In this video, we will be focusing on completing the Cash Flows tab of the FIRE Form. The ‘Cash Flows’ tab is to provide the OSA with special fund cash flow and investment management fee data. The OSA uses this information to calculate a rate of return for the relief association, so please ensure the information provided is accurate. Keep in mind that only special fund information is to be reported on this tab.

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0:00:09 - Cash Flows Tab

0:00:35 - Required Documents

0:01:26 - Cash Flows Tab: Fully Invested with the SBI

0:03:08 - Cash Flows Tab: Market Values

0:03:50 - Cash Flows Tab: Entering Cash Flows

0:05:06 - Do Not Report These Cash Flows

Additional FIRE Form Videos

• The FIRE Form: Home and Plan Information Tabs 

• The FIRE Form: Investment and Mutual Funds and ETFs Tabs

• The FIRE Form: Financial Information and Benefit Payments Tabs

• The FIRE Form: Defined Contribution (DC) Table

Please view the FIRE Form written instructions which includes more detailed instructions. For more training videos related to Fire Relief Associations please visit the Training Opportunities for FRAs page.