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CA Department of Insurance
CA Department of Insurance
CA Department of Insurance

Special Report and Filing Requirements

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, 11th 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.

Please note that data calls, 1. Survey of Transportation of Network Company Insurance Experience, 2. Credit Property & Credit Unemployment, 3. Child Care Report, 4. Legal Professional Liability Insurance Report, 5. Medical Professional Liability Insurance Report, and 6. Survey of Bail Bond Business Data Call are discontinued for now.

 

[2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024]

 

Year 2024 Reporting Forms

FORM TITLE & INSTRUCTION DUE DATE DOWNLOAD FORMAT

CA Marketing System Survey

send to: RSBmktsys@insurance.ca.gov

6/30/2024

Cover Letter (PDF)
Signature Page (PDF)
Form (Excel)

CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF]

send to: RSBeqpml@insurance.ca.gov

Primary Carriers - 6/30/2024
Reinsurers - 8/31/2024
Retrocessionaires - 9/30/2024

Instructions (PDF)
Cover Letter (PDF)
Signature Page (PDF)
Form A (Excel)
Form B (Excel)
Form X (Excel)
EQ Zones/Zip Code List (Excel)

CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC 10089.13(a)]

send to: RSBeqexp@insurance.ca.gov

3/15/2024

Cover Letter (PDF)
Signature Page (PDF)
Data Collection Workbook (Excel)
Workbook Instructions (PDF)

CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5]

send to: RSBtitle@insurance.ca.gov

6/30/2024

Instructions (PDF)
Statistical Plans / Income Statement (Excel)

Back to Top

 

Year 2023 Reporting Forms

FORM TITLE & INSTRUCTION DUE DATE DOWNLOAD FORMAT

CA Marketing System Survey

send to: RSBmktsys@insurance.ca.gov

6/30/2023

Cover Letter (PDF)
Signature Page (PDF)
Form (Excel)

CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF]

send to: RSBeqpml@insurance.ca.gov

Primary Carriers - 6/30/2023
Reinsurers - 8/31/2023
Retrocessionaires - 9/30/2023

Instructions (PDF)
Cover Letter (PDF)
Signature Page (PDF)
Form A (Excel)
Form B (Excel)
Form X (Excel)
EQ Zones/Zip Code List (Excel)

CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC 10089.13(a)]

send to: RSBeqexp@insurance.ca.gov

3/15/2023

Cover Letter (PDF)
Signature Page (PDF)
Data Collection Workbook (Excel)
Workbook Instructions (PDF)

CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5]

send to: RSBtitle@insurance.ca.gov

6/30/2023

Instructions (PDF)
Statistical Plans / Income Statement (Excel)

Back to Top

 

Year 2022 Reporting Forms

FORM TITLE & INSTRUCTION DUE DATE DOWNLOAD FORMAT

CA Marketing System Survey

send to: RSBmktsys@insurance.ca.gov

6/30/2022

Cover Letter (PDF)
Signature Page (PDF)
Form (Excel)

CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF]

send to: RSBeqpml@insurance.ca.gov

Primary Carriers - 6/30/2022
Reinsurers - 8/31/2022
Retrocessionaires - 9/30/2022

Instructions (PDF)
Cover Letter (PDF)
Signature Page (PDF)
Form A (Excel)
Form B (Excel)
Form X (Excel)
EQ Zones/Zip Code List (Excel)

CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC 10089.13(a)]

send to: RSBeqexp@insurance.ca.gov

3/15/2022

Cover Letter (PDF)
Signature Page (PDF)
Data Collection Workbook (Excel)
Workbook Instructions (PDF)

CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5]

send to: RSBtitle@insurance.ca.gov

6/30/2022

Instructions (PDF)
Statistical Plans / Income Statement (Excel)

Back to Top

 

Year 2021 Reporting Forms

FORM TITLE & INSTRUCTION DUE DATE DOWNLOAD FORMAT

CA Marketing System Survey

send to: RSBmktsys@insurance.ca.gov

6/30/2021

Cover Letter (PDF)
Signature Page (PDF)
Form (Excel)

CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF]

sent to: RSBeqpml@insurance.ca.gov

Primary Carriers - 6/30/2021
Reinsurers - 8/31/2021
Retrocessionaires - 9/30/2021

Instructions (PDF)
Cover Letter (PDF)
Signature Page (PDF)
Form A (Excel)
Form B (Excel)
Form X (Excel)
EQ Zones/Zip Code List (Excel)

CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC 10089.13(a)]

send to: RSBeqexp@insurance.ca.gov

3/15/2021

Cover Letter (PDF)
Signature Page (PDF)
Data Collection Workbook (Excel)
Workbook Instructions (PDF)

CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5]

send to: RSBtitle@insurance.ca.gov

6/30/2021

Instructions (PDF)
Statistical Plans / Income Statement (Excel)

Back to Top

 

Year 2020 Reporting Forms

Due to the current Covid-19 public health emergency, we are extending all data calls' deadlines for 30 days beyond its original due date.  Some of you have already submitted your reports.  We thank you for your efforts.  Should you have any questions, please e-mail them to the e-mail address specific for that data call.

