separator
Skip to Contentseparator HomeseparatorCheck License StatussepartorContact UssepartorRequest for Assistance
Welcome to the California Department of Insurance
Site tools
Decrease font size Increase font size Site map Help Print-friendly version
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:

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.

[2004 Title Insurance Forms | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011]

YEAR 2011 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
5/31/2012 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 at this time. None
 CA Medical Professional Liability Insurance Report Not required at this time. None
 Survey of Bail Bond Business Data Call Not required at this time. 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.

 

YEAR 2007 REPORT FORMS top

FORM TITLE & INSTRUCTION DUE DATE DOWNLOAD FORMAT
Marketing System Survey 7/31/2008 Cover Letter (pdf)
Signature Page (pdf)
Form (xls)
CA Child Care Report - [CIC 1864] 5/1/2008 Instructions (pdf, 102 kb)
Form (xls, 80 kb)
CA Credit Property & Credit Unemployment - [CIC 779.36] 7/1/2008 Credit Property (xls, 162 kb)
Credit Unemployment (xls, 168 kb)
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 §2307, pdf, 36 kb] Primary Carriers - 6/30/2008
Reinsurers - 8/31/2008
Retrocesssionaires - 9/30/2008
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)] March 10, 2008 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] 7/1/2008 Instructions (pdf, 68 kb)
Form (xls, 140 kb)
CA Medical Professional Liability Insurance Report - [CIC §11555.2] 7/1/2008 Instructions (pdf, 68 kb)
Form (xls, 140 kb)
Survey of Bail Bond Business Data Call Not required at this time. None.

 

YEAR 2006 REPORT FORMS top

FORM TITLE & INSTRUCTION DUE DATE DOWNLOAD FORMAT
CA Child Care Report - [CIC 1864] 5/1/2007 Instructions (pdf, 102 kb)
Form (xls, 80 kb)
CA Credit Property & Credit Unemployment - [CIC 779.36] 7/1/2007 Credit Property (xls, 162 kb)
Credit Unemployment (xls, 168 kb)
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 §2307, pdf, 36 kb] Primary Carriers - 6/30/2007 Reinsurers - 8/31/2007 Retrocesssionaires - 9/30/2007 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 A,B, and X (pdf, 272 kb)
EQ Zones/Zip Code List (xls, 482 kb)
CA Earthquake Premium, Exposures & Policy Count Data Call - [CIC §10089.13 (a)] March 10, 2007 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] 7/1/2007 Instructions (pdf, 68 kb)
Form (xls, 140 kb)
CA Medical Professional Liability Insurance Report - [CIC §11555.2] 7/1/2007 Instructions (pdf, 70 kb)
Form (xls, 199 kb)
Survey of Bail Bond Business Data Call Not required at this time. None.

 

YEAR 2005 REPORT FORMS top

FORM TITLE & INSTRUCTION DUE DATE DOWNLOAD FORMAT
CA Child Care Report - [CIC 1864] 5/1/2006 Form (xls, 80 kb)
Instructions (pdf, 102 kb)
CA Credit Property & Credit Unemployment - [CIC 779.36] 7/1/2006 Credit Property (xls, 162 kb)
Credit Unemployment (xls, 168 kb)
CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 §2307, pdf, 36 kb] Primary Carriers - 6/30/2006 Reinsurers - 8/31/2006 Retrocesssionaires - 9/30/2006 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 A,B, and X (pdf, 272 kb)
EQ Zones/Zip Code List (xls, 482 kb)
CA Earthquake Premium & Policy Count Data Call - [CIC §10089.13 (a)] March 10, 2006 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] 7/1/2006 Instructions (pdf, 68 kb)
Form (xls, 140 kb)
CA Medical Professional Liability Insurance Report - [CIC §11555.2] 7/1/2006 Instructions (pdf, 70 kb)
Form (xls, 199 kb)
Survey of Bail Bond Business Data Call 3/31/2006 Cover Letter (pdf, 97 kb)
Survey Form (xls, 64 kb)
Form Instructions (pdf, 52 kb)

 

YEAR 2004 REPORT FORMS top

FORM TITLE & INSTRUCTION DUE DATE DOWNLOAD FORMAT
CA Title Insurer and Underwritten Title Company Data Call- [CIC §12414.21] October 21, 2005 Cover Letter - Title (pdf, 62kb)
Cover Letter - UTC (pdf, 64kb) Instructions - Title (pdf, 115kb) Instructions - UTC (pdf, 105kb)
Form - Title (xls, 62kb)
Form - UTC (xls, 19kb)

 

For the documents in PDF format, you will need Adobe Acrobat Reader 3.0 or higher to view it. To download a FREE Acrobat Reader, follow this link to Adobe's website.

Back to Menu

separator