_________________________________________________

 

 

Telephone number: _______________________________________

 

 

Address:__________________________________________________

The existing subsidiary has been

 

Closed

Sold

__________________________________________________________

Check if there are no changes

Email address: ____________________________________________

 

 

 

 

 

Subsidiary name: _________________________________________

 

 

Attention:_________________________________________________

 

 

Telephone number: _______________________________________

 

 

Address:__________________________________________________

The existing subsidiary has been

 

Closed

Sold

__________________________________________________________

Check if there are no changes

Email address: ____________________________________________

 

 

 

BWC-7207 (Rev. 2/21/2013)

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SI-7

Form Information

Fact Name Description
Purpose The Ohio SI 7 form is used to apply for the renewal of authorization to operate as a self-insured employer, as required by Ohio law.
Governing Law This form is governed by Ohio Revised Code Section 4123, which outlines the regulations for self-insured policies.
Submission Requirements Applicants must answer all questions on the form. If a question does not apply, they should indicate with "N/A." Incomplete submissions may lead to denial of the renewal request.
Corporate Information Companies must provide detailed information, including their federal ID number, address, and the number of Ohio employees, among other requirements.
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