Annual/Quarterly Statement Financial Filing Requirements and Instructions
INSURERS: Life Settlements - Notices and Forms 2011 Annual/Quarterly Statement Financial Filing Requirements and Instructions. The following sections contain Filing Instructions and California specific forms for you to view and download. All required documents must be submitted  electronically in PDF, MS-Excel or MS-Word formats utilizing the (OASIS) Online Assistance System for Insurance Submittals. In addition, please submit the original signature pages by the reporting deadline.

Mail to:

California Department of Insurance
Financial Analysis Division

300 South Spring Street, South Tower, 13th Floor
Los Angeles, CA 90013
Attention: Financial Records Unit - Life Settlement

Questions or Inquiries contact:
Financial Records
Phone: (213) 346-6423
E-mail: Financial_Records@insurance.ca.gov

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All filings must be submitted online before 12:00 midnight of the required due date. 

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