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CA Department of Insurance

2009 Tax Forms, Instructions and Information

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. You can download this software from the Free Document Readers page.

Tax Forms, Instructions and Information for the Calendar Year 2009


All Classes of Insurance Except Ocean Marine, Life, Title, And Home Protection Tax Return Form CDI FS-001 - MS Excel Format (revised 9/2009)

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


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


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


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)


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


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

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