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 format(s), 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 - UTC

Questions or Inquiries contact:
Financial Records
Phone: (213) 346-6423

Note: Please adjust your left and right margins to zero (0) before clicking on the Print button in order to see all text.

All filings must be submitted online before 12:00 midnight of the required due date. A required filing maybe subject to a late assessment fee, if submitted after the required filing date.

Updated Date: 04/24/2012