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RATE SPECIALIST REPORT FORMS AND INSTRUCTIONS

The following special reports are required by the California Insurance Code or California Code of Regulations. If you have data to report for the specified years, please download the Excel Workbook from this website and use it to complete your reporting. For the Signature Page when required, you can download a copy, and have it signed and saved/scanned back to a pdf file. If you are unable to scan your signature page to a pdf, you could submit it by regular mail to the address listed below.

We are no longer requiring companies to print out the reporting forms. You can e-mail them to:

Child Care Report, send to: RSBchildcare@insurance.ca.gov
Credit Property & Credit Unemployment, send to: RSBcredit@insurance.ca.gov
EQ Probable Maximum Loss Questionnaire, send to: RSBeqpml@insurance.ca.gov
EQ Premium, Exposure and Policy Count, send to: RSBeqexp@insurance.ca.gov
Marketing System Survey, send to: RSBmktsys@insurance.ca.gov
Title Insurance Statistical Plan & Income Statement, send to: RSBtitle@insurance.ca.gov

If supplemental documents are required, you can mail them to:

California Department of Insurance
Rate Specialist Bureau
300 South Spring Street, 14th Floor
Los Angeles, CA 90013

If you have a question specific to the data call, please e-mail it to the specific e-mail address mentioned above. You should include your name, company name, telephone number, and e-mail address in all correspondence with the CDI. For questions regarding insurance rate filings, please call (415) 538-4300 in SF or (213) 346-6707 in LA, or visit the Department's Public Viewing Room.

[2008 | 2009 | 2010 | 2011 | 2012]

YEAR 2012 REPORT FORMS

FORM TITLE & INSTRUCTION	DUE DATE	DOWNLOAD FORMAT
CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5] send to: RSBtitle@insurance.ca.gov	5/31/2013	Instructions (pdf) Statistical Plans (xls)
CA Marketing System Survey send to: RSBmktsys@insurance.ca.gov	6/30/2013	Cover Letter (pdf) Signature Page (pdf) Form (xls)
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 §2307, pdf] sent to: RSBeqpml@insurance.ca.gov	Primary Carriers - 6/30/2013 Reinsurers - 8/31/2013 Retrocesssionaires - 9/30/2013	Instructions (pdf) Cover Letter (pdf) Signature Page (pdf) Form A (xls) Form B (xls) Form X (pdf) EQ Zones/Zip Code List (xls)
CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC §10089.13(a)] send to: RSBeqexp@insurance.ca.gov	3/12/2013	Cover Letter (pdf) Signature Page (pdf) Data Collection Workbook (xls) Workbook Instructions (pdf)
CA Credit Property & Credit Unemployment - [CIC 779.36] send to: RSBcredit@insurance.ca.gov	7/1/2013	Credit Property (xls) Credit Unemployment (xls)
CA Child Care Report	Not required this year.	None
CA Legal Professional Liability Insurance Report	Not required this year.	None
CA Medical Professional Liability Insurance Report	Not required this year.	None
Survey of Bail Bond Business Data Call	Not required this year.	None

YEAR 2011 REPORT FORMS top

FORM TITLE & INSTRUCTION	DUE DATE	DOWNLOAD FORMAT
CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5] send to: RSBtitle@insurance.ca.gov	5/31/2012	Instructions (pdf) - Amended Statistical Plans (xls) - Amended
CA Marketing System Survey send to: RSBmktsys@insurance.ca.gov	6/30/2012	Cover Letter (pdf) Signature Page (pdf) Form (xls)
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 §2307, pdf] sent to: RSBeqpml@insurance.ca.gov	Primary Carriers - 6/30/2012 Reinsurers - 8/31/2012 Retrocesssionaires - 9/30/2012	Instructions (pdf) Cover Letter (pdf) Signature Page (pdf) Form A (xls) Form B (xls) Form X (pdf) EQ Zones/Zip Code List (xls)
CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC §10089.13(a)] send to: RSBeqexp@insurance.ca.gov	3/12/2012	Cover Letter (pdf) Signature Page (pdf) Data Collection Workbook (xls) Workbook Instructions (pdf)
CA Credit Property & Credit Unemployment - [CIC 779.36] send to: RSBcredit@insurance.ca.gov	7/1/2012	Credit Property (xls) Credit Unemployment (xls)
CA Child Care Report - [CIC 1864] send to: RSBchildcare@insurance.ca.gov	5/1/2012	Instructions (pdf) Form (xls)
CA Legal Professional Liability Insurance Report	Not required this year.	None
CA Medical Professional Liability Insurance Report	Not required this year.	None
Survey of Bail Bond Business Data Call	Not required this year.	None