 

FORM TITLE & INSTRUCTION DUE DATE DOWNLOAD FORMAT

CA Marketing System Survey

send to: RSBmktsys@insurance.ca.gov

6/30/2020

Cover Letter (PDF)
Signature Page (PDF)
Form (Excel)

CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF]

sent to: RSBeqpml@insurance.ca.gov

Primary Carriers - 6/30/2020
Reinsurers - 8/31/2020
Retrocessionaires - 9/30/2020

Instructions (PDF)
Cover Letter (PDF)
Signature Page (PDF)
Form A (Excel)
Form B (Excel)
Form X (Excel)
EQ Zones/Zip Code List (Excel)

CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC 10089.13(a)]

send to: RSBeqexp@insurance.ca.gov

3/15/2020

Cover Letter (PDF)
Signature Page (PDF)
Data Collection Workbook (Excel)
Workbook Instructions (PDF)

CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5]

send to: RSBtitle@insurance.ca.gov

6/30/2020

Instructions (PDF)
Statistical Plans / Income Statement (Excel)

Back to Top

 

Year 2019 Reporting Forms

FORM TITLE & INSTRUCTION DUE DATE DOWNLOAD FORMAT

CA Marketing System Survey

send to: RSBmktsys@insurance.ca.gov

6/30/2019

Cover Letter (PDF)
Signature Page (PDF)
Form (Excel)

CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF]

sent to: RSBeqpml@insurance.ca.gov

Primary Carriers - 6/30/2019
Reinsurers - 8/31/2019 Retrocessionaires - 9/30/2019

Instructions (PDF)
Cover Letter (PDF)
Signature Page (PDF)
Form A (Excel)
Form B (Excel)
Form X (PDF)
EQ Zones/Zip Code List (Excel)

CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC 10089.13(a)]

send to: RSBeqexp@insurance.ca.gov

3/15/2019

Cover Letter (PDF)
Signature Page (PDF)
Data Collection Workbook (Excel)
Workbook Instructions (PDF)

CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5]

send to: RSBtitle@insurance.ca.gov

6/30/2019

Instructions (PDF)
Statistical Plans / Income Statement (Excel)

Back to Top

 

Year 2018 Reporting Forms

FORM TITLE & INSTRUCTION DUE DATE DOWNLOAD FORMAT

CA Marketing System Survey

send to: RSBmktsys@insurance.ca.gov

6/30/2018

Cover Letter (PDF)
Signature Page (PDF)
Form (Excel)

CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF]

sent to: RSBeqpml@insurance.ca.gov

Primary Carriers - 6/30/2018 Reinsurers - 8/31/2018 Retrocessionaires - 9/30/2018

Instructions (PDF)
Cover Letter (PDF)
Signature Page (PDF)
Form A (Excel)
Form B (Excel)
Form X (PDF)
EQ Zones/Zip Code List (Excel)

CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC 10089.13(a)]

send to: RSBeqexp@insurance.ca.gov

3/15/2018

Cover Letter (PDF)
Signature Page (PDF)
Data Collection Workbook (Excel)
Workbook Instructions (PDF)

CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5]

send to: RSBtitle@insurance.ca.gov

6/30/2018 Instructions (PDF)
Statistical Plans / Income Statement (Excel)

Back to Top

 

Year 2017 Reporting Forms

FORM TITLE & INSTRUCTION DUE DATE DOWNLOAD FORMAT

CA Survey of Transportation Network Company Insurance Experience

send to: RSBTNC@insurance.ca.gov

This survey applies to only Automobile Insurers Transacting Business in California.

7/1/2017

Cover Letter (PDF)
General Instructions (PDF)
Signature Page (PDF)
Questionnaire (Excel)
Individual Claims Workbook (Excel)
Policy Information Exhibit (Excel)

CA Marketing System Survey

send to: RSBmktsys@insurance.ca.gov

6/30/2017

Cover Letter (PDF)
Signature Page (PDF)
Form (Excel)

CA Earthquake Probable Maximum Loss Questionnaire - [CCR Title 10 Sec 2307, PDF]

sent to: RSBeqpml@insurance.ca.gov

Primary Carriers - 6/30/2017
Reinsurers - 8/31/2017 Retrocessionaires - 9/30/2017

Instructions (PDF)
Cover Letter (PDF)
Signature Page (PDF)
Form A (Excel)
Form B (Excel)
Form X (PDF)
EQ Zones/Zip Code List (Excel)

CA Earthquake Premium, Exposure & Policy Count Data Call - [CIC 10089.13(a)]

send to: RSBeqexp@insurance.ca.gov

3/15/2017

Cover Letter (PDF)
Signature Page (PDF)
Data Collection Workbook (Excel)
Workbook Instructions (PDF)

CA Title Insurance Statistical Plan & Income Statement [CIC 12401.5]

send to: RSBtitle@insurance.ca.gov

6/30/2017 Instructions (PDF)
Statistical Plans / Income Statement (Excel)

Back to Top

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