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How to fill out "official form" - Morningstar:

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Individuals who are seeking to apply for a financial product or service provided by Morningstar may need to fill out the "official form" as part of the application process.
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Please note that the specific use and requirement of the "official form" may vary depending on the specific context and purpose, so it is important to refer to the instructions provided with the form or contact Morningstar directly if you have any specific questions or concerns.
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Official Form B is a form used by Morningstar to collect important financial information from various entities.
Entities such as financial institutions, investment firms, and corporations are required to file Official Form B with Morningstar.
Official Form B can be filled out electronically on the Morningstar website or by submitting physical copies to Morningstar offices.
The purpose of Official Form B is to gather financial data and performance metrics for analysis and reporting by Morningstar.
Information such as financial statements, investment holdings, performance metrics, and other relevant data must be reported on Official Form B.
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