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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:
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
YEAR 2010 REPORT FORMS top
YEAR 2009 REPORT FORMS top
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
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.
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