YEAR 2010 REPORT FORMS top

FORM TITLE & INSTRUCTION	DUE DATE	DOWNLOAD FORMAT
CA Marketing System Survey send to: RSBmktsys@insurance.ca.gov	6/30/2011	Cover Letter (pdf) Signature Page (pdf) Form (xls)
CA Child Care Report - [CIC 1864] send to: RSBchildcare@insurance.ca.gov	5/1/2011	Instructions (pdf) Form (xls)
CA Credit Property & Credit Unemployment - [CIC 779.36] send to: RSBcredit@insurance.ca.gov	7/1/2011	Credit Property (xls) Credit Unemployment (xls)
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 §2307, pdf] sent to: RSBeqpml@insurance.ca.gov	Primary Carriers - 6/30/2011 Reinsurers - 8/31/2011 Retrocesssionaires - 9/30/2011	Instructions (pdf) Cover Letter (pdf) Signature Page (pdf) Form A (xls) Form B (xls) Form X (pdf) EQ Zones/Zip Code List (xls)
CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC §10089.13(a)] send to: RSBeqexp@insurance.ca.gov	3/10/2011	Cover Letter (pdf) Signature Page (pdf) Data Collection Workbook (xls) Workbook Instructions (pdf)
CA Legal Professional Liability Insurance Report - [CIC §11555.2] send to: RSBLegal@insurance.ca.gov	7/1/2011	Instructions (pdf) Form (xls)
CA Medical Professional Liability Insurance Report - [CIC §11555.2] send to: RSBMedical@insurance.ca.gov	7/1/2011	Instructions (pdf) Form (xls)
Survey of Bail Bond Business Data Call	Not Required at this time.	None

YEAR 2009 REPORT FORMS top

FORM TITLE & INSTRUCTION	DUE DATE	DOWNLOAD FORMAT
CA Marketing System Survey - Revised send to: RSBmktsys@insurance.ca.gov	6/30/2010	Cover Letter - Revised (pdf) Signature Page - Revised (pdf) Form - Revised (xls)
CA Child Care Report - [CIC 1864] send to: RSBchildcare@insurance.ca.gov	5/1/2010	Instructions (pdf) Form (xls)
CA Credit Property & Credit Unemployment - [CIC 779.36] send to: RSBcredit@insurance.ca.gov	7/1/2010	Credit Property (xls) Credit Unemployment (xls)
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 §2307, pdf] send to: RSBeqpml@insurance.ca.gov	Primary Carriers - 6/30/2010 Reinsurers - 8/31/2010 Retrocesssionaires - 9/30/2010	Instructions (pdf) Cover Letter (pdf) Signature Page (pdf) Form A (xls) Form B (xls) Form X (pdf) EQ Zones/Zip Code List (xls)
CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC §10089.13 (a)] send to: RSBeqexp@insurance.ca.gov	3/10/2010	Cover Letter (pdf) Signature Page (pdf) Data Collection Workbook (xls) Workbook Instructions (pdf)
CA Legal Professional Liability Insurance Report - [CIC §11555.2] send to: RSBLegal@insurance.ca.gov	7/1/2010	Instructions (pdf) Form (xls)
CA Medical Professional Liability Insurance Report - [CIC §11555.2] send to: RSBMedical@insurance.ca.gov	7/1/2010	Instructions (pdf) Form (xls)
Survey of Bail Bond Business Data Call	Not required at this time.	None.

YEAR 2008 REPORT FORMS top

FORM TITLE & INSTRUCTION	DUE DATE	DOWNLOAD FORMAT
CA Marketing System Survey send to: RSBmktsys@insurance.ca.gov	6/30/2009	Cover Letter (pdf) Signature Page (pdf) Form (xls)
CA Child Care Report - [CIC 1864] send to: RSBchildcare@insurance.ca.gov	5/1/2009	Instructions (pdf, 102 kb) Form (xls, 80 kb)
CA Credit Property & Credit Unemployment - [CIC 779.36] send to: RSBcredit@insurance.ca.gov	7/1/2009	Credit Property (xls, 162 kb) Credit Unemployment (xls, 168 kb)
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 §2307, pdf, 36 kb] send to: RSBeqpml@insurance.ca.gov	Primary Carriers - 6/30/2009 Reinsurers - 8/31/2009 Retrocesssionaires - 9/30/2009	Instructions (pdf, 423 kb) Cover Letter (pdf, 184 kb) Signature Page (pdf, 78 kb) Form A (xls, 148 kb) Form B (xls, 78 kb) Form X (pdf, 48 kb) EQ Zones/Zip Code List (xls, 482 kb)
CA Earthquake Premium, Exposures & Policy Count Data Call- [CIC §10089.13 (a)] send to: RSBeqexp@insurance.ca.gov	March 10, 2009	Cover Letter (pdf, 124 kb) Signature Page (pdf, 80 kb) Data Collection Workbook (xls, 55 kb) Workbook Instructions (pdf, 129 kb)
CA Legal Professional Liability Insurance Report - [CIC §11555.2] send to: RSBlegal@insurance.ca.gov	7/1/2009	Instructions (pdf, 68 kb) Form (xls, 140 kb)
CA Medical Professional Liability Insurance Report - [CIC §11555.2] send to: RSBmedical@insurance.ca.gov	7/1/2009	Instructions (pdf, 68 kb) Form (xls, 140 kb)
Survey of Bail Bond Business Data Call	Not required at this time.	None.

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