FRA Online Program

1. 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.

2. Login Page Type in your FRA # 727 Type in your FRA Name FRA 727 pas123 Type in your FRA Password If you forgot your username or password

3. Request Forgotten Username/Password Type in your FRA Number 727 Type in the email address you used to establish the account joeblow@aol.com Click the Retrieve button • If the e-mail address matches 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.

4. Navigation Bar Latest News and any incomplete activities FRA Library

5. FRA Homepage (Library)

6. 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 documentationor contact the FRA Administrator using the "Contact KID" navigation link.

7. User Information Page FRA Info: Type FRA Population/Valuation Current/Previous Distribution Last Redetermination FRA Treasurer Contact Info Your files Correspondence Historical Documents Financial Statements You can change your User Password and Email Address

8. Financial/Redetermination Page Your CY2010 Financial Statement will be located here Your previous submitted Financial Statements maintained here This is where you go to work on your Financial Statement or request Redetermination 2010 Financial Statement Request Redetermination by clicking this link

9. 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). • 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). Page 8

10. 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 Page 9

11. 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: Receipts, Expenditures Net Assets Year End Assets Total Net Assets from Previous Year Page 9

12. Financial Statement Wizard The Financial Statement Wizard takes you through 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 Comments Notes Page 10

13. 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. ? Page 11

14. Receipts Worksheet ? is the help button that will provide information for each entry block. Previous Year Net Assets Automatically inserted Interest received from municipal bonds or warrants Previous Year KID Check Interest received from other investments Any refund of overpayment in Insurance premiums Proceeds from Insurance Policies Interest from Bank Accounts Interest from Annuity Contracts When finished click the Re-calculate button Annuity Net Investment Results FFs portion of Insurance for 24 hour coverage Report any other income here You can report any losses by placing a – in front of your numbers Click Save and Continue Page 11

15. 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 previously. ? Page 12

16. Expenditures Worksheet Relief to FFs that are Injured or Disabled LOD Enter in any Funeral Expenses Gratuities to Spouse Insurance Premiums paid Premium for Annuity Pensions to Full Time FFs Annuities to Vol FFs Treasurer Bond Info Other Expenditures You need to be specific Save & Continue Page 12

17. This form is for you to enter the end-of-year balance of assets/investments held by the FRA. For instructions on the individual line items, click the red help icon . Asset/Investment Report Make sure you insert the Interest gained in the Receipts at “Interest received on annuity” Insert your annuity Total cash value Save and Continue Page 13

18. 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 each line and click “Save and Continue” to save the data and return to the Financial Statement Entry page. Type of Senior Elected Official Number of FFs in your Department Type of Government Type of Fire Department Name of your Senior Elected Official Your Fire Department’s Name Approx value of your equipment must be over $5,000 Save and Continue to next screen Page 14

19. 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 Page 14 Enter in the information that you want to explain in more detail concerning a particular item in your statement

20. 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). Page 15

21. Summary and Submission Page The program will not allow you to submit your statement if it is not balanced This is a summary of the data that you entered into the program, your assets Must match This is your Declaration This block signifies that you have obtained Attorney Letter for expenditures over $1500 This block signifies That you have a bond Type your name here If ok, submit your statement Type in your phone number Page 15

22. 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. Page 16

23. Viewing a Submitted Financial Statement Your Statement has been successfully Submitted KID Administrator Review Totals shown here Page 16 Download your Financial Statement

24. Downloaded Submitted Statement

25. 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. Page 17

26. Redetermination • Requirements for Requesting a Redetermination: • 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 FRA Webpage. • The Redetermination Hearing will be conducted usually during the 3rd week of November, but in all cases it will be prior to December 1, in accordance with Statute. • You may be present during the redetermination hearing if you desire.

27. FRA Financial/Redetermination Page You must first log into your FRA page in the Online Program Click on this block for Redetermination

28. Online Redetermination Click the box Your current FRA Redetermination data will be entered automatically Enter your FRA Number Your Name Phone Number Click Submit

29. After November 1 Return to FRA Page Enter: Population Valuation FRA Number Your Name Phone Number Click the box You may withdraw by clicking this link Click Submit

30. Redetermination Summary Screen If you don’t like what you see you can withdraw here

31. Withdraw Redetermination Click on the box Insert your FRA Number Your Name Phone Number Click Submit