600

G&A - Annuity Agreement Filing Instructions, Transmittal(.doc - 35 kb)

G&A - Annuity Agreements Summary Page(s) (xls)

Letter to Societies - December 1, 2007 (doc - 225 kb)

Quarterly in conjunction with G&A Annuity Agreements Filing Instructions (see above), not later than 30 days after each calendar quarter

Use for agreements entered into on or after 1/1/06

Note - submit required forms along with G&A Agreements Summary Page(s), see below.

Not required to be submitted online through OASIS 

Print Format: Letter size; Orientation: Portrait 

601

G&A Annual Statement Blank (xls - 438 kb) Note - Annual Statement blank is updated annually. Please use the above link to complete the Annual Statement. 

120 days After
Calendar/Fiscal Year End

Print Format: Legal size; Orientation: Portrait

Annual Statement must be submitted using the above specifications. Current version of the Annual Statement must be used. Please do not add or delete any cells, rows, or columns on any pages or make any changes to the format of the Annual Statement.  Also do not password protect documents submitted through OASIS.

NOTE- A copy of the Segregated Trust Account's Investment Summary must be submitted as part of the Annual Statement PDF file.

G&A Annual Statement Instructions (doc - 64 kb)

N/A

Annual Statement Instructions are to be used for guidance in completing the Annual Statement.

Authorization for Disclosure of Financial Records (xls - 708 kb)

Same as the Annual Statement

Print Format: Letter size
Orientation: Portrait

Signed original must be sent to the Department's Legal Division at the address given on the form.

 List of Licensed California Grants and Annuities Companies and California Identification Numbers (.pdf 43kb )