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Insurers Overview / Insurers / Applications, Forms & Filings / Financial Filing Requirements and Instructions

Financial Filing Requirements and Instructions

When filed, solely for purposes of a filing made with the NAIC, a document is considered filed with the Commissioner when the filing is accepted by the NAIC. Any financial statements, which are not required to be filed with the NAIC or required to be filed with the NAIC that is not accepted for filing by the NAIC, shall be filed directly with the California Department of Insurance ("CDI") via the Online Assistance System for Insurer Submittals ("OASIS").

For documents requiring original signature(s)/certification/notarization, the electronic PDF file must contain the required signature(s)/certification/notarization. In addition, a paper original of a properly executed Jurat page from the related financial statement filed electronically shall be provided to the Commissioner as confirmation of each electronic filing. For admitted foreign and alien insurers, a paper original of such properly executed Jurat page is not needed, if it is already on file with its domestic regulator.

All original signature pages must be mailed to:

California Department of Insurance
Financial Analysis Division, Financial Records Unit
300 South Spring Street, South Tower, 13^thFloor
Los Angeles, CA 90013

For inquiries, please contact:

Financial Records Unit
Phone: (213) 346-6423
E-mail: Financial_Records@insurance.ca.gov

Notices

Accounting Statement 96-1
Annual and Quarterly Statement Filings - Insurers
Annual Statement Filing - Motor Clubs
Climate Risk Disclosure Survey
Commercially Domiciled Report
Corporate Governance Annual Disclosure ("CGAD")
Credit Insurance Experience Summary
Disclosure of Iran-Related Investments
Disclosure of Material Transactions
Disclosure of Reinsurance Recoverables and Reinsurance Program Diversification
Forms B and C Annual Registration Statement
List of Insurers or Reinsurers Authorized to Reinsure the Injury, Disablement,
or Death Portions of Workers' Compensation Policies
Request for Permitted Accounting Practice
2017 Actuarial Memorandum and Executive Summary

Forms (By Type of Business)

Fraternal
Grants & Annuities
Health
Home Protection
Life
Life Settlement
MEWA
Motor Club
Property & Casualty
Risk Retention Group
Title
Underwritten Title Company

Updated Date: 12/8/2017

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Insurers Overview

Insurers Applications, Forms & Filings Bulletins & Notices Programs Officially Filed Reports of Examination

Electronic Funds Transfer (EFT) Programs

OASIS

Legal Information

Data & Reports

COIN

Insurance Diversity Initiative

P&C Rate Filing

CRC

LRS

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