MONTHLY REPORT FILING DETAILED INSTRUCTIONS

Transcription

1 MONTHLY REPORT FILING DETAILED INSTRUCTIONS STEP 1 In rder t electrnically submit yur bail bnd reprt yu must first have yur reprt available in an electrnic file frmat n the cmputer. Prfessinal Bail Bnd Mnthly Reprts are available in Micrsft Wrd r Excel frmat n the Nrth Carlina Department f Insurance website in the fllwing lcatin: If a prfessinal bail bndsman uses a different mnthly reprt file type ther than thse prvided by the Department, the bail bnd mnthly reprt shuld be scanned as a PDF file r saved as a PDF file prir t submissin. All electrnic mnthly reprt file types need t be either Micrsft Wrd/Excel r PDF therwise they will nt be able t be viewed by the Department. STEP 2 Access SBS Cnnect thrugh the fllwing website link: Enter SBS Cnnect Username and Passwrd (RED ARROWS indicate n belw screen print) SUBMIT If yu have frgtten yur username and passwrd, please select the link under user name and passwrd fields frgt yur name and passwrd. Yu will need t answer the challenge questin (yur city f birth) and yur user name and passwrd will be ed t the address yu registered when setting up yur SBS Cnnect accunt. The first time that yu use SBS Cnnect t print yur wn license, yu must first create yur wn persnal SBS Cnnect accunt and link it t yur license by entering yur Natinal Prducer Number (NPN). The NPN is yur NC license number. If yu have nt already registered and set up yur SBS Cnnect accunt yu need t fllw the instructins t set up an accunt befre prceeding:

2 STEP 3 Once yu enter yur crrect user name and passwrd, yu will see a License Print and Bail Bnds Filing ptin n the hme page f SBS Cnnect (RED ARROW indicates n belw screen print) Select Bail Bnd Filing Link STEP 4 Once yu select the Bail Bnd Filing link, yu will see a Select License Type screen. The registered licensee name will already be filled in. Under license type, select Prfessinal Bail Bndsman (RED ARROWS indicate n belw screen print) SUBMIT

3 STEP 5 Select ADD ROW t submit yur mnthly reprt and cmplete entry f required infrmatin (RED ARROW indicates n belw screen print) STEP 6 Cmplete Attachment Details Required Fields as fllws (RED ARROWS indicate n belw screen print): Cnfidential data - shuld be n. Under File Type - Select Mnthly Reprt Under File Sub-type - Select Mnth f reprt Under File Descriptin: Type the mnth and year f mnthly reprt submissin (i.e. May 2011) Under Filing Perid - Select year f mnthly reprt submissin (i.e. 2011) Under File Ending Date - Enter 15th f the mnth due date f the mnthly reprt filed (i.e. 05/15/2011)

4 STEP 7 Cmplete Required Fields as fllws (RED ARROWS indicate n belw screen print): Ttal Amunt f Outstanding Liability - Enter the ttal dllar amunt f utstanding liability as f the last day f the mnth (i.e ) Ttal Amunt f Outstanding Liability n One Individual - Enter the ttal dllar amunt f utstanding liability n ne individual as f the last day f the mnth (i.e ) Last Name, First Name f Individual with Greatest Amunt f Outstanding Liability Enter the name f the individual with the greatest amunt f utstanding liability (i.e. Jhn Jnes). If mre than ne with this same amunt f liability, select individual based n alphabetic rder f last name (i.e Jhn Adams). Custdial Securities Accunt Balance: Enter the ttal dllar amunt currently n depsit in the custdial securities accunt as f the last day f the mnth (i.e ) Step 8 Under Attachment - File Name field - Brwse yur cmputer and select yur electrnic mnthly reprt file and submit (RED ARROWS indicate n belw screen print)

5 STEP 9 Under Fee Details - Ttal State Filing Fee - Enter 0 in the state fee field, submit (RED ARROWS indicate n belw screen print) STEP 10 Yu will nw be at the fee summary page which shws the itemized transactin fees. The tw clumns detail the fee calculatin fr payment by credit card/debit card/paypal accunt (first clumn), r nline payment frm a checking accunt (secnd clumn). Click the Billing Details buttn r the electrnic check buttn and fllw screen entry instructins fr payment type selected. STEP 11 After successfully cmpleting yur bail bnd mnthly filing and paying the transactin fee, yu will receive the fllwing cnfirmatin and Transactin number fr yur recrds (RED ARROWS indicate n belw screen print):

6 Yu will als receive a cnfirmatin frm SBS@naic.rg cnfirming yur successful file submissin. If yu have a questin abut this prcess, please cntact the SBS Help Desk. The cntact infrmatin is: Phne: 816/ sbshelp@naic.rg