The following Tax Forms, Instructions, and Information are now available in MS-Excel and MS-Word. The MS-Excel and MS-Word documents may be downloaded to your computer.

Tax Forms, Instructions and Information for the Calendar Year 2009

• All Classes of Insurance Except Ocean Marine, Life, Title, And Home Protection Tax Return Instructions - MS Word Format
• Bulletin 137 - MS Word Format

Life Companies Including Accident and Health Insurance Tax Return Form CDI FS-002 - MS Excel Format (revised 09/2009)

• Life Companies Including Accident and Health Insurance Tax Return Attachment "A" - MS Excel Format
• Life Companies Including Accident and Health Insurance Tax Return Attachment "B" - MS Word Format
• Life Companies Including Accident and Health Insurance Tax Return Instructions - MS Word Format

Title Insurance Tax Return Form CDI FS-003 - MS Excel Format (revised 09/2009)

• Title Insurance Tax Return Form Instructions - MS Word Format

Home Protection Tax Return Form CDI FS-004 - MS Excel Format (revised 09/2009)

• Home Protection Tax Return Instructions - MS Word Format

Ocean Marine Insurance Tax Return Form CDI FS-005 - MS Excel Format (revised 09/2009)

Surplus Line Broker and Special Lines Surplus Line Broker Annual Statement and Tax Return Form CDI FS-006 - MS Excel Format (revised 09/2009)

• Surplus Line Broker and Special Lines Surplus Line Broker Annual Statement and Tax Return Instructions
• Surplus Line Broker Tax Calendar

Zero Tax Return for Surplus Lines Brokers Tax Return Form - MS Excel Format

• Zero Tax Return for Surplus Lines Brokers Tax Return Instructions - MS Word Format

Surplus Line Broker's Monthly Tax Payment Voucher Form FS-007 - MS Excel Format (revised 03/2009)

Medical Managed Care Plan Insurance Tax Return Form CDI FS-008 - MS Excel Format (revised 09/2009)

• Medical Managed Care Plan Insurance Tax Return Instructions - MS Word Format

Premium Tax Voucher for the 1st Quarter Prepayment Form CIA T-4 - MS Excel Format (revised 9/2009)

Premium Tax Voucher for the Quarterly Prepayments Form CIA T-4A - MS Excel Format (revised 9/2009)

Electronic Fund Transfer (EFT) Program Information Guide - PDF Format

Note: The above EFT Guide is in Portable Document Format (PDF). You will need the Adobe Acrobat Reader to view the PDF file. To download a FREE Acrobat Reader, select the following link to Adobe's website.

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