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IntelliForms

As of November, 2009, WK Forms for Blue Sky is available on an entirely new platform known as IntelliForms. The product been substantially enhanced and continues to be downloaded to your desktop for ease of access.

IntelliForms is easy to use, with convenient links that mean you’ll spend less time accessing the forms you need. Some new features you’ll experience with IntelliForms include the following:

• Simple interface and intuitive toolbar that makes IntelliForms easy to learn and use
• Data flows from draft form to final form; and from worksheet to related form—with even more forms and instructions
• Use Filters and/or Search to find your desired form—once you locate your form, you can quickly link to the relevant section of official instructions
• Automatic checking for the latest version of a form each time a form is opened

This innovative software lets you complete, edit and print nearly 850 securities forms, instructions and continuation sheets right from your computer. It includes the Blue Sky forms and instructions for all 53 jurisdictions, plus D.C., Guam and Puerto Rico, as well as SEC, NASD, NASAA and regional SCOR (Small Company Offering Registration) forms and instructions. Includes state-specific Uniform Federal form filing requirements, state agency contact listings and automatic message indicators that alert subscribers to mandatory filing information.

Features and Benefits

Access Blue Sky information, forms and instructions for all jurisdictions - Your subscription includes Uniform/Federal Filing Requirements, Blue Sky information, forms and instructions, and state securities administrator contact information for 53 jurisdictions (50 states, plus D.C., Guam and Puerto Rico), as well as SEC, NASD, NASAA, and regional SCOR (Small Company Offering Registration) forms and instructions.

Access the specific form you want....in seconds - You can access IntelliForms from any PC with an Internet connection. You'll find the precise forms and information you need and be able to handle filing and compliance quickly and easily.

• Built-in mathematical calculations automate data entry and help prevent errors by doing the adding, subtracting, multiplying, dividing, and averaging for you
• Key in repeating information once and fields needing the same data will be automatically populated throughout the entire form
• Automatic message indicators (pop-up boxes) provide valuable filing instructions and alerts

Keep current with frequent updates - Each month, you'll receive any newly updated forms and instructions to ensure you have the latest tools for compliance.

Table Of Contents

50 States

District of Columbia

Guam

Puerto Rico